JIEMX Alternatives & Similar Mutual Funds

John Hancock Funds II Equity Income Fund (JIEMX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JIEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JIEMX

JIEMX charges 0.76% annually. There are 33 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	JIEMX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	JIEMX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	JIEMX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	JIEMX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	JIEMX vs VDIGX

Best Risk-Adjusted Alternatives to JIEMX

JIEMX has a PortfoliosLab risk / return rank of 1. There are 76 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	JIEMX vs VIHAX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	93	—	Mar 2005	JIEMX vs SVAAX
PMAIX	Pioneer Multi-Asset Income Fund A	92	—	Dec 2011	JIEMX vs PMAIX
GSGRX	Goldman Sachs Equity Income Fund	92	—	Feb 1993	JIEMX vs GSGRX
REAYX	Russell Investments Equity Income Fund	91	—	Mar 2000	JIEMX vs REAYX

Top Performing JIEMX Alternatives (YTD)

JIEMX is at 17.10% YTD. There are 8 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	21.19%	—	Jan 2013	JIEMX vs TRDIX
GSGRX	Goldman Sachs Equity Income Fund	18.68%	—	Feb 1993	JIEMX vs GSGRX
VIHAX	Vanguard International High Dividend Yield Index F...	18.05%	20.40B	Mar 2016	JIEMX vs VIHAX
EQIIX	Allspring Emerging Markets Equity Income Fund	17.89%	—	May 2012	JIEMX vs EQIIX
HFQAX	Janus Henderson Global Equity Income Fund	17.80%	—	Nov 2006	JIEMX vs HFQAX

Lowest Volatility Alternatives to JIEMX

JIEMX has 38.24% 1-year volatility. There are 76 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.97%	—	Dec 2011	JIEMX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.41%	—	Dec 1973	JIEMX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.19%	—	Jul 1987	JIEMX vs CAIFX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	JIEMX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	JIEMX vs ACIIX

Lowest Drawdown Alternatives to JIEMX

JIEMX has a 1-year max drawdown of -36.28%. There are 76 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	JIEMX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	JIEMX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	JIEMX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	JIEMX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	JIEMX vs CDDYX

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
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	86	9.73%	—	Oct 1992	JIEMX vs SVBAX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	96	6.31%	—	Jan 2009	JIEMX vs JAAAX
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	54	14.20%	—	Jun 1997	JIEMX vs JVMIX
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	60	9.15%	—	Nov 2012	JIEMX vs JFIVX
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	86	17.35%	—	Jan 1997	JIEMX vs JVLIX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	26	12.26%	—	May 2019	JIEMX vs JIJIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	22	-0.74%	—	Nov 1973	JIEMX vs JHNBX
TAGRX	John Hancock Fundamental Large Cap Core Fund	Large Cap Blend Equities	16	1.91%	—	Oct 1984	JIEMX vs TAGRX
JAKVX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	94	12.74%	—	Apr 2014	JIEMX vs JAKVX
JEEIX	JHancock Infrastructure Fund	Infrastructure Equities, Energy Equities	82	12.65%	—	Dec 2013	JIEMX vs JEEIX

Often Compared With JIEMX

Investors most often compare JIEMX with DQIRX, HFCVX, SVAIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	13.79%	—	Jul 2006	JIEMX vs DQIRX
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	95	16.57%	—	Nov 1996	JIEMX vs HFCVX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	94	15.85%	—	Mar 2005	JIEMX vs SVAIX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	96	20.16%	—	Jan 1975	JIEMX vs NPRTX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	94	20.05%	—	Dec 2017	JIEMX vs SWLVX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	95	19.10%	—	Apr 2003	JIEMX vs NEIMX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	60	8.33%	—	Dec 2007	JIEMX vs TMMAX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	JIEMX vs UPDDX
VIVIX	Vanguard Value Index Fund Institutional Shares	Large Cap Value Equities	93	16.66%	—	Jul 1998	JIEMX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	94	20.09%	—	Oct 2002	JIEMX vs TILVX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	JIEMX vs AVERX
FGIPX	Nomura Growth and Income Fund Institutional Class	Large Cap Value Equities	98	23.14%	—	Oct 1993	JIEMX vs FGIPX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	91	12.42%	—	Feb 1992	JIEMX vs THPGX
TORYX	Torray Equity Income Fund	Large Cap Value Equities	89	16.56%	—	Dec 1990	JIEMX vs TORYX
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	87	14.30%	—	Aug 1994	JIEMX vs BUFBX
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	90	14.47%	—	Dec 2012	JIEMX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	94	20.05%	13.00B	Jun 2016	JIEMX vs FLCOX
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	65	23.12%	—	Dec 2013	JIEMX vs JCCIX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	93	29.09%	—	Nov 1935	JIEMX vs LEXCX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	JIEMX vs VALAX

Compare JIEMX with Any Fund or Stock

Compare JIEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair JIEMX with funds that move differently

John Hancock Funds II Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIEMX.

Explore JIEMX Diversifiers

John Hancock Funds II Equity Income Fund (JIEMX) Alternatives