HYSD vs JHCR
Columbia Short Duration High Yield ETF vs John Hancock Core Bond ETF
Which is better, HYSD or JHCR?
HYSD has been ahead.
JHCR has a lower expense ratio. HYSD led 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 | HYSD | JHCR |
|---|---|---|
| Expense Ratio | 0.44% | 0.29%Best |
| AUM | $105M | $2.5B |
| Dividend Yield | 6.03% | 4.36% |
| Holdings | 575 | 1,940 |
| YTD Return | +0.62%Best | -2.26% |
| 1Y Return | +2.13%Best | -2.08% |
| Volatility (annualized) | 2.5%Best | 3.9% |
| Max Drawdown | -2.7%Best | -5.0% |
| $10,000 over 1.8 years | $10,817Best | $10,471 |
| Fund Family | Columbia Threadneedle Investments | John Hancock Investment Management |
| Category | Fixed Income | Fixed Income |
| Style | Investment Grade Bond | Investment Grade Bond |
| Inception | Sep 5, 2024 | Dec 18, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 18, 2024 to Oct 14, 2026 (1.8 years).
HYSD vs JHCR 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 1.8 years both funds cover.
HYSD vs JHCR Performance
Columbia Short Duration High Yield ETF (HYSD) is an ETF from Columbia Threadneedle Investments and John Hancock Core Bond ETF (JHCR) is an ETF from John Hancock Investment Management. Over the past year HYSD returned +2.13% while JHCR returned -2.08%. Year to date, HYSD is up 0.62% versus a loss of 2.26% for JHCR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHCR has been the more volatile fund, with annualized monthly volatility of 3.9% compared with 2.5% for HYSD. 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 -2.7% for HYSD and -5.0% for JHCR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HYSD charges 0.44% per year while JHCR charges 0.29%. On a $10,000 position that is $44 vs $29 annually, a gap of $15 per year that compounds over a long holding period. On income, HYSD currently yields 6.03% against 4.36% for JHCR.
Holdings Overlap
We hold position weights for 237 holdings in HYSD and 389 in JHCR, totalling 82.3% and 40.8% 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 237 positions we hold weights for in HYSD and 389 in JHCR, against full books of 575 and 1,940.
You are not choosing between two funds in isolation.
Whichever of HYSD and JHCR 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, HYSD or JHCR?
HYSD has an expense ratio of 0.44% while JHCR charges 0.29%. JHCR is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, HYSD or JHCR?
Over the past year HYSD returned +2.13% vs -2.08% for JHCR, so HYSD leads on 1-year performance. Over the longest common window we track (2 years), HYSD annualized +4.46% vs +2.59% for JHCR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HYSD or JHCR?
JHCR has been the more volatile fund at 3.9% annualized versus 2.5% for HYSD. Worst drawdown: HYSD -2.7% vs JHCR -5.0%.
Should I hold both HYSD and JHCR?
HYSD and JHCR have a monthly-return correlation of 0.63, 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, HYSD or JHCR?
HYSD yields 6.03% while JHCR yields 4.36%, so HYSD currently pays the higher dividend yield.
Is JHCR better than HYSD?
JHCR has a lower expense ratio. HYSD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.