Compare · 3 funds side by side · dividends reinvested

PFXF, JHPI 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

PFXF, JHPI 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%$120B1.6

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

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B2.4

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: PFXF 2012 · JHPI 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JHPI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

JHPIMeasureSCHD

−0.0%Year to dateJan 1 → Nov 9+33.2%

+0.7%1 yearTotal return+39.1%

+8.5%3 years · per year$10,000 became $12,789 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.54%Expense ratio$54 · $6 a year on $10k · lower is better0.06%

6.14%Trailing 12-mo yield$614 · $296 a year on $10k2.96%

−3.8%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.8%

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

3–4SCHD 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 SCHD: Top 5 Holdings

Today

JHPI

4.7%in top 5

SCHD

in top 521.4%

JHPIStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

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 common0.6%

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

JHPI vs SCHD Returns, Every Period

John HancockJHPI

+0.7%

past year

SCHDSchwab

+39.1%

past year

JHPISCHDFaded: behind in that period

0–3SCHD wins

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

Income vs Sector: JHPI vs PFXF

YTD

John HancockJHPI

−0.0%

PFXFVanEck

−2.0%

−0.0%Year to date−2.0%

−3.8%Worst drop · 1Y−11.8%

3.7%Volatility · 1Y11.4%

6.1%Yield6.5%

$228MAssets$2.1B

3–1JHPI wins

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

Cost, Income and Risk

Fees: PFXF, JHPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PFXF0.40%$40

JHPI0.54%$54

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

Yields: PFXF, JHPI, SCHD

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

JHPI6.14%$614

SCHD2.96%$296

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

JHPI$614 − $54 = $560

SCHD$296 − $6 = $290

KeptFee

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

Overlap: PFXF, JHPI, SCHD

Today

10.2%most shared, PFXF and JHPI

PFXFJHPISCHD

PFXF—10.2%0.0%

JHPI10.2%—0.6%

SCHD0.0%0.6%—

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

PFXFWorst drop−11.8%11.4% 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

PFXFSCHD

−2.0%Year to date+33.2%

6.5%Yield3.0%

+0.6%Past year+39.1%

0.40%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