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.
Correlation
The correlation between JIBCX and VOO is 0.90, 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
JIBCX vs. VOO - Performance Comparison
Key characteristics
JIBCX:
0.20
VOO:
0.52
JIBCX:
0.46
VOO:
0.89
JIBCX:
1.07
VOO:
1.13
JIBCX:
0.19
VOO:
0.57
JIBCX:
0.56
VOO:
2.18
JIBCX:
9.52%
VOO:
4.85%
JIBCX:
25.91%
VOO:
19.11%
JIBCX:
-54.74%
VOO:
-33.99%
JIBCX:
-16.09%
VOO:
-7.67%
Returns By Period
In the year-to-date period, JIBCX achieves a -4.94% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, JIBCX has underperformed VOO with an annualized return of 5.00%, while VOO has yielded a comparatively higher 12.42% annualized return.
JIBCX
-4.94%
4.66%
-11.31%
5.06%
5.23%
5.00%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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.
Dividends
JIBCX vs. VOO - Dividend Comparison
JIBCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.02% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 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 -54.74%, 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. For additional features, visit the drawdowns tool.
Volatility
JIBCX vs. VOO - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 8.55% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. 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.