JESTX vs. VITAX
Compare and contrast key facts about John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
JESTX is managed by John Hancock. It was launched on Dec 31, 1996. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
JESTX vs. VITAX - Performance Comparison
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JESTX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JESTX John Hancock Variable Insurance Trust Science & Technology Trust | -11.75% | 24.07% | 37.90% | 54.68% | -68.16% | 8.37% | 57.16% | 37.93% | -0.61% | 24.51% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 30.44% |
Returns By Period
In the year-to-date period, JESTX achieves a -11.75% return, which is significantly lower than VITAX's -11.14% return.
JESTX
- 1D
- -2.41%
- 1M
- -14.10%
- YTD
- -11.75%
- 6M
- -8.79%
- 1Y
- 30.18%
- 3Y*
- 22.45%
- 5Y*
- -4.59%
- 10Y*
- —
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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JESTX vs. VITAX - Expense Ratio Comparison
JESTX has a 1.04% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
JESTX vs. VITAX — Risk / Return Rank
JESTX
VITAX
JESTX vs. VITAX - 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 Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.87 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.39 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.26 | -1.00 |
Martin ratioReturn relative to average drawdown | 0.76 | 3.92 | -3.16 |
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
| JESTX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.87 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.56 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.59 | -0.30 |
Correlation
The correlation between JESTX and VITAX is 0.91, 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
JESTX vs. VITAX - Dividend Comparison
JESTX's dividend yield for the trailing twelve months is around 24.88%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JESTX John Hancock Variable Insurance Trust Science & Technology Trust | 24.88% | 21.96% | 0.00% | 0.00% | 0.00% | 24.96% | 9.28% | 19.35% | 18.35% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
JESTX vs. VITAX - Drawdown Comparison
The maximum JESTX drawdown since its inception was -73.89%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for JESTX and VITAX.
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Drawdown Indicators
| JESTX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.89% | -54.81% | -19.08% |
Max Drawdown (1Y)Largest decline over 1 year | -18.63% | -16.38% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -73.89% | -35.10% | -38.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -31.88% | -16.38% | -15.50% |
Average DrawdownAverage peak-to-trough decline | -22.30% | -8.06% | -14.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 5.24% | +4.52% |
Volatility
JESTX vs. VITAX - Volatility Comparison
John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) has a higher volatility of 9.15% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.70%. This indicates that JESTX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JESTX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.15% | 6.70% | +2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 18.89% | 15.84% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.71% | 27.38% | +2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.79% | 25.22% | +10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.96% | 24.69% | +6.27% |