JCCIX vs. SWSSX
Compare and contrast key facts about John Hancock Small Cap Core Fund (JCCIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
JCCIX is managed by John Hancock. It was launched on Dec 20, 2013. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
JCCIX vs. SWSSX - Performance Comparison
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JCCIX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | -2.42% | -1.90% | 10.62% | 16.52% | -19.09% | 24.10% | 25.99% | 26.79% | -18.28% | 16.04% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
The year-to-date returns for both stocks are quite close, with JCCIX having a -2.42% return and SWSSX slightly lower at -2.49%. Over the past 10 years, JCCIX has underperformed SWSSX with an annualized return of 8.83%, while SWSSX has yielded a comparatively higher 9.50% annualized return.
JCCIX
- 1D
- -1.01%
- 1M
- -9.12%
- YTD
- -2.42%
- 6M
- -0.08%
- 1Y
- 6.25%
- 3Y*
- 5.11%
- 5Y*
- 0.91%
- 10Y*
- 8.83%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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JCCIX vs. SWSSX - Expense Ratio Comparison
JCCIX has a 0.98% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
JCCIX vs. SWSSX — Risk / Return Rank
JCCIX
SWSSX
JCCIX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Small Cap Core Fund (JCCIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JCCIX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.91 | -0.66 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.40 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.33 | -1.07 |
Martin ratioReturn relative to average drawdown | 0.93 | 5.02 | -4.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JCCIX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.91 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.14 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.40 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.33 | +0.02 |
Correlation
The correlation between JCCIX and SWSSX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JCCIX vs. SWSSX - Dividend Comparison
JCCIX's dividend yield for the trailing twelve months is around 4.64%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | 4.64% | 4.53% | 0.96% | 0.83% | 0.99% | 12.20% | 1.43% | 0.00% | 5.55% | 11.90% | 0.73% | 1.07% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
JCCIX vs. SWSSX - Drawdown Comparison
The maximum JCCIX drawdown since its inception was -38.69%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for JCCIX and SWSSX.
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Drawdown Indicators
| JCCIX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.69% | -60.34% | +21.65% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -13.90% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -31.93% | +4.46% |
Max Drawdown (10Y)Largest decline over 10 years | -38.69% | -41.81% | +3.12% |
Current DrawdownCurrent decline from peak | -11.11% | -11.00% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -10.78% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.68% | +0.52% |
Volatility
JCCIX vs. SWSSX - Volatility Comparison
The current volatility for John Hancock Small Cap Core Fund (JCCIX) is 6.10%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that JCCIX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCCIX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 6.59% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 14.12% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.76% | 23.11% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 22.57% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 24.03% | -2.61% |