JFCIX vs. VOO
Compare and contrast key facts about John Hancock Funds Fundamental All Cap Core Fund (JFCIX) and Vanguard S&P 500 ETF (VOO).
JFCIX is managed by John Hancock. It was launched on Jun 1, 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: JFCIX or VOO.
Correlation
The correlation between JFCIX and VOO is 0.92, 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
JFCIX vs. VOO - Performance Comparison
Key characteristics
JFCIX:
1.42
VOO:
1.89
JFCIX:
1.96
VOO:
2.54
JFCIX:
1.26
VOO:
1.35
JFCIX:
2.35
VOO:
2.83
JFCIX:
8.50
VOO:
11.83
JFCIX:
2.52%
VOO:
2.02%
JFCIX:
15.08%
VOO:
12.66%
JFCIX:
-37.06%
VOO:
-33.99%
JFCIX:
-3.30%
VOO:
-0.42%
Returns By Period
In the year-to-date period, JFCIX achieves a 1.12% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, JFCIX has underperformed VOO with an annualized return of 9.88%, while VOO has yielded a comparatively higher 13.26% annualized return.
JFCIX
1.12%
-1.35%
8.01%
21.90%
13.29%
9.88%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JFCIX vs. VOO - Expense Ratio Comparison
JFCIX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JFCIX vs. VOO — Risk-Adjusted Performance Rank
JFCIX
VOO
JFCIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Fundamental All Cap Core Fund (JFCIX) 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
JFCIX vs. VOO - Dividend Comparison
JFCIX's dividend yield for the trailing twelve months is around 0.29%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | 0.29% | 0.30% | 0.35% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.16% | 0.42% | 0.08% | 2.79% |
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
JFCIX vs. VOO - Drawdown Comparison
The maximum JFCIX drawdown since its inception was -37.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JFCIX and VOO. For additional features, visit the drawdowns tool.
Volatility
JFCIX vs. VOO - Volatility Comparison
John Hancock Funds Fundamental All Cap Core Fund (JFCIX) has a higher volatility of 3.74% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that JFCIX'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.