JHCP vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJHCPVOOWinner
Expense Ratio0.36%0.03%
AUM$206M$979.0B
Dividend Yield4.61%1.09%
Holdings687509
YTD Return+0.21%+13.80%
1Y Return+2.86%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)3.3%14.1%
Max Drawdown-3.1%-34.3%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 18, 2024Sep 7, 2010

JHCP vs VOO Performance

John Hancock Core Plus Bond ETF (JHCP) is a ETF from John Hancock Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JHCP returned +2.86% while VOO returned +23.71%. Year to date, JHCP is up 0.21% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.3% 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 -3.1% for JHCP and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHCP charges 0.36% per year while VOO charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, JHCP currently yields 4.61% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

JHCP and VOO share 2 holdings out of 869 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHCPWeight in VOODifference
NEE0.07%0.28%0.21%
CNP0.03%0.04%0.01%

Frequently Asked Questions

Which is cheaper, JHCP or VOO?

JHCP has an expense ratio of 0.36% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, JHCP or VOO?

Over the past year JHCP returned +2.86% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JHCP annualized +4.48% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, JHCP or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.3% for JHCP. Worst drawdown: JHCP -3.1% vs VOO -34.3%.

Should I hold both JHCP and VOO?

JHCP and VOO have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHCP and VOO?

JHCP and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 869 unique securities.

Which pays a higher dividend, JHCP or VOO?

JHCP yields 4.61% while VOO yields 1.09%, so JHCP currently pays the higher dividend yield.

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