USGLX vs. VTI

In the year-to-date period, USGLX achieves a 0.09% return, which is significantly lower than VTI's 0.46% return. Both investments have delivered pretty close results over the past 10 years, with USGLX having a 11.98% annualized return and VTI not far ahead at 12.13%.

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USGLX has a 1.13% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for John Hancock U.S. Global Leaders Growth Fund (USGLX) and Vanguard Total Stock Market ETF (VTI). 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.

The current USGLX Sharpe Ratio is 0.57, which is comparable to the VTI Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of USGLX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USGLX's dividend yield for the trailing twelve months is around 15.78%, more than VTI's 1.29% yield.

The maximum USGLX drawdown since its inception was -46.82%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for USGLX and VTI.

John Hancock U.S. Global Leaders Growth Fund (USGLX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.73% and 4.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.