JHCR vs QQQ
John Hancock Core Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, JHCR or QQQ?
Investment Grade Bond against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JHCR | QQQ |
|---|---|---|
| Expense Ratio | 0.29% | 0.18%Best |
| AUM | $2.5B | $483.5B |
| Dividend Yield | 4.26% | 0.44% |
| Holdings | 986 | 107 |
| YTD Return | -1.27% | +15.21%Best |
| 1Y Return | -0.91% | +19.78%Best |
| 3Y Return (annualized) | - | +24.58% |
| 5Y Return (annualized) | - | +13.93% |
| Volatility (annualized) | 3.5%Best | 19.7% |
| Max Drawdown | -3.3%Best | -22.8% |
| $10,000 over 1.7 years | $10,567 | $13,659Best |
| Fund Family | John Hancock Investment Management | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Growth |
| Inception | Dec 18, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 16, 2026 (1.7 years).
JHCR vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
JHCR vs QQQ Performance
John Hancock Core Bond ETF (JHCR) is an ETF from John Hancock Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JHCR returned -0.91% while QQQ returned +19.78%. Year to date, JHCR is down 1.27% versus a gain of 15.21% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 3.5% 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 -3.3% for JHCR and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.20. They move largely independently of each other.
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 4.26% against 0.44% for QQQ.
Holdings Overlap
At least 0.8% of QQQ's money is in holdings JHCR also owns.
Stated as a floor: for JHCR, our book for it covers 38.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 379 positions we hold weights for in JHCR and 102 in QQQ, against full books of 986 and 107.
Top Shared Holdings
| Stock | Weight in JHCR | Weight in QQQ | Difference |
|---|---|---|---|
| TMUST-Mobile Us Inc Com Usd0.00001 | 0.27% | 0.82% | 0.55% |
You are not choosing between two funds in isolation.
Whichever of JHCR and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $11 a year on a $10,000 investment.
Which performed better, JHCR or QQQ?
Over the past year JHCR returned -0.91% vs +19.78% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), JHCR annualized +3.30% vs +20.13% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHCR or QQQ?
QQQ has been the more volatile fund at 19.7% annualized versus 3.5% for JHCR. Worst drawdown: JHCR -3.3% vs QQQ -22.8%.
Should I hold both JHCR and QQQ?
JHCR and QQQ have a monthly-return correlation of 0.20, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JHCR or QQQ?
JHCR yields 4.26% while QQQ yields 0.44%, so JHCR currently pays the higher dividend yield.
Is QQQ better than JHCR?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.