JHID vs SPY

JHID vs SPY
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Quick Verdict

SPY has a lower expense ratio. JHID delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: JHIDMore Diversified: SPY

Side-by-Side Comparison

MetricJHIDSPYWinner
Expense Ratio0.46%0.09%
AUM$12M$821.1B
Dividend Yield3.41%1.01%
Holdings106505
YTD Return+17.51%+12.93%
1Y Return+30.17%+20.62%
3Y Return (annualized)+23.04%+22.00%
5Y Return (annualized)-+13.33%
Volatility (annualized)12.8%15.3%
Max Drawdown-12.4%-56.5%
Fund FamilyJohn Hancock Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionDec 20, 2022Jan 22, 1993

JHID vs SPY Performance

John Hancock International High Dividend ETF (JHID) is a ETF from John Hancock Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year JHID returned +30.17% while SPY returned +20.62%. Year to date, JHID is up 17.51% versus a gain of 12.93% for SPY.

Over three years, JHID compounded at +23.04% per year against +22.00% for SPY. Across the full 4-year window we track, JHID has the edge at +21.91% annualized vs +8.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.8% for JHID. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -12.4% for JHID and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHID charges 0.46% per year while SPY charges 0.09%. On a $10,000 position that is $46 vs $9 annually, a gap of $37 per year that compounds over a long holding period. On income, JHID currently yields 3.41% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

JHID and SPY share 1 holdings out of 600 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHIDWeight in SPYDifference
KR0.00%0.05%0.05%

Frequently Asked Questions

Which is cheaper, JHID or SPY?

JHID has an expense ratio of 0.46% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, JHID or SPY?

Over the past year JHID returned +30.17% vs +20.62% for SPY, so JHID leads on 1-year performance. Over the longest common window we track (4 years), JHID annualized +21.91% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, JHID or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 12.8% for JHID. Worst drawdown: JHID -12.4% vs SPY -56.5%.

Should I hold both JHID and SPY?

JHID and SPY have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHID and SPY?

JHID and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 600 unique securities.

Which pays a higher dividend, JHID or SPY?

JHID yields 3.41% while SPY yields 1.01%, so JHID currently pays the higher dividend yield.

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