JHMB vs VXUS

JHMB vs VXUS

Which is better, JHMB or VXUS?

Preferred Stock against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricJHMBVXUS
Expense Ratio0.39%0.05%Best
AUM$204M$158.1B
Dividend Yield4.84%2.59%
Holdings4428,747
YTD Return+0.11%+16.15%Best
1Y Return+2.27%+27.58%Best
3Y Return (annualized)+5.49%+20.48%Best
5Y Return (annualized)+1.27%+9.09%Best
Volatility (annualized)5.8%Best15.1%
Max Drawdown-14.5%Best-29.4%
$10,000 over 5 years$10,651$15,450Best
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Blend
InceptionAug 18, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 19, 2021 to Sep 4, 2026 (5 years).

JHMB vs VXUS 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 5 years both funds cover.

JHMB vs VXUS Performance

John Hancock Mortgage-Backed Securities ETF (JHMB) is an ETF from John Hancock Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year JHMB returned +2.27% while VXUS returned +27.58%. Year to date, JHMB is up 0.11% versus a gain of 16.15% for VXUS.

Over three years, JHMB compounded at +5.49% per year against +20.48% for VXUS; over five years the annualized figures are +1.27% and +9.09% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.8% for JHMB. 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 -14.5% for JHMB and -29.4% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JHMB charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, JHMB currently yields 4.84% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 116 holdings in JHMB and 8,094 in VXUS, totalling 30.7% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 49 days apart, JHMB as of Aug 18, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 116 positions we hold weights for in JHMB and 8,094 in VXUS, against full books of 442 and 8,747.

You are not choosing between two funds in isolation.

Whichever of JHMB and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JHMBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JHMB or VXUS?

JHMB has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, JHMB or VXUS?

Over the past year JHMB returned +2.27% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JHMB or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 5.8% for JHMB. Worst drawdown: JHMB -14.5% vs VXUS -29.4%.

Should I hold both JHMB and VXUS?

JHMB and VXUS have a monthly-return correlation of 0.71, 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, JHMB or VXUS?

JHMB yields 4.84% while VXUS yields 2.59%, so JHMB currently pays the higher dividend yield.

Is VXUS better than JHMB?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.