4 min readBy Beqa Bumbeishvili ETF Insider
IPAY VS LEND
Compare the IPAY and LEND ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The issuer of the JHID ETF is committed to providing investors with a unique investment opportunity. Unlike traditional index funds, the JHID ETF is actively managed and does not aim to replicate the performance of a specific index. Under normal market conditions, the fund allocates at least 80% of its net assets to dividend-paying large- and mid-cap equity securities of non-U.S. developed market companies, excluding the U.S. These equity securities include common and preferred stocks, convertible securities, rights, warrants, and REITs (or their local equivalents) from developed markets.
Although the JHancock International Dividend ETF (JHID) isn't designed as an index fund, it actively manages its portfolio of dividend-paying large- and mid-cap equity securities from non-U.S. developed market companies. The fund focuses on investments in these securities, which may include common and preferred stocks, convertible securities, rights, warrants, and real estate investment trusts (REITs). JHID follows a proprietary systematic approach to select and optimize its portfolio, seeking securities with high and persistent dividends or those expected to grow over time. While diversification is maintained across various industries and sectors, the fund may at times concentrate its investments in specific sectors of the non-U.S. equity markets.
The JHID ETF employs an active management strategy and is not designed to mimic the performance of a specific index. Under typical market conditions, the fund allocates a minimum of 80% of its net assets (including any borrowings for investment purposes) to dividend-paying large- and mid-cap equity securities of non-U.S. developed market companies. These securities are either listed in developed markets outside the United States or have their primary listing on those markets, excluding U.S. exchanges. The fund assesses whether a country qualifies as a developed market based on criteria such as MSCI market classifications. JHID's investment universe focuses on dividend-paying non-U.S. developed market equity securities within the top 85% of free-float adjusted market capitalization in each developed market country. The fund follows a proprietary systematic approach, initially screening for securities with high and consistent dividends or potential dividend growth. The portfolio is then optimized, considering various security and portfolio factors. While the fund aims to diversify across industries and sectors to manage risk, it may selectively concentrate its investments in specific sectors within the non-U.S. equity markets when deemed appropriate. This dynamic approach provides investors with exposure to dividend-paying large- and mid-cap companies in developed markets worldwide while allowing for tactical sector allocation.
The correlation aspect of the actively managed John Hancock Multifactor Developed International ETF (JHID) is essential for investors seeking to understand its performance in relation to non-U.S. developed market equities. JHID aims to invest at least 80% of its assets in dividend-paying large- and mid-cap equity securities of non-U.S. developed market companies, excluding the U.S. As an actively managed fund, its correlation with specific market indices or sectors may vary over time, making it crucial for investors to assess its current correlations to make informed investment decisions. For those looking to delve deeper into JHID's correlations and uncover valuable insights into its behavior, the ETF Insider web app offers a powerful tool with simple visualization capabilities to study correlations and identify overlaps with other US ETFs.
The JHID ETF, managed actively rather than tracking a specific index, focuses its investments on dividend-paying large- and mid-cap equity securities of non-U.S. developed market companies. These securities are primarily found in developed markets outside the United States. The fund's systematic approach begins by screening for high and consistent dividend yields or expected dividend growth. It then optimizes the portfolio by evaluating various security and portfolio factors. While the fund aims to maintain diversification, it may also concentrate investments in specific sectors or sectors within the non-U.S. equity markets based on market conditions and opportunities.
The exposure characteristics of the John Hancock Multifactor International ETF (JHID) are rooted in its approach to investing in non-U.S. developed market companies. This actively managed ETF primarily targets dividend-paying large- and mid-cap equity securities from developed markets, excluding the United States. JHID employs a systematic approach that prioritizes high and persistent dividends or expected dividend growth when selecting securities within the top 85% of the free-float adjusted market capitalization in each developed market country. While the fund aims for diversification, it may periodically focus on specific sectors or industries within the non-U.S. equity markets to manage risk.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
4 min readCompare the IPAY and LEND ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe JHID ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
4 min readThe JHID ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the JHID ETF.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
