John Hancock U.S. Global Leaders Growth Fund (USGLX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USGLX
USGLX charges 1.13% annually. There are 336 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | USGLX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | USGLX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | USGLX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | USGLX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | USGLX vs VIGAX |
Best Risk-Adjusted Alternatives to USGLX
USGLX has a PortfoliosLab risk / return rank of 3. There are 409 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | USGLX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | USGLX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | USGLX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | USGLX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | USGLX vs POGRX |
Top Performing USGLX Alternatives (YTD)
USGLX is at -1.51% YTD. There are 406 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | USGLX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | USGLX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | USGLX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | USGLX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | USGLX vs FOKFX |
Lowest Volatility Alternatives to USGLX
USGLX has 13.32% 1-year volatility. There are 68 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | USGLX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | USGLX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | USGLX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | USGLX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | USGLX vs AWYIX |
Lowest Drawdown Alternatives to USGLX
USGLX has a 1-year max drawdown of -16.11%. There are 258 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | USGLX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | USGLX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | USGLX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | USGLX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | USGLX vs AQEIX |
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 | 91 | 10.58% | — | Oct 1992 | USGLX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | USGLX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | USGLX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | USGLX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.84% | — | Dec 1989 | USGLX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 84 | 16.63% | — | Jan 1997 | USGLX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | USGLX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | USGLX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | USGLX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | USGLX vs JCCIX |
Often Compared With USGLX
Investors most often compare USGLX with VTI, AMRGX, JSGIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare USGLX with Any Fund or Stock
Compare USGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USGLX with funds that move differently
John Hancock U.S. Global Leaders Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USGLX.
Explore USGLX Diversifiers