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JHMB vs. SPCK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JHMB vs. SPCK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Mortgage Backed Securities ETF (JHMB) and SPAC and New Issue ETF (SPCK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JHMB achieves a 0.36% return, which is significantly lower than SPCK's 2.66% return.


JHMB

1D
-0.23%
1M
0.40%
YTD
0.36%
6M
0.46%
1Y
6.77%
3Y*
5.24%
5Y*
10Y*

SPCK

1D
0.22%
1M
1.34%
YTD
2.66%
6M
2.51%
1Y
2.37%
3Y*
4.02%
5Y*
-0.95%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JHMB vs. SPCK - Yearly Performance Comparison


2026 (YTD)20252024202320222021
JHMB
John Hancock Mortgage Backed Securities ETF
0.36%7.89%3.52%7.21%-10.24%-0.79%
SPCK
SPAC and New Issue ETF
2.66%7.81%2.84%-4.10%-12.25%-0.88%

Correlation

The correlation between JHMB and SPCK is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.15

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since Aug 20, 2021

0.02

The correlation between JHMB and SPCK shifts across timeframes, from -0.15 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

JHMB vs. SPCK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JHMB
JHMB Risk / Return Rank: 4949
Overall Rank
JHMB Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
JHMB Sortino Ratio Rank: 5757
Sortino Ratio Rank
JHMB Omega Ratio Rank: 5050
Omega Ratio Rank
JHMB Calmar Ratio Rank: 4646
Calmar Ratio Rank
JHMB Martin Ratio Rank: 4242
Martin Ratio Rank

SPCK
SPCK Risk / Return Rank: 1212
Overall Rank
SPCK Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
SPCK Sortino Ratio Rank: 1212
Sortino Ratio Rank
SPCK Omega Ratio Rank: 1313
Omega Ratio Rank
SPCK Calmar Ratio Rank: 1313
Calmar Ratio Rank
SPCK Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JHMB vs. SPCK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Mortgage Backed Securities ETF (JHMB) and SPAC and New Issue ETF (SPCK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


JHMBSPCKDifference

Sharpe ratio

Return per unit of total volatility

1.75

0.26

+1.49

Sortino ratio

Return per unit of downside risk

2.69

0.40

+2.29

Omega ratio

Gain probability vs. loss probability

1.31

1.06

+0.25

Calmar ratio

Return relative to maximum drawdown

2.26

0.31

+1.95

Martin ratio

Return relative to average drawdown

6.58

0.52

+6.06

JHMB vs. SPCK - Sharpe Ratio Comparison

The current JHMB Sharpe Ratio is 1.75, which is higher than the SPCK Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of JHMB and SPCK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JHMBSPCKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

0.26

+1.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.15

+0.10

Drawdowns

JHMB vs. SPCK - Drawdown Comparison

The maximum JHMB drawdown since its inception was -14.53%, smaller than the maximum SPCK drawdown of -28.28%. Use the drawdown chart below to compare losses from any high point for JHMB and SPCK.


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Drawdown Indicators


JHMBSPCKDifference

Max Drawdown

Largest peak-to-trough decline

-14.53%

-28.28%

+13.75%

Max Drawdown (1Y)

Largest decline over 1 year

-3.01%

-7.72%

+4.71%

Max Drawdown (3Y)

Largest decline over 3 years

-5.80%

-7.72%

+1.92%

Max Drawdown (5Y)

Largest decline over 5 years

-20.59%

Current Drawdown

Current decline from peak

-1.84%

-16.01%

+14.17%

Average Drawdown

Average peak-to-trough decline

-4.82%

-18.86%

+14.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

4.60%

-3.57%

Volatility

JHMB vs. SPCK - Volatility Comparison

The current volatility for John Hancock Mortgage Backed Securities ETF (JHMB) is 1.16%, while SPAC and New Issue ETF (SPCK) has a volatility of 2.52%. This indicates that JHMB experiences smaller price fluctuations and is considered to be less risky than SPCK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JHMBSPCKDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

2.52%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

2.76%

3.91%

-1.15%

Volatility (1Y)

Calculated over the trailing 1-year period

3.91%

9.10%

-5.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.81%

8.23%

-2.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.81%

9.23%

-3.42%

JHMB vs. SPCK - Expense Ratio Comparison

JHMB has a 0.39% expense ratio, which is lower than SPCK's 0.95% expense ratio.


Dividends

JHMB vs. SPCK - Dividend Comparison

JHMB's dividend yield for the trailing twelve months is around 4.73%, less than SPCK's 16.06% yield.


PositionTTM20252024202320222021
JHMB
John Hancock Mortgage Backed Securities ETF
4.73%4.48%4.88%4.04%4.17%0.98%
SPCK
SPAC and New Issue ETF
16.06%16.48%0.69%2.27%0.00%1.28%

Frequently Asked Questions


JHMB and SPCK have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPCK has higher volatility (2.52%) compared to JHMB (1.16%). In terms of maximum drawdown, JHMB dropped -14.53% vs SPCK's -28.28%.

On 3-year performance, JHMB leads with 5.24% vs 4.02% for SPCK. On fees, JHMB is cheaper at 0.39% per year. On volatility, JHMB has been the lower-risk option at 1.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, JHMB has performed better with a 5.24% return vs 4.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

JHMB is cheaper with a 0.39% expense ratio, compared with 0.95% for SPCK.

SPCK has the higher dividend yield at 16.06%, compared with 4.73% for JHMB.

JHMB is categorized as Intermediate Core-Plus Bond, while SPCK is Event Driven. They also come from different issuers: John Hancock and Tuttle Capital Management. Their fees differ too: 0.39% for JHMB and 0.95% for SPCK.

JHMB currently has the higher Sharpe Ratio (1.75 vs 0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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