JHML vs. FBGRX
Compare and contrast key facts about John Hancock Multifactor Large Cap ETF (JHML) and Fidelity Blue Chip Growth Fund (FBGRX).
JHML is a passively managed fund by Manulife that tracks the performance of the John Hancock Dimensional Large Cap Index. It was launched on Sep 28, 2015. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHML or FBGRX.
Correlation
The correlation between JHML and FBGRX is 0.84, 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
JHML vs. FBGRX - Performance Comparison
Key characteristics
JHML:
1.70
FBGRX:
1.16
JHML:
2.33
FBGRX:
1.62
JHML:
1.31
FBGRX:
1.22
JHML:
2.66
FBGRX:
1.61
JHML:
9.33
FBGRX:
4.85
JHML:
2.15%
FBGRX:
4.98%
JHML:
11.84%
FBGRX:
20.80%
JHML:
-36.13%
FBGRX:
-57.42%
JHML:
-0.56%
FBGRX:
-1.53%
Returns By Period
In the year-to-date period, JHML achieves a 4.26% return, which is significantly higher than FBGRX's 3.31% return.
JHML
4.26%
0.41%
9.16%
20.46%
12.92%
N/A
FBGRX
3.31%
0.66%
9.19%
26.32%
14.92%
13.23%
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JHML vs. FBGRX - Expense Ratio Comparison
JHML has a 0.29% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
JHML vs. FBGRX — Risk-Adjusted Performance Rank
JHML
FBGRX
JHML vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Multifactor Large Cap ETF (JHML) and Fidelity Blue Chip Growth Fund (FBGRX). 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
JHML vs. FBGRX - Dividend Comparison
JHML's dividend yield for the trailing twelve months is around 1.12%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHML John Hancock Multifactor Large Cap ETF | 1.12% | 1.16% | 1.39% | 1.46% | 1.08% | 1.59% | 1.73% | 1.57% | 1.44% | 1.36% | 0.38% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
JHML vs. FBGRX - Drawdown Comparison
The maximum JHML drawdown since its inception was -36.13%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for JHML and FBGRX. For additional features, visit the drawdowns tool.
Volatility
JHML vs. FBGRX - Volatility Comparison
The current volatility for John Hancock Multifactor Large Cap ETF (JHML) is 2.38%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.27%. This indicates that JHML experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.