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.
Key characteristics
| JFCIX | VOO | |
|---|---|---|
| YTD Return | 17.96% | 19.30% |
| 1Y Return | 29.91% | 28.36% |
| 3Y Return (Ann) | 8.31% | 10.06% |
| 5Y Return (Ann) | 17.18% | 15.26% |
| 10Y Return (Ann) | 13.21% | 12.92% |
| Sharpe Ratio | 1.93 | 2.26 |
| Daily Std Dev | 15.61% | 12.63% |
| Max Drawdown | -37.06% | -33.99% |
| Current Drawdown | -0.57% | -0.28% |
Correlation
The correlation between JFCIX and VOO is 0.93, 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
In the year-to-date period, JFCIX achieves a 17.96% return, which is significantly lower than VOO's 19.30% return. Both investments have delivered pretty close results over the past 10 years, with JFCIX having a 13.21% annualized return and VOO not far behind at 12.92%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.30%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | 0.30% | 0.36% | 5.05% | 3.35% | 2.95% | 0.16% | 9.75% | 6.14% | 0.41% | 5.44% | 2.79% | 5.09% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 5.04% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. 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.