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JHDGJohn Hancock Hedged Equity ETF

Grow my moneyDiversifierNewRanked #110 of 281 in this goal

Seeks long-term capital appreciation with lower volatility and downside protection relative to broad equity markets.

By John Hancock · Launched 2026

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$108M

#3,020 of 6,040 · mid-size

Return (1Y)

+2.9%

Track Record

5 months

#5,337 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,980+9.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Long short

Holdings

By weight

Concentration

Top 10 holdings = 47.7% of fundmoderately concentrated

Microsoft CorpMSFT
8.6%
Alphabet Inc Class AGOOGL
7.0%
Amazon.com IncAMZN
6.4%
NVIDIA CorpNVDA
5.0%
JPMorgan Chase & CoJPM
4.4%
Broadcom IncAVGO
4.1%
Costco Wholesale CorpCOST
3.5%
Eli Lilly and CoLLY
2.9%
Advanced Micro Devices IncAMD
2.9%
Berkshire Hathaway Inc Class BBRK-B
2.9%

Asset allocation

Stocks
100.0%
Cash
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.1%Moderate

Year-on-year price swings

Max drawdown
-23.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation with lower volatility and downside protection relative to broad equity markets.
Strategy
Actively manages a portfolio of large-cap U.S. equity securities, utilizing high-conviction fundamental selection and a dynamic options overlay for downside protection. The fund is not index-tracking and aims for long-term capital appreciation while managing volatility.
Inception date
April 7, 2026
Fund family
John Hancock

Next steps

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Data updated on 2026-09-18