JHSC vs VTI
John Hancock Multifactor Small Cap ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, JHSC or VTI?
Small Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. JHSC is less concentrated, with 4.7% of the fund in its ten largest positions against 33.5%.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.42% | 0.03%Best |
| AUM | $693M | $689.2B |
| Dividend Yield | 1.08% | 1.06% |
| Holdings | 501 | 3,524 |
| YTD Return | +7.72% | +13.02%Best |
| 1Y Return | +9.83% | +16.63%Best |
| 3Y Return (annualized) | +13.84% | +21.97%Best |
| 5Y Return (annualized) | +6.09% | +11.99%Best |
| Volatility (annualized) | 20.2% | 16.7%Best |
| Max Drawdown | -42.7% | -35.0%Best |
| $10,000 over 5 years | $13,439 | $17,616Best |
| Top 10 Weight | 4.7%Best | 33.5% |
| Fund Family | John Hancock Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2017 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Oct 14, 2026 (8.9 years).
JHSC vs VTI 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 VTI Performance
John Hancock Multifactor Small Cap ETF (JHSC) is an ETF from John Hancock Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JHSC returned +9.83% while VTI returned +16.63%. Year to date, JHSC is up 7.72% versus a gain of 13.02% for VTI.
Over three years, JHSC compounded at +13.84% per year against +21.97% for VTI; over five years the annualized figures are +6.09% and +11.99% respectively. Across the full 9-year window we track, VTI has the edge at +13.42% 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 16.7% for VTI. 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JHSC charges 0.42% per year while VTI 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 VTI.
Holdings Overlap
94.5% of JHSC's money is in holdings VTI also owns. 3.4% of VTI's money is in holdings JHSC also owns.
Most of JHSC is already inside VTI. Owning both mostly buys the same companies twice.
462 positions in common, counted across the 491 positions we hold weights for in JHSC and 3,441 in VTI, against full books of 501 and 3,524.
What only one of them owns
Our book lists 822 positions for VTI that do not appear in our book for JHSC (94.2% of the fund), and 17 for JHSC that do not appear in VTI (2.8%).
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.
Top Shared Holdings
| Stock | Weight in JHSC | Weight in VTI | Difference |
|---|---|---|---|
| FORMFormfactor, Inc. | 0.52% | 0.01% | 0.51% |
| AVTAvnet Inc | 0.50% | 0.01% | 0.49% |
| ESIElement Solutions Inc | 0.50% | 0.01% | 0.49% |
| RRyder System Inc | 0.48% | 0.01% | 0.47% |
| SMSm Energy Co | 0.46% | 0.01% | 0.45% |
| VOYAVoya Financial Inc | 0.46% | 0.01% | 0.45% |
| JXNJackson Financial Inc USD | 0.46% | 0.01% | 0.45% |
| TKRTimken Co | 0.45% | 0.01% | 0.44% |
| UGIUgi Corp Common Stock Usd 0 | 0.43% | 0.01% | 0.42% |
| FCFSFirstcash Inc | 0.43% | 0.01% | 0.42% |
94.5% of JHSC is already inside VTI.
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, JHSC or VTI?
JHSC has an expense ratio of 0.42% while VTI charges 0.03%. VTI is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, JHSC or VTI?
Over the past year JHSC returned +9.83% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), JHSC annualized +7.65% vs +13.42% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHSC or VTI?
JHSC has been the more volatile fund at 20.2% annualized versus 16.7% for VTI. Worst drawdown: JHSC -42.7% vs VTI -35.0%.
Should I hold both JHSC and VTI?
JHSC and VTI have a monthly-return correlation of 0.91, 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.
What is the holdings overlap between JHSC and VTI?
94.5% of JHSC's money is in holdings VTI also owns. 3.4% of VTI's is in holdings JHSC also owns. They hold 462 positions in common, counted across the 491 positions we hold weights for in JHSC and 3,441 in VTI.
Which pays a higher dividend, JHSC or VTI?
JHSC yields 1.08% while VTI yields 1.06%, so JHSC currently pays the higher dividend yield.
Is VTI better than JHSC?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. JHSC is less concentrated, with 4.7% of the fund in its ten largest positions against 33.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.