JHPI vs IVV

AJHPI

BIVV

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income6.18%JHPI · $618 on $10k

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

Held in common1.3%JHPI and IVV

JHPI

IVV

John Hancock Investments - Preferred Income ETF · $229MiShares Core S&P 500 ETF · $850B

+8.8%3 years · per year$12,878 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.54%Expense ratio$54 · $3 on $10k · lower wins0.03%

6.18%12-mo yield$618 · $114 on $10k1.14%

−3.8%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.6%

3–2JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHPI · IVV

0.4%BAC0.5%

0.4%ORCL0.4%

0.9%NEE0.3%

0.6%FITB0.1%

Held in common1.3%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.18%	0.0%	−0.6%	0.0%	+8.8%	new	−3.8%	$229M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.18%	0.0%	−0.6%	0.0%	+8.8%	new	−3.8%	$229M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JHPI vs IVV

JHPI

John Hancock Investments - Preferred Income

[…]

IVV

iShares Core S&P 500

$17,177

MeasureJHPIIVV

Fee0.54%0.03%

Cost on $10k a year$54$3

Yield6.18%1.14%

5 years, per year[…]+11.4%

3 years, per year+8.8%+21.8%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y3.6%13.6%

3–2measures won
JHPI first

1.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JHPI, IVV, VOO

Today

92.2%most shared, IVV and VOO

JHPIIVVVOO

JHPI—1.3%1.2%

IVV1.3%—92.2%

VOO1.2%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$564most kept, JHPI

JHPI$618 − $54 = $564

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee