JHPI vs SPY

AJHPI

BSPY

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income6.18%JHPI · $618 on $10k

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

Held in common0.9%JHPI and SPY

JHPI

SPY

John Hancock Investments - Preferred Income ETF · $227MState Street SPDR S&P 500 ETF · $805B

+9.2%3 years · per year$13,011 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.54%Expense ratio$54 · $9 on $10k · lower wins0.09%

6.18%12-mo yield$618 · $103 on $10k1.03%

−3.8%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.6%

3–2JHPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHPI · SPY

0.4%BAC0.5%

0.4%ORCL0.4%

0.6%FITB0.1%

0.6%ACGL0.1%

Held in common0.9%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk		0.54%	6.18%	−0.4%	−0.7%	+0.1%	+9.2%	new	−3.8%	$227M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk		0.54%	6.18%	−0.4%	−0.7%	+0.1%	+9.2%	new	−3.8%	$227M

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

Cards for this view

JHPI vs SPY

JHPI

John Hancock Investments - Preferred Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureJHPISPY

Fee0.54%0.09%

Cost on $10k a year$54$9

Yield6.18%1.03%

5 years, per year[…]+11.3%

3 years, per year+9.2%+22.0%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y3.6%13.6%

3–2measures won
JHPI first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JHPI, SPY

Today

0.9%most shared, JHPI and SPY

JHPISPY

JHPI—0.9%

SPY0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$564most kept, JHPI

JHPI$618 − $54 = $564

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee