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JHMU vs. VTES
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JHMU vs. VTES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Dynamic Municipal Bond ETF (JHMU) and Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES). The values are adjusted to include any dividend payments, if applicable.

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JHMU vs. VTES - Yearly Performance Comparison


2026 (YTD)202520242023
JHMU
John Hancock Dynamic Municipal Bond ETF
-0.05%5.03%3.76%7.77%
VTES
Vanguard Short-Term Tax-Exempt Bond ETF Shares
0.02%4.19%1.85%3.28%

Returns By Period

In the year-to-date period, JHMU achieves a -0.05% return, which is significantly lower than VTES's 0.02% return.


JHMU

1D
0.17%
1M
-2.23%
YTD
-0.05%
6M
1.69%
1Y
4.77%
3Y*
5Y*
10Y*

VTES

1D
0.11%
1M
-1.24%
YTD
0.02%
6M
0.60%
1Y
3.45%
3Y*
2.61%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JHMU vs. VTES - Expense Ratio Comparison

JHMU has a 0.39% expense ratio, which is higher than VTES's 0.07% expense ratio.


Return for Risk

JHMU vs. VTES — Risk / Return Rank

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

JHMU
JHMU Risk / Return Rank: 5858
Overall Rank
JHMU Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
JHMU Sortino Ratio Rank: 5757
Sortino Ratio Rank
JHMU Omega Ratio Rank: 7070
Omega Ratio Rank
JHMU Calmar Ratio Rank: 5050
Calmar Ratio Rank
JHMU Martin Ratio Rank: 4646
Martin Ratio Rank

VTES
VTES Risk / Return Rank: 8787
Overall Rank
VTES Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VTES Sortino Ratio Rank: 8989
Sortino Ratio Rank
VTES Omega Ratio Rank: 9696
Omega Ratio Rank
VTES Calmar Ratio Rank: 8383
Calmar Ratio Rank
VTES Martin Ratio Rank: 7575
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.

JHMU vs. VTES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Dynamic Municipal Bond ETF (JHMU) and Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES). 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.


JHMUVTESDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.91

-0.74

Sortino ratio

Return per unit of downside risk

1.50

2.43

-0.93

Omega ratio

Gain probability vs. loss probability

1.26

1.49

-0.23

Calmar ratio

Return relative to maximum drawdown

1.31

2.30

-0.98

Martin ratio

Return relative to average drawdown

4.34

7.44

-3.10

JHMU vs. VTES - Sharpe Ratio Comparison

The current JHMU Sharpe Ratio is 1.17, which is lower than the VTES Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of JHMU and VTES, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JHMUVTESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.91

-0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

1.66

1.76

-0.10

Correlation

The correlation between JHMU and VTES is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

JHMU vs. VTES - Dividend Comparison

JHMU's dividend yield for the trailing twelve months is around 3.86%, more than VTES's 2.77% yield.


TTM202520242023
JHMU
John Hancock Dynamic Municipal Bond ETF
3.86%4.36%7.29%0.63%
VTES
Vanguard Short-Term Tax-Exempt Bond ETF Shares
2.77%2.77%2.99%2.03%

Drawdowns

JHMU vs. VTES - Drawdown Comparison

The maximum JHMU drawdown since its inception was -4.48%, which is greater than VTES's maximum drawdown of -2.42%. Use the drawdown chart below to compare losses from any high point for JHMU and VTES.


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Drawdown Indicators


JHMUVTESDifference

Max Drawdown

Largest peak-to-trough decline

-4.48%

-2.42%

-2.06%

Max Drawdown (1Y)

Largest decline over 1 year

-3.69%

-1.59%

-2.10%

Current Drawdown

Current decline from peak

-2.27%

-1.24%

-1.03%

Average Drawdown

Average peak-to-trough decline

-0.81%

-0.48%

-0.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.12%

0.49%

+0.63%

Volatility

JHMU vs. VTES - Volatility Comparison

John Hancock Dynamic Municipal Bond ETF (JHMU) has a higher volatility of 1.29% compared to Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES) at 0.69%. This indicates that JHMU's price experiences larger fluctuations and is considered to be riskier than VTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JHMUVTESDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.29%

0.69%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

2.08%

0.96%

+1.12%

Volatility (1Y)

Calculated over the trailing 1-year period

4.10%

1.83%

+2.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.19%

1.75%

+2.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.19%

1.75%

+2.44%