FHYSX vs. JHPI
Compare and contrast key facts about Federated Hermes High-Yield Strategy Portfolio (FHYSX) and John Hancock Preferred Income ETF (JHPI).
FHYSX is managed by Federated. It was launched on Dec 24, 2008. JHPI is an actively managed fund by John Hancock. It was launched on Dec 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHYSX or JHPI.
Correlation
The correlation between FHYSX and JHPI is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FHYSX vs. JHPI - Performance Comparison
Key characteristics
FHYSX:
1.51
JHPI:
1.04
FHYSX:
2.16
JHPI:
1.54
FHYSX:
1.33
JHPI:
1.18
FHYSX:
1.84
JHPI:
1.69
FHYSX:
8.94
JHPI:
6.11
FHYSX:
0.61%
JHPI:
0.81%
FHYSX:
3.61%
JHPI:
4.73%
FHYSX:
-21.45%
JHPI:
-13.45%
FHYSX:
-2.98%
JHPI:
-2.71%
Returns By Period
The year-to-date returns for both stocks are quite close, with FHYSX having a -1.03% return and JHPI slightly lower at -1.08%.
FHYSX
-1.03%
-2.81%
-0.93%
5.29%
6.87%
4.59%
JHPI
-1.08%
-2.07%
-2.12%
4.80%
N/A
N/A
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FHYSX vs. JHPI - Expense Ratio Comparison
FHYSX has a 0.02% expense ratio, which is lower than JHPI's 0.54% expense ratio.
Risk-Adjusted Performance
FHYSX vs. JHPI — Risk-Adjusted Performance Rank
FHYSX
JHPI
FHYSX vs. JHPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes High-Yield Strategy Portfolio (FHYSX) and John Hancock Preferred Income ETF (JHPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FHYSX vs. JHPI - Dividend Comparison
FHYSX's dividend yield for the trailing twelve months is around 5.97%, less than JHPI's 6.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHYSX Federated Hermes High-Yield Strategy Portfolio | 5.97% | 6.35% | 6.33% | 7.06% | 5.44% | 5.73% | 6.17% | 6.61% | 6.06% | 6.31% | 7.21% | 7.60% |
JHPI John Hancock Preferred Income ETF | 6.48% | 6.33% | 6.44% | 6.27% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FHYSX vs. JHPI - Drawdown Comparison
The maximum FHYSX drawdown since its inception was -21.45%, which is greater than JHPI's maximum drawdown of -13.45%. Use the drawdown chart below to compare losses from any high point for FHYSX and JHPI. For additional features, visit the drawdowns tool.
Volatility
FHYSX vs. JHPI - Volatility Comparison
Federated Hermes High-Yield Strategy Portfolio (FHYSX) and John Hancock Preferred Income ETF (JHPI) have volatilities of 1.63% and 1.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.