JHPI vs VIG

AJHPI

BVIG

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income6.18%JHPI · $618 on $10k

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

Held in common1.7%JHPI and VIG

JHPI

VIG

John Hancock Investments - Preferred Income ETF · $228MVanguard Dividend Appreciation ETF · $109B

+8.8%3 years · per year$12,878 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.54%Expense ratio$54 · $4 on $10k · lower wins0.04%

6.18%12-mo yield$618 · $150 on $10k1.50%

−3.8%Worst dropSmaller wins−7.9%

3.6%VolatilityLower wins10.8%

3–2JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHPI · VIG

0.9%NEE0.7%

0.4%BAC1.6%

0.4%ORCL1.1%

0.6%FITB0.2%

Held in common1.7%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.18%	0.0%	−0.6%	0.0%	+8.8%	new	−3.8%	$228M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.18%	0.0%	−0.6%	0.0%	+8.8%	new	−3.8%	$228M

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 VIG

JHPI

John Hancock Investments - Preferred Income

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJHPIVIG

Fee0.54%0.04%

Cost on $10k a year$54$4

Yield6.18%1.50%

5 years, per year[…]+10.2%

3 years, per year+8.8%+18.6%

Worst drop · 1Y−3.8%−7.9%

Volatility · 1Y3.6%10.8%

3–2measures won
JHPI first

1.7%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JHPI, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

JHPIVIGSCHD

JHPI—1.7%0.6%

VIG1.7%—14.5%

SCHD0.6%14.5%—

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

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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