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FXN vs HPI

Comparison between FIRST TRUST ENERGY ALPHADEX FUND (FXN, ETF) and John Hancock Preferred Income Fund (HPI, ETF).

5-Year PerformanceFXN has outperformed HPI, delivering a return of +18.6% compared to +3.2%

FXN vs HPI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FXN
$413M
HPI
$410M
Expense Ratio
FXN
0.63%
HPI
N/A
Max Drawdown
FXN
88.59%
Winner
HPI
74.96%
Sharpe Ratio
Winner
FXN
1.48
HPI
0.78
5Y Beta
FXN
0.79
Winner
HPI
0.40
P/E Ratio
FXN
17.63
HPI
N/A
Forward P/E
FXN
11.11
HPI
N/A
PEG Ratio
FXN
0.29
HPI
N/A
5Y Dividends CAGR
Winner
FXN
6.32%
HPI
0.00%
Debt to Equity
FXN
77.12%
HPI
N/A
P/S Ratio
FXN
1.71
HPI
N/A
P/B Ratio
FXN
1.99
HPI
N/A

FXN vs HPI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FXN
+5.82%
HPI
+1.33%
3M
Winner
FXN
+4.44%
HPI
+3.22%
6M
Winner
FXN
+24.15%
HPI
+4.20%
1Y
Winner
FXN
+44.75%
HPI
+10.92%
5Y(CAGR)
Winner
FXN
+18.61%
HPI
+3.24%
10Y(CAGR)
Winner
FXN
+6.40%
HPI
+4.72%
Max(CAGR)
FXN
+2.13%
Winner
HPI
+6.86%

FXN vs HPI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearFXNHPI
2026+29.53%+3.69%
2025+1.35%+5.59%
2024-0.25%+15.53%
2023+6.50%+7.09%
2022+42.86%-15.28%
2021+51.48%+14.58%
2020-19.88%-7.32%
2019-9.01%+28.96%
2018-26.53%-4.69%
2017-6.83%+12.55%
2016+19.36%+10.11%
2015-32.93%+5.09%
2014-14.75%+22.89%
2013+26.06%-13.79%
2012-0.19%+8.81%
2011-8.98%+24.71%
2010+22.76%+17.89%
2009+40.64%+28.42%
2008-51.37%-19.22%
2007+16.78%-18.86%
2006N/A+29.77%
2005N/A-6.62%
2004N/A+3.89%
2003N/A+7.98%

FXN vs HPI Drawdown Comparison

The maximum drawdown for FXN was -87.39%, occurring on Mar 23, 2020. Recovery took 2957 trading sessions.

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

The current FXN drawdown is -6.19%. The current HPI drawdown is -1.32%.

RankFXNHPI
#1-87.39%
Jun 23, 2014 - Mar 26, 2026
-67.57%
Apr 13, 2007 - Apr 8, 2010
#2-72.47%
Jun 23, 2008 - Jun 19, 2014
-57.98%
Feb 11, 2020 - Jun 28, 2021
#3-16.00%
Jan 3, 2008 - Feb 25, 2008
-30.07%
Nov 9, 2021 - Jul 16, 2024
#4-15.90%
Jul 19, 2007 - Oct 11, 2007
-25.26%
May 8, 2013 - Feb 9, 2015
#5-13.42%
Mar 27, 2026 - Jul 1, 2026
-21.51%
Mar 16, 2004 - Oct 18, 2004
#6-12.11%
Feb 28, 2008 - Apr 8, 2008
-21.38%
Sep 5, 2018 - Mar 6, 2019
#7-8.13%
Oct 16, 2007 - Dec 24, 2007
-18.90%
Oct 10, 2024 - Apr 7, 2025
#8-6.46%
Apr 21, 2008 - May 6, 2008
-16.96%
Aug 9, 2016 - May 1, 2017
#9-5.55%
Jun 18, 2007 - Jul 13, 2007
-15.82%
Feb 10, 2005 - Mar 2, 2006
#10-4.80%
May 20, 2008 - Jun 9, 2008
-14.70%
Jul 22, 2011 - Aug 29, 2011
#11-3.68%
May 21, 2007 - Jun 1, 2007
-13.13%
Apr 8, 2010 - Jul 21, 2010
#12-3.68%
Jun 4, 2007 - Jun 14, 2007
-12.39%
Aug 8, 2012 - Jan 17, 2013
#13-2.37%
Jun 18, 2008 - Jun 23, 2008
-10.19%
Apr 10, 2015 - Jan 5, 2016
#14-2.36%
Jun 9, 2008 - Jun 17, 2008
-9.74%
Sep 9, 2010 - May 4, 2011
#15-1.56%
Jul 13, 2007 - Jul 19, 2007
-9.07%
Oct 1, 2019 - Feb 10, 2020

Correlation

Correlation between FXN and HPI is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04
-101

Dividend Comparison (2003 - 2026)

FXN vs HPI dividend yield comparison.

YearFXNHPI
20260.67%4.59%
20252.53%9.15%
20242.50%8.91%
20233.09%9.39%
20222.28%9.23%
20210.87%7.14%
20204.71%7.53%
20191.47%7.69%
20181.43%8.92%
20171.17%7.84%
20161.05%8.26%
20152.36%7.69%
20141.74%8.23%
20130.82%9.41%
20121.06%7.67%
20110.46%8.18%
20100.55%7.97%
20090.23%9.06%
20080.23%13.42%
20070.51%10.61%
20060.00%8.12%
20050.00%9.79%
20040.00%8.69%
20030.00%5.39%

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