GOLY vs JHCB
Strategy Shares Gold Enhanced Yield ETF vs John Hancock Corporate Bond ETF
Which is better, GOLY or JHCB?
Each has led over a different period.
JHCB has a lower expense ratio. GOLY led over 3Y and 5Y, JHCB over 1Y and the full window.
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 | GOLY | JHCB |
|---|---|---|
| Expense Ratio | 0.90% | 0.29%Best |
| AUM | $71M | $99M |
| Dividend Yield | 8.89% | 5.42% |
| Holdings | 7 | 181 |
| YTD Return | -30.69% | -3.09%Best |
| 1Y Return | -29.72% | -3.15%Best |
| 3Y Return (annualized) | +14.20%Best | +5.71% |
| 5Y Return (annualized) | +3.65%Best | -0.34% |
| Volatility (annualized) | 23.9% | 8.0%Best |
| Max Drawdown | -45.0% | -22.6%Best |
| $10,000 over 5 years | $11,963Best | $9,831 |
| Fund Family | STRATEGY SHARES | John Hancock Investment Management |
| Category | Fixed Income | Fixed Income |
| Inception | May 17, 2021 | Mar 30, 2021 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: May 18, 2021 to Oct 14, 2026 (5.4 years).
GOLY 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 5.4 years both funds cover.
GOLY vs JHCB Performance
Strategy Shares Gold Enhanced Yield ETF (GOLY) is an ETF from STRATEGY SHARES and John Hancock Corporate Bond ETF (JHCB) is an ETF from John Hancock Investment Management. Over the past year GOLY returned -29.72% while JHCB returned -3.15%. Year to date, GOLY is down 30.69% versus a loss of 3.09% for JHCB.
Over three years, GOLY compounded at +14.20% per year against +5.71% for JHCB; over five years the annualized figures are +3.65% and -0.34% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GOLY has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 8.0% for JHCB. 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 -45.0% for GOLY and -22.6% 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 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GOLY charges 0.90% per year while JHCB charges 0.29%. On a $10,000 position that is $90 vs $29 annually, a gap of $61 per year that compounds over a long holding period. On income, GOLY currently yields 8.89% against 5.42% for JHCB.
Holdings Overlap
We hold position weights for 7 holdings in GOLY and 161 in JHCB, totalling 100.0% and 89.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 7 positions we hold weights for in GOLY and 161 in JHCB, against full books of 7 and 181.
What only one of them owns
Measured across the 7 and 161 positions we hold weights for.
JHCB holds 160 positions GOLY does not, 89.1% of the fund.
Largest: BAC V2.592 04/29/31 2.21%, MSFT 2.525 06/01/50 1.72%, AMZN 4.95 12/05/44 1.69%, CEG 5.75 03/15/54 1.55%, SCHW V4 PERP H 1.48%
You are not choosing between two funds in isolation.
Whichever of GOLY and JHCB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GOLY or JHCB?
GOLY has an expense ratio of 0.90% while JHCB charges 0.29%. JHCB is the cheaper option, by $61 a year on a $10,000 investment.
Which performed better, GOLY or JHCB?
Over the past year GOLY returned -29.72% 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, GOLY or JHCB?
GOLY has been the more volatile fund at 23.9% annualized versus 8.0% for JHCB. Worst drawdown: GOLY -45.0% vs JHCB -22.6%.
Should I hold both GOLY and JHCB?
GOLY and JHCB have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GOLY or JHCB?
GOLY yields 8.89% while JHCB yields 5.42%, so GOLY currently pays the higher dividend yield.
Is JHCB better than GOLY?
JHCB has a lower expense ratio. GOLY led over 3Y and 5Y, JHCB over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.