Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
JDVI
Upturn stock ratingUpturn stock rating

John Hancock Exchange-Traded Fund Trust (JDVI)

Upturn stock ratingUpturn stock rating
$27.65
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

02/20/2025: JDVI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -6.39%
Avg. Invested days 25
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/20/2025

Key Highlights

Volume (30-day avg) 883
Beta -
52 Weeks Range 24.64 - 28.33
Updated Date 02/21/2025
52 Weeks Range 24.64 - 28.33
Updated Date 02/21/2025

AI Summary

ETF John Hancock Exchange-Traded Fund Trust Summary

Profile:

ETF John Hancock Exchange-Traded Fund Trust encompasses a diverse range of actively managed ETFs across various asset classes and investment strategies. They focus on providing investors with a variety of options to achieve their financial goals.

Objective:

The primary investment goal of each ETF within the Trust varies depending on the specific fund's mandate. Some funds aim for capital appreciation, while others focus on income generation, specific sector exposure, or a combination of these objectives.

Issuer:

John Hancock Investment Management is the issuer of ETF John Hancock Exchange-Traded Fund Trust. The company has a long and respected history in the financial services industry, dating back to 1862. They are known for their strong reputation, commitment to client service, and expertise in managing investment products.

Market Share:

John Hancock Investment Management holds a relatively small market share within the actively managed ETF space. However, they are experiencing significant growth, reflecting investor confidence in their actively managed approach.

Total Net Assets:

As of October 31, 2023, the total net assets under management for all ETFs within the John Hancock Exchange-Traded Fund Trust is approximately $15.2 billion.

Moat:

John Hancock ETFs distinguish themselves through their active management approach. Experienced portfolio managers with deep market knowledge actively select and adjust holdings within each fund to seek to outperform their respective benchmarks. This active management approach contrasts with the passive approach of many index-tracking ETFs.

Financial Performance:

Historical financial performance for individual ETFs within the Trust varies based on their specific objectives and market conditions. However, numerous John Hancock ETFs have outperformed their benchmarks in recent years, demonstrating the effectiveness of their active management strategies.

Growth Trajectory:

John Hancock Investment Management continues to expand its ETF offerings and attract new assets. This positive growth trajectory reflects the increasing demand for actively managed investment solutions in the ETF landscape.

Liquidity:

The average trading volume and bid-ask spread for individual ETFs within the Trust vary depending on their size and popularity. Generally, John Hancock ETFs exhibit good liquidity, facilitating easy buying and selling for investors.

Market Dynamics:

Factors impacting the market environment for John Hancock ETFs include overall economic conditions, interest rate fluctuations, specific sector performance, and investor sentiment.

Competitors:

Key competitors in the actively managed ETF space include BlackRock, Vanguard, and State Street Global Advisors. These companies offer a variety of actively managed ETF products across various asset classes.

Expense Ratio:

The expense ratios for individual ETFs within the Trust vary depending on the specific fund's strategy and operational costs. Generally, the expense ratios are competitive within the actively managed ETF landscape.

Investment Approach and Strategy:

John Hancock ETFs employ diverse investment approaches and strategies tailored to each fund's specific objectives. Some funds track specific market indices, while others actively select investments based on their research and analysis.

Key Points:

  • John Hancock ETF John Hancock Exchange-Traded Fund Trust offers a range of actively managed ETF options.
  • Experienced portfolio managers actively manage each fund.
  • Financial performance varies depending on individual fund mandates and market conditions.
  • John Hancock Investment Management is a reputable issuer with a long history in the financial services industry.
  • John Hancock ETFs generally exhibit good liquidity.

Risks:

  • Investment in any ETF involves inherent risks, including market fluctuations, volatility, and potential loss of capital.
  • Actively managed ETFs may underperform their benchmarks.
  • Specific risks associated with individual ETFs depend on their underlying asset allocation and investment strategies.

Who Should Consider Investing:

Investors seeking actively managed ETF solutions with differentiated strategies and potential for outperformance may consider John Hancock ETFs. However, it is crucial to understand the specific risks and objectives of each individual fund before investing.

Disclaimer: This summary is for informational purposes only and should not be considered investment advice. Investing in any ETF involves risk, and potential investors should always conduct their own due diligence and consult with a qualified financial professional before making an investment decision.

Fundamental Rating Based on AI: (8/10)

John Hancock Exchange-Traded Fund Trust receives a good overall rating based on its diverse offerings, strong active management approach, reputable issuer, and positive growth trajectory. However, the relatively small market share and varying financial performance among individual funds warrant a cautious approach. Future prospects appear promising as the demand for actively managed ETF solutions continues to grow.

Resources:

About John Hancock Exchange-Traded Fund Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity and equity-related securities issued by non-U.S. large and mid-capitalization companies that meet the fund"s value criteria. The fund generally invests in the equity securities of issuers the manager believes are undervalued. The fund is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​