JCCIX vs. VB
Compare and contrast key facts about John Hancock Small Cap Core Fund (JCCIX) and Vanguard Small-Cap ETF (VB).
JCCIX is managed by John Hancock. It was launched on Dec 20, 2013. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
JCCIX vs. VB - Performance Comparison
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JCCIX vs. VB - 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% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, JCCIX achieves a -2.42% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, JCCIX has underperformed VB with an annualized return of 8.83%, while VB has yielded a comparatively higher 10.51% 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%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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JCCIX vs. VB - Expense Ratio Comparison
JCCIX has a 0.98% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
JCCIX vs. VB — Risk / Return Rank
JCCIX
VB
JCCIX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Small Cap Core Fund (JCCIX) and Vanguard Small-Cap ETF (VB). 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 | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.91 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.41 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.39 | -1.13 |
Martin ratioReturn relative to average drawdown | 0.93 | 5.97 | -5.04 |
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 | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.91 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.26 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.49 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.42 | -0.06 |
Correlation
The correlation between JCCIX and VB is 0.96, 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. VB - Dividend Comparison
JCCIX's dividend yield for the trailing twelve months is around 4.64%, more than VB's 1.34% 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% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
JCCIX vs. VB - Drawdown Comparison
The maximum JCCIX drawdown since its inception was -38.69%, smaller than the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for JCCIX and VB.
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Drawdown Indicators
| JCCIX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.69% | -59.56% | +20.87% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -14.29% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -28.15% | +0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.69% | -42.05% | +3.36% |
Current DrawdownCurrent decline from peak | -11.11% | -6.08% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -8.49% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.32% | +0.88% |
Volatility
JCCIX vs. VB - Volatility Comparison
The current volatility for John Hancock Small Cap Core Fund (JCCIX) is 6.10%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.84%. This indicates that JCCIX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCCIX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 6.84% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 12.60% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.76% | 21.86% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 20.78% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 21.40% | +0.02% |