CPAI vs HPI

Comparison between COUNTERPOINT QUANTITATIVE EQUITY ETF (CPAI, ETF) and John Hancock Preferred Income Fund (HPI, ETF).

5-Year PerformanceCPAI has outperformed HPI, delivering a return of +780.0% compared to +2.8%

CPAI vs HPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPAI(ETF)	HPI(ETF)
Net Assets	$404M	$405M
Expense Ratio	0.75%	N/A
Max Drawdown	99.75%	74.96%
Sharpe Ratio	1.68	0.50
5Y Beta	1.03	0.39
P/E Ratio	36.88	N/A
Forward P/E	17.59	N/A
PEG Ratio	0.22	N/A
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	20.76%	N/A
Debt to Equity	-467.72%	N/A
P/S Ratio	0.76	N/A
P/B Ratio	3.05	N/A

Net Assets

CPAI

$404M

Winner

HPI

$405M

Expense Ratio

CPAI

0.75%

HPI

N/A

Max Drawdown

CPAI

99.75%

Winner

HPI

74.96%

Sharpe Ratio

Winner

CPAI

1.68

HPI

0.50

5Y Beta

CPAI

1.03

Winner

HPI

0.39

P/E Ratio

CPAI

36.88

HPI

N/A

Forward P/E

CPAI

17.59

HPI

N/A

PEG Ratio

CPAI

0.22

HPI

N/A

5Y Dividends CAGR

CPAI

N/A

HPI

0.00%

5Y EPS CAGR

CPAI

20.76%

HPI

N/A

Debt to Equity

CPAI

-467.72%

HPI

N/A

P/S Ratio

CPAI

0.76

HPI

N/A

P/B Ratio

CPAI

3.05

HPI

N/A

CPAI vs HPI - Historical Returns

Returns include dividend reinvestment.

Period	CPAI	HPI
1 month	+3.76%	+0.70%
3 months	+3.51%	+1.62%
6 months	+16.42%	+3.23%
1 year	+42.93%	+8.31%
5 years(CAGR)	+780.03%	+2.76%
10 years(CAGR)	+130.25%	+4.65%
Max(CAGR)	+120.65%	+6.81%

Winner

CPAI

+3.76%

HPI

+0.70%

Winner

CPAI

+3.51%

HPI

+1.62%

Winner

CPAI

+16.42%

HPI

+3.23%

Winner

CPAI

+42.93%

HPI

+8.31%

5Y(CAGR)

Winner

CPAI

+780.03%

HPI

+2.76%

10Y(CAGR)

Winner

CPAI

+130.25%

HPI

+4.65%

Max(CAGR)

Winner

CPAI

+120.65%

HPI

+6.81%

CPAI vs HPI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	CPAI	HPI
2026	+28.31%	+3.19%
2025	+16.72%	+5.59%
2024	+29.43%	+15.53%
2023	+6.69%	+7.09%
2022	-9.09%	-15.28%
2021	+46.67%	+14.58%
2020	-25.00%	-7.32%
2019	-66.67%	+28.96%
2018	+0.00%	-4.69%
2017	-95.56%	+12.55%
2016	+816.67%	+10.11%
2015	N/A	+5.09%
2014	N/A	+22.89%
2013	N/A	-13.79%
2012	N/A	+8.81%
2011	N/A	+24.71%
2010	N/A	+17.89%
2009	N/A	+28.42%
2008	N/A	-19.22%
2007	N/A	-18.86%
2006	N/A	+29.77%
2005	N/A	-6.62%
2004	N/A	+3.89%
2003	N/A	+7.98%

CPAI vs HPI Drawdown Comparison

The maximum drawdown for CPAI was -99.75%, occurring on Jul 23, 2020. Recovery took 1455 trading sessions.

The maximum drawdown for HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 752 trading sessions.

The current CPAI drawdown is -2.96%. The current HPI drawdown is -1.79%.

Rank	CPAI	HPI
#1	-99.75% Dec 6, 2016 - Nov 29, 2023	-67.57% Apr 13, 2007 - Apr 8, 2010
#2	-73.70% May 6, 2016 - Oct 27, 2016	-57.98% Feb 11, 2020 - Jun 28, 2021
#3	-27.08% Jan 27, 2016 - May 2, 2016	-30.07% Nov 9, 2021 - Jul 16, 2024
#4	-21.46% Feb 10, 2025 - Sep 3, 2025	-25.26% May 8, 2013 - Feb 9, 2015
#5	-10.48% Mar 2, 2026 - Apr 15, 2026	-21.51% Mar 16, 2004 - Oct 18, 2004
#6	-9.44% May 21, 2024 - Sep 19, 2024	-21.38% Sep 5, 2018 - Mar 6, 2019
#7	-8.07% Jan 23, 2026 - Mar 2, 2026	-18.90% Oct 10, 2024 - Apr 7, 2025
#8	-7.14% Oct 24, 2025 - Nov 28, 2025	-16.96% Aug 9, 2016 - May 1, 2017
#9	-6.69% Nov 29, 2024 - Jan 21, 2025	-15.82% Feb 10, 2005 - Mar 2, 2006
#10	-6.05% Jun 2, 2026 - Aug 10, 2026	-14.70% Jul 22, 2011 - Aug 29, 2011
#11	-4.81% Apr 8, 2024 - May 6, 2024	-13.13% Apr 8, 2010 - Jul 21, 2010
#12	-4.54% Oct 1, 2025 - Oct 24, 2025	-12.39% Aug 8, 2012 - Jan 17, 2013
#13	-3.51% Aug 14, 2026 - Aug 24, 2026	-10.19% Apr 10, 2015 - Jan 5, 2016
#14	-3.45% Oct 31, 2016 - Nov 8, 2016	-9.74% Sep 9, 2010 - May 4, 2011
#15	-3.41% Dec 27, 2023 - Jan 26, 2024	-9.07% Oct 1, 2019 - Feb 10, 2020

Correlation

Correlation between CPAI and HPI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2003 - 2026)

CPAI vs HPI dividend yield comparison.

Year	CPAI	HPI
2026	0.00%	5.42%
2025	0.89%	9.15%
2024	0.41%	8.91%
2023	0.06%	9.39%
2022	0.00%	9.23%
2021	0.00%	7.14%
2020	0.00%	7.53%
2019	0.00%	7.69%
2018	0.00%	8.92%
2017	0.00%	7.84%
2016	0.00%	8.26%
2015	0.00%	7.69%
2014	0.00%	8.23%
2013	0.00%	9.41%
2012	0.00%	7.67%
2011	0.00%	8.18%
2010	0.00%	7.97%
2009	0.00%	9.06%
2008	0.00%	13.42%
2007	0.00%	10.61%
2006	0.00%	8.12%
2005	0.00%	9.79%
2004	0.00%	8.69%
2003	0.00%	5.39%