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 fund’s year-to-date and multi-month returns have been strong, suggesting its strategy has worked well in the current market.
Solid Top Holdings Momentum
Many of the largest positions, such as Arrow Electronics and Littelfuse, have shown strong gains, helping drive the ETF’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including financials, industrials, consumer cyclical, technology, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side compared with some low-cost index ETFs, which slightly reduces the net return investors receive.
Heavy U.S. Market Dependence
With almost all assets in U.S. stocks, the ETF is highly sensitive to the performance of the U.S. market and offers very limited international diversification.
Small-Cap Volatility Risk
Because the ETF focuses on small-cap companies, investors should expect more price swings and potentially sharper ups and downs than with large-cap funds.
JHSC vs. SPDR S&P 500 ETF (SPY)
AUM730.19M
RegionNorth America
Expense Ratio0.42%
Beta0.92
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. Volume79,703
30 Day Avg. Volume47,148
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
56.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering499
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, including financials, industrials, technology, and consumer businesses. It uses a rules-based approach to pick stocks, and its holdings include well-known names like Etsy and Voya Financial. Investors might consider JHSC if they want growth potential and diversification beyond large, well-known companies, since small caps can grow quickly if they succeed. However, small-cap stocks can be more volatile and risky, so the ETF’s price can move up and down more 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 leans into U.S. small caps with a tilt toward industrials and financials, and a tech undercurrent. Timken, Ryder, and Darling Ingredients have been doing much of the heavy lifting, with rising or steady momentum that helps power the fund’s returns. Arrow Electronics and Littelfuse have cooled off lately, while Element Solutions and Hut 8 have been more of a roller coaster, adding volatility rather than clear upside. Overall, the ETF is diversified across many names, but its story is driven by cyclical, economically sensitive businesses.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Arrow Electronics | 0.58% | $4.24M | $10.81B | 57.92% | 64 Neutral | |
| Krystal Biotech | 0.54% | $3.93M | $10.74B | 137.10% | 80 Outperform | |
| Ryder System | 0.51% | $3.77M | $9.98B | 44.62% | 73 Outperform | |
| Littelfuse | 0.51% | $3.72M | $9.91B | 57.63% | 76 Outperform | |
| Timken Company | 0.50% | $3.63M | $9.72B | 76.84% | 76 Outperform | |
| Affiliated Managers | 0.49% | $3.63M | $9.78B | 71.03% | 74 Outperform | |
| Darling Ingredients | 0.48% | $3.48M | $9.28B | 77.80% | 69 Neutral | |
| Voya Financial | 0.47% | $3.42M | $9.07B | 42.15% | 77 Outperform | |
| Element Solutions | 0.46% | $3.40M | $8.89B | 50.28% | 65 Neutral | |
| Etsy | 0.45% | $3.32M | $8.21B | 38.08% | 57 Neutral |
JHSC Technical Analysis
Neutral
―
Price Trends
47.54
Positive
45.99
Positive
44.47
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JHSC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 48.19, equal to the 50-day MA of 47.54, and equal to the 200-day MA of 44.47, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JHSC.
JHSC Peer Comparison
Comparison Results
Performance Comparison
JHSC
John Hancock Multifactor Small Cap ETF
48.34
9.14
23.32%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
―
―
―
EES
WisdomTree U.S. SmallCap Fund
―
―
―
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
―
―
―
SMDV
ProShares Russell 2000 Dividend Growers ETF
―
―
―
SFLO
VictoryShares Small Cap Free Cash Flow ETF
―
―
―
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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