JHSC - ETF AI Analysis
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John Hancock Multifactor Small Cap ETF (JHSC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in the most recent month, indicating positive recent momentum.
Strong-Performing Top Holdings
Many of the largest positions, including several technology and industrial names, have delivered strong year-to-date gains that support the fund’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as financials, industrials, consumer cyclical, and technology, which helps reduce the impact if any one sector struggles.
Negative Factors
Higher Expense Ratio for a Passive ETF
The fund’s ongoing fee is higher than many low-cost index ETFs, which can slightly reduce long-term returns for buy-and-hold investors.
Heavy U.S. Market Exposure
With the vast majority of its holdings in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. small-cap market.
Small-Cap Volatility Risk
Because it focuses on smaller companies, the fund may experience larger price swings and be more sensitive to economic slowdowns than large-cap funds.
JHSC vs. SPDR S&P 500 ETF (SPY)
AUM696.88M
RegionNorth America
Expense Ratio0.42%
Beta0.93
IssuerJohn Hancock
Inception DateNov 08, 2017
Dividend Yield1.02%
Asset ClassEquity
Index TrackedJohn Hancock Dimensional Small Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume96,197
30 Day Avg. Volume40,129
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
53.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering490
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JHSC Summary
The John Hancock Multifactor Small Cap ETF (JHSC) tracks the John Hancock Dimensional Small Cap Index, focusing on smaller U.S. companies across many industries like financials, industrials, and technology. It uses a rules-based approach to pick stocks based on traits such as value and quality. Well-known holdings include Arrow Electronics and Lumen Technologies. Investors might consider JHSC for growth potential and diversification beyond large, familiar brands. However, because it invests in small companies, the share price can be more volatile and may go up and down more sharply than the overall market.
How much will it cost me?The John Hancock Multifactor Small Cap ETF (JHSC) has an expense ratio of 0.42%, meaning you’ll pay $4.20 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an actively managed multifactor strategy to target small-cap stocks with specific characteristics like value, quality, and momentum.
What would affect this ETF?The John Hancock Multifactor Small Cap ETF (JHSC) could benefit from economic growth in the U.S., as small-cap companies often thrive in expanding markets and its focus on sectors like technology and industrials aligns with innovation and infrastructure trends. However, rising interest rates or economic slowdowns may negatively impact small-cap stocks, which are typically more sensitive to borrowing costs and market volatility. Additionally, sector-specific challenges, such as regulatory changes in healthcare or financials, could pose risks to the fund's performance.
JHSC Top 10 Holdings
JHSC’s story is all about U.S. small caps, with a noticeable tilt toward industrials, tech, and financials. FormFactor has been the star of the show, surging on upbeat guidance and helping power the fund’s tech exposure, while Littelfuse, Element Solutions, and Cirrus Logic are also rising and adding steady fuel to returns. Arrow Electronics and Darling Ingredients have been more mixed, offering support but with some bumps along the way. Lumen Technologies, weighed down by heavy debt and weaker fundamentals, is one of the names quietly dragging on performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Littelfuse | 0.55% | $3.87M | $10.24B | 125.10% | 76 Outperform | |
| Arrow Electronics | 0.53% | $3.77M | $9.55B | 65.10% | 64 Neutral | |
| Element Solutions | 0.53% | $3.77M | $9.83B | 101.45% | 65 Neutral | |
| Ryder System | 0.52% | $3.69M | $9.80B | 80.56% | 73 Outperform | |
| Darling Ingredients | 0.51% | $3.61M | $9.55B | 89.42% | 69 Neutral | |
| Cirrus Logic | 0.50% | $3.53M | $8.88B | 82.34% | 79 Outperform | |
| Lumen Technologies | 0.49% | $3.45M | $9.10B | 149.72% | 55 Neutral | |
| Formfactor | 0.47% | $3.31M | $12.09B | 404.31% | 68 Neutral | |
| FirstCash | 0.46% | $3.24M | $9.60B | 63.82% | 74 Outperform | |
| Zurn Water Solutions | 0.45% | $3.20M | $8.76B | 56.63% | 79 Outperform |
JHSC Technical Analysis
Positive
―
Price Trends
44.48
Positive
44.30
Positive
42.64
Positive
Market Momentum
0.63
Positive
61.54
Neutral
40.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JHSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.62, equal to the 50-day MA of 44.48, and equal to the 200-day MA of 42.64, indicating a bullish trend. The MACD of 0.63 indicates Positive momentum. The RSI at 61.54 is Neutral, neither overbought nor oversold. The STOCH value of 40.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JHSC.
JHSC Peer Comparison
Comparison Results
Performance Comparison
JHSC
John Hancock Multifactor Small Cap ETF
46.28
9.86
27.07%
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
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OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
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EES
WisdomTree U.S. SmallCap Fund
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SMDV
ProShares Russell 2000 Dividend Growers ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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