XLF vs JHMF

Both JHMF and XLF are ETFs. JHMF has a higher 5-year return than XLF (6.18% vs 5.56%). JHMF has a higher expense ratio than XLF (0.4% vs 0.1%). Below is the comparison between JHMF and XLF.

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JHMF XLF
Security Type ETF ETF
Finny Score N/A 50
Category Financial Financial
Family John Hancock State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.40% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.17% 1.99%
Underlying Index John Hancock Dimensional Financials Index S&P Financial Select Sector Index
YTD Return -15.88% 0.56%
1-Year Return -17.70% 7.85%
3-Year Return 5.17% 14.50%
5-Year Return 6.18% 5.56%
10-Year Return 0.00% 9.53%

JHMF

JHMF description

John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF is an exchange traded fund launched and managed by John Hancock Investment Management LLC. It is co-managed by Dimensional Fund Advisors L.P. It invests in public equity markets of the United States. It invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the John Hancock Dimensional Financials Index, by using full replication technique. John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF was formed on September 28, 2015 and is domiciled in the United States.

JHMF performance & returns
YTD Return -15.88%
1-Month Return -0.62%
3-Month Return -3.84%
1-Year Return -17.70%
3-Year Return 5.17%
5-Year Return 6.18%
10-Year Return 0.00%
JHMF expense ratio is 0.4%.

JHMF holdings

Top 10 Holdings (26.76% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 4.13%
Visa Inc Class A V 3.60%
JPMorgan Chase & Co JPM 3.24%
Mastercard Inc Class A MA 3.05%
Bank of America Corp BAC 3.03%
Wells Fargo & Co WFC 2.64%
The Goldman Sachs Group Inc GS 1.84%
The Travelers Companies Inc TRV 1.80%
American International Group Inc AIG 1.79%
Morgan Stanley MS 1.63%

JHMF pros

The following are JHMF strengths from our perspective:

  • JHMF 5-year return is 6.18%, which is in line with the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.

JHMF cons

The following are JHMF weaknesses from our perspective:

  • JHMF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • JHMF 3-year return is 5.17%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.

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XLF

XLF description

The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLF performance & returns
YTD Return 0.56%
1-Month Return 0.39%
3-Month Return 2.81%
1-Year Return 7.85%
3-Year Return 14.50%
5-Year Return 5.56%
10-Year Return 9.53%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (55.72% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.66%
JPMorgan Chase & Co JPM 9.08%
Visa Inc Class A V 8.46%
Mastercard Inc Class A MA 7.35%
Bank of America Corp BAC 4.23%
Wells Fargo & Co WFC 3.30%
S&P Global Inc SPGI 2.73%
Morgan Stanley MS 2.36%
The Goldman Sachs Group Inc GS 2.32%
BlackRock Inc BLK 2.23%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 14.5%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 10-year return is 9.53%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLF cons

The following are XLF weaknesses from our perspective:

  • XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLF 5-year return is 5.56%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

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