JIBCX vs. VOTE

Last updated Apr 2, 2026

Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Engine No. 1 Transform 500 ETF (VOTE).

JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. VOTE is a passively managed fund by Engine No. 1 LLC that tracks the performance of the Morningstar US Large Cap Index. It was launched on Jun 22, 2021.

Performance

JIBCX vs. VOTE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Engine No. 1 Transform 500 ETF (VOTE). The values are adjusted to include any dividend payments, if applicable.

JIBCX vs. VOTE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
JIBCX John Hancock Funds II Blue Chip Growth Fund	-11.51%	8.28%	35.89%	49.47%	-38.12%	4.91%
VOTE Engine No. 1 Transform 500 ETF	-3.84%	17.95%	25.23%	27.60%	-19.74%	12.08%

Returns By Period

In the year-to-date period, JIBCX achieves a -11.51% return, which is significantly lower than VOTE's -3.84% return.

JIBCX

• 1D: 3.96%
• 1M: -5.57%
• YTD: -11.51%
• 6M: -18.02%
• 1Y: 4.57%
• 3Y*: 18.67%
• 5Y*: 6.56%
• 10Y*: 13.64%

VOTE

• 1D: 0.88%
• 1M: -4.29%
• YTD: -3.84%
• 6M: -1.77%
• 1Y: 18.40%
• 3Y*: 18.89%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JIBCX vs. VOTE - Expense Ratio Comparison

JIBCX has a 0.81% expense ratio, which is higher than VOTE's 0.05% expense ratio.

JIBCX

John Hancock Funds II Blue Chip Growth Fund

VOTE

Engine No. 1 Transform 500 ETF

Return for Risk

JIBCX vs. VOTE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JIBCX

JIBCX Risk / Return Rank: 7
JIBCX Sharpe Ratio Rank: 8
JIBCX Sortino Ratio Rank: 10
JIBCX Omega Ratio Rank: 10
JIBCX Calmar Ratio Rank: 3
JIBCX Martin Ratio Rank: 3

VOTE

VOTE Risk / Return Rank: 59
VOTE Sharpe Ratio Rank: 53
VOTE Sortino Ratio Rank: 57
VOTE Omega Ratio Rank: 61
VOTE Calmar Ratio Rank: 58
VOTE Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JIBCX vs. VOTE - 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 Engine No. 1 Transform 500 ETF (VOTE). 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	VOTE	Difference
Sharpe ratio Return per unit of total volatility	0.24	1.00	-0.76
Sortino ratio Return per unit of downside risk	0.54	1.52	-0.98
Omega ratio Gain probability vs. loss probability	1.07	1.23	-0.16
Calmar ratio Return relative to maximum drawdown	-0.30	1.57	-1.87
Martin ratio Return relative to average drawdown	-0.71	7.30	-8.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JIBCX vs. VOTE - Sharpe Ratio Comparison

The current JIBCX Sharpe Ratio is 0.24, which is lower than the VOTE Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of JIBCX and VOTE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	JIBCX	VOTE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.24	1.00	-0.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.60	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	0.63	-0.14

Correlation

The correlation between JIBCX and VOTE is 0.86, 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. VOTE - Dividend Comparison

JIBCX has not paid dividends to shareholders, while VOTE's dividend yield for the trailing twelve months is around 1.04%.

	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%
VOTE Engine No. 1 Transform 500 ETF	1.04%	1.03%	1.18%	1.33%	1.54%	0.54%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

JIBCX vs. VOTE - Drawdown Comparison

The maximum JIBCX drawdown since its inception was -54.15%, which is greater than VOTE's maximum drawdown of -25.71%. Use the drawdown chart below to compare losses from any high point for JIBCX and VOTE.

Drawdown Indicators

	JIBCX	VOTE	Difference
Max Drawdown Largest peak-to-trough decline	-54.15%	-25.71%	-28.44%
Max Drawdown (1Y) Largest decline over 1 year	-24.47%	-12.07%	-12.40%
Max Drawdown (5Y) Largest decline over 5 years	-42.74%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.74%	—	—
Current Drawdown Current decline from peak	-21.48%	-5.68%	-15.80%
Average Drawdown Average peak-to-trough decline	-9.26%	-6.34%	-2.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.51%	2.59%	+7.92%

Volatility

JIBCX vs. VOTE - Volatility Comparison

John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 7.11% compared to Engine No. 1 Transform 500 ETF (VOTE) at 5.40%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than VOTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JIBCX	VOTE	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.11%	5.40%	+1.71%
Volatility (6M) Calculated over the trailing 6-month period	15.08%	9.74%	+5.34%
Volatility (1Y) Calculated over the trailing 1-year period	26.49%	18.50%	+7.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.53%	17.30%	+7.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.98%	17.30%	+5.68%