HPI vs CPAI

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

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

HPI vs CPAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

HPI

$405M

CPAI

$404M

Expense Ratio

HPI

N/A

CPAI

0.75%

Max Drawdown

Winner

HPI

74.96%

CPAI

99.75%

Sharpe Ratio

HPI

0.50

Winner

CPAI

1.68

5Y Beta

Winner

HPI

0.39

CPAI

1.03

P/E Ratio

HPI

N/A

CPAI

36.88

Forward P/E

HPI

N/A

CPAI

17.59

PEG Ratio

HPI

N/A

CPAI

0.22

5Y Dividends CAGR

HPI

0.00%

CPAI

N/A

5Y EPS CAGR

HPI

N/A

CPAI

20.76%

Debt to Equity

HPI

N/A

CPAI

-467.72%

P/S Ratio

HPI

N/A

CPAI

0.76

P/B Ratio

HPI

N/A

CPAI

3.05

HPI vs CPAI - Historical Returns

Returns include dividend reinvestment.

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

HPI

+0.70%

Winner

CPAI

+3.76%

HPI

+1.62%

Winner

CPAI

+3.51%

HPI

+3.23%

Winner

CPAI

+16.42%

HPI

+8.31%

Winner

CPAI

+42.93%

5Y(CAGR)

HPI

+2.76%

Winner

CPAI

+780.03%

10Y(CAGR)

HPI

+4.65%

Winner

CPAI

+130.25%

Max(CAGR)

HPI

+6.81%

Winner

CPAI

+120.65%

HPI vs CPAI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	HPI	CPAI
2026	+3.19%	+28.31%
2025	+5.59%	+16.72%
2024	+15.53%	+29.43%
2023	+7.09%	+6.69%
2022	-15.28%	-9.09%
2021	+14.58%	+46.67%
2020	-7.32%	-25.00%
2019	+28.96%	-66.67%
2018	-4.69%	+0.00%
2017	+12.55%	-95.56%
2016	+10.11%	+816.67%
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 CPAI Drawdown Comparison

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

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

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

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

Correlation

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

0.78

-101

Dividend Comparison (2003 - 2026)

HPI vs CPAI dividend yield comparison.

Year	HPI	CPAI
2026	5.42%	0.00%
2025	9.15%	0.89%
2024	8.91%	0.41%
2023	9.39%	0.06%
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%