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 500 Index Fund Institutional Select Share... | 0.01% | — | — | JFIVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JFIVX vs VSTSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | JFIVX vs VSMPX |
Best Risk-Adjusted Alternatives to JFIVX
JFIVX has a PortfoliosLab risk / return rank of 64. There are 119 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | JFIVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | JFIVX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | JFIVX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | JFIVX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | JFIVX vs IGIAX |
Top Performing JFIVX Alternatives (YTD)
JFIVX is at 9.62% YTD. There are 171 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | JFIVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | JFIVX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | JFIVX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | JFIVX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | JFIVX vs FLVCX |
Lowest Volatility Alternatives to JFIVX
JFIVX has 12.59% 1-year volatility. There are 169 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | JFIVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | JFIVX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | JFIVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | JFIVX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | JFIVX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 | 88 | 10.21% | — | Oct 1992 | JFIVX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.65% | — | Jan 2009 | JFIVX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 28 | 9.21% | — | Jun 1997 | JFIVX vs JVMIX | |
| John Hancock Premium Dividend Fund | Dividend | 8 | 3.78% | — | Dec 1989 | JFIVX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.45% | — | Jan 1997 | JFIVX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.17% | — | Nov 1973 | JFIVX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 54 | 33.48% | — | May 2019 | JFIVX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -0.63% | — | Oct 1984 | JFIVX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 83 | 9.88% | — | Apr 2014 | JFIVX vs JAKVX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 50 | 23.06% | — | Dec 2013 | JFIVX vs JCCIX |
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