FTRB vs JHHY

FTRB vs JHHY

Which is better, FTRB or JHHY?

JHHY has been ahead.

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

Lower Fees: FTRBHigher 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

MetricFTRBJHHY
Expense Ratio0.39%Best0.52%
AUM$706M$133M
Dividend Yield4.43%7.19%
Holdings681561
YTD Return-1.76%+0.13%Best
1Y Return-1.21%+1.49%Best
Volatility (annualized)4.4%3.8%Best
Max Drawdown-4.8%Best-5.0%
$10,000 over 2.5 years$11,046$11,724Best
Fund FamilyFederated HermesJohn Hancock Investment Management
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionJan 2, 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 2.5 years row, are measured over the window both funds cover: May 2, 2024 to Oct 15, 2026 (2.5 years).

FTRB 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 2.5 years both funds cover.

Compare FTRB against instead:FTRB vs SPYFTRB vs QQQFTRB vs VOOFTRB vs VTIJHHY against:JHHY vs VXUS

FTRB vs JHHY Performance

Federated Hermes Total Return Bond ETF (FTRB) is an ETF from Federated Hermes and John Hancock High Yield ETF (JHHY) is an ETF from John Hancock Investment Management. Over the past year FTRB returned -1.21% while JHHY returned +1.49%. Year to date, FTRB is down 1.76% versus a gain of 0.13% for JHHY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTRB has been the more volatile fund, with annualized monthly volatility of 4.4% 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 -4.8% for FTRB 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FTRB charges 0.39% per year while JHHY charges 0.52%. On a $10,000 position that is $39 vs $52 annually, a gap of $13 per year that compounds over a long holding period. On income, FTRB currently yields 4.43% against 7.19% for JHHY.

Holdings Overlap

We hold position weights for 558 holdings in FTRB and 409 in JHHY, totalling 52.5% 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 558 positions we hold weights for in FTRB and 409 in JHHY, against full books of 681 and 561.

You are not choosing between two funds in isolation.

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

FTRBJHHY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTRB or JHHY?

FTRB has an expense ratio of 0.39% while JHHY charges 0.52%. FTRB is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, FTRB or JHHY?

Over the past year FTRB returned -1.21% vs +1.49% for JHHY, so JHHY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTRB or JHHY?

FTRB has been the more volatile fund at 4.4% annualized versus 3.8% for JHHY. Worst drawdown: FTRB -4.8% vs JHHY -5.0%.

Should I hold both FTRB and JHHY?

FTRB and JHHY have a monthly-return correlation of 0.67, 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, FTRB or JHHY?

FTRB yields 4.43% while JHHY yields 7.19%, so JHHY currently pays the higher dividend yield.

Is JHHY better than FTRB?

FTRB 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.