JHSC - ETF AI Analysis
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John Hancock Multifactor Small Cap ETF (JHSC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, such as SanDisk, Revolution Medicines, and Hecla Mining, have shown strong gains this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including industrials, financials, technology, consumer cyclical, health care, and others, which helps reduce the impact if any one industry struggles.
Solid Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year to date, indicating positive recent momentum in its small-cap strategy.
Negative Factors
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Heavy U.S. Market Concentration
With almost all assets invested in U.S. stocks and very little exposure to other countries, the ETF is highly sensitive to the U.S. small-cap market and offers limited global diversification.
Small-Cap Volatility Risk
Because the ETF focuses on smaller companies, it may experience larger price swings and higher risk during market downturns compared with funds that hold bigger, more established firms.
JHSC vs. SPDR S&P 500 ETF (SPY)
AUM668.12M
RegionNorth America
Expense Ratio0.42%
Beta0.93
IssuerJohn Hancock
Inception DateNov 08, 2017
Dividend Yield1.09%
Asset ClassEquity
Index TrackedJohn Hancock Dimensional Small Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,292
30 Day Avg. Volume34,514
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
52.78Price 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 industrials, financials, and technology. It holds a wide mix of stocks, including names like SanDisk and Hecla Mining, giving investors broad exposure to the “small-cap” part of the market. Someone might invest in this ETF to seek long-term growth and diversify beyond large, well-known companies. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move 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 no single stock calling the shots, so sector trends matter more than any one name. Darling Ingredients has been a quiet engine for the fund, rising steadily and giving a lift to industrial and materials exposure. Financials get a boost from FirstCash, which has been climbing, while National Fuel Gas adds some steady energy ballast. On the flip side, Littelfuse and Element Solutions have seen more mixed, recently lagging action, occasionally putting a small drag on this otherwise broadly diversified lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Darling Ingredients | 0.54% | $3.62M | $10.13B | 121.38% | 69 Neutral | |
| Littelfuse | 0.49% | $3.29M | $8.51B | 111.70% | 76 Outperform | |
| SM Energy | 0.49% | $3.25M | $7.26B | 39.66% | 72 Outperform | |
| Element Solutions | 0.49% | $3.25M | $8.27B | 84.56% | 65 Neutral | |
| National Fuel Gas Company | 0.46% | $3.09M | $8.97B | 28.87% | 77 Outperform | |
| Cirrus Logic | 0.46% | $3.09M | $7.59B | 79.40% | 79 Outperform | |
| NOV | 0.45% | $3.01M | $6.79B | 57.70% | 72 Outperform | |
| UGI | 0.45% | $2.98M | $7.79B | 18.98% | 70 Outperform | |
| Ryder System | 0.45% | $2.97M | $8.14B | 56.24% | 73 Outperform | |
| Arrow Electronics | 0.44% | $2.96M | $7.52B | 63.01% | 64 Neutral |
JHSC Technical Analysis
Positive
―
Price Trends
44.35
Negative
43.43
Positive
42.01
Positive
Market Momentum
-0.37
Negative
50.72
Neutral
87.42
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 42.83, equal to the 50-day MA of 44.35, and equal to the 200-day MA of 42.01, indicating a neutral trend. The MACD of -0.37 indicates Negative momentum. The RSI at 50.72 is Neutral, neither overbought nor oversold. The STOCH value of 87.42 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
43.43
11.33
35.30%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity 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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