John Hancock Global Shareholder Yield Fund (JGYIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JGYIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JGYIX
JGYIX charges 0.84% annually. There are 78 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | JGYIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | JGYIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | JGYIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | JGYIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | JGYIX vs UCEQX |
Best Risk-Adjusted Alternatives to JGYIX
JGYIX has a PortfoliosLab risk / return rank of 96. There are 5 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | JGYIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | JGYIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | JGYIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | JGYIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | JGYIX vs EPSYX |
Top Performing JGYIX Alternatives (YTD)
JGYIX is at 19.78% YTD. There are 7 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | JGYIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | JGYIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | JGYIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | JGYIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | JGYIX vs PGVFX |
Lowest Volatility Alternatives to JGYIX
JGYIX has 10.19% 1-year volatility. There are 17 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | JGYIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | JGYIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | JGYIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | JGYIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | JGYIX vs SVTAX |
Lowest Drawdown Alternatives to JGYIX
JGYIX has a 1-year max drawdown of -6.96%. There are 13 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | JGYIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | JGYIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | JGYIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | JGYIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | JGYIX vs SGMAX |
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 | 87 | 10.52% | — | Oct 1992 | JGYIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.61% | — | Jan 2009 | JGYIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 47 | 14.27% | — | Jun 1997 | JGYIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 57 | 9.92% | — | Nov 2012 | JGYIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 12 | 6.22% | — | Dec 1989 | JGYIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.28% | — | Jan 1997 | JGYIX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 23 | 12.83% | — | May 2019 | JGYIX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 15 | -0.97% | — | Nov 1973 | JGYIX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 19 | 3.69% | — | Oct 1984 | JGYIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.87% | — | Apr 2014 | JGYIX vs JAKVX |
Often Compared With JGYIX
Investors most often compare JGYIX with AIVSX, FWIFX, GCCHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JGYIX with Any Fund or Stock
Compare JGYIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JGYIX with funds that move differently
John Hancock Global Shareholder Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JGYIX.
Explore JGYIX Diversifiers