Compare · 2 funds side by side · dividends reinvested

JHML and USMV

JHMLJohn Hancock×USMViShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,965JHML · best of the two

02 / 04

JHML and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

John Hancock Investments - Multifactor Large Cap ETFUS Stock Styles · Factor0.29%0.94%+14.8%+16.2%+22.7%+11.2%−8.0%12.0%$1.2B1.5

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JHML 2015 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Multifactor Large Cap ETF · $1.2B$16,965

JHML

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

JHMLMeasureUSMV

+14.8%Year to dateJan 1 → Nov 4+12.1%

+16.2%1 yearTotal return+14.3%

+22.7%3 years · per year$10,000 became $18,457 · $15,388+15.5%

+11.2%5 years · per year$10,000 became $16,965 · $14,754+8.1%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

0.94%Trailing 12-mo yield$94 · $135 a year on $10k1.35%

−8.0%Worst dropSmaller is better−6.5%

12.0%VolatilityLower is calmer8.7%

JHMLUSMV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JHML vs USMV: Top 5 Holdings

Today

JHML

16.8%in top 5

USMV

in top 57.8%

JHMLStockUSMV

4.2%AAPLnot top 5

3.8%NVDAnot top 5

3.7%MSFT1.6%

3.0%AMZNnot top 5

2.1%GOOGLnot top 5

not top 5APH1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common35.7%

End-of-day Nov 4, 2026 · share of each fund

JHML vs USMV Returns, Every Period

John HancockJHML

+11.2%

5 years, per year

USMViShares

+8.1%

5 years, per year

JHMLUSMVFaded: behind in that period

4–0JHML wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JHML vs USMV

YTD

John HancockJHML

+14.8%

USMViShares

+12.1%

+14.8%Year to date+12.1%

−8.0%Worst drop · 1Y−6.5%

12.0%Volatility · 1Y8.7%

0.9%Yield1.3%

$1.2BAssets$24.1B

3–1USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHML, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

JHML0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JHML, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

JHML0.94%$94

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

JHML$94 − $29 = $65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JHML, USMV

Today

35.7%most shared, JHML and USMV

JHMLUSMV

JHML—35.7%

USMV35.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%JHML, at 12.0% volatility

USMVWorst drop−6.5%8.7% vol

JHMLWorst drop−8.0%12.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVJHML

+12.1%Year to date+14.8%

1.3%Yield0.9%

+14.3%Past year+16.2%

0.15%Fee0.29%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026