JSGIX vs. VIGIX

Last updated Aug 1, 2026

JSGIX (John Hancock Funds III U.S. Growth Fund) and VIGIX (Vanguard Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. Over the past 10 years, JSGIX returned 16.24%/yr vs 17.15%/yr for VIGIX. Their 0.97 correlation means they have historically moved very closely together. JSGIX charges 0.71%/yr vs 0.03%/yr for VIGIX.

Performance

JSGIX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds III U.S. Growth Fund (JSGIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JSGIX achieves a -0.86% return, which is significantly lower than VIGIX's 3.82% return. Over the past 10 years, JSGIX has underperformed VIGIX with an annualized return of 16.24%, while VIGIX has yielded a comparatively higher 17.15% annualized return.

JSGIX

• 1D: 1.84%
• 1M: -3.33%
• 6M: -0.37%
• YTD: -0.86%
• 1Y: 9.10%
• 3Y*: 19.66%
• 5Y*: 11.73%
• 10Y*: 16.24%
• ALL TIME*: 15.84%

VIGIX

• 1D: 2.71%
• 1M: -1.61%
• 6M: 5.20%
• YTD: 3.82%
• 1Y: 14.05%
• 3Y*: 20.61%
• 5Y*: 11.91%
• 10Y*: 17.15%
• ALL TIME*: 9.61%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JSGIX John Hancock Funds III U.S. Growth Fund	$0.00	$0.00	$0.00
VIGIX Vanguard Growth Index Fund Institutional Shares	$0.00	$0.00	$0.00

JSGIX vs. VIGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JSGIX John Hancock Funds III U.S. Growth Fund	-0.86%	20.39%	32.38%	39.48%	-26.61%	23.21%	29.85%	34.79%	-0.24%	29.27%
VIGIX Vanguard Growth Index Fund Institutional Shares	3.82%	19.44%	32.68%	46.77%	-33.13%	27.27%	40.19%	37.26%	-3.34%	27.81%

Correlation

The correlation between JSGIX and VIGIX is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.97
Correlation (3Y) Balances recent behavior with more history.	0.97
Correlation (5Y) Shows whether the relationship held over a longer period.	0.97
Correlation (10Y) Provides a long-term view across more market conditions.	0.97
Correlation (All Time) Calculated using the full available price history since Dec 20, 2011	0.97

The correlation between JSGIX and VIGIX has been stable across timeframes, ranging from 0.97 to 0.97 - a consistent structural relationship.

Return for Risk

JSGIX vs. VIGIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JSGIX

JSGIX Risk / Return Rank: 10
JSGIX Sharpe Ratio Rank: 10
JSGIX Sortino Ratio Rank: 10
JSGIX Omega Ratio Rank: 10
JSGIX Calmar Ratio Rank: 10
JSGIX Martin Ratio Rank: 12

VIGIX

VIGIX Risk / Return Rank: 18
VIGIX Sharpe Ratio Rank: 19
VIGIX Sortino Ratio Rank: 19
VIGIX Omega Ratio Rank: 19
VIGIX Calmar Ratio Rank: 15
VIGIX Martin Ratio Rank: 17

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JSGIX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds III U.S. Growth Fund (JSGIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.

	JSGIX	VIGIX	Difference
Sharpe ratio: Return per unit of total volatility	0.40	0.66	-0.26
Sortino ratio: Return per unit of downside risk	0.67	1.01	-0.34
Omega ratio: Gain probability vs. loss probability	1.08	1.12	-0.04
Calmar ratio: Return relative to maximum drawdown	0.48	0.71	-0.23
Martin ratio: Return relative to average drawdown	1.70	2.26	-0.56

JSGIX vs. VIGIX - Sharpe Ratio Comparison

The current JSGIX Sharpe Ratio is 0.40, which is lower than the VIGIX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of JSGIX and VIGIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JSGIX vs. VIGIX - Drawdown Comparison

The maximum JSGIX drawdown since its inception was -31.80%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for JSGIX and VIGIX.

Drawdown Indicators

	JSGIX	VIGIX	Difference
Max Drawdown Largest peak-to-trough decline	-31.80%	-56.95%	+25.15%
Max Drawdown (1Y) Largest decline over 1 year	-14.58%	-16.51%	+1.93%
Max Drawdown (3Y) Largest decline over 3 years	-24.31%	-23.03%	-1.28%
Max Drawdown (5Y) Largest decline over 5 years	-30.01%	-35.62%	+5.61%
Max Drawdown (10Y) Largest decline over 10 years	-31.80%	-35.62%	+3.82%
Current Drawdown Current decline from peak	-8.04%	-6.59%	-1.45%
Average Drawdown Average peak-to-trough decline	-5.03%	-16.21%	+11.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.12%	5.16%	-1.04%

Volatility

JSGIX vs. VIGIX - Volatility Comparison

John Hancock Funds III U.S. Growth Fund (JSGIX) has a higher volatility of 5.82% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 5.40%. This indicates that JSGIX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JSGIX	VIGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.82%	5.40%	+0.42%
Volatility (6M) Calculated over the trailing 6-month period	14.10%	14.23%	-0.13%
Volatility (1Y) Calculated over the trailing 1-year period	17.46%	17.76%	-0.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.22%	22.62%	-1.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.17%	21.69%	-0.52%

JSGIX vs. VIGIX - Expense Ratio Comparison

JSGIX has a 0.71% expense ratio, which is higher than VIGIX's 0.03% expense ratio.

Dividends

JSGIX vs. VIGIX - Dividend Comparison

JSGIX's dividend yield for the trailing twelve months is around 9.23%, more than VIGIX's 0.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JSGIX John Hancock Funds III U.S. Growth Fund	9.23%	9.15%	9.61%	5.02%	11.25%	14.04%	2.63%	0.13%	28.16%	14.98%	4.13%	6.12%
VIGIX Vanguard Growth Index Fund Institutional Shares	0.40%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.15%	1.40%	1.31%

Frequently Asked Questions

Can I hold both JSGIX and VIGIX in my portfolio?

With a correlation of 0.97, JSGIX and VIGIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, JSGIX or VIGIX?

JSGIX has higher volatility (5.82%) compared to VIGIX (5.40%). In terms of maximum drawdown, JSGIX dropped -31.80% vs VIGIX's -56.95%.

Which has better risk-adjusted returns?

VIGIX currently has the higher Sharpe Ratio (0.66 vs 0.40), 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.