JHDG - ETF AI Analysis
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John Hancock Hedged Equity ETF (JHDG)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Growth-Oriented Top Holdings
Several major positions in large, well-known technology and consumer companies have shown strong recent performance, helping support the ETF’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, consumer, health care, financials, and more, which can help reduce the impact if one industry struggles.
Moderate Expense Ratio for an Active Strategy
The ETF’s fee is higher than basic index funds but reasonable for a more specialized, actively managed equity strategy, allowing investors to keep a fair share of returns.
Negative Factors
Heavy U.S. Market Concentration
With nearly all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. market’s ups and downs.
Tech-Heavy Portfolio
A large tilt toward technology and related names means the ETF could be more volatile and vulnerable if sentiment toward growth or tech stocks weakens.
Mixed Performance Among Top Holdings
While several leading positions have been strong performers, a few large holdings have been weak recently, which can drag on overall fund performance.
JHDG vs. SPDR S&P 500 ETF (SPY)
AUM65.49M
RegionNorth America
Expense Ratio0.49%
Beta0.45
IssuerJohn Hancock
Inception DateApr 08, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,730
30 Day Avg. Volume4,489
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
30.58Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering48
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 many large U.S. companies and uses options to try to soften the blow when markets fall. It doesn’t track a single index, but it focuses on big, well-known names across sectors, with a strong tilt toward technology. Top holdings include Microsoft and Amazon. Someone might invest in JHDG to get broad U.S. stock market exposure with an added layer of downside protection and potential income from options. A key risk is that the hedging can limit gains and the fund can still go up and down with the stock market.
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
JHDG is leaning heavily into U.S. Big Tech and AI, with Alphabet and Amazon doing much of the heavy lifting as their shares keep climbing on strong cloud and advertising momentum. Broadcom, Marvell, Nvidia, and Arista form an AI‑chip and networking backbone that’s been powering ahead, giving the fund a clear technology tilt. Microsoft, while still a core holding, has been more mixed lately and isn’t pulling as much weight. Outside tech, steadier names like JPMorgan and Costco help balance the ride but aren’t the main performance engines.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.14% | $4.56M | $3.15T | 8.60% | 79 Outperform | |
| Alphabet Class A | 7.07% | $4.52M | $4.15T | 118.13% | 85 Outperform | |
| Amazon | 6.91% | $4.41M | $2.84T | 39.12% | 71 Outperform | |
| Broadcom | 4.77% | $3.05M | $2.00T | 117.28% | 76 Outperform | |
| JPMorgan Chase | 4.04% | $2.58M | $831.44B | 28.13% | 72 Outperform | |
| Costco | 3.76% | $2.40M | $448.60B | 1.99% | 72 Outperform | |
| Marvell | 3.74% | $2.39M | $143.68B | 169.52% | 76 Outperform | |
| Nvidia | 3.13% | $2.00M | $5.06T | 99.22% | 76 Outperform | |
| Walmart | 2.92% | $1.86M | $1.04T | 33.99% | 78 Outperform | |
| Arista Networks | 2.66% | $1.70M | $222.76B | 120.24% | 83 Outperform |
JHDG Technical Analysis
Positive
―
Price Trends
Market Momentum
84.22
Negative
70.78
Neutral
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 ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 84.22 is Negative, neither overbought nor oversold. The STOCH value of 70.78 is Neutral, 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
26.75
1.07
4.17%
UPSD
Aptus Large Cap Upside ETF
―
―
―
LVDS
JPMorgan Fundamental Data Science Large Value ETF
―
―
―
EGGY
NestYield Dynamic Income Shield ETF
―
―
―
ACEP
ARS Core Equity Portfolio ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return 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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