John Hancock Variable Insurance Trust Small Cap Index Trust (JESIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JESIX
JESIX charges 0.53% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among JESIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | JESIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | JESIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | JESIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | JESIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | JESIX vs TISBX |
Best Risk-Adjusted Alternatives to JESIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | JESIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | JESIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | JESIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | JESIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | JESIX vs PRSVX |
Top Performing JESIX Alternatives (YTD)
JESIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | JESIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | JESIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | JESIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | JESIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | JESIX vs RIVSX |
Lowest Volatility Alternatives to JESIX
JESIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | JESIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | JESIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | JESIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | JESIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | JESIX vs CSMDX |
Lowest Drawdown Alternatives to JESIX
JESIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | JESIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | JESIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | JESIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | JESIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | JESIX vs BOSOX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 79 | -2.58% | Oct 4, 1992 | JESIX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 34 | -0.62% | Jun 2, 1997 | JESIX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 83 | 2.10% | Jan 1, 2009 | JESIX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 42 | -7.14% | Nov 4, 2012 | JESIX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 61 | -0.65% | Jan 2, 1997 | JESIX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | JESIX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 49 | -0.87% | Nov 9, 1973 | JESIX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -10.79% | Oct 1, 1984 | JESIX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 11 | -2.42% | Dec 20, 2013 | JESIX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 4 | -14.89% | Oct 14, 2005 | JESIX vs JIBCX |
Often Compared With JESIX
What investors most often compare with JESIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds New World Fund® Class R-6 | Emerging Markets Diversified | 71 | -3.98% | Aug 1, 2008 | JESIX vs RNWGX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | JESIX vs TNVIX | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | JESIX vs PRCGX |
Compare JESIX with Any Fund or Stock
Compare JESIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.