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 33 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 Plus S... | 0.03% | — | Dec 2010 | JESIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | JESIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | JESIX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | JESIX vs VTMSX |
Best Risk-Adjusted Alternatives to JESIX
JESIX has a PortfoliosLab risk / return rank of 85. There are 17 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | JESIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | JESIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | JESIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | JESIX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | JESIX vs AUERX |
Top Performing JESIX Alternatives (YTD)
JESIX is at 19.28% YTD. There are 85 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | JESIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | JESIX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | JESIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | JESIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | JESIX vs WESCX |
Lowest Volatility Alternatives to JESIX
JESIX has 20.42% 1-year volatility. There are 157 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | JESIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | JESIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | JESIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | JESIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | JESIX vs FTHNX |
Lowest Drawdown Alternatives to JESIX
JESIX has a 1-year max drawdown of -11.05%. There are 123 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% | 3.10B | Apr 2006 | JESIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | JESIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | JESIX vs BIAUX |
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 | 86 | 9.73% | — | Oct 1992 | JESIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JESIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JESIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JESIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JESIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JESIX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JESIX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JESIX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JESIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | 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