Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
John Hancock Multifactor Small Cap ETF (JHSC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: JHSC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.15% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 31.82 - 43.63 | Updated Date 06/30/2025 |
52 Weeks Range 31.82 - 43.63 | Updated Date 06/30/2025 |
Upturn AI SWOT
John Hancock Multifactor Small Cap ETF
ETF Overview
Overview
The John Hancock Multifactor Small Cap ETF (JHSC) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Small Cap Index. The fund focuses on small-capitalization U.S. equities, employing a multifactor investment approach that considers factors such as profitability, relative price, and size.
Reputation and Reliability
John Hancock is a well-established financial services company with a long history and strong reputation. They are known for offering a wide range of investment products.
Management Expertise
John Hancock Investment Management has a dedicated team of portfolio managers and analysts with experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Small Cap Index.
Investment Approach and Strategy
Strategy: The fund does not track a traditional market-cap weighted index. Instead, it uses a multifactor approach, overweighting stocks with favorable characteristics based on factors like profitability, relative price, and size.
Composition The ETF primarily holds U.S. small-cap stocks across various sectors.
Market Position
Market Share: JHSC holds a modest market share within the small-cap multifactor ETF space.
Total Net Assets (AUM): 211795926.54
Competitors
Key Competitors
- Avantis U.S. Small Cap Value ETF (AVUV)
- Dimensional US Small Cap ETF (DFAS)
- Vanguard Small-Cap Value ETF (VBR)
Competitive Landscape
The small-cap ETF space is crowded, with various funds offering different approaches to factor investing. JHSC's multifactor approach provides diversification, but it faces competition from established players with larger AUM and potentially lower expense ratios. AVUV is a very significant competitor given its value orientation.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers. Please refer to official fund resources for precise numerical data of past ETF returns.
Benchmark Comparison: The fund's performance should be compared against the John Hancock Dimensional Small Cap Index to evaluate its tracking effectiveness. Please refer to official fund resources for precise numerical data of past ETF returns.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume is moderate, which can affect ease of entry and exit for larger positions.
Bid-Ask Spread
The bid-ask spread varies, but is generally reasonable given the fund's AUM.
Market Dynamics
Market Environment Factors
Small-cap stocks are sensitive to economic cycles and interest rate changes, influencing JHSC's performance. Broader market sentiment and risk appetite also play a significant role.
Growth Trajectory
Growth will depend on investor adoption of multifactor strategies and the performance of small-cap stocks. Changes to index construction or holdings will affect the fund's future returns.
Moat and Competitive Advantages
Competitive Edge
JHSC's competitive advantage lies in its systematic multifactor approach, which diversifies risk across multiple factors rather than relying on a single factor. The fund's association with John Hancock provides brand recognition and distribution capabilities. The combination of size, profitability, and relative price factors seeks to deliver enhanced returns compared to a broad small-cap index. However, its expense ratio is higher than some competitors, posing a disadvantage.
Risk Analysis
Volatility
As a small-cap fund, JHSC exhibits higher volatility than large-cap funds.
Market Risk
The fund is exposed to the risks inherent in small-cap investing, including business risk and cyclical risks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to small-cap stocks with a tilt towards factors like profitability, relative price, and size. Investors should have a long-term investment horizon and a tolerance for moderate to high volatility.
Market Risk
JHSC is suitable for long-term investors seeking diversified small-cap exposure with a factor-based approach.
Summary
The John Hancock Multifactor Small Cap ETF provides exposure to small-cap stocks through a multifactor investment strategy. While it offers a diversified approach, investors should consider its expense ratio and the inherent volatility of small-cap stocks. The fund is suitable for long-term investors seeking enhanced returns through factor investing. Investors should evaluate JHSC based on their individual risk tolerance and investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- John Hancock Investment Management Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About John Hancock Multifactor Small Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's index. The index is designed to comprise a subset of securities in the U.S. Universe issued by companies whose market capitalizations are smaller than the 750th largest U.S. company but excluding the smallest 4% of U.S. companies at the time of reconstitution.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.