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Upturn AI SWOT - About
John Hancock Exchange Traded Fund Trust - U S High Divided ETF (JHDV)
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Upturn Advisory Summary
08/14/2025: JHDV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.71% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 30.05 - 37.21 | Updated Date 06/29/2025 |
52 Weeks Range 30.05 - 37.21 | Updated Date 06/29/2025 |
Upturn AI SWOT
John Hancock Exchange Traded Fund Trust - U S High Divided ETF
ETF Overview
Overview
The John Hancock U.S. High Dividend ETF (ticker: HDIV) seeks to provide investment results that, before fees and expenses, correspond to the performance of the John Hancock U.S. High Dividend Index. The fund primarily invests in dividend-paying U.S. companies across various sectors, aiming for a high income stream while maintaining capital appreciation.
Reputation and Reliability
John Hancock Investment Management is a well-established asset manager with a long history in the financial industry. They are known for providing a range of investment solutions, including ETFs, mutual funds, and retirement products.
Management Expertise
John Hancock's management team has extensive experience in managing dividend-focused and equity investment strategies.
Investment Objective
Goal
To track the performance of the John Hancock U.S. High Dividend Index, seeking high dividend income and capital appreciation.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of its benchmark index, which focuses on high dividend-yielding U.S. equities.
Composition The fund holds a diversified portfolio of dividend-paying common stocks, primarily in the U.S. market.
Market Position
Market Share: Insufficient data to provide precise market share.
Total Net Assets (AUM): 155600000
Competitors
Key Competitors
- Vanguard High Dividend Yield ETF (VYM)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The high dividend ETF market is competitive, with several large players. HDIV's advantage lies in its specific indexing methodology. Disadvantages include a smaller AUM compared to larger, more established dividend ETFs.
Financial Performance
Historical Performance: Historical performance data is not directly available and must be obtained from financial data providers. Data includes returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: The ETF's performance should be compared to the John Hancock U.S. High Dividend Index to assess tracking error and effectiveness.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume indicates reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, resulting in low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and dividend policy changes influence HDIV. Additionally, sector-specific trends, especially within financials, utilities, and consumer staples, impact fund performance.
Growth Trajectory
Growth is tied to dividend-paying stocks' performance and the ETF's ability to attract new investors and increase AUM.
Moat and Competitive Advantages
Competitive Edge
HDIV's competitive advantage stems from its specific index selection criteria and weighting methodology within the high dividend universe. This can lead to different sector exposures and potentially distinct performance characteristics compared to more broadly diversified dividend ETFs. It seeks to provide a balance between high yield and financial stability. However, such a focused approach may also introduce higher concentration risk.
Risk Analysis
Volatility
HDIV's volatility is typical for a high dividend equity fund. It can be expected to fluctuate with the overall market and is tied to the underlying stock market volatility.
Market Risk
Market risk is the primary risk due to its investment in equities. Specific risks include dividend cuts, sector-specific downturns, and interest rate sensitivity.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income through dividends and moderate capital appreciation.
Market Risk
HDIV is suitable for long-term investors and those looking to supplement their income stream, with a preference for dividend-focused equities.
Summary
The John Hancock U.S. High Dividend ETF (HDIV) offers exposure to high dividend-yielding U.S. equities. It tracks the John Hancock U.S. High Dividend Index with the aim of generating income and capital appreciation. While smaller in AUM compared to some competitors, its specific index methodology presents a unique offering. Investors should consider its expense ratio and sector concentrations when evaluating its suitability for their portfolios. Overall, HDIV is best suited for long-term investors seeking dividends, but investors should evaluate that other options are more popular in that space with significantly more AUM.
Peer Comparison
Sources and Disclaimers
Data Sources:
- John Hancock Investment Management Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may vary depending on the source and calculation method.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About John Hancock Exchange Traded Fund Trust - U S High Divided ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying U.S. large- and mid-cap equity securities. These dividend-paying U.S. large- and mid-cap equity securities are incorporated in, or have their primary listing in, the United States. Dividend-paying U.S. equity securities in which the fund may invest include common and preferred stocks, convertible securities, rights, warrants, and real estate investment trusts ("REITs") listed on any U.S. exchange.
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