JIBCX vs. SWLGX
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
JIBCX vs. SWLGX - Performance Comparison
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JIBCX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -14.89% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | -0.82% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, JIBCX achieves a -14.89% return, which is significantly lower than SWLGX's -13.06% return.
JIBCX
- 1D
- -0.36%
- 1M
- -9.00%
- YTD
- -14.89%
- 6M
- -20.62%
- 1Y
- 1.49%
- 3Y*
- 17.14%
- 5Y*
- 6.15%
- 10Y*
- 13.20%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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JIBCX vs. SWLGX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
JIBCX vs. SWLGX — Risk / Return Rank
JIBCX
SWLGX
JIBCX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| JIBCX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.66 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.16 | 1.10 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.15 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.72 | -1.17 |
Martin ratioReturn relative to average drawdown | -1.07 | 2.51 | -3.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JIBCX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.66 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.56 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.68 | -0.20 |
Correlation
The correlation between JIBCX and SWLGX is 0.94, 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.
Dividends
JIBCX vs. SWLGX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
JIBCX vs. SWLGX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for JIBCX and SWLGX.
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Drawdown Indicators
| JIBCX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -32.69% | -21.46% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -16.16% | -8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -32.69% | -10.05% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | — | — |
Current DrawdownCurrent decline from peak | -24.47% | -16.16% | -8.31% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -7.13% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.42% | 4.62% | +5.80% |
Volatility
JIBCX vs. SWLGX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.66% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBCX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 5.38% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.52% | 11.82% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.21% | 22.31% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.47% | 21.47% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.95% | 22.78% | +0.17% |