JHMM vs VOE

AJHMM

BVOE

Measures won0–6VOE wins · of 6 · 5Y

$10,000 · 5Y$16,036VOE · JHMM $14,250

Lowest cost0.05%VOE · $5 on $10k

Most income1.84%VOE · $184 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common24.8%JHMM and VOE

JHMM

VOE

John Hancock Investments - Multifactor Mid Cap ETF · $6.1BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+20.0%3 years · per year$17,272 · $18,135+21.9%

+7.3%5 years · per year$14,251 · $16,036+9.9%

0.41%Expense ratio$41 · $5 on $10k · lower wins0.05%

0.89%12-mo yield$89 · $184 on $10k1.84%

−8.6%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.0%

0–6VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHMM · VOE

0.5%EBAY0.7%

0.5%KEYS0.5%

0.5%DVN0.9%

0.5%CAH0.9%

Held in common24.8%

End-of-day Nov 3, 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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B
2	AJHMM	John Hancock Investments - Multifactor Mid Cap ETFRead Desk		0.41%	0.89%	+0.1%	+13.4%	+15.9%	+20.0%	+7.3%	−8.6%	$6.1B

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

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B
2	AJHMM	John Hancock Investments - Multifactor Mid Cap ETFRead Desk		0.41%	0.89%	+0.1%	+13.4%	+15.9%	+20.0%	+7.3%	−8.6%	$6.1B

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

Cards for this view

JHMM vs VOE

JHMM

John Hancock Investments - Multifactor Mid Cap

$14,251

VOE

Vanguard Morningstar Mid-Cap Value

$16,036

MeasureJHMMVOE

Fee0.41%0.05%

Cost on $10k a year$41$5

Yield0.89%1.84%

5 years, per year+7.3%+9.9%

3 years, per year+20.0%+21.9%

Worst drop · 1Y−8.6%−6.9%

Volatility · 1Y13.8%11.0%

6–0measures won
VOE first

24.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: JHMM, VOE

Today

24.8%most shared, JHMM and VOE

JHMMVOE

JHMM—24.8%

VOE24.8%—

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

JHMM$89 − $41 = $48

KeptFee

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