JHPI vs SCHD

AJHPI

BSCHD

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.06%SCHD · $6 on $10k

Most income6.14%JHPI · $614 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.6%JHPI and SCHD

JHPI

SCHD

John Hancock Investments - Preferred Income ETF · $228MSchwab U.S. Dividend Equity ETF · $122B

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

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

0.54%Expense ratio$54 · $6 on $10k · lower wins0.06%

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

−3.8%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.8%

3–2JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHPI · SCHD

0.6%FITB1.2%

Held in common0.6%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
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 SCHD

JHPI

John Hancock Investments - Preferred Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJHPISCHD

Fee0.54%0.06%

Cost on $10k a year$54$6

Yield6.14%2.96%

5 years, per year[…]+10.5%

3 years, per year+8.5%+19.6%

Worst drop · 1Y−3.8%−6.9%

Volatility · 1Y3.7%11.8%

3–2measures won
JHPI first

0.6%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

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

Overlap: JHPI, SCHD, SGOV

Today

0.6%most shared, JHPI and SCHD

JHPISCHDSGOV

JHPI—0.6%[…]

SCHD0.6%—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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