HPI vs BASV
Comparison between John Hancock Preferred Income Fund (HPI, ETF) and BROWN ADVISORY SUSTAINABLE VALUE ETF (BASV, ETF).
HPI vs BASV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HPI
$410M
BASV
$408M
Expense Ratio
HPI
N/A
BASV
0.71%
Max Drawdown
HPI
74.96%
Winner
BASV
9.43%
Sharpe Ratio
HPI
0.78
Winner
BASV
0.95
5Y Beta
Winner
HPI
0.40
BASV
0.82
P/E Ratio
HPI
N/A
BASV
21.15
Forward P/E
HPI
N/A
BASV
16.11
PEG Ratio
HPI
N/A
BASV
0.38
5Y Dividends CAGR
HPI
0.00%
BASV
N/A
5Y EPS CAGR
HPI
N/A
BASV
13.45%
Debt to Equity
HPI
N/A
BASV
-67.42%
P/S Ratio
HPI
N/A
BASV
1.30
P/B Ratio
HPI
N/A
BASV
2.85
HPI vs BASV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HPI
+1.33%
BASV
-0.47%
3M
HPI
+3.22%
Winner
BASV
+5.64%
6M
HPI
+4.20%
Winner
BASV
+7.42%
1Y
HPI
+10.92%
Winner
BASV
+17.53%
5Y(CAGR)
HPI
+3.24%
BASV
N/A
10Y(CAGR)
HPI
+4.72%
BASV
N/A
Max(CAGR)
HPI
+6.86%
Winner
BASV
+18.24%
HPI vs BASV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | HPI | BASV |
|---|---|---|
| 2026 | +3.69% | +7.70% |
| 2025 | +5.59% | +10.32% |
| 2024 | +15.53% | N/A |
| 2023 | +7.09% | N/A |
| 2022 | -15.28% | N/A |
| 2021 | +14.58% | N/A |
| 2020 | -7.32% | N/A |
| 2019 | +28.96% | N/A |
| 2018 | -4.69% | N/A |
| 2017 | +12.55% | N/A |
| 2016 | +10.11% | N/A |
| 2015 | +5.09% | N/A |
| 2014 | +22.89% | N/A |
| 2013 | -13.79% | N/A |
| 2012 | +8.81% | N/A |
| 2011 | +24.71% | N/A |
| 2010 | +17.89% | N/A |
| 2009 | +28.42% | N/A |
| 2008 | -19.22% | N/A |
| 2007 | -18.86% | N/A |
| 2006 | +29.77% | N/A |
| 2005 | -6.62% | N/A |
| 2004 | +3.89% | N/A |
| 2003 | +7.98% | N/A |
HPI vs BASV Drawdown Comparison
The maximum drawdown for HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 752 trading sessions.
The maximum drawdown for BASV was -9.43%, occurring on Mar 20, 2026. Recovery took 58 trading sessions.
The current HPI drawdown is -1.32%. The current BASV drawdown is -2.43%.
| Rank | HPI | BASV |
|---|---|---|
| #1 | -67.57% Apr 13, 2007 - Apr 8, 2010 | -9.43% Feb 11, 2026 - May 6, 2026 |
| #2 | -57.98% Feb 11, 2020 - Jun 28, 2021 | -5.46% Oct 27, 2025 - Dec 5, 2025 |
| #3 | -30.07% Nov 9, 2021 - Jul 16, 2024 | -3.95% May 6, 2026 - May 29, 2026 |
| #4 | -25.26% May 8, 2013 - Feb 9, 2015 | -3.27% Jul 25, 2025 - Aug 13, 2025 |
| #5 | -21.51% Mar 16, 2004 - Oct 18, 2004 | -2.96% Jul 10, 2026 - Jul 20, 2026 |
| #6 | -21.38% Sep 5, 2018 - Mar 6, 2019 | -2.73% Jan 6, 2026 - Feb 6, 2026 |
| #7 | -18.90% Oct 10, 2024 - Apr 7, 2025 | -2.69% Oct 8, 2025 - Oct 21, 2025 |
| #8 | -16.96% Aug 9, 2016 - May 1, 2017 | -2.32% Jun 4, 2026 - Jun 12, 2026 |
| #9 | -15.82% Feb 10, 2005 - Mar 2, 2006 | -1.90% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -14.70% Jul 22, 2011 - Aug 29, 2011 | -1.86% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -13.13% Apr 8, 2010 - Jul 21, 2010 | -1.79% Jul 10, 2025 - Jul 23, 2025 |
| #12 | -12.39% Aug 8, 2012 - Jan 17, 2013 | -1.35% Aug 22, 2025 - Sep 11, 2025 |
| #13 | -10.19% Apr 10, 2015 - Jan 5, 2016 | -1.34% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -9.74% Sep 9, 2010 - May 4, 2011 | -1.26% Jun 16, 2026 - Jun 24, 2026 |
| #15 | -9.07% Oct 1, 2019 - Feb 10, 2020 | -1.18% Jul 6, 2026 - Jul 10, 2026 |
Correlation
Correlation between HPI and BASV is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2003 - 2026)
HPI vs BASV dividend yield comparison.
| Year | HPI | BASV |
|---|---|---|
| 2026 | 4.59% | 0.00% |
| 2025 | 9.15% | 0.41% |
| 2024 | 8.91% | 0.00% |
| 2023 | 9.39% | 0.00% |
| 2022 | 9.23% | 0.00% |
| 2021 | 7.14% | 0.00% |
| 2020 | 7.53% | 0.00% |
| 2019 | 7.69% | 0.00% |
| 2018 | 8.92% | 0.00% |
| 2017 | 7.84% | 0.00% |
| 2016 | 8.26% | 0.00% |
| 2015 | 7.69% | 0.00% |
| 2014 | 8.23% | 0.00% |
| 2013 | 9.41% | 0.00% |
| 2012 | 7.67% | 0.00% |
| 2011 | 8.18% | 0.00% |
| 2010 | 7.97% | 0.00% |
| 2009 | 9.06% | 0.00% |
| 2008 | 13.42% | 0.00% |
| 2007 | 10.61% | 0.00% |
| 2006 | 8.12% | 0.00% |
| 2005 | 9.79% | 0.00% |
| 2004 | 8.69% | 0.00% |
| 2003 | 5.39% | 0.00% |
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