JHCP vs MFSB
John Hancock Core Plus Bond ETF vs MFS Active Core Plus Bond ETF
Which is better, JHCP or MFSB?
Nearly the same fund. MFSB costs less.
MFSB has a lower expense ratio. MFSB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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 | JHCP | MFSB |
|---|---|---|
| Expense Ratio | 0.36% | 0.34%Best |
| AUM | $340M | $614M |
| Dividend Yield | 4.62% | 4.82% |
| Holdings | 987 | 470 |
| YTD Return | -2.37% | -1.56%Best |
| 1Y Return | -2.10% | -1.36%Best |
| Volatility (annualized) | 4.1% | 3.9%Best |
| Max Drawdown | -5.1% | -4.1%Best |
| $10,000 over 1.8 years | $10,460 | $10,515Best |
| Fund Family | John Hancock Investment Management | MFS Investment Management |
| Category | Fixed Income | Fixed Income |
| Style | Investment Grade Bond | Investment Grade Bond |
| Inception | Dec 18, 2024 | Dec 5, 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).
JHCP vs MFSB 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.
JHCP vs MFSB Performance
John Hancock Core Plus Bond ETF (JHCP) is an ETF from John Hancock Investment Management and MFS Active Core Plus Bond ETF (MFSB) is an ETF from MFS Investment Management. Over the past year JHCP returned -2.10% while MFSB returned -1.36%. Year to date, JHCP is down 2.37% versus a loss of 1.56% for MFSB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHCP has been the more volatile fund, with annualized monthly volatility of 4.1% compared with 3.9% for MFSB. 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 -5.1% for JHCP and -4.1% for MFSB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JHCP charges 0.36% per year while MFSB charges 0.34%. On a $10,000 position that is $36 vs $34 annually, a gap of $2 per year that compounds over a long holding period. On income, JHCP currently yields 4.62% against 4.82% for MFSB.
Holdings Overlap
We hold position weights for 436 holdings in JHCP and 180 in MFSB, totalling 40.1% and 42.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 11 positions appear in both.
11 positions in common, counted across the 436 positions we hold weights for in JHCP and 180 in MFSB, against full books of 987 and 470.
Top Shared Holdings
| Stock | Weight in JHCP | Weight in MFSB | Difference |
|---|---|---|---|
| T 4.875 08/15/45United States Treasury Note/Bond 4.88 08/15/2045 | 0.39% | 0.86% | 0.47% |
| BA 6.528 05/01/34Boeing Co/The Corp. Note | 0.26% | 0.49% | 0.23% |
| VENLNG 7 01/15/30 14Venture Global Lng 7% 01/15/30 | 0.13% | 0.37% | 0.24% |
| WFC V3.35 03/02/33 MWells Fargo & Com V/R 03/02/33 | 0.26% | 0.19% | 0.07% |
| JHXAU 6.125 07/31/32Jh North Ame 6.125 7/32 | 0.03% | 0.37% | 0.34% |
| JBSSBZ 5.75 04/01/33Jbs Usa Holding Lux Sarl/ Jbs Usa Food Co/ Jbs Lux Co Sarl Corp. Note | 0.16% | 0.21% | 0.05% |
| QUIKHO 6.375 03/01/3Quikrete Holdi 6.375 3/32 | 0.02% | 0.33% | 0.31% |
| TRGP 4 01/15/32Targa Resources Partners Lp / Targa Resources Partners Finance Corp 4% 15Jan2032 | 0.14% | 0.07% | 0.07% |
| GS V2.65 10/21/32Goldman Sachs Group Inc Regd V/R 2.65000000 | 0.12% | 0.07% | 0.05% |
| MS V5.32 07/19/35Morgan Stanley 5.32 07/19/2035 | 0.09% | 0.08% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of JHCP and MFSB 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, JHCP or MFSB?
JHCP has an expense ratio of 0.36% while MFSB charges 0.34%. MFSB is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, JHCP or MFSB?
Over the past year JHCP returned -2.10% vs -1.36% for MFSB, so MFSB leads on 1-year performance. Over the longest common window we track (2 years), JHCP annualized +2.53% vs +2.83% for MFSB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHCP or MFSB?
JHCP has been the more volatile fund at 4.1% annualized versus 3.9% for MFSB. Worst drawdown: JHCP -5.1% vs MFSB -4.1%.
Should I hold both JHCP and MFSB?
JHCP and MFSB have a monthly-return correlation of 0.98, 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, JHCP or MFSB?
JHCP yields 4.62% while MFSB yields 4.82%, so MFSB currently pays the higher dividend yield.
Is MFSB better than JHCP?
MFSB has a lower expense ratio. MFSB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.