JHSC vs. XLE
Compare and contrast key facts about John Hancock Multifactor Small Cap ETF (JHSC) and Energy Select Sector SPDR Fund (XLE).
JHSC and XLE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JHSC is a passively managed fund by Manulife that tracks the performance of the John Hancock Dimensional Small Cap Index. It was launched on Nov 8, 2017. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. Both JHSC and XLE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHSC or XLE.
Correlation
The correlation between JHSC and XLE is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JHSC vs. XLE - Performance Comparison
Key characteristics
JHSC:
0.74
XLE:
0.67
JHSC:
1.15
XLE:
0.99
JHSC:
1.14
XLE:
1.13
JHSC:
1.35
XLE:
0.85
JHSC:
3.16
XLE:
1.81
JHSC:
3.92%
XLE:
6.68%
JHSC:
16.75%
XLE:
18.01%
JHSC:
-42.66%
XLE:
-71.54%
JHSC:
-6.23%
XLE:
-3.73%
Returns By Period
In the year-to-date period, JHSC achieves a 2.38% return, which is significantly lower than XLE's 8.41% return.
JHSC
2.38%
-2.88%
6.09%
14.00%
8.77%
N/A
XLE
8.41%
-0.66%
6.01%
11.07%
16.47%
5.56%
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JHSC vs. XLE - Expense Ratio Comparison
JHSC has a 0.42% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
JHSC vs. XLE — Risk-Adjusted Performance Rank
JHSC
XLE
JHSC vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Multifactor Small Cap ETF (JHSC) and Energy Select Sector SPDR Fund (XLE). 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
JHSC vs. XLE - Dividend Comparison
JHSC's dividend yield for the trailing twelve months is around 0.94%, less than XLE's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHSC John Hancock Multifactor Small Cap ETF | 0.94% | 0.96% | 0.98% | 1.13% | 1.08% | 1.12% | 1.14% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE Energy Select Sector SPDR Fund | 3.10% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
JHSC vs. XLE - Drawdown Comparison
The maximum JHSC drawdown since its inception was -42.66%, smaller than the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for JHSC and XLE. For additional features, visit the drawdowns tool.
Volatility
JHSC vs. XLE - Volatility Comparison
The current volatility for John Hancock Multifactor Small Cap ETF (JHSC) is 3.45%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 6.35%. This indicates that JHSC experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.