HPF vs UIVM

Comparison between John Hancock Preferred Income Fund II (HPF, ETF) and VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF).

5-Year PerformanceUIVM has outperformed HPF, delivering a return of +11.9% compared to +2.6%

HPF vs UIVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HPF(ETF)	UIVM(ETF)
Net Assets	$334M	$335M
Expense Ratio	N/A	0.35%
Max Drawdown	74.26%	46.08%
Sharpe Ratio	0.67	1.73
5Y Beta	0.38	0.63
5Y Dividends CAGR	1.61%	22.73%

Net Assets

HPF

$334M

Winner

UIVM

$335M

Expense Ratio

HPF

N/A

UIVM

0.35%

Max Drawdown

HPF

74.26%

Winner

UIVM

46.08%

Sharpe Ratio

HPF

0.67

Winner

UIVM

1.73

5Y Beta

Winner

HPF

0.38

UIVM

0.63

5Y Dividends CAGR

HPF

1.61%

Winner

UIVM

22.73%

HPF vs UIVM - Historical Returns

Returns include dividend reinvestment.

Period	HPF	UIVM
1 month	-1.16%	+0.83%
3 months	+2.94%	+9.36%
6 months	+2.79%	+17.12%
1 year	+9.47%	+32.34%
5 years(CAGR)	+2.60%	+11.88%
10 years(CAGR)	+5.17%	+8.13%
Max(CAGR)	+6.94%	+8.13%

HPF

-1.16%

Winner

UIVM

+0.83%

HPF

+2.94%

Winner

UIVM

+9.36%

HPF

+2.79%

Winner

UIVM

+17.12%

HPF

+9.47%

Winner

UIVM

+32.34%

5Y(CAGR)

HPF

+2.60%

Winner

UIVM

+11.88%

10Y(CAGR)

HPF

+5.17%

Winner

UIVM

+8.13%

Max(CAGR)

HPF

+6.94%

Winner

UIVM

+8.13%

HPF vs UIVM - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	HPF	UIVM
2026	+2.21%	+13.89%
2025	+5.47%	+46.13%
2024	+11.75%	+5.86%
2023	+9.70%	+16.85%
2022	-18.34%	-13.61%
2021	+19.11%	+11.05%
2020	-7.71%	-0.10%
2019	+24.95%	+15.74%
2018	-4.87%	-18.24%
2017	+13.87%	+2.56%
2016	+11.23%	N/A
2015	+3.45%	N/A
2014	+22.16%	N/A
2013	-12.91%	N/A
2012	+10.84%	N/A
2011	+22.05%	N/A
2010	+18.20%	N/A
2009	+34.03%	N/A
2008	-22.68%	N/A
2007	-20.11%	N/A
2006	+30.35%	N/A
2005	-7.39%	N/A
2004	+5.52%	N/A
2003	+13.94%	N/A
2002	-0.04%	N/A

HPF vs UIVM Drawdown Comparison

The maximum drawdown for HPF was -66.58%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.

The maximum drawdown for UIVM was -42.74%, occurring on Mar 23, 2020. Recovery took 840 trading sessions.

The current HPF drawdown is -2.79%. The current UIVM drawdown is -0.74%.

Rank	HPF	UIVM
#1	-66.58% May 10, 2007 - Jul 22, 2010	-42.74% Jan 26, 2018 - May 28, 2021
#2	-54.74% Feb 19, 2020 - Apr 1, 2021	-28.25% Sep 15, 2021 - Feb 22, 2024
#3	-31.20% Aug 30, 2021 - Sep 16, 2024	-11.69% Mar 19, 2025 - Apr 24, 2025
#4	-24.59% May 8, 2013 - Jan 9, 2015	-11.02% Feb 25, 2026 - May 26, 2026
#5	-21.13% Mar 31, 2004 - Nov 26, 2004	-9.26% Sep 26, 2024 - Mar 5, 2025
#6	-17.84% Sep 12, 2018 - Jan 31, 2019	-7.58% Jun 3, 2024 - Aug 21, 2024
#7	-16.95% Sep 8, 2016 - May 26, 2017	-6.34% Jun 7, 2021 - Sep 2, 2021
#8	-16.90% Oct 10, 2024 - Apr 8, 2025	-5.17% Mar 27, 2024 - May 9, 2024
#9	-15.14% Feb 9, 2005 - Mar 22, 2006	-4.66% Nov 12, 2025 - Dec 10, 2025
#10	-13.58% Jul 22, 2011 - Aug 29, 2011	-4.23% Jun 2, 2026 - Jun 10, 2026
#11	-11.26% Apr 24, 2015 - Jan 8, 2016	-3.38% Aug 27, 2024 - Sep 19, 2024
#12	-11.24% Oct 16, 2012 - Mar 20, 2013	-3.08% Sep 15, 2025 - Nov 10, 2025
#13	-9.84% Sep 9, 2010 - May 3, 2011	-3.03% Jul 23, 2025 - Aug 8, 2025
#14	-9.53% Aug 3, 2017 - Jun 8, 2018	-2.67% Nov 2, 2017 - Dec 18, 2017
#15	-9.52% Aug 31, 2011 - Dec 22, 2011	-2.48% Aug 22, 2025 - Sep 11, 2025

Correlation

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

0.78

-101

Dividend Comparison (2003 - 2026)

HPF vs UIVM dividend yield comparison.

Year	HPF	UIVM
2026	4.70%	1.44%
2025	9.22%	3.70%
2024	8.95%	5.09%
2023	9.39%	4.35%
2022	9.45%	3.03%
2021	7.10%	3.48%
2020	7.80%	1.63%
2019	7.32%	3.49%
2018	8.96%	2.78%
2017	7.82%	0.15%
2016	8.30%	0.00%
2015	7.85%	0.00%
2014	8.26%	0.00%
2013	9.39%	0.00%
2012	7.76%	0.00%
2011	8.41%	0.00%
2010	8.00%	0.00%
2009	9.10%	0.00%
2008	14.09%	0.00%
2007	9.97%	0.00%
2006	9.02%	0.00%
2005	10.32%	0.00%
2004	8.59%	0.00%
2003	9.17%	0.00%