JHPI vs XLF

AJHPI

BXLF

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF

Lowest cost0.08%XLF · $8 on $10k

Most income6.14%JHPI · $614 on $10k

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

Held in common1.5%JHPI and XLF

JHPI

XLF

John Hancock Investments - Preferred Income ETF · $228MState Street Financial Select Sector SPDR ETF · $53.4B

+8.5%3 years · per year$12,789 · $18,230+22.2%

[…]5 years · per year[…] · $15,690+9.4%

0.54%Expense ratio$54 · $8 on $10k · lower wins0.08%

6.14%12-mo yield$614 · $142 on $10k1.42%

−3.8%Worst dropSmaller wins−14.8%

3.7%VolatilityLower wins15.3%

3–2JHPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHPI · XLF

0.6%FITB0.6%

0.6%ACGL0.5%

0.4%BAC4.0%

Held in common1.5%

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

Both

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	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

Both

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	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 XLF

JHPI

John Hancock Investments - Preferred Income

[…]

XLF

Financial Select Sector SPDR

$15,690

MeasureJHPIXLF

Fee0.54%0.08%

Cost on $10k a year$54$8

Yield6.14%1.42%

5 years, per year[…]+9.4%

3 years, per year+8.5%+22.2%

Worst drop · 1Y−3.8%−14.8%

Volatility · 1Y3.7%15.3%

3–2measures won
JHPI first

1.5%

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%

$120BAssets$109B

2–0SCHD wins

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

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

Overlap: JHPI, XLF

Today

1.5%most shared, JHPI and XLF

JHPIXLF

JHPI—1.5%

XLF1.5%—

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

XLF$142 − $8 = $134

KeptFee

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