Compare · 3 funds side by side · dividends reinvested

JHPI, XLF 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, XLF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

John Hancock Investments - Preferred Income ETFIncome · Dividend stocks0.54%6.14%−0.0%+0.7%+8.5%[…]−3.8%3.7%$228M2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.3

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 · XLF 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JHPI

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

JHPIMeasureXLF

−0.0%Year to dateJan 1 → Nov 9+7.2%

+0.7%1 yearTotal return+12.4%

+8.5%3 years · per year$10,000 became $12,789 · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $15,690+9.4%

0.54%Expense ratio$54 · $8 a year on $10k · lower is better0.08%

6.14%Trailing 12-mo yield$614 · $142 a year on $10k1.42%

−3.8%Worst dropSmaller is better−14.8%

3.7%VolatilityLower is calmer15.3%

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

3–4XLF 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 XLF: Top 5 Holdings

Today

JHPI

4.7%in top 5

XLF

in top 543.8%

JHPIStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

not top 5MA6.6%

not top 5BAC4.0%

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 common1.5%

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

JHPI vs XLF Returns, Every Period

John HancockJHPI

+0.7%

past year

XLFSPDR

+12.4%

past year

JHPIXLFFaded: behind in that period

0–3XLF wins

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

JHPI vs SCHD

YTD

John HancockJHPI

−0.0%

SCHDSchwab

+33.2%

−0.0%Year to date+33.2%

−3.8%Worst drop · 1Y−6.9%

3.7%Volatility · 1Y11.8%

6.1%Yield3.0%

$228MAssets$120B

3–1JHPI wins

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

Cost, Income and Risk

Fees: JHPI, XLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

JHPI0.54%$54

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

Yields: JHPI, XLF, SCHD

6.14%highest, JHPI

FundTrailing yieldYield$10k

JHPI6.14%$614

SCHD2.96%$296

XLF1.42%$142

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

Income After Fees on $10,000

$560most kept, JHPI

JHPI$614 − $54 = $560

SCHD$296 − $6 = $290

XLF$142 − $8 = $134

KeptFee

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

Overlap: JHPI, XLF, SCHD

Today

3.4%most shared, XLF and SCHD

JHPIXLFSCHD

JHPI—1.5%0.6%

XLF1.5%—3.4%

SCHD0.6%3.4%—

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

SCHDWorst drop−6.9%11.8% vol

XLFWorst drop−14.8%15.3% 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%

$120BAssets$109B

2–0SCHD wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026