Core Insights - The John Hancock Multifactor Large Cap ETF (JHML) debuted on September 28, 2015, and provides broad exposure to the Style Box - Large Cap Blend category of the market [1] Fund Overview - JHML is managed by John Hancock and has accumulated over $1.02 billion in assets, making it one of the larger ETFs in its category [5] - The fund aims to match the performance of the John Hancock Dimensional Large Cap Index, which includes securities from companies with market capitalizations larger than the 801st largest U.S. company [5] Cost Structure - The annual operating expenses for JHML are 0.29%, which is competitive with most peer products [6] - The fund has a 12-month trailing dividend yield of 1.11% [6] Sector Exposure and Holdings - JHML's largest sector allocation is in Information Technology, comprising approximately 25.3% of the portfolio, followed by Financials and Industrials [7] - Microsoft Corp (MSFT) represents about 4.45% of the fund's total assets, with Nvidia Corp (NVDA) and Apple Inc (AAPL) also among the top holdings [8] - The top 10 holdings account for approximately 23.89% of total assets under management [8] Performance Metrics - As of September 2, 2025, JHML has gained roughly 10.12% year-to-date and approximately 13.23% over the past year [10] - The fund has traded between $59.74 and $76.71 in the past 52 weeks, with a beta of 0.98 and a standard deviation of 15.94% over the trailing three-year period, indicating medium risk [10] Alternatives - JHML is positioned as a strong option for investors looking to outperform the Style Box - Large Cap Blend segment, with alternatives like iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO) also available [11] - IVV has $661.34 billion in assets and an expense ratio of 0.03%, while VOO has $725.27 billion in assets with the same expense ratio [11]

Core Viewpoint - The John Hancock Multifactor Large Cap ETF (JHML) is a passively managed ETF aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.02 billion, positioning it among the larger ETFs in this category [1]. Group 1: ETF Overview - JHML was launched on September 28, 2015, and is sponsored by John Hancock [1]. - The ETF targets companies with market capitalizations above $10 billion, which are typically stable with predictable cash flows [2]. - The fund has an annual operating expense ratio of 0.29% and a 12-month trailing dividend yield of 1.12% [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 25.40% of the portfolio, followed by Financials and Industrials [4]. - Microsoft Corp (MSFT) represents approximately 4.18% of total assets, with Nvidia Corp (NVDA) and Apple Inc (AAPL) also among the top holdings. The top 10 holdings account for about 22.53% of total assets [5]. Group 3: Performance Metrics - JHML aims to match the performance of the John Hancock Dimensional Large Cap Index, which includes securities from companies larger than the 801st largest U.S. company [6]. - The ETF has increased by about 8.92% year-to-date and approximately 17.33% over the past year, with a trading range between $59.74 and $75.49 in the last 52 weeks [7]. - It has a beta of 0.99 and a standard deviation of 16.23% over the trailing three-year period, indicating a medium risk profile [7]. Group 4: Alternatives and Market Position - JHML holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $655.33 billion and $703.83 billion respectively, and lower expense ratios of 0.09% for SPY and 0.03% for VOO [9]. Group 5: Industry Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].