Correlation
The correlation between JIBCX and VOO is 0.91, 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.
JIBCX vs. VOO
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Vanguard S&P 500 ETF (VOO).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIBCX or VOO.
Performance
JIBCX vs. VOO - Performance Comparison
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Key characteristics
JIBCX:
0.62
VOO:
0.70
JIBCX:
1.04
VOO:
1.05
JIBCX:
1.14
VOO:
1.15
JIBCX:
0.71
VOO:
0.69
JIBCX:
2.31
VOO:
2.62
JIBCX:
7.00%
VOO:
4.93%
JIBCX:
25.82%
VOO:
19.55%
JIBCX:
-54.53%
VOO:
-33.99%
JIBCX:
-3.40%
VOO:
-3.45%
Returns By Period
In the year-to-date period, JIBCX achieves a 1.55% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, JIBCX has outperformed VOO with an annualized return of 14.12%, while VOO has yielded a comparatively lower 12.81% annualized return.
JIBCX
1.55%
10.03%
2.07%
15.93%
20.72%
13.44%
14.12%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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JIBCX vs. VOO - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JIBCX vs. VOO — Risk-Adjusted Performance Rank
JIBCX
VOO
JIBCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
JIBCX vs. VOO - Dividend Comparison
JIBCX's dividend yield for the trailing twelve months is around 6.86%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 6.86% | 6.97% | 3.23% | 5.57% | 16.45% | 4.72% | 1.46% | 7.73% | 16.16% | 6.40% | 13.20% | 11.06% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JIBCX vs. VOO - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JIBCX and VOO.
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Volatility
JIBCX vs. VOO - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.80% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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