John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) belongs to the Large 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 JFIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JFIVX
JFIVX charges 0.30% annually. There are 87 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JFIVX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JFIVX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JFIVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JFIVX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | JFIVX vs WBREOX |
Best Risk-Adjusted Alternatives to JFIVX
JFIVX has a PortfoliosLab risk / return rank of 62. There are 129 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | JFIVX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | JFIVX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | JFIVX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | JFIVX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | JFIVX vs VPMAX |
Top Performing JFIVX Alternatives (YTD)
JFIVX is at 10.28% YTD. There are 175 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | JFIVX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | JFIVX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | JFIVX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | JFIVX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | JFIVX vs VPMAX |
Lowest Volatility Alternatives to JFIVX
JFIVX has 12.62% 1-year volatility. There are 167 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | JFIVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | JFIVX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | JFIVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | JFIVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | JFIVX vs JEPIX |
Lowest Drawdown Alternatives to JFIVX
JFIVX has a 1-year max drawdown of -8.94%. There are 170 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | JFIVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JFIVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JFIVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JFIVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JFIVX vs QUERX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 86 | 9.62% | — | Oct 1992 | JFIVX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JFIVX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 32 | 11.90% | — | Jun 1997 | JFIVX vs JVMIX | |
| John Hancock Premium Dividend Fund | Dividend | 15 | 6.96% | — | Dec 1989 | JFIVX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.12% | — | Jan 1997 | JFIVX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.30% | — | Nov 1973 | JFIVX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 27 | 16.26% | — | May 2019 | JFIVX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 14 | 2.85% | — | Oct 1984 | JFIVX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 90 | 11.50% | — | Apr 2014 | JFIVX vs JAKVX | |
| JHancock Infrastructure Fund | Energy Equities | 77 | 12.71% | — | Dec 2013 | JFIVX vs JEEIX |
Often Compared With JFIVX
Investors most often compare JFIVX with VFIAX, SPY, JIBCX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare JFIVX with Any Fund or Stock
Compare JFIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JFIVX with funds that move differently
John Hancock Variable Insurance Trust 500 Index Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JFIVX.
Explore JFIVX Diversifiers