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JHSC - ETF AI Analysis
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John Hancock Multifactor Small Cap ETF (JHSC)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Rambus and SanDisk, have shown strong year-to-date performance, supporting overall fund returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Technology, reducing reliance on any single industry.
Moderate Expense Ratio
With an expense ratio of 0.42%, the fund offers a reasonable cost compared to many actively managed ETFs.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, with over 98% geographic exposure, limiting global diversification.
Small Cap Volatility
As a small-cap fund, it may be more sensitive to market fluctuations and economic downturns compared to large-cap ETFs.
Mixed Holding Performance
While some top holdings have performed well, others like Agree Realty have lagged, potentially dragging on overall returns.
JHSC vs. SPDR S&P 500 ETF (SPY)
AUM639.13M
RegionNorth America
Expense Ratio0.42%
Beta0.95
IssuerJohn Hancock
Inception DateNov 08, 2017
Dividend Yield0.99%
Asset ClassEquity
Index TrackedJohn Hancock Dimensional Small Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,502
30 Day Avg. Volume33,085
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
48.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering508
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JHSC Summary
The John Hancock Multifactor Small Cap ETF (JHSC) is an investment fund that focuses on small-cap companies, which are typically smaller, fast-growing businesses. It follows the John Hancock Dimensional Small Cap Index and includes companies across various industries, such as Rambus (technology) and Cleveland-Cliffs (materials). This ETF uses a strategy to invest in companies with strong value, quality, and momentum, making it a good choice for investors looking to diversify their portfolio and tap into the growth potential of smaller companies. However, new investors should know that small-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall quickly.
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
The John Hancock Multifactor Small Cap ETF (JHSC) leans heavily into the industrials and financial sectors, which together make up over a third of its portfolio. Stocks like Dycom and Flowserve are steady contributors, benefiting from strong earnings and strategic growth initiatives, though high valuations could limit upside. On the flip side, biotech names like Revolution Medicines and Guardant Health are lagging, weighed down by financial instability despite promising pipelines. With its U.S.-focused small-cap approach, the fund captures the innovative energy of smaller companies but faces mixed performance across sectors and holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 0.81% | $5.28M | $32.72B | ― | 55 Neutral | |
| Revolution Medicines | 0.77% | $5.01M | $15.03B | 34.42% | 52 Neutral | |
| Dycom | 0.57% | $3.66M | $10.47B | 99.56% | 79 Outperform | |
| Rambus | 0.56% | $3.66M | $10.29B | 65.32% | 78 Outperform | |
| Flowserve | 0.53% | $3.44M | $9.07B | 16.93% | 79 Outperform | |
| Lumen Technologies | 0.50% | $3.25M | $8.32B | 10.49% | 51 Neutral | |
| Guardant Health | 0.49% | $3.15M | $14.03B | 204.46% | 58 Neutral | |
| UGI | 0.48% | $3.11M | $8.48B | 30.23% | 65 Neutral | |
| Modine | 0.47% | $3.06M | $8.54B | 19.40% | 70 Outperform | |
| MKS | 0.46% | $2.98M | $10.50B | 37.62% | 69 Neutral |
JHSC Technical Analysis
Positive
―
Price Trends
41.58
Positive
41.15
Positive
39.33
Positive
Market Momentum
0.02
Negative
59.83
Neutral
94.77
Negative
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 41.17, equal to the 50-day MA of 41.58, and equal to the 200-day MA of 39.33, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 59.83 is Neutral, neither overbought nor oversold. The STOCH value of 94.77 is Negative, 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
42.36
-0.50
-1.17%
FYX
First Trust Small Cap Core AlphaDEX Fund
―
―
―
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
―
―
―
DWAS
Invesco DWA SmallCap Momentum ETF
―
―
―
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
―
―
―
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.
Disclaimer
This 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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