JHAC vs ZECP
John Hancock Fundamental All Cap Core ETF vs Zacks Earnings Consistent Portfolio ETF
Which is better, JHAC or ZECP?
ZECP has been ahead.
ZECP has a lower expense ratio. ZECP led over 1Y, 3Y and the full window. ZECP is less concentrated, with 42.9% of the fund in its ten largest positions against 45.9%.
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 | JHAC | ZECP |
|---|---|---|
| Expense Ratio | 0.72% | 0.55%Best |
| AUM | $4M | $373M |
| Dividend Yield | 2.32% | 0.72% |
| Holdings | 51 | 120 |
| YTD Return | +2.75% | +8.77%Best |
| 1Y Return | +3.89% | +12.31%Best |
| 3Y Return (annualized) | +15.84% | +16.15%Best |
| 5Y Return (annualized) | - | +9.51% |
| Volatility (annualized) | 14.6% | 10.3%Best |
| Max Drawdown | -24.4% | -15.5%Best |
| $10,000 over 2.9 years | $15,318 | $15,771Best |
| Top 10 Weight | 45.9% | 42.9%Best |
| Fund Family | John Hancock Investment Management | Zacks |
| Category | Equity | Equity |
| Style | All Cap Blend | All Cap Blend |
| Inception | Oct 31, 2023 | Aug 23, 2021 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 14, 2026 (2.9 years).
JHAC vs ZECP 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 2.9 years both funds cover.
JHAC vs ZECP Performance
John Hancock Fundamental All Cap Core ETF (JHAC) is an ETF from John Hancock Investment Management and Zacks Earnings Consistent Portfolio ETF (ZECP) is an ETF from Zacks. Over the past year JHAC returned +3.89% while ZECP returned +12.31%. Year to date, JHAC is up 2.75% versus a gain of 8.77% for ZECP.
Over three years, JHAC compounded at +15.84% per year against +16.15% for ZECP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHAC has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.3% for ZECP. 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 -24.4% for JHAC and -15.5% for ZECP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JHAC charges 0.72% per year while ZECP charges 0.55%. On a $10,000 position that is $72 vs $55 annually, a gap of $17 per year that compounds over a long holding period. On income, JHAC currently yields 2.32% against 0.72% for ZECP.
Holdings Overlap
17.8% of JHAC's money is in holdings ZECP also owns. 25.9% of ZECP's money is in holdings JHAC also owns.
ZECP and JHAC share little of their money.
5 positions in common, counted across the 48 positions we hold weights for in JHAC and 59 in ZECP, against full books of 51 and 120.
What only one of them owns
Our book lists 54 positions for ZECP that do not appear in our book for JHAC (72.4% of the fund), and 40 for JHAC that do not appear in ZECP (74.3%).
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.
25.9% of ZECP is already inside JHAC.
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, JHAC or ZECP?
JHAC has an expense ratio of 0.72% while ZECP charges 0.55%. ZECP is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, JHAC or ZECP?
Over the past year JHAC returned +3.89% vs +12.31% for ZECP, so ZECP leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHAC or ZECP?
JHAC has been the more volatile fund at 14.6% annualized versus 10.3% for ZECP. Worst drawdown: JHAC -24.4% vs ZECP -15.5%.
Should I hold both JHAC and ZECP?
JHAC and ZECP have a monthly-return correlation of 0.82, 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 JHAC and ZECP?
25.9% of ZECP's money is in holdings JHAC also owns. 25.9% of ZECP's is in holdings JHAC also owns. They hold 5 positions in common, counted across the 48 positions we hold weights for in JHAC and 59 in ZECP.
Which pays a higher dividend, JHAC or ZECP?
JHAC yields 2.32% while ZECP yields 0.72%, so JHAC currently pays the higher dividend yield.
Is ZECP better than JHAC?
ZECP has a lower expense ratio. ZECP led over 1Y, 3Y and the full window. ZECP is less concentrated, with 42.9% of the fund in its ten largest positions against 45.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.