JHCR vs MFSB
John Hancock Core Bond ETF vs MFS Active Core Plus Bond ETF
Which is better, JHCR or MFSB?
Nearly the same fund. JHCR costs less.
JHCR 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 | JHCR | MFSB |
|---|---|---|
| Expense Ratio | 0.29%Best | 0.34% |
| AUM | $2.5B | $614M |
| Dividend Yield | 4.36% | 4.82% |
| Holdings | 1,940 | 470 |
| YTD Return | -2.26% | -1.56%Best |
| 1Y Return | -2.08% | -1.36%Best |
| Volatility (annualized) | 3.9%Tie | 3.9%Tie |
| Max Drawdown | -5.0% | -4.1%Best |
| $10,000 over 1.8 years | $10,471 | $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).
JHCR 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.
JHCR vs MFSB Performance
John Hancock Core Bond ETF (JHCR) 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 JHCR returned -2.08% while MFSB returned -1.36%. Year to date, JHCR is down 2.26% versus a loss of 1.56% for MFSB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHCR and MFSB have been equally volatile, both at 3.9% annualized.
The deepest peak-to-trough decline in our data was -5.0% for JHCR 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
JHCR charges 0.29% per year while MFSB charges 0.34%. On a $10,000 position that is $29 vs $34 annually, a gap of $5 per year that compounds over a long holding period. On income, JHCR currently yields 4.36% against 4.82% for MFSB.
Holdings Overlap
We hold position weights for 389 holdings in JHCR and 180 in MFSB, totalling 40.8% 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, 12 positions appear in both.
12 positions in common, counted across the 389 positions we hold weights for in JHCR and 180 in MFSB, against full books of 1,940 and 470.
Top Shared Holdings
| Stock | Weight in JHCR | Weight in MFSB | Difference |
|---|---|---|---|
| T 4.875 08/15/45United States Treasury Note/Bond 4.88 08/15/2045 | 0.09% | 0.86% | 0.77% |
| T 4.625 11/15/44Treasury Bond (Otr) 4.63% Nov 15, 2044 | 0.01% | 0.89% | 0.88% |
| BA 6.528 05/01/34Boeing Co/The Corp. Note | 0.29% | 0.49% | 0.20% |
| T 4.75 08/15/55Wi Treasury Sec 08/55 4.75 | 0.53% | 0.24% | 0.29% |
| WFC V3.35 03/02/33 MWells Fargo & Com V/R 03/02/33 | 0.32% | 0.19% | 0.13% |
| 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 | 0.15% | 0.21% | 0.06% |
| COF 6.7 11/29/32Discover Financial Svs Sr Unsecured 11/32 6.7 | 0.17% | 0.13% | 0.04% |
| MS V5.32 07/19/35Morgan Stanley 5.32 07/19/2035 | 0.16% | 0.08% | 0.08% |
| BXP 6.5 01/15/34Boston Properties, Inc. | 0.18% | 0.05% | 0.13% |
You are not choosing between two funds in isolation.
Whichever of JHCR 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, JHCR or MFSB?
JHCR has an expense ratio of 0.29% while MFSB charges 0.34%. JHCR is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, JHCR or MFSB?
Over the past year JHCR returned -2.08% vs -1.36% for MFSB, so MFSB leads on 1-year performance. Over the longest common window we track (2 years), JHCR annualized +2.59% vs +2.83% for MFSB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHCR or MFSB?
JHCR and MFSB have been equally volatile, both at 3.9% annualized. Worst drawdown: JHCR -5.0% vs MFSB -4.1%.
Should I hold both JHCR and MFSB?
JHCR 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, JHCR or MFSB?
JHCR yields 4.36% while MFSB yields 4.82%, so MFSB currently pays the higher dividend yield.
Is MFSB better than JHCR?
JHCR 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.