JESTX vs. FIKHX

Last updated Jun 4, 2026

JESTX (John Hancock Variable Insurance Trust Science & Technology Trust) and FIKHX (Fidelity Advisor Technology Fund Class Z) are both Technology Equities funds. Their correlation of 0.87 suggests significant overlap in exposure. JESTX charges 1.04%/yr vs 0.59%/yr for FIKHX.

Performance

JESTX vs. FIKHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) and Fidelity Advisor Technology Fund Class Z (FIKHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JESTX

• 1D: 2.39%
• 1M: 21.53%
• YTD: 41.17%
• 6M: 38.10%
• 1Y: 83.41%
• 3Y*: 39.74%
• 5Y*: 21.16%
• 10Y*: —

FIKHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JESTX vs. FIKHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
JESTX John Hancock Variable Insurance Trust Science & Technology Trust	41.17%	24.07%	37.90%	54.68%	-33.29%	8.37%	57.16%	37.93%	-10.76%
FIKHX Fidelity Advisor Technology Fund Class Z	0.00%	24.77%	35.52%	59.89%	-35.93%	27.74%	64.56%	51.18%	-17.39%

Correlation

The correlation between JESTX and FIKHX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (All Time) Calculated using the full available price history since Oct 18, 2018	0.87

Over the past year, the correlation between JESTX and FIKHX has dropped to 0.40 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.

Return for Risk

JESTX vs. FIKHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JESTX

JESTX Risk / Return Rank: 92
JESTX Sharpe Ratio Rank: 98
JESTX Sortino Ratio Rank: 90
JESTX Omega Ratio Rank: 86
JESTX Calmar Ratio Rank: 94
JESTX Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JESTX vs. FIKHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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.

	JESTX	FIKHX	Difference
Sharpe ratio Return per unit of total volatility	3.95	—	—
Sortino ratio Return per unit of downside risk	4.37	—	—
Omega ratio Gain probability vs. loss probability	1.59	—	—
Calmar ratio Return relative to maximum drawdown	5.45	—	—
Martin ratio Return relative to average drawdown	19.62	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JESTX	FIKHX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.95	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.76	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.91	—	—

Drawdowns

Drawdown Indicators

	JESTX	FIKHX	Difference
Max Drawdown Largest peak-to-trough decline	-46.95%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-18.63%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-31.33%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-46.95%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-9.18%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.88%	—	—

Volatility

Volatility by Period

	JESTX	FIKHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	20.66%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.73%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.72%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.57%	—	—

JESTX vs. FIKHX - Expense Ratio Comparison

JESTX has a 1.04% expense ratio, which is higher than FIKHX's 0.59% expense ratio.

Dividends

JESTX vs. FIKHX - Dividend Comparison

JESTX's dividend yield for the trailing twelve months is around 15.56%, more than FIKHX's 9.85% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
FIKHX Fidelity Advisor Technology Fund Class Z	9.85%	9.85%	7.33%	3.86%	3.32%	11.52%	7.42%	2.64%	22.38%
JESTX John Hancock Variable Insurance Trust Science & Technology Trust	15.56%	21.96%	0.00%	0.00%	100.46%	24.96%	9.28%	19.35%	18.35%

Frequently Asked Questions

Can I hold both JESTX and FIKHX in my portfolio?

JESTX and FIKHX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.