JVMIX vs. COWZ
Compare and contrast key facts about John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Pacer US Cash Cows 100 ETF (COWZ).
JVMIX is managed by John Hancock. It was launched on Jun 2, 1997. COWZ is a passively managed fund by Pacer that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Performance
JVMIX vs. COWZ - Performance Comparison
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JVMIX vs. COWZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
COWZ Pacer US Cash Cows 100 ETF | 3.91% | 8.98% | 10.64% | 14.73% | 0.19% | 42.57% | 11.65% | 23.41% | -10.05% | 20.22% |
Returns By Period
In the year-to-date period, JVMIX achieves a 1.16% return, which is significantly lower than COWZ's 3.91% return.
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
COWZ
- 1D
- -0.37%
- 1M
- -3.51%
- YTD
- 3.91%
- 6M
- 9.24%
- 1Y
- 16.64%
- 3Y*
- 12.12%
- 5Y*
- 10.92%
- 10Y*
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JVMIX vs. COWZ - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Return for Risk
JVMIX vs. COWZ — Risk / Return Rank
JVMIX
COWZ
JVMIX vs. COWZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Pacer US Cash Cows 100 ETF (COWZ). 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.
| JVMIX | COWZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.96 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.43 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.20 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.73 | 5.59 | -0.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JVMIX | COWZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.96 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.62 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.63 | -0.34 |
Correlation
The correlation between JVMIX and COWZ is 0.89, 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
JVMIX vs. COWZ - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 9.13%, more than COWZ's 2.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
COWZ Pacer US Cash Cows 100 ETF | 2.07% | 2.19% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% |
Drawdowns
JVMIX vs. COWZ - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -67.04%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for JVMIX and COWZ.
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Drawdown Indicators
| JVMIX | COWZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -38.63% | -28.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -13.55% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -22.00% | +0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -42.64% | — | — |
Current DrawdownCurrent decline from peak | -6.93% | -3.72% | -3.21% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -4.85% | -8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.92% | +0.31% |
Volatility
JVMIX vs. COWZ - Volatility Comparison
John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a higher volatility of 4.40% compared to Pacer US Cash Cows 100 ETF (COWZ) at 2.96%. This indicates that JVMIX's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMIX | COWZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 2.96% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 8.37% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 17.50% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.44% | 17.73% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 20.08% | +0.23% |