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)
AUM697.95M
RegionNorth America
Expense Ratio0.42%
Beta0.90
IssuerJohn Hancock
Inception DateNov 08, 2017
Dividend Yield1.06%
Asset ClassEquity
Index TrackedJohn Hancock Dimensional Small Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,209
30 Day Avg. Volume40,240
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
58.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering492
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 is powered by a diverse cast of U.S. small caps, with a noticeable tilt toward financials, industrials, and tech. Unity Software has been the star of the show lately, surging on strong momentum, while SM Energy and Darling Ingredients are also rising and helping to pull the fund higher. Krystal Biotech and Voya Financial add steady support with solid, if less dramatic, gains. Arrow Electronics is losing steam, and Ryder System has been mixed, occasionally dragging on returns. Overall, the fund leans into small, nimble U.S. players rather than any single sector or name.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ryder System | 0.48% | $3.39M | $9.07B | 26.71% | 73 Outperform | |
| Voya Financial | 0.48% | $3.37M | $8.88B | 28.73% | 77 Outperform | |
| Jackson Financial Incorporation | 0.46% | $3.23M | $8.78B | 26.80% | 73 Outperform | |
| SM Energy | 0.45% | $3.19M | $8.07B | 28.00% | 72 Outperform | |
| Avnet | 0.45% | $3.14M | $8.06B | 85.34% | 67 Neutral | |
| Element Solutions | 0.44% | $3.11M | $8.58B | 36.24% | 65 Neutral | |
| FirstCash | 0.44% | $3.09M | $9.58B | 48.41% | 74 Outperform | |
| UGI | 0.43% | $3.04M | $7.90B | 11.80% | 70 Outperform | |
| Timken Company | 0.42% | $2.94M | $8.01B | 50.51% | 76 Outperform | |
| Ryman | 0.41% | $2.93M | $8.29B | 28.77% | 66 Neutral |
JHSC Technical Analysis
Negative
―
Price Trends
48.37
Negative
47.70
Negative
45.89
Positive
Market Momentum
-0.58
Positive
30.86
Neutral
17.40
Positive
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 undefined is equal to the 20-day moving average (MA) of 47.62, equal to the 50-day MA of 48.37, and equal to the 200-day MA of 45.89, indicating a neutral trend. The MACD of -0.58 indicates Positive momentum. The RSI at 30.86 is Neutral, neither overbought nor oversold. The STOCH value of 17.40 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JHSC.
JHSC Peer Comparison
Comparison Results
Performance Comparison
JHSC
John Hancock Multifactor Small Cap ETF
46.29
5.11
12.41%
SFLO
VictoryShares Small Cap Free Cash Flow ETF
―
―
―
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
―
―
―
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
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―
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EES
WisdomTree U.S. SmallCap Fund
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―
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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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