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 330 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | USGLX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | USGLX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | USGLX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | USGLX vs VRGWX |
Best Risk-Adjusted Alternatives to USGLX
USGLX has a PortfoliosLab risk / return rank of 2. There are 407 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | USGLX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | USGLX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | USGLX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | USGLX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | USGLX vs VHCAX |
Top Performing USGLX Alternatives (YTD)
USGLX is at -2.79% YTD. There are 402 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | USGLX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | USGLX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | USGLX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | USGLX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | USGLX vs CHAIX |
Lowest Volatility Alternatives to USGLX
USGLX has 13.74% 1-year volatility. There are 53 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | USGLX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | USGLX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | USGLX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | USGLX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | USGLX vs GQEPX |
Lowest Drawdown Alternatives to USGLX
USGLX has a 1-year max drawdown of -16.09%. There are 251 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | USGLX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | USGLX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | USGLX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | USGLX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | USGLX vs DNVYX |
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 | 10.21% | — | Oct 1992 | USGLX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.77% | — | Jan 2009 | USGLX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.32% | — | Jun 1997 | USGLX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 10.69% | — | Nov 2012 | USGLX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.07% | — | Dec 1989 | USGLX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.41% | — | Jan 1997 | USGLX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | 0.22% | — | Nov 1973 | USGLX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 32 | 21.16% | — | May 2019 | USGLX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 2.71% | — | Oct 1984 | USGLX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 90 | 11.68% | — | Apr 2014 | USGLX vs JAKVX |
Often Compared With USGLX
Investors most often compare USGLX with VTI, JCCIX, AMRGX. 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