Compare · 2 funds side by side · dividends reinvested

JHMM and IWR

JHMMJohn Hancock×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,250JHMM · best of the two

02 / 04

JHMM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.1

John Hancock Investments - Multifactor Mid Cap ETFUS Stock Styles · Mid cap0.41%0.89%+13.4%+15.9%+20.0%+7.3%−8.6%13.8%$6.1B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: JHMM 2015 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Multifactor Mid Cap ETF · $6.1B$14,250

JHMM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 64.9% in common

JHMMMeasureIWR

+13.4%Year to dateJan 1 → Nov 3+15.6%

+15.9%1 yearTotal return+16.7%

+20.0%3 years · per year$10,000 became $17,272 · $17,698+21.0%

+7.3%5 years · per year$10,000 became $14,251 · $14,220+7.3%

0.41%Expense ratio$41 · $18 a year on $10k · lower is better0.18%

0.89%Trailing 12-mo yield$89 · $115 a year on $10k1.15%

−8.6%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer13.4%

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

0–7IWR wins

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

More Ways to See the Pairs

JHMM vs IWR: Top 5 Holdings

Today

JHMM

2.4%in top 5

IWR

in top 53.8%

JHMMStockIWR

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

0.5%EBAYnot top 5

0.5%KEYSnot top 5

0.5%AMEnot top 5

0.5%DVNnot top 5

0.5%CAHnot top 5

Held in common64.9%

End-of-day Nov 3, 2026 · share of each fund

JHMM vs IWR Returns, Every Period

John HancockJHMM

+7.3%

5 years, per year

IWRiShares

+7.3%

5 years, per year

JHMMIWRFaded: behind in that period

0–3IWR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JHMM vs IWR

YTD

John HancockJHMM

+13.4%

IWRiShares

+15.6%

+13.4%Year to date+15.6%

−8.6%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y13.4%

0.9%Yield1.2%

$6.1BAssets$58.2B

4–0IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHMM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

JHMM0.41%$41

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JHMM, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

JHMM0.89%$89

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

JHMM$89 − $41 = $48

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JHMM, IWR

Today

64.9%most shared, JHMM and IWR

JHMMIWR

JHMM—64.9%

IWR64.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

JHMMWorst drop−8.6%13.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRJHMM

+15.6%Year to date+13.4%

1.2%Yield0.9%

+16.7%Past year+15.9%

0.18%Fee0.41%

4–0IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026