Compare · 2 funds side by side · dividends reinvested

JHPI and SPY

JHPIJohn Hancock×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

JHPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

John Hancock Investments - Preferred Income ETFIncome · Dividend stocks0.54%6.18%−0.7%+0.1%+9.2%[…]−3.8%3.6%$227M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JHPI 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Preferred Income ETF · $227M[…]

JHPI

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

JHPIMeasureSPY

−0.7%Year to dateJan 1 → Nov 5+8.3%

+0.1%1 yearTotal return+9.7%

+9.2%3 years · per year$10,000 became $13,011 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.54%Expense ratio$54 · $9 a year on $10k · lower is better0.09%

6.18%Trailing 12-mo yield$618 · $103 a year on $10k1.03%

−3.8%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.6%

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

3–4SPY wins

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

More Ways to See the Pairs

JHPI vs SPY: Top 5 Holdings

Today

JHPI

4.6%in top 5

SPY

in top 527.7%

JHPIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.1%PPLCnot top 5

0.9%SOMNnot top 5

0.9%NGL-PBnot top 5

0.9%DUKUnot top 5

0.8%XELLLnot top 5

Held in common0.9%

End-of-day Nov 5, 2026 · share of each fund

JHPI vs SPY Returns, Every Period

John HancockJHPI

+0.1%

past year

SPYSPDR

+9.7%

past year

JHPISPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: JHPI vs SPY

YTD

John HancockJHPI

−0.7%

SPYSPDR

+8.3%

−0.7%Year to date+8.3%

−3.8%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.6%

6.2%Yield1.0%

$227MAssets$805B

3–1JHPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JHPI0.54%$54

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JHPI, SPY

6.18%highest, JHPI

FundTrailing yieldYield$10k

JHPI6.18%$618

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$564most kept, JHPI

JHPI$618 − $54 = $564

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JHPI, SPY

Today

0.9%most shared, JHPI and SPY

JHPISPY

JHPI—0.9%

SPY0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

JHPIWorst drop−3.8%3.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JHPISPY

−0.7%Year to date+8.3%

6.2%Yield1.0%

+0.1%Past year+9.7%

0.54%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026