Compare · 3 funds side by side · dividends reinvested

JHPI, AGG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

JHPI, AGG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

John Hancock Investments - Preferred Income ETFIncome · Dividend stocks0.54%6.14%−0.0%+0.7%+8.5%[…]−3.8%3.7%$228M1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JHPI 2021 · AGG 2003 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Preferred Income ETF · $228M[…]

JHPI

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,979

$10,000 five years ago, dividends reinvested

JHPIMeasureAGG

−0.0%Year to dateJan 1 → Nov 9+0.0%

+0.7%1 yearTotal return+0.3%

+8.5%3 years · per year$10,000 became $12,789 · $11,583+5.0%

[…]5 years · per year$10,000 became […] · $9,979−0.0%

0.54%Expense ratio$54 · $3 a year on $10k · lower is better0.03%

6.14%Trailing 12-mo yield$614 · $412 a year on $10k4.12%

−3.8%Worst dropSmaller is better−4.6%

3.7%VolatilityLower is calmer4.1%

JHPIAGG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2JHPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JHPI vs AGG: Top 5 Holdings

Today

JHPI

4.7%in top 5

AGG

in top 5[…]

JHPIStockAGG

1.1%PPLCnot top 5

0.9%SOMNnot top 5

0.9%NGL-PBnot top 5

0.9%DUKUnot top 5

0.9%NEEnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JHPI vs AGG Returns, Every Period

John HancockJHPI

+0.7%

past year

AGGiShares

+0.3%

past year

JHPIAGGFaded: behind in that period

2–1JHPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JHPI vs AGG

YTD

John HancockJHPI

−0.0%

AGGiShares

+0.0%

−0.0%Year to date+0.0%

−3.8%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.1%

6.1%Yield4.1%

$228MAssets$139B

3–1JHPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHPI, AGG, SCHD

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

JHPI0.54%$54

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JHPI, AGG, SCHD

6.14%highest, JHPI

FundTrailing yieldYield$10k

JHPI6.14%$614

AGG4.12%$412

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$560most kept, JHPI

JHPI$614 − $54 = $560

AGG$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JHPI, AGG, SCHD

Today

0.6%most shared, JHPI and SCHD

JHPIAGGSCHD

JHPI—[…]0.6%

AGG[…]—[…]

SCHD0.6%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

JHPIWorst drop−3.8%3.7% vol

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JHPISCHD

−0.0%Year to date+33.2%

6.1%Yield3.0%

+0.7%Past year+39.1%

0.54%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026