JHI vs VOO
JHI vs VOO
John Hancock Investors Trust vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JHI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 2.35% | 0.03% | |
| AUM | $130M | $979.0B | |
| Dividend Yield | 8.58% | 1.09% | |
| Holdings | 435 | 509 | |
| YTD Return | +1.10% | +9.95% | |
| 1Y Return | +3.06% | +19.58% | |
| 3Y Return (annualized) | +9.19% | +19.43% | |
| 5Y Return (annualized) | +0.83% | +12.89% | |
| Volatility (annualized) | 13.0% | 14.2% | |
| Max Drawdown | -58.5% | -34.3% | |
| Fund Family | John Hancock Investment Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 29, 1971 | Sep 7, 2010 |
JHI vs VOO Performance
John Hancock Investors Trust (JHI) 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 JHI returned +3.06% while VOO returned +19.58%. Year to date, JHI is up 1.10% versus a gain of 9.95% for VOO.
Over three years, JHI compounded at +9.19% per year against +19.43% for VOO; over five years the annualized figures are +0.83% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs -0.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.0% for JHI. 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 -58.5% for JHI 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JHI charges 2.35% per year while VOO charges 0.03%. On a $10,000 position that is $235 vs $3 annually, a gap of $232 per year that compounds over a long holding period. On income, JHI currently yields 8.58% against 1.09% for VOO.
Holdings Overlap
JHI and VOO share 0 holdings out of 822 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JHI or VOO?
JHI has an expense ratio of 2.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $232 per year of difference.
Which performed better, JHI or VOO?
Over the past year JHI returned +3.06% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), JHI annualized -0.09% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, JHI or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.0% for JHI. Worst drawdown: JHI -58.5% vs VOO -34.3%.
Should I hold both JHI and VOO?
JHI and VOO have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JHI and VOO?
JHI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 822 unique securities.
Which pays a higher dividend, JHI or VOO?
JHI yields 8.58% while VOO yields 1.09%, so JHI currently pays the higher dividend yield.
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