JILGX vs. DGRO
Compare and contrast key facts about John Hancock Funds II Multimanager Lifestyle Growth Portfolio (JILGX) and iShares Core Dividend Growth ETF (DGRO).
JILGX is managed by John Hancock. It was launched on Oct 13, 2005. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JILGX or DGRO.
Key characteristics
| JILGX | DGRO | |
|---|---|---|
| YTD Return | 11.65% | 16.47% |
| 1Y Return | 19.79% | 23.34% |
| 3Y Return (Ann) | 2.92% | 8.98% |
| 5Y Return (Ann) | 8.91% | 12.27% |
| 10Y Return (Ann) | 7.30% | 11.87% |
| Sharpe Ratio | 1.82 | 2.27 |
| Daily Std Dev | 10.67% | 10.16% |
| Max Drawdown | -50.46% | -35.10% |
| Current Drawdown | -0.35% | -0.26% |
Correlation
The correlation between JILGX and DGRO is 0.88, 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
JILGX vs. DGRO - Performance Comparison
In the year-to-date period, JILGX achieves a 11.65% return, which is significantly lower than DGRO's 16.47% return. Over the past 10 years, JILGX has underperformed DGRO with an annualized return of 7.30%, while DGRO has yielded a comparatively higher 11.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JILGX vs. DGRO - Expense Ratio Comparison
JILGX has a 0.17% expense ratio, which is higher than DGRO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JILGX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Growth Portfolio (JILGX) and iShares Core Dividend Growth ETF (DGRO). 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
JILGX vs. DGRO - Dividend Comparison
JILGX's dividend yield for the trailing twelve months is around 5.55%, more than DGRO's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JILGX John Hancock Funds II Multimanager Lifestyle Growth Portfolio | 5.55% | 6.20% | 14.58% | 10.72% | 6.35% | 12.46% | 11.94% | 9.02% | 7.98% | 8.76% | 3.22% | 2.77% |
DGRO iShares Core Dividend Growth ETF | 2.20% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
JILGX vs. DGRO - Drawdown Comparison
The maximum JILGX drawdown since its inception was -50.46%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for JILGX and DGRO. For additional features, visit the drawdowns tool.
Volatility
JILGX vs. DGRO - Volatility Comparison
John Hancock Funds II Multimanager Lifestyle Growth Portfolio (JILGX) has a higher volatility of 3.26% compared to iShares Core Dividend Growth ETF (DGRO) at 2.67%. This indicates that JILGX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.