JVMIX vs. VOO
Compare and contrast key facts about John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Vanguard S&P 500 ETF (VOO).
JVMIX is managed by John Hancock. It was launched on Jun 2, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JVMIX or VOO.
Correlation
The correlation between JVMIX and VOO 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
JVMIX vs. VOO - Performance Comparison
Key characteristics
JVMIX:
-0.01
VOO:
2.22
JVMIX:
0.09
VOO:
2.95
JVMIX:
1.01
VOO:
1.42
JVMIX:
-0.01
VOO:
3.27
JVMIX:
-0.07
VOO:
14.57
JVMIX:
3.15%
VOO:
1.90%
JVMIX:
16.96%
VOO:
12.47%
JVMIX:
-66.36%
VOO:
-33.99%
JVMIX:
-16.37%
VOO:
-1.77%
Returns By Period
In the year-to-date period, JVMIX achieves a -0.55% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, JVMIX has underperformed VOO with an annualized return of 8.02%, while VOO has yielded a comparatively higher 13.12% annualized return.
JVMIX
-0.55%
-15.60%
-4.73%
-0.22%
7.69%
8.02%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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JVMIX vs. VOO - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JVMIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Vanguard S&P 500 ETF (VOO). 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
JVMIX vs. VOO - Dividend Comparison
JVMIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 0.00% | 0.95% | 1.03% | 0.51% | 0.80% | 0.86% | 1.04% | 0.52% | 0.91% | 0.61% | 0.53% | 0.45% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JVMIX vs. VOO - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -66.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JVMIX and VOO. For additional features, visit the drawdowns tool.
Volatility
JVMIX vs. VOO - Volatility Comparison
John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a higher volatility of 11.68% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that JVMIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.