John Hancock Multifactor ETF: Key Insights for Investors

Investors should consider the John Hancock Multifactor Large Cap ETF (JHML) for broad market exposure. The fund has assets over $935 million and a 12-month trailing dividend yield of 1.17%. With strong holdings in tech, it could align with long-term investment strategies.

Date: 26-03-2025

AI Rating: 6

Earnings Performance and Pricing Metrics

The John Hancock Multifactor Large Cap ETF (JHML) seeks to mimic the results of the John Hancock Dimensional Large Cap Index. The report indicates that the ETF has experienced a decrease of about -0.86% year-to-date, but it has improved by approximately 8.83% over the past year. Such performance may indicate a stabilization that investors could view favorably in light of market volatility.

The reported % loss could slightly dampen investor sentiment, but the substantial annual growth reflects resilience in the fund's portfolio amidst broader market challenges.

Dividend Yield

The ETF offers a 12-month trailing dividend yield of 1.17%, aligning it competitively within the ETF space. This yield can often be enticing for income-seeking investors, as it suggests that the fund is providing a return on investment through dividends.

Expense Ratio

The JHML operates with an expense ratio of 0.29%, which is comparable to its peers, potentially making it an efficient choice for investors. Lower costs typically enable better investment results over time.

Sector and Top Holdings

The ETF's significant allocation (23.10%) to the Information Technology sector, coupled with top holdings including Apple Inc (AAPL), Microsoft Corp (MSFT), and Nvidia Corp (NVDA), reflects a focus on growth potential while managing risk through diversification. These companies represent strong performance drivers which could positively influence the ETF’s overall valuation.

Market Volatility and Risk Assessment

JHML's beta of 1.01 and standard deviation of 16.20% place it in the medium risk category for investors looking for stability. Having 775 holdings allows for diversification, which can mitigate company-specific risks. The current trading range (between $61.15 and $73.44 over the past year) provides a window into its price stability.

Considering these facets, JHML represents a blend of growth and income with relatively low expense ratios and diversified holdings, making it appealing for long-term investors in the Large Cap Blend segment.

Stocks: AAPL MSFT NVDA SPY VOO