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JHML vs FLRG

John Hancock Multifactor Large Cap ETF vs Fidelity U.S. Multifactor ETF

JHML

John Hancock Multifactor Large Cap ETF

Annual cost

0.29%

Fund size

$1.2B

FLRG

Fidelity U.S. Multifactor ETF

Annual cost

0.15%

Fund size

$292M

Key differences

Both JHML and FLRG are equity ETFs. JHML charges 0.29% a year and FLRG 0.15%. The main difference: JHML follows a index enhanced strategy; FLRG uses index tracking.

  • JHML follows a index enhanced strategy; FLRG uses index tracking.
  • FLRG costs 0.14% less per year.
  • JHML is much larger than FLRG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, JHML has delivered higher annualized returns.
  • JHML has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JHMLFLRG
Annual cost (TER)0.29%0.15%
Fund size (AUM)$1.2B$292M
Since20152020
Dividend yield0.95%1.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+22.2%+14.7%
CAGR 3Y+19.3%+18.1%
CAGR 5Y+11.4%+12.4%
Sharpe 3Y1.061.04
Volatility 1Y11.77%10.38%
Max drawdown-36.13%-19.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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