JHSC vs VYM
John Hancock Multifactor Small Cap ETF vs Vanguard High Dividend Yield ETF
Which is better, JHSC or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. JHSC is less concentrated, with 4.7% of the fund in its ten largest positions against 25.8%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.42% | 0.04%Best |
| AUM | $693M | $78.9B |
| Dividend Yield | 1.08% | 2.37% |
| Holdings | 501 | 608 |
| YTD Return | +7.72% | +11.83%Best |
| 1Y Return | +9.83% | +15.96%Best |
| 3Y Return (annualized) | +13.84% | +18.60%Best |
| 5Y Return (annualized) | +6.09% | +11.51%Best |
| Volatility (annualized) | 20.2% | 15.1%Best |
| Max Drawdown | -42.7% | -35.7%Best |
| $10,000 over 5 years | $13,439 | $17,241Best |
| Top 10 Weight | 4.7%Best | 25.8% |
| Fund Family | John Hancock Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Nov 8, 2017 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Oct 14, 2026 (8.9 years).
JHSC vs VYM 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 VYM Performance
John Hancock Multifactor Small Cap ETF (JHSC) is an ETF from John Hancock Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JHSC returned +9.83% while VYM returned +15.96%. Year to date, JHSC is up 7.72% versus a gain of 11.83% for VYM.
Over three years, JHSC compounded at +13.84% per year against +18.60% for VYM; over five years the annualized figures are +6.09% and +11.51% respectively. Across the full 9-year window we track, VYM has the edge at +9.62% 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 15.1% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. 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 VYM charges 0.04%. On a $10,000 position that is $42 vs $4 annually, a gap of $38 per year that compounds over a long holding period. On income, JHSC currently yields 1.08% against 2.37% for VYM.
Holdings Overlap
37.6% of JHSC's money is in holdings VYM also owns. 3.4% of VYM's money is in holdings JHSC also owns.
The two portfolios partly overlap.
163 positions in common, counted across the 491 positions we hold weights for in JHSC and 602 in VYM, against full books of 501 and 608.
What only one of them owns
Our book lists 414 positions for VYM that do not appear in our book for JHSC (94.5% of the fund), and 316 for JHSC that do not appear in VYM (59.8%).
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 VYM | Difference |
|---|---|---|---|
| AVTAvnet Inc | 0.50% | 0.03% | 0.47% |
| RRyder System Inc | 0.48% | 0.04% | 0.44% |
| SMSm Energy Co | 0.46% | 0.04% | 0.42% |
| VOYAVoya Financial Inc | 0.46% | 0.04% | 0.42% |
| JXNJackson Financial Inc USD | 0.46% | 0.03% | 0.43% |
| TKRTimken Co | 0.45% | 0.03% | 0.42% |
| UGIUgi Corp Common Stock Usd 0 | 0.43% | 0.03% | 0.40% |
| FCFSFirstcash Inc | 0.43% | 0.03% | 0.40% |
| NEUNewmarket Corp | 0.40% | 0.02% | 0.38% |
| THGHanover Insurance Group Inc | 0.39% | 0.03% | 0.36% |
37.6% of JHSC is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JHSC or VYM?
JHSC has an expense ratio of 0.42% while VYM charges 0.04%. VYM is the cheaper option, by $38 a year on a $10,000 investment.
Which performed better, JHSC or VYM?
Over the past year JHSC returned +9.83% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), JHSC annualized +7.65% vs +9.62% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHSC or VYM?
JHSC has been the more volatile fund at 20.2% annualized versus 15.1% for VYM. Worst drawdown: JHSC -42.7% vs VYM -35.7%.
Should I hold both JHSC and VYM?
JHSC and VYM have a monthly-return correlation of 0.90, 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 VYM?
37.6% of JHSC's money is in holdings VYM also owns. 3.4% of VYM's is in holdings JHSC also owns. They hold 163 positions in common, counted across the 491 positions we hold weights for in JHSC and 602 in VYM.
Which pays a higher dividend, JHSC or VYM?
JHSC yields 1.08% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than JHSC?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. JHSC is less concentrated, with 4.7% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.