JHCR vs QQQ
JHCR vs QQQ
John Hancock Core Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. JHCR offers more diversification with 423 holdings.
Side-by-Side Comparison
| Metric | JHCR | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.18% | |
| AUM | $2.5B | $455.8B | |
| Dividend Yield | 4.22% | 0.41% | |
| Holdings | 916 | 108 | |
| YTD Return | +0.47% | +18.20% | |
| 1Y Return | +2.93% | +27.63% | |
| 3Y Return (annualized) | - | +25.54% | |
| 5Y Return (annualized) | - | +15.12% | |
| Volatility (annualized) | 3.4% | 30.6% | |
| Max Drawdown | -2.9% | -83.0% | |
| Fund Family | John Hancock Investment Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 18, 2024 | Mar 10, 1999 |
JHCR vs QQQ Performance
John Hancock Core Bond ETF (JHCR) is a ETF from John Hancock Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JHCR returned +2.93% while QQQ returned +27.63%. Year to date, JHCR is up 0.47% versus a gain of 18.20% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.4% for JHCR. 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 -2.9% for JHCR and -83.0% for QQQ. 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JHCR charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, JHCR currently yields 4.22% against 0.41% for QQQ.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, JHCR or QQQ?
JHCR has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, JHCR or QQQ?
Over the past year JHCR returned +2.93% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), JHCR annualized +4.65% vs +13.11% for QQQ. Past performance does not guarantee future results.
Which is riskier, JHCR or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 3.4% for JHCR. Worst drawdown: JHCR -2.9% vs QQQ -83.0%.
Should I hold both JHCR and QQQ?
JHCR and QQQ have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JHCR and QQQ?
JHCR and QQQ share 2 common holdings with a 0.1% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, JHCR or QQQ?
JHCR yields 4.22% while QQQ yields 0.41%, so JHCR currently pays the higher dividend yield.
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