SVBAX vs. VTTHX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and Vanguard Target Retirement 2035 Fund (VTTHX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVBAX or VTTHX.
Correlation
The correlation between SVBAX and VTTHX is 0.92, 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
SVBAX vs. VTTHX - Performance Comparison
Key characteristics
SVBAX:
1.67
VTTHX:
1.68
SVBAX:
2.26
VTTHX:
2.33
SVBAX:
1.30
VTTHX:
1.31
SVBAX:
2.54
VTTHX:
0.77
SVBAX:
7.75
VTTHX:
9.13
SVBAX:
1.86%
VTTHX:
1.59%
SVBAX:
8.63%
VTTHX:
8.65%
SVBAX:
-40.82%
VTTHX:
-51.76%
SVBAX:
-2.83%
VTTHX:
-7.62%
Returns By Period
In the year-to-date period, SVBAX achieves a 2.31% return, which is significantly higher than VTTHX's 1.13% return. Over the past 10 years, SVBAX has outperformed VTTHX with an annualized return of 6.26%, while VTTHX has yielded a comparatively lower 5.44% annualized return.
SVBAX
2.31%
-0.05%
3.37%
13.95%
7.63%
6.26%
VTTHX
1.13%
0.60%
3.79%
13.92%
3.25%
5.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SVBAX vs. VTTHX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Risk-Adjusted Performance
SVBAX vs. VTTHX — Risk-Adjusted Performance Rank
SVBAX
VTTHX
SVBAX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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
SVBAX vs. VTTHX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 1.49%, less than VTTHX's 2.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 1.49% | 1.52% | 1.49% | 1.60% | 1.07% | 1.32% | 1.49% | 1.91% | 1.65% | 1.71% | 2.10% | 2.15% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.56% | 2.59% | 2.48% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% |
Drawdowns
SVBAX vs. VTTHX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.82%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for SVBAX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
SVBAX vs. VTTHX - Volatility Comparison
John Hancock Balanced Fund (SVBAX) has a higher volatility of 3.76% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 3.39%. This indicates that SVBAX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.