FIIG vs JHCB

FIIG vs JHCB

Which is better, FIIG or JHCB?

Nearly the same fund. JHCB costs less.

JHCB has a lower expense ratio. JHCB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: JHCBHigher Returns: JHCB

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

MetricFIIGJHCB
Expense Ratio0.49%0.29%Best
AUM$628M$99M
Dividend Yield5.26%5.42%
Holdings471181
YTD Return-3.13%-3.09%Best
1Y Return-3.25%-3.15%Best
3Y Return (annualized)+5.42%+5.71%Best
5Y Return (annualized)--0.34%
Volatility (annualized)6.4%Best6.6%
Max Drawdown-5.5%Tie-5.5%Tie
$10,000 over 3.2 years$11,435$11,495Best
Fund FamilyFirst Trust Portfolios (US)John Hancock Investment Management
CategoryFixed IncomeFixed Income
InceptionAug 2, 2023Mar 30, 2021

Not shown on this pair: Top 10 Weight, Style.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 3, 2023 to Oct 14, 2026 (3.2 years).

FIIG vs JHCB 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 3.2 years both funds cover.

Compare FIIG against instead:FIIG vs SPYFIIG vs QQQFIIG vs VOOFIIG vs VTIJHCB against:JHCB vs VXUS

FIIG vs JHCB Performance

First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an ETF from First Trust Portfolios (US) and John Hancock Corporate Bond ETF (JHCB) is an ETF from John Hancock Investment Management. Over the past year FIIG returned -3.25% while JHCB returned -3.15%. Year to date, FIIG is down 3.13% versus a loss of 3.09% for JHCB.

Over three years, FIIG compounded at +5.42% per year against +5.71% for JHCB.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JHCB has been the more volatile fund, with annualized monthly volatility of 6.6% compared with 6.4% for FIIG. 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 -5.5% for FIIG and -5.5% for JHCB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FIIG charges 0.49% per year while JHCB charges 0.29%. On a $10,000 position that is $49 vs $29 annually, a gap of $20 per year that compounds over a long holding period. On income, FIIG currently yields 5.26% against 5.42% for JHCB.

You are not choosing between two funds in isolation.

Whichever of FIIG and JHCB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FIIGJHCB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIIG or JHCB?

FIIG has an expense ratio of 0.49% while JHCB charges 0.29%. JHCB is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, FIIG or JHCB?

Over the past year FIIG returned -3.25% vs -3.15% for JHCB, so JHCB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FIIG or JHCB?

JHCB has been the more volatile fund at 6.6% annualized versus 6.4% for FIIG. Worst drawdown: FIIG -5.5% vs JHCB -5.5%.

Should I hold both FIIG and JHCB?

FIIG and JHCB have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, FIIG or JHCB?

FIIG yields 5.26% while JHCB yields 5.42%, so JHCB currently pays the higher dividend yield.

Is JHCB better than FIIG?

JHCB has a lower expense ratio. JHCB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.