DUKH vs JHHY

DUKH vs JHHY

Which is better, DUKH or JHHY?

JHHY has been ahead.

JHHY has a lower expense ratio. JHHY led over 1Y and the full window.

Lower Fees: JHHYHigher Returns: JHHY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDUKHJHHY
Expense Ratio1.07%0.52%Best
AUM$22M$133M
Dividend Yield5.12%7.19%
Holdings12561
YTD Return-1.99%-0.35%Best
1Y Return-0.30%+1.35%Best
Volatility (annualized)4.3%3.8%Best
Max Drawdown-5.7%-5.0%Best
$10,000 over 2.3 years$10,452$11,414Best
Fund FamilyOcean Park Asset ManagementJohn Hancock Investment Management
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionJul 10, 2024May 1, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 11, 2024 to Oct 14, 2026 (2.3 years).

DUKH vs JHHY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.

Compare DUKH against instead:DUKH vs SPYDUKH vs QQQDUKH vs VOODUKH vs VTIJHHY against:JHHY vs VXUS

DUKH vs JHHY Performance

Ocean Park High Income ETF (DUKH) is an ETF from Ocean Park Asset Management and John Hancock High Yield ETF (JHHY) is an ETF from John Hancock Investment Management. Over the past year DUKH returned -0.30% while JHHY returned +1.35%. Year to date, DUKH is down 1.99% versus a loss of 0.35% for JHHY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DUKH has been the more volatile fund, with annualized monthly volatility of 4.3% compared with 3.8% for JHHY. 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 -5.7% for DUKH and -5.0% for JHHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DUKH charges 1.07% per year while JHHY charges 0.52%. On a $10,000 position that is $107 vs $52 annually, a gap of $55 per year that compounds over a long holding period. On income, DUKH currently yields 5.12% against 7.19% for JHHY.

Holdings Overlap

We hold position weights for 1 holding in DUKH and 409 in JHHY, totalling 30.2% and 62.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in DUKH and 409 in JHHY, against full books of 12 and 561.

You are not choosing between two funds in isolation.

Whichever of DUKH and JHHY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DUKHJHHY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUKH or JHHY?

DUKH has an expense ratio of 1.07% while JHHY charges 0.52%. JHHY is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, DUKH or JHHY?

Over the past year DUKH returned -0.30% vs +1.35% for JHHY, so JHHY leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +1.94% vs +5.92% for JHHY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DUKH or JHHY?

DUKH has been the more volatile fund at 4.3% annualized versus 3.8% for JHHY. Worst drawdown: DUKH -5.7% vs JHHY -5.0%.

Should I hold both DUKH and JHHY?

DUKH and JHHY have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DUKH or JHHY?

DUKH yields 5.12% while JHHY yields 7.19%, so JHHY currently pays the higher dividend yield.

Is JHHY better than DUKH?

JHHY has a lower expense ratio. JHHY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.