Which returned more over the last year, JHMM or SCHM?

In the year to Nov 4, 2026, with distributions reinvested, JHMM returned +18.0% and SCHM +23.5%.

Which is cheaper, JHMM or SCHM?

SCHM is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do JHMM and SCHM overlap with the S&P 500?

By their latest filed holdings, 52% of JHMM and 30% of SCHM by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

JHMM vs SCHM: Differences, Returns & Fees

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Over the year to Nov 4, 2026, JHMM returned +18.0% to SCHM's +23.5%; 50% of their weight is in the same names.

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Net assets: $5.8bn on Jun 30, 2026 for John Hancock Multifactor Mid Cap ETF, and $14.9bn on Aug 31, 2026 for Schwab U.S. Mid-Cap ETF.

JHMM on its own →SCHM on its own →

At a glance

+18.0%

JHMM total return, 1 year

+23.5%

SCHM total return, 1 year

0.41%

JHMM expense ratio

0.03%

SCHM expense ratio

Pair scorecard

SCHM costs 0.38 points a year less; their one-year returns differ by 5.5 points.

JHMM vs SCHM: Differences, Returns & Fees
Measure	JHMM	SCHM
Return
Measure	JHMM	SCHM
Total return, 1 year	+18.0%	+23.5%
Drawdown
Measure	JHMM	SCHM
Below its high	3.5%, high on Aug 14, 2026	3.3%, high on Jun 30, 2026
Benchmark
Measure	JHMM	SCHM
What it tracks	John Hancock Dimensional Mid Cap Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Cost and size
Measure	JHMM	SCHM
Expense ratio	0.41%	0.03%
Net assets, JHMM as of Jun 30, 2026 and SCHM as of Aug 31, 2026	$5.8bn	$14.9bn
Holdings
Measure	JHMM	SCHM
Holdings in common	50%
Top ten holdings, share of the fund	6.1%	12.4%

Method

What they share

50%

By the books each fund has filed, JHMM and SCHM hold 50% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Aug 31, 2026.

50%

0 half 100%

half

50% in common

Positions both hold · largest shared weight first JHMM SCHM

Flex Ltd. 0.85% 0.75%

Coherent Corp. 0.65% 1.01%

Ciena Corporation 0.53% 1.01%

Lumentum Holdings Inc. 0.41% 1.32%

Steel Dynamics Inc. 0.36% 0.59%

F5 Inc. 0.34% 0.43%

Entegris Inc. 0.33% 0.38%

MKS Inc. 0.54% 0.32%

United Therapeutics Corporation 0.32% 0.40%

Viatris Inc. 0.32% 0.36%

Bloom Energy Corporation 0.31% 1.00%

Omnicom Group Inc. 0.31% 0.46%

Only in one fund ↓

Only in JHMM

Comfort Systems USA Inc. 0.64%

Teradyne Inc. 0.64%

Hewlett Packard Enterprise Company 0.60%

Keysight Technologies Inc. 0.58%

Monolithic Power Systems Inc. 0.52%

Targa Resources Corp. 0.51%

AMETEK Inc. 0.47%

Rockwell Automation Inc. 0.47%

Only in SCHM

Sandisk Corp 4.32%

JB Hunt Transport Services Inc 0.37%

CH Robinson Worldwide Inc 0.33%

Annaly Capital Management Inc 0.31%

Jazz Pharmaceuticals PLC 0.29%

RB Global Inc 0.29%

WP Carey Inc 0.29%

Stanley Black & Decker Inc 0.28%

Check overlap with more funds →

Side by side

JHMM John Hancock Multifactor Mid Cap ETF SCHM Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer John Hancock Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +18.0% +23.5%

Its benchmark over the same days +14.8% (IWV) +14.8% (VOO)

Gap to its benchmark +3.2 pts vs IWV +8.7 pts vs VOO

Expense ratio 0.41% 0.03%

Already in the S&P 500 52.5% 30.2%

Holdings 662 491

Net assets, JHMM as of Jun 30, 2026 and SCHM as of Aug 31, 2026 $5.8bn $14.9bn

JHMM and SCHM on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

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About each fund

JHMM

Over the year to Nov 4, 2026 it returned +18.0% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

JHMM tracks an index. The prospectus expense ratio is 0.41% a year. By its holdings filed for Jun 30, 2026, 52% of the fund by weight is stocks the S&P 500 also holds, across 662 positions, with the top ten at 6.1%. It sat 3.5% below its high of Aug 14, 2026 on Nov 4, 2026.

SCHM

SCHM tracks an index. Over the year to Nov 4, 2026 it returned +23.5% with distributions reinvested, against +14.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 491 positions, with the top ten at 12.4%. It sat 3.3% below its high of Jun 30, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, JHMM or SCHM?: In the year to Nov 4, 2026, with distributions reinvested, JHMM returned +18.0% and SCHM +23.5%.
Which is cheaper, JHMM or SCHM?: SCHM is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JHMM and SCHM overlap with the S&P 500?: By their latest filed holdings, 52% of JHMM and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

JHMM vs MOAT JHMM vs SPMD JHMM vs MDY JHMM vs VFLO SCHM vs VFLO SCHM vs SMMD CGMM vs SCHM SCHM vs TMSL

Where to next

JHMM on its own →SCHM on its own →Hold both: look the portfolio through →Rankings →JHMM dividend history →JHMM holdings →SCHM dividend history →SCHM holdings →Standards and sources →

Sources and dates

JHMM filings on SEC EDGAR ↗

JHMM prospectus with the expense ratio (SEC) ↗

John Hancock website ↗

SCHM filings on SEC EDGAR ↗

SCHM prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, JHMM against SCHM, data as of Nov 4, 2026. https://etfiq.com/compare/any/jhmm-vs-schm

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