John Hancock Multifactor Small Cap ETF
JHSC - ETF AI Analysis
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John Hancock Multifactor Small Cap ETF (JHSC)
JHSC, the John Hancock Multifactor Small Cap ETF, has a solid overall rating driven by several strong holdings with healthy earnings and reasonable valuations. Standout contributors include Abercrombie & Fitch, Hanover Insurance, Voya Financial, and Jackson Financial, all supported by robust profitability, positive earnings calls, and generally favorable technical trends. The main risk factor is that some holdings like Etsy and Element Solutions show financial or technical weaknesses such as bearish momentum, leverage, and overvaluation, which can add volatility and slightly weigh on the fund’s rating.
JHSC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 689.39M
- Region
- North America
- Expense Ratio
- 0.42%
- Beta
- 0.87
- Issuer
- John Hancock
- Inception Date
- Nov 08, 2017
- Dividend Yield
- 1.04%
- Asset Class
- Equity
- Index Tracked
- John Hancock Dimensional Small Cap Index
JHSC Summary
JHSC, the John Hancock Multifactor Small Cap ETF, follows the John Hancock Dimensional Small Cap Index and focuses on smaller U.S. companies across many industries, including financials, industrials, technology, and consumer stocks. It holds well-known names like Etsy and Abercrombie & Fitch, giving investors a way to spread their money across many small businesses that may have room to grow. Someone might invest in JHSC for long-term growth and diversification beyond big, well-known companies. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can go up and down more sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.42%, which means you’ll pay about $4.20 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because it uses an actively designed multifactor strategy rather than simple passive tracking.
What would affect this ETF?
JHSC could benefit if the U.S. economy stays healthy, consumer spending remains strong, and small-cap financial, industrial, and technology companies continue to grow, as its multifactor approach is designed to favor higher-quality and value-oriented stocks. On the downside, rising interest rates, an economic slowdown that hurts small businesses, or sector-specific issues in areas like financials, energy, or consumer cyclical companies could weigh on the fund’s performance, especially given its focus on U.S. small caps and holdings such as SM Energy, Ryder, and Etsy.
JHSC Top 10 Holdings
JHSC is leaning into a classic small-cap mix, with U.S. names across financials, industrials, consumer, and energy doing most of the heavy lifting. SM Energy has been a key engine, rising steadily and giving the fund a boost from the energy patch, while Etsy and Abercrombie & Fitch add some punch from the consumer side despite occasionally choppy signals. Ryder and Avnet have also been rising but with more mixed momentum, and Element Solutions is losing a bit of steam. Overall, performance is driven by a broad cast rather than any single star.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 R | Ryder System | 0.55% | $3.77M | $10.18B | 58.95% | 73Outperform |
 VOYA | Voya Financial | 0.47% | $3.22M | $8.84B | 36.60% | 77Outperform |
 JXN | Jackson Financial Incorporation | 0.46% | $3.18M | $8.70B | 42.94% | 73Outperform |
 ETSY | Etsy | 0.46% | $3.16M | $7.75B | 58.33% | 57Neutral |
 RHP | Ryman | 0.45% | $3.10M | $9.11B | 44.19% | 66Neutral |
 THG | Hanover Insurance | 0.44% | $3.03M | $8.35B | 37.40% | 77Outperform |
 UGI | UGI | 0.43% | $2.97M | $7.94B | 9.81% | 70Outperform |
 IDA | IdaCorp | 0.42% | $2.93M | $8.63B | 14.51% | 64Neutral |
 VSXY | Victoria's Secret | 0.42% | $2.87M | $8.62B | 197.49% | 71Outperform |
 AXS | Axis Capital | 0.41% | $2.86M | $7.60B | 8.59% | 70Neutral |
JHSC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JHSC, the sentiment is Negative. The current price of 46.90 is above the 20-day moving average (MA) of 46.83, above the 50-day MA of 46.86, and above the 200-day MA of 46.43, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 49.28 is Neutral, neither overbought nor oversold. The STOCH value of 40.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JHSC.
JHSC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JHSC | $46.90 | $51.00(8.74% Upside) | $689.39M | 0.42% | 67Neutral |
 SFLO | $38.19 | $47.51(24.42% Upside) | $885.64M | 0.49% | 68Neutral |
 OUSM | $48.73 | $52.77(8.30% Upside) | $817.81M | 0.48% | 72Outperform |
 BBSC | $84.48 | $105.14(24.45% Upside) | $708.03M | 0.09% | 64Neutral |
 EES | $64.86 | $78.63(21.22% Upside) | $676.00M | 0.38% | 67Neutral |
 SMDV | $74.36 | $81.58(9.71% Upside) | $666.35M | 0.40% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JHSC | John Hancock Multifactor Small Cap ETF | 46.90 | 5.68 | 13.79% | |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | 38.19 | 9.49 | 33.07% | |
| OUSM | OShares U.S. Small-Cap Quality Dividend ETF | 48.73 | 5.68 | 13.19% | |
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 84.48 | 11.02 | 15.00% | |
| EES | WisdomTree U.S. SmallCap Fund | 64.86 | 9.94 | 18.09% | |
| SMDV | ProShares Russell 2000 Dividend Growers ETF | 74.36 | 9.87 | 15.31% |
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.