JHPI vs GTO

AJHPI

BGTO

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · GTO $9,911

Lowest cost0.06%SCHD · $6 on $10k

Most income6.14%JHPI · $614 on $10k

Smallest drop−3.8%JHPI · worst fall in 1Y

Held in common0.2%JHPI and GTO

JHPI

GTO

John Hancock Investments - Preferred Income ETF · $228MInvesco Total Return Bond ETF · $2.6B

+8.5%3 years · per year$12,789 · $11,760+5.6%

[…]5 years · per year[…] · $9,911−0.2%

0.54%Expense ratio$54 · $35 on $10k · lower wins0.35%

6.14%12-mo yield$614 · $492 on $10k4.92%

−3.8%Worst dropSmaller wins−4.5%

3.7%VolatilityLower wins3.6%

3–2JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHPI · GTO

0.3%METAM0.1%

0.2%MTB-PJ0.1%

0.1%GOOGM0.1%

0.9%SOMN0.0%

Held in common0.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B
3	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.14%	+0.6%	0.0%	+0.7%	+8.5%	new	−3.8%	$228M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B
3	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.14%	+0.6%	0.0%	+0.7%	+8.5%	new	−3.8%	$228M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JHPI vs GTO

JHPI

John Hancock Investments - Preferred Income

[…]

GTO

Invesco Total Return Bond

$9,911

MeasureJHPIGTO

Fee0.54%0.35%

Cost on $10k a year$54$35

Yield6.14%4.92%

5 years, per year[…]−0.2%

3 years, per year+8.5%+5.6%

Worst drop · 1Y−3.8%−4.5%

Volatility · 1Y3.7%3.6%

3–2measures won
JHPI first

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: JHPI, GTO, SCHD

Today

0.6%most shared, JHPI and SCHD

JHPIGTOSCHD

JHPI—0.2%0.6%

GTO0.2%—0.0%

SCHD0.6%0.0%—

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

Income After Fees on $10,000

$560most kept, JHPI

JHPI$614 − $54 = $560

GTO$492 − $35 = $457

SCHD$296 − $6 = $290

KeptFee

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