VOTE vs. JECIX

Last updated Jun 26, 2026

VOTE (Engine No. 1 Transform 500 ETF) and JECIX (John Hancock Variable Insurance Trust Mid Cap Index Trust Fund) are both funds - VOTE is a Large Cap Blend Equities fund tracking the Morningstar US Large Cap Index, while JECIX is a Mid Cap Blend Equities fund managed by John Hancock. Over the past 5 years, VOTE returned 12.67%/yr vs 8.10%/yr for JECIX. A 0.78 correlation means they provide meaningful diversification when combined. VOTE charges 0.05%/yr vs 0.45%/yr for JECIX.

Performance

VOTE vs. JECIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Engine No. 1 Transform 500 ETF (VOTE) and John Hancock Variable Insurance Trust Mid Cap Index Trust Fund (JECIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VOTE achieves a 8.07% return, which is significantly lower than JECIX's 15.09% return.

VOTE

• 1D: -0.07%
• 1M: -1.98%
• YTD: 8.07%
• 6M: 6.78%
• 1Y: 21.92%
• 3Y*: 21.26%
• 5Y*: 12.67%
• 10Y*: —

JECIX

• 1D: 0.59%
• 1M: 1.74%
• YTD: 15.09%
• 6M: 12.82%
• 1Y: 25.34%
• 3Y*: 15.91%
• 5Y*: 8.10%
• 10Y*: —

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

VOTE vs. JECIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
VOTE Engine No. 1 Transform 500 ETF	8.07%	17.95%	25.23%	27.60%	-19.74%	11.77%
JECIX John Hancock Variable Insurance Trust Mid Cap Index Trust Fund	15.09%	7.11%	13.37%	16.06%	-13.02%	6.67%

Correlation

The correlation between VOTE and JECIX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (All Time) Calculated using the full available price history since Jun 23, 2021	0.78

Over the past year, the correlation between VOTE and JECIX has dropped to 0.56 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.

Return for Risk

VOTE vs. JECIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VOTE

VOTE Risk / Return Rank: 60
VOTE Sharpe Ratio Rank: 60
VOTE Sortino Ratio Rank: 57
VOTE Omega Ratio Rank: 58
VOTE Calmar Ratio Rank: 56
VOTE Martin Ratio Rank: 67

JECIX

JECIX Risk / Return Rank: 69
JECIX Sharpe Ratio Rank: 58
JECIX Sortino Ratio Rank: 67
JECIX Omega Ratio Rank: 50
JECIX Calmar Ratio Rank: 84
JECIX Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VOTE vs. JECIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Engine No. 1 Transform 500 ETF (VOTE) and John Hancock Variable Insurance Trust Mid Cap Index Trust Fund (JECIX). 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.

	VOTE	JECIX	Difference
Sharpe ratio: Return per unit of total volatility	1.73	1.85	-0.11
Sortino ratio: Return per unit of downside risk	2.38	2.79	-0.41
Omega ratio: Gain probability vs. loss probability	1.31	1.32	-0.01
Calmar ratio: Return relative to maximum drawdown	2.42	3.48	-1.06
Martin ratio: Return relative to average drawdown	10.58	13.00	-2.42

VOTE vs. JECIX - Sharpe Ratio Comparison

The current VOTE Sharpe Ratio is 1.73, which is comparable to the JECIX Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of VOTE and JECIX, 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

VOTE vs. JECIX - Drawdown Comparison

The maximum VOTE drawdown since its inception was -25.71%, smaller than the maximum JECIX drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for VOTE and JECIX.

Drawdown Indicators

	VOTE	JECIX	Difference
Max Drawdown Largest peak-to-trough decline	-25.71%	-42.07%	+16.36%
Max Drawdown (1Y) Largest decline over 1 year	-9.10%	-8.86%	-0.24%
Max Drawdown (3Y) Largest decline over 3 years	-19.08%	-24.16%	+5.08%
Max Drawdown (5Y) Largest decline over 5 years	-25.71%	-24.16%	-1.55%
Current Drawdown Current decline from peak	-3.35%	-0.50%	-2.85%
Average Drawdown Average peak-to-trough decline	-6.09%	-6.43%	+0.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.08%	2.32%	-0.24%

Volatility

VOTE vs. JECIX - Volatility Comparison

Engine No. 1 Transform 500 ETF (VOTE) and John Hancock Variable Insurance Trust Mid Cap Index Trust Fund (JECIX) have volatilities of 4.84% and 5.05%, 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.

Volatility by Period

	VOTE	JECIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.84%	5.05%	-0.21%
Volatility (6M) Calculated over the trailing 6-month period	10.06%	12.70%	-2.64%
Volatility (1Y) Calculated over the trailing 1-year period	12.69%	16.71%	-4.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.18%	20.43%	-3.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.16%	21.96%	-4.80%

VOTE vs. JECIX - Expense Ratio Comparison

VOTE has a 0.05% expense ratio, which is lower than JECIX's 0.45% expense ratio.

Dividends

VOTE vs. JECIX - Dividend Comparison

VOTE's dividend yield for the trailing twelve months is around 0.96%, less than JECIX's 7.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
JECIX John Hancock Variable Insurance Trust Mid Cap Index Trust Fund	7.68%	8.84%	4.56%	6.14%	18.58%	6.37%	11.51%	9.64%	9.09%	0.22%
VOTE Engine No. 1 Transform 500 ETF	0.96%	1.03%	1.18%	1.33%	1.54%	0.54%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both VOTE and JECIX in my portfolio?

VOTE and JECIX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VOTE or JECIX?

JECIX has higher volatility (5.05%) compared to VOTE (4.84%). In terms of maximum drawdown, VOTE dropped -25.71% vs JECIX's -42.07%.

Which has better risk-adjusted returns?

JECIX currently has the higher Sharpe Ratio (1.85 vs 1.73), 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.