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John Hancock Multifactor Small Cap ETF (JHSC)
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Upturn Advisory Summary
11/26/2025: JHSC (1-star) is currently NOT-A-BUY. Pass it for now.
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 5.91% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/26/2025 |
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) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Small Cap Index. It focuses on U.S. small-cap stocks, utilizing a multifactor approach that emphasizes relative price, profitability, and market capitalization to identify securities with the potential for higher returns.
Reputation and Reliability
John Hancock Investments has a long history in the financial services industry and is known for its diverse range of investment products and commitment to providing value to investors.
Management Expertise
The management team has significant experience in portfolio management and quantitative analysis, leveraging expertise in multifactor investing to construct and manage the ETF's portfolio.
Investment Objective
Goal
The primary investment goal of JHSC is 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: JHSC aims to track the John Hancock Dimensional Small Cap Index, a rules-based index that emphasizes small-cap stocks with attractive valuations, high profitability, and positive price momentum.
Composition The ETF primarily holds a diversified portfolio of U.S. small-cap stocks across various sectors.
Market Position
Market Share: JHSC has a moderate market share within the small-cap ETF segment.
Total Net Assets (AUM): 1482000000
Competitors
Key Competitors
- Vanguard Small-Cap ETF (VB)
- iShares Core S&P Small-Cap ETF (IJR)
- Schwab U.S. Small-Cap ETF (SCHA)
Competitive Landscape
The small-cap ETF market is highly competitive, with several large players. JHSC differentiates itself through its multifactor approach, which may appeal to investors seeking enhanced returns compared to broad market-cap-weighted ETFs. However, it faces competition from larger, more liquid, and lower-cost ETFs like VB and IJR.
Financial Performance
Historical Performance: Historical performance data should be collected from reliable sources like Morningstar or the fund's website.
Benchmark Comparison: JHSC's performance should be compared against the Russell 2000 Index and other small-cap benchmarks to assess its relative performance.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume for JHSC indicates moderate liquidity, adequate for most retail investors.
Bid-Ask Spread
The bid-ask spread for JHSC is typically small, reflecting its moderate liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can significantly impact JHSC's performance.
Growth Trajectory
JHSC's growth trajectory is dependent on investor demand for small-cap exposure and the effectiveness of its multifactor strategy.
Moat and Competitive Advantages
Competitive Edge
JHSC's competitive edge lies in its multifactor investment approach, which aims to identify undervalued small-cap stocks with strong profitability and positive momentum. This strategy seeks to outperform traditional market-cap-weighted indices. The fund's experienced management team further enhances its competitive position. However, its smaller AUM compared to giants like VB may be a disadvantage due to lower trading volume and higher expense ratio.
Risk Analysis
Volatility
JHSC's volatility is typical of small-cap stocks, which tend to be more volatile than large-cap stocks.
Market Risk
JHSC is subject to market risk, particularly risks associated with small-cap companies, such as lower liquidity, higher sensitivity to economic downturns, and company-specific risks.
Investor Profile
Ideal Investor Profile
JHSC is suitable for investors seeking exposure to U.S. small-cap stocks with a focus on value, profitability, and momentum factors. It is appropriate for those with a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
JHSC is best suited for long-term investors who understand the risks and potential rewards of investing in small-cap stocks and using multifactor strategies.
Summary
John Hancock Multifactor Small Cap ETF (JHSC) provides exposure to US small-cap stocks with a multifactor approach, seeking enhanced returns compared to traditional market-cap-weighted indices. It's managed by a reputable firm and utilizes a disciplined investment strategy. However, it faces strong competition from larger, lower-cost ETFs and is subject to the inherent risks of small-cap investing. Ideal investors are those with a long-term outlook and tolerance for volatility.
Similar ETFs
Sources and Disclaimers
Data Sources:
- John Hancock Investments Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data are estimates and may vary.
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.
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