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JHML vs SMLF

John Hancock Multifactor Large Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF

JHML

John Hancock Multifactor Large Cap ETF

Annual cost

0.29%

Fund size

$1.2B

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

Key differences

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

  • JHML follows a index enhanced strategy; SMLF uses index tracking.
  • SMLF costs 0.14% less per year.
  • SMLF is much larger than JHML. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JHMLSMLF
Annual cost (TER)0.29%0.15%
Fund size (AUM)$1.2B$3.9B
Since20152015
Dividend yield0.95%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.1%+29.8%
CAGR 3Y+20.4%+20.8%
CAGR 5Y+11.6%+10.4%
Sharpe 3Y1.130.87
Volatility 1Y11.71%17.39%
Max drawdown-36.13%-41.89%

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

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