JDIUX vs. QQQ
Compare and contrast key facts about John Hancock Disciplined Value International Fund (JDIUX) and Invesco QQQ (QQQ).
JDIUX is managed by John Hancock. It was launched on Dec 29, 2011. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDIUX or QQQ.
Correlation
The correlation between JDIUX and QQQ is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JDIUX vs. QQQ - Performance Comparison
Key characteristics
JDIUX:
0.01
QQQ:
1.30
JDIUX:
0.10
QQQ:
1.78
JDIUX:
1.02
QQQ:
1.24
JDIUX:
0.00
QQQ:
1.76
JDIUX:
0.01
QQQ:
6.08
JDIUX:
8.24%
QQQ:
3.92%
JDIUX:
15.53%
QQQ:
18.35%
JDIUX:
-45.52%
QQQ:
-82.98%
JDIUX:
-13.16%
QQQ:
-2.49%
Returns By Period
In the year-to-date period, JDIUX achieves a 9.27% return, which is significantly higher than QQQ's 2.90% return. Over the past 10 years, JDIUX has underperformed QQQ with an annualized return of 3.25%, while QQQ has yielded a comparatively higher 18.06% annualized return.
JDIUX
9.27%
5.52%
-11.83%
-1.08%
5.57%
3.25%
QQQ
2.90%
-1.02%
9.93%
20.80%
18.77%
18.06%
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JDIUX vs. QQQ - Expense Ratio Comparison
JDIUX has a 0.84% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
JDIUX vs. QQQ — Risk-Adjusted Performance Rank
JDIUX
QQQ
JDIUX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value International Fund (JDIUX) and Invesco QQQ (QQQ). 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.
Dividends
JDIUX vs. QQQ - Dividend Comparison
JDIUX's dividend yield for the trailing twelve months is around 2.00%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDIUX John Hancock Disciplined Value International Fund | 2.00% | 2.19% | 2.11% | 2.13% | 3.45% | 1.52% | 2.51% | 1.76% | 1.16% | 1.61% | 1.34% | 0.99% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
JDIUX vs. QQQ - Drawdown Comparison
The maximum JDIUX drawdown since its inception was -45.52%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for JDIUX and QQQ. For additional features, visit the drawdowns tool.
Volatility
JDIUX vs. QQQ - Volatility Comparison
The current volatility for John Hancock Disciplined Value International Fund (JDIUX) is 3.41%, while Invesco QQQ (QQQ) has a volatility of 5.02%. This indicates that JDIUX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.