John Hancock Variable Insurance Trust Small Cap Index Trust (JESIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JESIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JESIX
JESIX charges 0.53% annually. There are 32 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | JESIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | JESIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | JESIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | JESIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | JESIX vs TISBX |
Best Risk-Adjusted Alternatives to JESIX
JESIX has a PortfoliosLab risk / return rank of 81. There are 14 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | JESIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | JESIX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | JESIX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | JESIX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | JESIX vs GQSCX |
Top Performing JESIX Alternatives (YTD)
JESIX is at 20.57% YTD. There are 74 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | JESIX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | JESIX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | JESIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | JESIX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | JESIX vs FTMSX |
Lowest Volatility Alternatives to JESIX
JESIX has 20.63% 1-year volatility. There are 157 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | JESIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | JESIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | JESIX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | JESIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | JESIX vs BOSOX |
Lowest Drawdown Alternatives to JESIX
JESIX has a 1-year max drawdown of -11.05%. There are 121 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | JESIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | JESIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | JESIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | JESIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | JESIX vs SSCDX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 87 | 10.24% | — | Oct 1992 | JESIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JESIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.79% | — | Jun 1997 | JESIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 11.16% | — | Nov 2012 | JESIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.30% | — | Dec 1989 | JESIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.73% | — | Jan 1997 | JESIX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.08% | — | Nov 1973 | JESIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 34 | 21.09% | — | May 2019 | JESIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 3.03% | — | Oct 1984 | JESIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.68% | — | Apr 2014 | JESIX vs JAKVX |
Often Compared With JESIX
Investors most often compare JESIX with RNWGX, TNVIX, CAMSX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JESIX with Any Fund or Stock
Compare JESIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JESIX with funds that move differently
John Hancock Variable Insurance Trust Small Cap Index Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JESIX.
Explore JESIX Diversifiers