John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JFIVX
JFIVX charges 0.30% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among JFIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | JFIVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | JFIVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | JFIVX vs SSSYX |
Best Risk-Adjusted Alternatives to JFIVX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | JFIVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | JFIVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | JFIVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | JFIVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | JFIVX vs DHAMX |
Top Performing JFIVX Alternatives (YTD)
JFIVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | JFIVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | JFIVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | JFIVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | JFIVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | JFIVX vs RCKSX |
Lowest Volatility Alternatives to JFIVX
JFIVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | JFIVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | JFIVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | JFIVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | JFIVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | JFIVX vs QUERX |
Lowest Drawdown Alternatives to JFIVX
JFIVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | JFIVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | JFIVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | JFIVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | JFIVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | JFIVX vs GQEIX |
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 | JFIVX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 34 | -0.62% | Jun 2, 1997 | JFIVX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 83 | 2.10% | Jan 1, 2009 | JFIVX vs JAAAX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 61 | -0.65% | Jan 2, 1997 | JFIVX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | JFIVX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 49 | -0.87% | Nov 9, 1973 | JFIVX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -10.79% | Oct 1, 1984 | JFIVX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 11 | -2.42% | Dec 20, 2013 | JFIVX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 4 | -14.89% | Oct 14, 2005 | JFIVX vs JIBCX | |
| John Hancock Funds Fundamental All Cap Core Fund | Large Cap Blend Equities | 8 | -11.14% | Jun 1, 2011 | JFIVX vs JFCIX |
Often Compared With JFIVX
What investors most often compare with JFIVX, 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.