Correlation
The correlation between JFGIX and VEA is 0.82, 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.
JFGIX vs. VEA
Compare and contrast key facts about John Hancock Funds Fundamental Global Franchise Fund (JFGIX) and Vanguard FTSE Developed Markets ETF (VEA).
JFGIX is managed by John Hancock. It was launched on Jun 28, 2012. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFGIX or VEA.
Performance
JFGIX vs. VEA - Performance Comparison
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Key characteristics
Returns By Period
JFGIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VEA
16.76%
5.13%
12.67%
14.08%
10.44%
11.40%
6.14%
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JFGIX vs. VEA - Expense Ratio Comparison
JFGIX has a 0.99% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
JFGIX vs. VEA — Risk-Adjusted Performance Rank
JFGIX
VEA
JFGIX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Fundamental Global Franchise Fund (JFGIX) and Vanguard FTSE Developed Markets ETF (VEA). 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.
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Dividends
JFGIX vs. VEA - Dividend Comparison
JFGIX has not paid dividends to shareholders, while VEA's dividend yield for the trailing twelve months is around 2.81%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFGIX John Hancock Funds Fundamental Global Franchise Fund | 100.90% | 0.94% | 6.97% | 8.71% | 9.24% | 8.02% | 0.74% | 14.81% | 16.74% | 11.39% | 10.93% | 6.14% |
VEA Vanguard FTSE Developed Markets ETF | 2.81% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
JFGIX vs. VEA - Drawdown Comparison
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Volatility
JFGIX vs. VEA - Volatility Comparison
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