JHML vs SPY

AJHML

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · JHML $16,142

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.0%JHML · worst fall in 1Y

Held in common76.0%JHML and SPY

JHML

SPY

John Hancock Investments - Multifactor Large Cap ETF · $1.2BState Street SPDR S&P 500 ETF · $819B

+20.8%3 years · per year$17,624 · $18,174+22.0%

+10.0%5 years · per year$16,142 · $17,099+11.3%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

0.98%12-mo yield$98 · $103 on $10k1.03%

−8.0%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHML · SPY

4.4%AAPL7.7%

3.9%MSFT6.2%

3.6%NVDA7.3%

3.1%AMZN3.9%

Held in common76.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AJHML	John Hancock Investments - Multifactor Large Cap ETFRead Desk		0.29%	0.98%	−3.9%	+10.4%	+12.7%	+20.8%	+10.0%	−8.0%	$1.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AJHML	John Hancock Investments - Multifactor Large Cap ETFRead Desk		0.29%	0.98%	−3.9%	+10.4%	+12.7%	+20.8%	+10.0%	−8.0%	$1.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JHML vs SPY

JHML

John Hancock Investments - Multifactor Large Cap

$16,142

SPY

SPDR S&P 500

$17,099

MeasureJHMLSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield0.98%1.03%

5 years, per year+10.0%+11.3%

3 years, per year+20.8%+22.0%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y12.6%13.6%

3–2measures won
SPY first

76.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JHML, SPY

Today

76.0%most shared, JHML and SPY

JHMLSPY

JHML—76.0%

SPY76.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

JHML$98 − $29 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee