JHSC vs VOO
John Hancock Multifactor Small Cap ETF vs Vanguard S&P 500 ETF
Which is better, JHSC or VOO?
Small Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. JHSC is less concentrated, with 4.7% of the fund in its ten largest positions against 37.9%.
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 | JHSC | VOO |
|---|---|---|
| Expense Ratio | 0.42% | 0.03%Best |
| AUM | $693M | $1.0T |
| Dividend Yield | 1.08% | 1.06% |
| Holdings | 501 | 506 |
| YTD Return | +7.72% | +13.57%Best |
| 1Y Return | +9.83% | +17.55%Best |
| 3Y Return (annualized) | +13.84% | +22.46%Best |
| 5Y Return (annualized) | +6.09% | +13.28%Best |
| Volatility (annualized) | 20.2% | 16.2%Best |
| Max Drawdown | -42.7% | -34.3%Best |
| $10,000 over 5 years | $13,439 | $18,654Best |
| Top 10 Weight | 4.7%Best | 37.9% |
| Fund Family | John Hancock Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2017 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Oct 14, 2026 (8.9 years).
JHSC vs VOO 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 8.9 years both funds cover.
JHSC vs VOO Performance
John Hancock Multifactor Small Cap ETF (JHSC) is an ETF from John Hancock Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year JHSC returned +9.83% while VOO returned +17.55%. Year to date, JHSC is up 7.72% versus a gain of 13.57% for VOO.
Over three years, JHSC compounded at +13.84% per year against +22.46% for VOO; over five years the annualized figures are +6.09% and +13.28% respectively. Across the full 9-year window we track, VOO has the edge at +14.04% annualized vs +7.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHSC has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 16.2% for VOO. 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 -42.7% for JHSC and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JHSC charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, JHSC currently yields 1.08% against 1.06% for VOO.
Holdings Overlap
0.9% of JHSC's money is in holdings VOO also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
4 positions in common, counted across the 491 positions we hold weights for in JHSC and 504 in VOO, against full books of 501 and 506.
What only one of them owns
Our book lists 495 positions for VOO that do not appear in our book for JHSC (99.7% of the fund), and 472 for JHSC that do not appear in VOO (95.9%).
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.
You are not choosing between two funds in isolation.
Whichever of JHSC and VOO 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, JHSC or VOO?
JHSC has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, JHSC or VOO?
Over the past year JHSC returned +9.83% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), JHSC annualized +7.65% vs +14.04% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHSC or VOO?
JHSC has been the more volatile fund at 20.2% annualized versus 16.2% for VOO. Worst drawdown: JHSC -42.7% vs VOO -34.3%.
Should I hold both JHSC and VOO?
JHSC and VOO have a monthly-return correlation of 0.88, 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, JHSC or VOO?
JHSC yields 1.08% while VOO yields 1.06%, so JHSC currently pays the higher dividend yield.
Is VOO better than JHSC?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. JHSC is less concentrated, with 4.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.