JFIVX vs. SPY
Compare and contrast key facts about John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and SPDR S&P 500 ETF (SPY).
JFIVX is managed by John Hancock. It was launched on Nov 4, 2012. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFIVX or SPY.
Correlation
The correlation between JFIVX and SPY is 1.00, 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
JFIVX vs. SPY - Performance Comparison
Key characteristics
JFIVX:
1.79
SPY:
1.82
JFIVX:
2.42
SPY:
2.45
JFIVX:
1.33
SPY:
1.33
JFIVX:
2.73
SPY:
2.77
JFIVX:
11.23
SPY:
11.49
JFIVX:
2.05%
SPY:
2.03%
JFIVX:
12.82%
SPY:
12.70%
JFIVX:
-33.81%
SPY:
-55.19%
JFIVX:
-0.02%
SPY:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with JFIVX having a 4.06% return and SPY slightly lower at 4.04%. Both investments have delivered pretty close results over the past 10 years, with JFIVX having a 13.01% annualized return and SPY not far ahead at 13.24%.
JFIVX
4.06%
4.72%
10.84%
23.55%
14.07%
13.01%
SPY
4.04%
4.73%
10.95%
23.86%
14.32%
13.24%
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JFIVX vs. SPY - Expense Ratio Comparison
JFIVX has a 0.30% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JFIVX vs. SPY — Risk-Adjusted Performance Rank
JFIVX
SPY
JFIVX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and SPDR S&P 500 ETF (SPY). 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
JFIVX vs. SPY - Dividend Comparison
JFIVX's dividend yield for the trailing twelve months is around 0.97%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 0.97% | 1.01% | 1.16% | 1.37% | 1.27% | 1.65% | 1.58% | 1.49% | 1.61% | 1.66% | 1.73% | 1.22% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JFIVX vs. SPY - Drawdown Comparison
The maximum JFIVX drawdown since its inception was -33.81%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JFIVX and SPY. For additional features, visit the drawdowns tool.
Volatility
JFIVX vs. SPY - Volatility Comparison
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.62% and 3.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.