JHPI vs SPY

AJHPI

BSPY

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income6.14%JHPI · $614 on $10k

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

Held in common1.3%JHPI and SPY

JHPI

SPY

John Hancock Investments - Preferred Income ETF · $228MState Street SPDR S&P 500 ETF · $778B

+8.5%3 years · per year$12,789 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

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

6.14%12-mo yield$614 · $101 on $10k1.01%

−3.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.7%

3–2JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHPI · SPY

0.4%BAC0.5%

0.4%ORCL0.4%

0.9%NEE0.3%

0.6%FITB0.1%

Held in common1.3%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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 SPY

JHPI

John Hancock Investments - Preferred Income

[…]

SPY

SPDR S&P 500

$17,493

MeasureJHPISPY

Fee0.54%0.09%

Cost on $10k a year$54$9

Yield6.14%1.01%

5 years, per year[…]+11.8%

3 years, per year+8.5%+21.9%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y3.7%13.7%

3–2measures won
JHPI first

1.3%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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

Overlap: JHPI, SPY, IVV

Today

99.9%most shared, SPY and IVV

JHPISPYIVV

JHPI—1.3%1.3%

SPY1.3%—99.9%

IVV1.3%99.9%—

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

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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