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John Hancock Multifactor Large Cap ETF (JHML)
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Upturn Advisory Summary
10/31/2025: JHML (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 34.98% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 58.08 - 73.18 | Updated Date 06/29/2025 |
52 Weeks Range 58.08 - 73.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
John Hancock Multifactor Large Cap ETF
ETF Overview
Overview
The John Hancock Multifactor Large Cap ETF (JHML) seeks to provide investment results that closely correspond to the performance of the John Hancock Dimensional Large Cap Index. It focuses on large-cap U.S. equities, utilizing a multifactor approach that emphasizes relative price, profitability, and size factors.
Reputation and Reliability
John Hancock Investment Management is a well-established firm with a long history in asset management.
Management Expertise
The management team has experience in factor-based investing and quantitative strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the John Hancock Dimensional Large Cap Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the John Hancock Dimensional Large Cap Index.
Composition The ETF holds a diversified portfolio of large-cap U.S. equities.
Market Position
Market Share: JHML's market share within the smart beta large-cap ETF segment is moderate, competing with larger, more established ETFs.
Total Net Assets (AUM): 2204000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QUAL
- ESGU
Competitive Landscape
The smart beta large-cap ETF space is highly competitive. JHML's multifactor approach offers a differentiated strategy, but it faces competition from larger ETFs with greater liquidity and brand recognition. JHML has the advantage of a more targeted factor exposure, while others provide broader market exposure.
Financial Performance
Historical Performance: Historical performance data is available through financial data providers.
Benchmark Comparison: The ETF's performance is compared to the John Hancock Dimensional Large Cap Index to assess its tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, but it is lower compared to the broader market ETFs.
Bid-Ask Spread
The bid-ask spread is typically reasonable, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards factor-based investing can affect the ETF's performance.
Growth Trajectory
The ETF's growth is influenced by its ability to attract investors seeking factor-based exposure and the overall performance of the large-cap equity market.
Moat and Competitive Advantages
Competitive Edge
JHML's competitive edge lies in its well-defined multifactor approach, which targets relative price, profitability, and size factors. This strategy may appeal to investors seeking a systematic and potentially higher-returning approach to large-cap investing. The fund is rules-based, transparent, and aims to provide consistent factor exposure. However, there is no guarantee that these factors will consistently outperform the broader market.
Risk Analysis
Volatility
The ETF's volatility is generally similar to that of the broader large-cap equity market.
Market Risk
The ETF is subject to market risk, which is the risk that the value of its holdings will decline due to overall market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor for JHML is someone seeking a diversified portfolio of large-cap U.S. equities with a tilt towards factors like relative price, profitability, and size.
Market Risk
The ETF is suitable for long-term investors who understand factor-based investing.
Summary
John Hancock Multifactor Large Cap ETF (JHML) offers exposure to US large-cap stocks through a multifactor investment strategy. JHML aims to outperform market-cap-weighted indexes by overweighting stocks with favorable characteristics based on factors. This ETF is suitable for investors seeking a factor-based approach to large-cap investing with a long-term investment horizon. The fundu2019s expense ratio is 0.29%, which is relatively low for a smart beta ETF.
Similar ETFs
Sources and Disclaimers
Data Sources:
- John Hancock Investment Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and based on publicly available information.
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 Multifactor Large Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's index. The index is designed to comprise a subset of securities in the U.S. Universe issued by companies whose market capitalizations are larger than that of the 801st largest U.S. company at the time of reconstitution.
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.