JHPI vs. SCHD
Compare and contrast key facts about John Hancock Preferred Income ETF (JHPI) and Schwab US Dividend Equity ETF (SCHD).
JHPI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JHPI is an actively managed fund by John Hancock. It was launched on Dec 14, 2021. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHPI or SCHD.
Correlation
The correlation between JHPI and SCHD is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JHPI vs. SCHD - Performance Comparison
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Key characteristics
JHPI:
2.04%
SCHD:
10.77%
JHPI:
-0.10%
SCHD:
-0.97%
JHPI:
0.00%
SCHD:
-0.27%
Returns By Period
JHPI
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SCHD
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JHPI vs. SCHD - Expense Ratio Comparison
JHPI has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
JHPI vs. SCHD — Risk-Adjusted Performance Rank
JHPI
SCHD
JHPI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Preferred Income ETF (JHPI) and Schwab US Dividend Equity ETF (SCHD). 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.
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Dividends
JHPI vs. SCHD - Dividend Comparison
JHPI's dividend yield for the trailing twelve months is around 6.19%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHPI John Hancock Preferred Income ETF | 6.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JHPI vs. SCHD - Drawdown Comparison
The maximum JHPI drawdown since its inception was -0.10%, smaller than the maximum SCHD drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for JHPI and SCHD. For additional features, visit the drawdowns tool.
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Volatility
JHPI vs. SCHD - Volatility Comparison
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