IVV vs JHAC
iShares Core S&P 500 ETF vs John Hancock Fundamental All Cap Core ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JHAC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.72% | |
| AUM | $907.0B | $4M | |
| Dividend Yield | 1.10% | 2.35% | |
| Holdings | 508 | 52 | |
| YTD Return | +14.29% | +5.26% | |
| 1Y Return | +21.79% | +7.98% | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | 14.8% | |
| Max Drawdown | -56.5% | -24.4% | |
| Fund Family | iShares by BlackRock (US) | John Hancock Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 31, 2023 |
IVV vs JHAC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and John Hancock Fundamental All Cap Core ETF (JHAC) is a ETF from John Hancock Investment Management. Over the past year IVV returned +21.79% while JHAC returned +7.98%. Year to date, IVV is up 14.29% versus a gain of 5.26% for JHAC.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.8% for JHAC. 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 -56.5% for IVV and -24.4% for JHAC. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while JHAC charges 0.72%. On a $10,000 position that is $3 vs $72 annually, a gap of $69 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.35% for JHAC.
Holdings Overlap
IVV and JHAC share 32 holdings out of 524 unique holdings combined, representing a 24.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or JHAC?
IVV has an expense ratio of 0.03% while JHAC charges 0.72%. IVV is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, IVV or JHAC?
Over the past year IVV returned +21.79% vs +7.98% for JHAC, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.06% vs +17.88% for JHAC. Past performance does not guarantee future results.
Which is riskier, IVV or JHAC?
IVV has been the more volatile fund at 15.1% annualized versus 14.8% for JHAC. Worst drawdown: IVV -56.5% vs JHAC -24.4%.
Should I hold both IVV and JHAC?
IVV and JHAC have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and JHAC?
IVV and JHAC share 32 common holdings with a 24.2% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, IVV or JHAC?
IVV yields 1.10% while JHAC yields 2.35%, so JHAC currently pays the higher dividend yield.
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