JFIVX vs. SWPPX
Compare and contrast key facts about John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and Schwab S&P 500 Index Fund (SWPPX).
JFIVX is managed by John Hancock. It was launched on Nov 4, 2012. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFIVX or SWPPX.
Correlation
The correlation between JFIVX and SWPPX 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. SWPPX - Performance Comparison
Key characteristics
JFIVX:
1.77
SWPPX:
1.80
JFIVX:
2.39
SWPPX:
2.42
JFIVX:
1.32
SWPPX:
1.33
JFIVX:
2.69
SWPPX:
2.73
JFIVX:
11.08
SWPPX:
11.29
JFIVX:
2.05%
SWPPX:
2.04%
JFIVX:
12.89%
SWPPX:
12.89%
JFIVX:
-33.81%
SWPPX:
-55.06%
JFIVX:
-0.82%
SWPPX:
-0.81%
Returns By Period
The year-to-date returns for both investments are quite close, with JFIVX having a 3.22% return and SWPPX slightly higher at 3.26%. Both investments have delivered pretty close results over the past 10 years, with JFIVX having a 12.93% annualized return and SWPPX not far ahead at 12.98%.
JFIVX
3.22%
4.15%
14.07%
21.95%
13.90%
12.93%
SWPPX
3.26%
4.18%
14.24%
22.29%
14.22%
12.98%
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JFIVX vs. SWPPX - Expense Ratio Comparison
JFIVX has a 0.30% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
JFIVX vs. SWPPX — Risk-Adjusted Performance Rank
JFIVX
SWPPX
JFIVX vs. SWPPX - 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 Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
JFIVX's dividend yield for the trailing twelve months is around 0.98%, less than SWPPX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 0.98% | 1.01% | 1.16% | 1.37% | 1.27% | 1.65% | 1.58% | 1.49% | 1.61% | 1.66% | 1.73% | 1.22% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
JFIVX vs. SWPPX - Drawdown Comparison
The maximum JFIVX drawdown since its inception was -33.81%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for JFIVX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
JFIVX vs. SWPPX - Volatility Comparison
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 3.90% and 3.89%, 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.