JHCR vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJHCRVXUSWinner
Expense Ratio0.29%0.05%
AUM$2.5B$156.5B
Dividend Yield4.22%2.60%
Holdings9168,747
YTD Return+0.35%+13.57%
1Y Return+2.68%+28.78%
3Y Return (annualized)-+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)3.4%15.1%
Max Drawdown-2.9%-39.9%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 18, 2024Jan 26, 2011

JHCR vs VXUS Performance

John Hancock Core Bond ETF (JHCR) is a ETF from John Hancock Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JHCR returned +2.68% while VXUS returned +28.78%. Year to date, JHCR is up 0.35% versus a gain of 13.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHCR charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, JHCR currently yields 4.22% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

JHCR and VXUS share 1 holdings out of 8282 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHCRWeight in VXUSDifference
ORCL0.10%0.00%0.10%

Frequently Asked Questions

Which is cheaper, JHCR or VXUS?

JHCR has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, JHCR or VXUS?

Over the past year JHCR returned +2.68% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), JHCR annualized +4.59% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, JHCR or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 3.4% for JHCR. Worst drawdown: JHCR -2.9% vs VXUS -39.9%.

Should I hold both JHCR and VXUS?

JHCR and VXUS have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHCR and VXUS?

JHCR and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8282 unique securities.

Which pays a higher dividend, JHCR or VXUS?

JHCR yields 4.22% while VXUS yields 2.60%, so JHCR currently pays the higher dividend yield.

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