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

In the year to Nov 4, 2026, with distributions reinvested, JHMM returned +18.0% and SMMD +22.4%.

Which is cheaper, JHMM or SMMD?

SMMD is cheaper, by 0.26 percentage points a year. That is about $26 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 52% of JHMM and 10% of SMMD by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

JHMM vs SMMD: Differences, Returns & Fees

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Over the year to Nov 4, 2026, JHMM returned +18.0% to SMMD's +22.4%; 34% 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 $4.2bn on Nov 3, 2026 for iShares Russell 2500 ETF.

JHMM on its own →SMMD on its own →

At a glance

+18.0%

JHMM total return, 1 year

+22.4%

SMMD total return, 1 year

0.41%

JHMM expense ratio

0.15%

SMMD expense ratio

Pair scorecard

SMMD costs 0.26 points a year less; their one-year returns differ by 4.4 points.

JHMM vs SMMD: Differences, Returns & Fees
Measure	JHMM	SMMD
Return
Measure	JHMM	SMMD
Total return, 1 year	+18.0%	+22.4%
Drawdown
Measure	JHMM	SMMD
Below its high	3.5%, high on Aug 14, 2026	5.3%, high on Aug 14, 2026
Benchmark
Measure	JHMM	SMMD
What it tracks	John Hancock Dimensional Mid Cap Index	Russell 2500 Index
Cost and size
Measure	JHMM	SMMD
Expense ratio	0.41%	0.15%
Net assets, JHMM as of Jun 30, 2026 and SMMD as of Nov 3, 2026	$5.8bn	$4.2bn
Holdings
Measure	JHMM	SMMD
Holdings in common	34%
Top ten holdings, share of the fund	6.1%	43.4%

Method

What they share

34%

By the books each fund has filed, JHMM and SMMD hold 34% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 3, 2026.

50%

0 half 100%

half

34% in common

Positions both hold · largest shared weight first JHMM SMMD

Viatris Inc. 0.32% 0.31%

nVent Electric PLC 0.28% 0.29%

ATI Inc. 0.26% 0.34%

Woodward Inc. 0.26% 0.28%

F5 Inc. 0.34% 0.26%

US Foods Holding Corp. 0.26% 0.31%

East West Bancorp Inc. 0.28% 0.25%

Exelixis Inc. 0.25% 0.25%

Jones Lang LaSalle Incorporated 0.28% 0.24%

Ovintiv Inc. 0.24% 0.25%

Tenet Healthcare Corporation 0.24% 0.30%

Snap-on Incorporated 0.23% 0.26%

Only in one fund ↓

Only in JHMM

Flex Ltd. 0.85%

Coherent Corp. 0.65%

Comfort Systems USA Inc. 0.64%

Teradyne Inc. 0.64%

Hewlett Packard Enterprise Company 0.60%

Keysight Technologies Inc. 0.58%

Ciena Corporation 0.53%

Monolithic Power Systems Inc. 0.52%

Only in SMMD

ISHARES RUSSELL 2000 ETF 40.62%

RELIANCE STEEL & ALUMINUM 0.31%

HOST HOTELS & RESORTS REIT 0.24%

CHARLES RIVER LABORATORIES INTERNA 0.23%

KIMCO REALTY REIT CORP 0.23%

CH ROBINSON WORLDWIDE 0.22%

GFL ENVIRONMENTAL SUBORDINATE VOTI 0.22%

STANLEY BLACK & DECKER 0.22%

Check overlap with more funds →

Side by side

JHMM John Hancock Multifactor Mid Cap ETF SMMD iShares Russell 2500 ETF

Where it sits Stock ETF Stock ETF

Issuer John Hancock iShares

What it is Tracks an index Tracks an index

Total return, 1 year +18.0% +22.4%

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

Gap to its benchmark +3.2 pts vs IWV +7.6 pts vs IWV

Expense ratio 0.41% 0.15%

Already in the S&P 500 52.5% 10.3%

Holdings 662 516

Net assets, JHMM as of Jun 30, 2026 and SMMD as of Nov 3, 2026 $5.8bn $4.2bn

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

Alert

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.

SMMD

Over the year to Nov 4, 2026 it returned +22.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

SMMD tracks an index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 10% of the fund by weight is stocks the S&P 500 also holds, across 516 positions, with the top ten at 43.4%. It sat 5.3% below its high of Aug 14, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, JHMM or SMMD?: In the year to Nov 4, 2026, with distributions reinvested, JHMM returned +18.0% and SMMD +22.4%.
Which is cheaper, JHMM or SMMD?: SMMD is cheaper, by 0.26 percentage points a year. That is about $26 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JHMM and SMMD overlap with the S&P 500?: By their latest filed holdings, 52% of JHMM and 10% of SMMD by weight is stocks the S&P 500 already holds.

Other comparisons

CGMM vs JHMM JHMM vs TMSL JHMM vs XMHQ JHMM vs XMMO SMMD vs XMMO SMMD vs VFLO SMMD vs SPTM COWG vs SMMD

Where to next

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

Sources and dates

JHMM filings on SEC EDGAR ↗

JHMM prospectus with the expense ratio (SEC) ↗

John Hancock website ↗

SMMD filings on SEC EDGAR ↗

SMMD prospectus with the expense ratio (SEC) ↗

iShares page for SMMD ↗

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.

Cite this pageCitation, APA and Markdown

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

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.