BLCR vs JHML
iShares Large Cap Core Active ETF vs John Hancock Multifactor Large Cap ETF
Which is better, BLCR or JHML?
BLCR has been ahead.
JHML has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. JHML is less concentrated, with 25.2% of the fund in its ten largest positions against 48.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BLCR | JHML |
|---|---|---|
| Expense Ratio | 0.36% | 0.29%Best |
| AUM | $9.8B | $1.2B |
| Dividend Yield | 0.32% | 0.96% |
| Holdings | 52 | 780 |
| YTD Return | +16.18%Best | +12.96% |
| 1Y Return | +25.71%Best | +17.02% |
| 3Y Return (annualized) | +27.24%Best | +20.26% |
| 5Y Return (annualized) | - | +11.29% |
| Volatility (annualized) | 15.7% | 12.0%Best |
| Max Drawdown | -21.3% | -18.2%Best |
| $10,000 over 3 years | $20,600Best | $18,423 |
| Top 10 Weight | 48.6% | 25.2%Best |
| Fund Family | BlackRock, Inc. (US) | John Hancock Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Sep 28, 2015 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 26, 2023 to Oct 14, 2026 (3 years).
BLCR vs JHML growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
BLCR vs JHML Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and John Hancock Multifactor Large Cap ETF (JHML) is an ETF from John Hancock Investment Management. Over the past year BLCR returned +25.71% while JHML returned +17.02%. Year to date, BLCR is up 16.18% versus a gain of 12.96% for JHML.
Over three years, BLCR compounded at +27.24% per year against +20.26% for JHML.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 12.0% for JHML. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for BLCR and -18.2% for JHML. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLCR charges 0.36% per year while JHML charges 0.29%. On a $10,000 position that is $36 vs $29 annually, a gap of $7 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 0.96% for JHML.
Holdings Overlap
92.1% of BLCR's money is in holdings JHML also owns. 34.3% of JHML's money is in holdings BLCR also owns.
Most of BLCR is already inside JHML. Owning both mostly buys the same companies twice.
48 positions in common, counted across the 53 positions we hold weights for in BLCR and 773 in JHML, against full books of 52 and 780.
What only one of them owns
Our book lists 695 positions for JHML that do not appear in our book for BLCR (64.8% of the fund), and 3 for BLCR that do not appear in JHML (5.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BLCR | Weight in JHML | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.36% | 4.22% | 3.14% |
| MSFTMicrosoft Corp | 6.47% | 3.67% | 2.80% |
| AAPLApple, Inc | 4.55% | 4.29% | 0.26% |
| AMZNAmazon.Com Inc | 5.72% | 2.98% | 2.74% |
| GOOGLAlphabet Inc | 5.00% | 2.57% | 2.43% |
| METAMeta Platforms Inc | 5.18% | 2.03% | 3.15% |
| MUMicron Technology, Inc. | 3.50% | 1.51% | 1.99% |
| VVisa Inc Class A | 4.20% | 0.66% | 3.54% |
| CAHCardinal Health Inc. | 3.50% | 0.18% | 3.32% |
| AMDAdvanced Micro Devices Inc | 2.58% | 1.04% | 1.54% |
92.1% of BLCR is already inside JHML.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLCR or JHML?
BLCR has an expense ratio of 0.36% while JHML charges 0.29%. JHML is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, BLCR or JHML?
Over the past year BLCR returned +25.71% vs +17.02% for JHML, so BLCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLCR or JHML?
BLCR has been the more volatile fund at 15.7% annualized versus 12.0% for JHML. Worst drawdown: BLCR -21.3% vs JHML -18.2%.
Should I hold both BLCR and JHML?
BLCR and JHML have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BLCR and JHML?
92.1% of BLCR's money is in holdings JHML also owns. 34.3% of JHML's is in holdings BLCR also owns. They hold 48 positions in common, counted across the 53 positions we hold weights for in BLCR and 773 in JHML.
Which pays a higher dividend, BLCR or JHML?
BLCR yields 0.32% while JHML yields 0.96%, so JHML currently pays the higher dividend yield.
Is JHML better than BLCR?
JHML has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. JHML is less concentrated, with 25.2% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.