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John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage Backed Securities ETF (JHMB)
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Upturn Advisory Summary
11/14/2025: JHMB (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 10.01% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 20.42 - 22.14 | Updated Date 06/29/2025 |
52 Weeks Range 20.42 - 22.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage Backed Securities ETF
ETF Overview
Overview
The John Hancock Mortgage Backed Securities ETF (MORT) seeks to provide investment results that closely correspond to the performance of the Bloomberg U.S. Mortgage Backed Securities Index. It focuses on investing in mortgage-backed securities (MBS), primarily those issued and/or guaranteed by U.S. government agencies.
Reputation and Reliability
John Hancock is a well-established and reputable financial services company with a long history of managing investments.
Management Expertise
The management team has experience in fixed income investing and managing bond portfolios.
Investment Objective
Goal
To track the Bloomberg U.S. Mortgage Backed Securities Index and provide investment results that closely correspond to its performance.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the index's composition and weightings.
Composition The ETF holds a portfolio of mortgage-backed securities, primarily those issued or guaranteed by U.S. government agencies such as Fannie Mae, Freddie Mac, and Ginnie Mae.
Market Position
Market Share: MORT holds a moderate market share within the mortgage-backed securities ETF segment.
Total Net Assets (AUM): 123400000
Competitors
Key Competitors
- iShares MBS ETF (MBB)
- Vanguard Mortgage-Backed Securities ETF (VMBS)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The mortgage-backed securities ETF market is dominated by a few large players like iShares and Vanguard. MORT competes by offering a similar investment strategy but may differentiate itself through its expense ratio or other features. MORT faces strong competition and must effectively market its specific value proposition.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes and market conditions of mortgage-backed securities. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance should closely track the Bloomberg U.S. Mortgage Backed Securities Index.
Expense Ratio: 0.27
Liquidity
Average Trading Volume
The average trading volume is moderately high which makes it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread varies but is generally tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and housing market conditions significantly influence the performance of mortgage-backed securities and, consequently, MORT.
Growth Trajectory
The growth trajectory depends on the overall health of the housing market and interest rate environment. Changes in the index composition also affect the ETF.
Moat and Competitive Advantages
Competitive Edge
MORT benefits from the established brand of John Hancock and its expertise in managing fixed-income assets. It provides investors with convenient access to a diversified portfolio of mortgage-backed securities. MORTu2019s focus on replicating the Bloomberg U.S. Mortgage Backed Securities Index offers a straightforward investment approach. The ETF's expense ratio compared to competitors could be a key differentiator. However, the primary advantage is the diversification and ease of access to the MBS market.
Risk Analysis
Volatility
Volatility is influenced by interest rate sensitivity and credit risk within the mortgage market. Rising interest rates can negatively impact the value of MBS.
Market Risk
The ETF is subject to market risk associated with changes in interest rates, prepayment risk, and credit risk related to the underlying mortgages.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the mortgage-backed securities market for diversification or income purposes may find this ETF suitable.
Market Risk
This ETF is appropriate for long-term investors seeking stable income and diversification within a fixed income portfolio. It may not be suitable for active traders due to its focus on replicating an index.
Summary
John Hancock Mortgage Backed Securities ETF (MORT) offers a simple and efficient way to invest in the mortgage-backed securities market by tracking the Bloomberg U.S. Mortgage Backed Securities Index. It's managed by a reputable firm with experience in fixed income and comes with a reasonable expense ratio. Performance is closely tied to interest rate fluctuations and housing market trends. It is ideally suited for long-term investors seeking diversification and income through mortgage-backed securities, but its market share is less than its competition's.
Similar ETFs
Sources and Disclaimers
Data Sources:
- John Hancock Investment Management Website
- Bloomberg
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. Investment decisions should be based on thorough research and consultation with a financial advisor. Past performance is not indicative of future results.
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 - John Hancock Mortgage Backed Securities 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 mortgage-backed securities. The fund may invest in mortgage-related securities issued or guaranteed by U.S. governmental entities and privately issued mortgage-related securities. The fund may invest up to 20% of its net assets in non-mortgage-backed securities including other asset-backed securities and Collateralized Loan Obligations (CLOs) and cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.