HEQ
John Hancock Diversified Income Fund
1W: -1.7%
1M: -3.9%
3M: -4.2%
YTD: +2.1%
1Y: +5.5%
3Y: +44.0%
5Y: +27.3%
$11.00
+0.00 (+0.00%)
Weekly Expected Move ±1.4%
$11
$11
$11
$11
$11
Similar ETFs
20 peers by holdings overlap (640 holdings)
ITTAX
Hartford Multi-Asset Income Fund Class A
76.7%
Shared241 holdings
Total278
AUM$558M
Price$19.85
MTRAX
NYLI Income Builder Fund;A
27.2%
Shared55 holdings
Total114
AUM$1.2B
Price$25.45
PBAIX
BlackRock Tactical Opportunities Instl
25.9%
Shared376 holdings
Total1,021
AUM$6.0B
Price$18.18
DFEOX
DFA U.S. Core Equity 1 Portfolio
25.5%
Shared364 holdings
Total2,563
AUM$41.8B
Price$55.98
IGA
Voya Global Advantage and Premium Opportunity Fund
24.7%
Shared89 holdings
Total259
AUM$156M
Price$10.01
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
24.6%
Shared89 holdings
Total259
AUM$479M
Price$6.07
DFQTX
DFA U.S. Core Equity 2 Portfolio
24.3%
Shared364 holdings
Total2,666
AUM$38.8B
Price$49.92
SFLNX
Schwab Fundamental US Lg Company Index Fund Insti Shs
24.2%
Shared95 holdings
Total734
AUM$12.9B
Price$37.79
CAIBX
American Funds Capital Income Builder Class A
24.0%
Shared85 holdings
Total281
AUM$122.0B
Price$80.61
AFALX
Applied Finance Dividend Fund Investor Class
23.4%
Shared38 holdings
Total39
AUM$30M
Price$13.65
INUTX
Columbia Dividend Opportunity Fund Class A
23.4%
Shared47 holdings
Total82
AUM$2.4B
Price$44.94
FLCOX
Fidelity Large Cap Value Index Fund
23.1%
Shared87 holdings
Total862
AUM$14.0B
Price$24.82
FFA
First Trust Enhanced Equity Income Fund
23.0%
Shared48 holdings
Total62
AUM$444M
Price$22.21
NOIEX
Northern Funds Income Equity Fund
21.0%
Shared46 holdings
Total140
AUM$321M
Price$20.75
SVOAX
SEI Institutional Managed Trust - U.S. Managed Volatility Fund
21.0%
Shared41 holdings
Total223
AUM$470M
Price$14.22
ZDIVX
Zacks Dividend Fund Investor Class
20.7%
Shared35 holdings
Total73
AUM$137M
Price$31.24
ABLOX
Alger Balanced Portfolio Class I-2
20.6%
Shared41 holdings
Total78
AUM$72M
Price$25.03
AMECX
American Funds The Income Fund of America Class A
20.3%
Shared64 holdings
Total187
AUM$140.0B
Price$26.92
NOSIX
Northern Stock Index Fund
20.1%
Shared93 holdings
Total501
AUM$20.0B
Price$76.88
VINIX
Vanguard Institutional Index Fund Institutional Shares
20.1%
Shared93 holdings
Total501
AUM$360.4B
Price$618.19
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEQ | $133M | 264 | 9.0% | 11.7 | 2.9 | 3.0 | 28.7% | 25.8% | 4.19% | +15.7% | +34.6% | 53.1 | 5.9 |
| ITTAX | $558M | 278 | 4.7% | 11.9 | 3.1 | 3.5 | 31.1% | 29.4% | 4.03% | +18.4% | +40.0% | 54.0 | 5.9 |
| MTRAX | $1.2B | 114 | 13.7% | 0.1 | 0.0 | 0.0 | 31.0% | 30.1% | 3.23% | +15.4% | +39.7% | 55.2 | 6.5 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| IGA | $156M | 259 | 36.5% | 9.2 | 1.2 | 1.1 | 14.4% | 11.5% | 2.93% | +10.6% | +32.5% | 56.6 | 6.4 |
| IGD | $479M | 259 | 36.5% | 9.2 | 1.2 | 1.1 | 14.4% | 11.5% | 2.93% | +10.6% | +32.5% | 56.6 | 6.4 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| SFLNX | $12.9B | 734 | 21.7% | 14.2 | 3.4 | 2.9 | 26.2% | 19.9% | 1.99% | +18.1% | +30.1% | 52.6 | 6.2 |
| CAIBX | $122.0B | 281 | 22.4% | 12.2 | 2.4 | 2.8 | 22.2% | 22.8% | 3.47% | +15.5% | +33.5% | 53.9 | 6.2 |
| AFALX | $30M | 39 | 60.7% | 12.1 | 2.6 | 2.0 | 22.7% | 17.0% | 3.09% | +11.1% | +31.7% | 55.6 | 6.1 |