JHCR 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

MetricJHCRVOOWinner
Expense Ratio0.29%0.03%
AUM$2.5B$979.0B
Dividend Yield4.22%1.09%
Holdings916509
YTD Return-0.11%+11.51%
1Y Return+2.21%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)3.4%14.1%
Max Drawdown-2.9%-34.3%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 18, 2024Sep 7, 2010

JHCR vs VOO Performance

John Hancock Core Bond ETF (JHCR) 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 JHCR returned +2.21% while VOO returned +21.46%. Year to date, JHCR is down 0.11% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHCR charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, JHCR currently yields 4.22% against 1.09% for VOO.

Holdings Overlap

0.3%overlap

JHCR and VOO share 4 holdings out of 924 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHCRWeight in VOODifference
AMZN0.10%3.62%3.52%
ORCL0.10%0.39%0.29%
EXC0.05%0.07%0.02%
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Frequently Asked Questions

Which is cheaper, JHCR or VOO?

JHCR has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, JHCR or VOO?

Over the past year JHCR returned +2.21% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), JHCR annualized +4.30% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, JHCR or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.4% for JHCR. Worst drawdown: JHCR -2.9% vs VOO -34.3%.

Should I hold both JHCR and VOO?

JHCR and VOO have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHCR and VOO?

JHCR and VOO share 4 common holdings with a 0.3% weight overlap. Combined, they hold 924 unique securities.

Which pays a higher dividend, JHCR or VOO?

JHCR yields 4.22% while VOO yields 1.09%, so JHCR currently pays the higher dividend yield.

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