JIEMX vs. LEXCX
JIEMX (John Hancock Funds II Equity Income Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - JIEMX is a Dividend fund managed by John Hancock, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, JIEMX returned 5.25%/yr vs 12.49%/yr for LEXCX. Their correlation of 0.85 means they have usually moved in the same direction. JIEMX charges 0.76%/yr vs 0.52%/yr for LEXCX.
Performance
JIEMX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, JIEMX achieves a 17.10% return, which is significantly lower than LEXCX's 29.09% return. Over the past 10 years, JIEMX has underperformed LEXCX with an annualized return of 5.25%, while LEXCX has yielded a comparatively higher 12.49% annualized return.
JIEMX
- 1D
- 0.64%
- 1M
- 1.22%
- 6M
- 12.93%
- YTD
- 17.10%
- 1Y
- -17.92%
- 3Y*
- -0.49%
- 5Y*
- -0.24%
- 10Y*
- 5.25%
- ALL TIME*
- 5.39%
LEXCX
- 1D
- -0.11%
- 1M
- 5.42%
- 6M
- 23.54%
- YTD
- 29.09%
- 1Y
- 32.88%
- 3Y*
- 13.96%
- 5Y*
- 13.72%
- 10Y*
- 12.49%
- ALL TIME*
- 9.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JIEMX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIEMX John Hancock Funds II Equity Income Fund | 17.10% | -26.66% | 11.75% | 9.49% | -11.75% | 25.29% | 1.07% | 26.44% | -9.78% | 15.46% |
LEXCX Voya Corporate Leaders Trust Fund | 29.09% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between JIEMX and LEXCX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2005 | 0.85 |
Over the past year, the correlation between JIEMX and LEXCX has dropped to 0.37 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
JIEMX vs. LEXCX — Risk / Return Rank
JIEMX
LEXCX
JIEMX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Equity Income Fund (JIEMX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JIEMX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.01 | ||
| Sortino ratioReturn per unit of downside risk | -4.04 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.45 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | 6.15 | -6.72 |
| Martin ratioReturn relative to average drawdown | -0.82 | 15.61 | -16.42 |
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Drawdowns
JIEMX vs. LEXCX - Drawdown Comparison
The maximum JIEMX drawdown since its inception was -62.26%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for JIEMX and LEXCX.
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Drawdown Indicators
| JIEMX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.26% | -50.42% | -11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -36.28% | -5.62% | -30.66% |
Max Drawdown (3Y)Largest decline over 3 years | -36.28% | -14.03% | -22.25% |
Max Drawdown (5Y)Largest decline over 5 years | -36.28% | -19.75% | -16.53% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -39.21% | -0.55% |
Current DrawdownCurrent decline from peak | -24.43% | -1.83% | -22.60% |
Average DrawdownAverage peak-to-trough decline | -11.01% | -7.10% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.94% | 2.50% | +21.44% |
Volatility
JIEMX vs. LEXCX - Volatility Comparison
The current volatility for John Hancock Funds II Equity Income Fund (JIEMX) is 2.99%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.05%. This indicates that JIEMX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIEMX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 4.05% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 10.77% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.24% | 14.00% | +24.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 16.49% | +6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 18.99% | +2.53% |
JIEMX vs. LEXCX - Expense Ratio Comparison
JIEMX has a 0.76% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Dividends
JIEMX vs. LEXCX - Dividend Comparison
JIEMX's dividend yield for the trailing twelve months is around 0.52%, less than LEXCX's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIEMX John Hancock Funds II Equity Income Fund | 0.52% | 1.75% | 11.35% | 7.98% | 2.09% | 9.34% | 2.59% | 8.25% | 13.73% | 8.43% | 3.73% | 11.26% |
LEXCX Voya Corporate Leaders Trust Fund | 1.12% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Frequently Asked Questions
JIEMX and LEXCX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.05%) compared to JIEMX (2.99%). In terms of maximum drawdown, JIEMX dropped -62.26% vs LEXCX's -50.42%.
LEXCX currently has the higher Sharpe Ratio (2.47 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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