JDIUX vs. VOO
Compare and contrast key facts about John Hancock Disciplined Value International Fund (JDIUX) and Vanguard S&P 500 ETF (VOO).
JDIUX is managed by John Hancock. It was launched on Dec 29, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDIUX or VOO.
Correlation
The correlation between JDIUX and VOO is 0.75, 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.
Performance
JDIUX vs. VOO - Performance Comparison
Key characteristics
JDIUX:
0.10
VOO:
1.89
JDIUX:
0.22
VOO:
2.54
JDIUX:
1.03
VOO:
1.35
JDIUX:
0.07
VOO:
2.83
JDIUX:
0.19
VOO:
11.83
JDIUX:
8.20%
VOO:
2.02%
JDIUX:
15.50%
VOO:
12.66%
JDIUX:
-45.52%
VOO:
-33.99%
JDIUX:
-12.24%
VOO:
-0.42%
Returns By Period
In the year-to-date period, JDIUX achieves a 10.42% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, JDIUX has underperformed VOO with an annualized return of 3.40%, while VOO has yielded a comparatively higher 13.26% annualized return.
JDIUX
10.42%
6.32%
-9.57%
0.87%
5.80%
3.40%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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JDIUX vs. VOO - Expense Ratio Comparison
JDIUX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JDIUX vs. VOO — Risk-Adjusted Performance Rank
JDIUX
VOO
JDIUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value International Fund (JDIUX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
JDIUX's dividend yield for the trailing twelve months is around 1.98%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDIUX John Hancock Disciplined Value International Fund | 1.98% | 2.19% | 2.11% | 2.13% | 3.45% | 1.52% | 2.51% | 1.76% | 1.16% | 1.61% | 1.34% | 0.99% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JDIUX vs. VOO - Drawdown Comparison
The maximum JDIUX drawdown since its inception was -45.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JDIUX and VOO. For additional features, visit the drawdowns tool.
Volatility
JDIUX vs. VOO - Volatility Comparison
John Hancock Disciplined Value International Fund (JDIUX) has a higher volatility of 3.19% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that JDIUX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.