JHCP vs YFFI

JHCP vs YFFI

Which is better, JHCP or YFFI?

Nearly the same fund. JHCP costs less.

JHCP has a lower expense ratio. JHCP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.

Lower Fees: JHCPHigher Returns: JHCP

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

MetricJHCPYFFI
Expense Ratio0.36%Best0.50%
AUM$340M$22M
Dividend Yield4.62%5.28%
Holdings987164
YTD Return-2.37%Best-2.49%
1Y Return-2.10%Best-2.12%
Volatility (annualized)4.2%Best4.5%
Max Drawdown-5.1%Best-5.3%
$10,000 over 1.8 years$10,510Best$10,334
Fund FamilyJohn Hancock Investment ManagementIndexperts
CategoryFixed IncomeFixed Income
StyleInvestment Grade BondInvestment Grade Bond
InceptionDec 18, 2024Dec 31, 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: Jan 2, 2025 to Oct 14, 2026 (1.8 years).

JHCP vs YFFI 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.

Compare JHCP against instead:JHCP vs SPYJHCP vs QQQJHCP vs VOOJHCP vs VTIYFFI against:YFFI vs VXUS

JHCP vs YFFI Performance

John Hancock Core Plus Bond ETF (JHCP) is an ETF from John Hancock Investment Management and Indexperts Yield Focused Fixed Income ETF (YFFI) is an ETF from Indexperts. Over the past year JHCP returned -2.10% while YFFI returned -2.12%. Year to date, JHCP is down 2.37% versus a loss of 2.49% for YFFI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YFFI has been the more volatile fund, with annualized monthly volatility of 4.5% compared with 4.2% for JHCP. 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 -5.3% for YFFI. 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 YFFI charges 0.50%. On a $10,000 position that is $36 vs $50 annually, a gap of $14 per year that compounds over a long holding period. On income, JHCP currently yields 4.62% against 5.28% for YFFI.

Holdings Overlap

We hold position weights for 436 holdings in JHCP and 73 in YFFI, totalling 40.1% and 92.4% 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 436 positions we hold weights for in JHCP and 73 in YFFI, against full books of 987 and 164.

You are not choosing between two funds in isolation.

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

JHCPYFFI

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Frequently Asked Questions

Which is cheaper, JHCP or YFFI?

JHCP has an expense ratio of 0.36% while YFFI charges 0.50%. JHCP is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, JHCP or YFFI?

Over the past year JHCP returned -2.10% vs -2.12% for YFFI, so JHCP leads on 1-year performance. Over the longest common window we track (2 years), JHCP annualized +2.80% vs +1.84% for YFFI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JHCP or YFFI?

YFFI has been the more volatile fund at 4.5% annualized versus 4.2% for JHCP. Worst drawdown: JHCP -5.1% vs YFFI -5.3%.

Should I hold both JHCP and YFFI?

JHCP and YFFI 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 YFFI?

JHCP yields 4.62% while YFFI yields 5.28%, so YFFI currently pays the higher dividend yield.

Is YFFI better than JHCP?

JHCP has a lower expense ratio. JHCP 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.