JHMU vs. VUIAX
Compare and contrast key facts about John Hancock Dynamic Municipal Bond ETF (JHMU) and Vanguard Utilities Index Fund Admiral Shares (VUIAX).
JHMU is a passively managed fund by John Hancock that tracks the performance of the John Hancock Dimensional Utilities Index. It was launched on Nov 1, 2023. VUIAX is managed by Vanguard. It was launched on Apr 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHMU or VUIAX.
Correlation
The correlation between JHMU and VUIAX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JHMU vs. VUIAX - Performance Comparison
Key characteristics
JHMU:
1.15
VUIAX:
2.28
JHMU:
1.62
VUIAX:
3.08
JHMU:
1.21
VUIAX:
1.39
JHMU:
1.67
VUIAX:
1.89
JHMU:
4.65
VUIAX:
10.13
JHMU:
0.92%
VUIAX:
3.42%
JHMU:
3.73%
VUIAX:
15.23%
JHMU:
-2.56%
VUIAX:
-46.28%
JHMU:
-1.06%
VUIAX:
-2.39%
Returns By Period
In the year-to-date period, JHMU achieves a 0.68% return, which is significantly lower than VUIAX's 6.02% return.
JHMU
0.68%
1.09%
0.81%
4.18%
N/A
N/A
VUIAX
6.02%
1.89%
7.95%
34.96%
5.60%
9.18%
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JHMU vs. VUIAX - Expense Ratio Comparison
JHMU has a 0.39% expense ratio, which is higher than VUIAX's 0.10% expense ratio.
Risk-Adjusted Performance
JHMU vs. VUIAX — Risk-Adjusted Performance Rank
JHMU
VUIAX
JHMU vs. VUIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Dynamic Municipal Bond ETF (JHMU) and Vanguard Utilities Index Fund Admiral Shares (VUIAX). 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.
Dividends
JHMU vs. VUIAX - Dividend Comparison
JHMU's dividend yield for the trailing twelve months is around 7.58%, more than VUIAX's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHMU John Hancock Dynamic Municipal Bond ETF | 7.58% | 7.29% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.84% | 3.01% | 3.49% | 2.98% | 2.70% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% | 3.02% |
Drawdowns
JHMU vs. VUIAX - Drawdown Comparison
The maximum JHMU drawdown since its inception was -2.56%, smaller than the maximum VUIAX drawdown of -46.28%. Use the drawdown chart below to compare losses from any high point for JHMU and VUIAX. For additional features, visit the drawdowns tool.
Volatility
JHMU vs. VUIAX - Volatility Comparison
The current volatility for John Hancock Dynamic Municipal Bond ETF (JHMU) is 0.92%, while Vanguard Utilities Index Fund Admiral Shares (VUIAX) has a volatility of 5.06%. This indicates that JHMU experiences smaller price fluctuations and is considered to be less risky than VUIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.