JHML vs USMV

AJHML

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$16,142JHML · USMV $14,273

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common35.6%JHML and USMV

JHML

USMV

John Hancock Investments - Multifactor Large Cap ETF · $1.2BiShares MSCI USA Min Vol Factor ETF · $23.8B

+20.8%3 years · per year$17,624 · $14,878+14.2%

+10.0%5 years · per year$16,142 · $14,273+7.4%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

0.98%12-mo yield$98 · $139 on $10k1.39%

−8.0%Worst dropSmaller wins−6.5%

12.6%VolatilityLower wins9.1%

2–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHML · USMV

3.9%MSFT1.7%

3.6%NVDA1.3%

1.0%BRK-B1.6%

4.4%AAPL1.0%

Held in common35.6%

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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 USMV

JHML

John Hancock Investments - Multifactor Large Cap

$16,142

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureJHMLUSMV

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield0.98%1.39%

5 years, per year+10.0%+7.4%

3 years, per year+20.8%+14.2%

Worst drop · 1Y−8.0%−6.5%

Volatility · 1Y12.6%9.1%

4–2measures won
USMV first

35.6%

holdings shared

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

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

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

Overlap: JHML, USMV

Today

35.6%most shared, JHML and USMV

JHMLUSMV

JHML—35.6%

USMV35.6%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

JHML$98 − $29 = $69

KeptFee

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