JHDG - ETF AI Analysis
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John Hancock Hedged Equity ETF (JHDG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the current market.
High-Quality Top Holdings
The fund’s largest positions include many well-known, financially strong companies, several of which have shown strong or steady performance this year.
Broad Sector Diversification
Holdings spread across technology, consumer, health care, financials, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Moderate Expense Ratio
The fund’s fees are not extremely high but are meaningfully above the cheapest index ETFs, which slightly reduces the net return to investors.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the health of the U.S. market.
Mixed Performance Among Top Holdings
Some major positions have shown weak or negative performance this year, which can drag on the fund’s overall results if that continues.
JHDG vs. SPDR S&P 500 ETF (SPY)
AUM127.72M
RegionNorth America
Expense Ratio0.49%
Beta0.58
IssuerJohn Hancock
Inception DateApr 08, 2026
Dividend Yield0.18%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,928
30 Day Avg. Volume18,655
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.03Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JHDG Summary
John Hancock Hedged Equity ETF (JHDG) is an actively managed fund that invests in large U.S. companies across many sectors instead of tracking a single index. It focuses heavily on technology and other major industries, with well-known holdings like Microsoft, Alphabet (Google), Amazon, and JPMorgan Chase. The fund uses options to try to reduce losses during market downturns and smooth out returns over time, which may appeal to investors seeking growth with some built-in risk management. However, it still invests in stocks and uses complex strategies, so its value can go up and down with the market and may lag in strong bull markets.
How much will it cost me?This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the cost of a typical low-cost index ETF because this fund is actively managed and uses options strategies to hedge risk, which are more complex and expensive to run.
What would affect this ETF?This ETF could benefit if large U.S. companies, especially big technology names like Microsoft, Alphabet, Amazon, and Nvidia, keep growing as digital services, cloud computing, and AI expand, and if the U.S. economy remains stable with supportive interest rate and regulatory conditions. On the downside, it may lag if tech and other growth sectors fall out of favor, if higher interest rates or a U.S. recession hurt large companies, or if its options strategies cap gains in strong bull markets while still adding costs and active-management risk.
JHDG Top 10 Holdings
This ETF leans heavily on U.S. mega-cap tech, with Microsoft, Nvidia, and AMD doing most of the heavy lifting as their AI and cloud stories keep the momentum rising. Amazon and Alphabet are more of a mixed bag, steady over the longer run but occasionally losing their footing and softening the tech tailwind. Broadcom is treading water, not hurting but not helping much either. Outside tech, JPMorgan and Berkshire Hathaway add a steadier financial backbone, but the real action—and risk—remains concentrated in a U.S.-centric, Big Tech–driven lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 8.26% | $10.50M | $4.02T | 5.82% | 79 Outperform | |
| Alphabet Class A | 6.60% | $8.39M | $4.29T | 44.14% | 85 Outperform | |
| Amazon | 6.17% | $7.84M | $2.80T | 19.50% | 71 Outperform | |
| Nvidia | 5.89% | $7.48M | $5.45T | 26.93% | 76 Outperform | |
| JPMorgan Chase | 3.93% | $4.99M | $888.63B | 9.72% | 72 Outperform | |
| Advanced Micro Devices | 3.52% | $4.47M | $970.08B | 177.65% | 73 Outperform | |
| Costco | 3.42% | $4.35M | $425.16B | 0.86% | 72 Outperform | |
| Broadcom | 3.19% | $4.06M | $1.69T | 3.83% | 76 Outperform | |
| Eli Lilly & Co | 2.88% | $3.66M | $1.11T | 43.60% | 72 Outperform | |
| Berkshire Hathaway B | 2.84% | $3.61M | $996.84B | 4.96% | 66 Neutral |
JHDG Technical Analysis
Positive
―
Price Trends
28.20
Positive
27.77
Positive
Market Momentum
0.15
Negative
58.34
Neutral
82.88
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JHDG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.21, equal to the 50-day MA of 28.20, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.15 indicates Negative momentum. The RSI at 58.34 is Neutral, neither overbought nor oversold. The STOCH value of 82.88 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JHDG.
JHDG Peer Comparison
Comparison Results
Performance Comparison
JHDG
John Hancock Hedged Equity ETF
28.52
2.89
11.28%
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
ROCY
JPMorgan Equity Premium Yield ETF
―
―
―
AFLG
First Trust Active Factor Large Cap ETF
―
―
―
SEIQ
SEI Enhanced U.S. Large Cap Quality Factor ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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