HPF vs JXI
Comparison between John Hancock Preferred Income Fund II (HPF, ETF) and ISHARES GLOBAL UTILITIES ETF (JXI, ETF).
5-Year PerformanceJXI has outperformed HPF, delivering a return of +9.5% compared to +2.9%
HPF vs JXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HPF vs JXI - Historical Returns
Returns include dividend reinvestment.
HPF vs JXI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | HPF | JXI |
|---|---|---|
| 2026 | +2.06% | +5.50% |
| 2025 | +5.47% | +25.05% |
| 2024 | +11.75% | +12.72% |
| 2023 | +9.70% | +0.76% |
| 2022 | -18.34% | -3.75% |
| 2021 | +19.11% | +12.21% |
| 2020 | -7.71% | +5.98% |
| 2019 | +24.95% | +25.43% |
| 2018 | -4.87% | +2.68% |
| 2017 | +13.87% | +15.13% |
| 2016 | +11.23% | +7.20% |
| 2015 | +3.45% | -7.16% |
| 2014 | +22.16% | +17.43% |
| 2013 | -12.91% | +10.81% |
| 2012 | +10.84% | +2.09% |
| 2011 | +22.05% | -3.41% |
| 2010 | +18.20% | -2.83% |
| 2009 | +34.03% | +6.14% |
| 2008 | -22.68% | -28.31% |
| 2007 | -20.11% | +22.04% |
| 2006 | +30.35% | +14.27% |
| 2005 | -7.39% | N/A |
| 2004 | +5.52% | N/A |
| 2003 | +13.94% | N/A |
| 2002 | -0.04% | N/A |
HPF vs JXI Drawdown Comparison
The maximum drawdown for HPF was -66.58%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The current HPF drawdown is -2.94%. The current JXI drawdown is -6.21%.
| Rank | HPF | JXI |
|---|---|---|
| #1 | -66.58% May 10, 2007 - Jul 22, 2010 | -50.23% Dec 6, 2007 - May 19, 2017 |
| #2 | -54.74% Feb 19, 2020 - Apr 1, 2021 | -34.20% Feb 18, 2020 - Apr 15, 2021 |
| #3 | -31.20% Aug 30, 2021 - Sep 16, 2024 | -22.43% Apr 8, 2022 - May 9, 2024 |
| #4 | -24.59% May 8, 2013 - Jan 9, 2015 | -12.65% Sep 11, 2017 - Dec 3, 2018 |
| #5 | -21.13% Mar 31, 2004 - Nov 26, 2004 | -10.44% Oct 16, 2024 - Apr 3, 2025 |
| #6 | -17.84% Sep 12, 2018 - Jan 31, 2019 | -9.43% Jun 1, 2007 - Sep 26, 2007 |
| #7 | -16.95% Sep 8, 2016 - May 26, 2017 | -8.93% Aug 20, 2021 - Dec 28, 2021 |
| #8 | -16.90% Oct 10, 2024 - Apr 8, 2025 | -8.17% Apr 3, 2025 - Apr 22, 2025 |
| #9 | -15.14% Feb 9, 2005 - Mar 22, 2006 | -8.09% Apr 9, 2026 - Jun 1, 2026 |
| #10 | -13.58% Jul 22, 2011 - Aug 29, 2011 | -7.52% Dec 31, 2021 - Mar 29, 2022 |
| #11 | -11.26% Apr 24, 2015 - Jan 8, 2016 | -6.87% Feb 27, 2026 - Apr 9, 2026 |
| #12 | -11.24% Oct 16, 2012 - Mar 20, 2013 | -6.62% Feb 26, 2007 - Mar 21, 2007 |
| #13 | -9.84% Sep 9, 2010 - May 3, 2011 | -6.54% Dec 13, 2018 - Jan 31, 2019 |
| #14 | -9.53% Aug 3, 2017 - Jun 8, 2018 | -6.39% May 21, 2024 - Jul 31, 2024 |
| #15 | -9.52% Aug 31, 2011 - Dec 22, 2011 | -4.88% Apr 20, 2021 - Aug 5, 2021 |
Correlation
Correlation between HPF and JXI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
HPF vs JXI dividend yield comparison.
| Year | HPF | JXI |
|---|---|---|
| 2026 | 3.90% | 0.00% |
| 2025 | 9.22% | 2.56% |
| 2024 | 8.95% | 3.02% |
| 2023 | 9.39% | 3.58% |
| 2022 | 9.45% | 3.13% |
| 2021 | 7.10% | 2.78% |
| 2020 | 7.80% | 2.65% |
| 2019 | 7.32% | 3.43% |
| 2018 | 8.96% | 3.16% |
| 2017 | 7.82% | 3.62% |
| 2016 | 8.30% | 4.77% |
| 2015 | 7.85% | 3.78% |
| 2014 | 8.26% | 3.55% |
| 2013 | 9.39% | 4.30% |
| 2012 | 7.76% | 4.19% |
| 2011 | 8.41% | 4.67% |
| 2010 | 8.00% | 4.24% |
| 2009 | 9.10% | 3.49% |
| 2008 | 14.09% | 5.23% |
| 2007 | 9.97% | 0.78% |
| 2006 | 9.02% | 0.58% |
| 2005 | 10.32% | 0.00% |
| 2004 | 8.59% | 0.00% |
| 2003 | 9.17% | 0.00% |
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