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HPI vs DWAS

Comparison between John Hancock Preferred Income Fund (HPI, ETF) and INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF (DWAS, ETF).

5-Year PerformanceDWAS has outperformed HPI, delivering a return of +7.8% compared to +3.1%

HPI vs DWAS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HPI
$417M
Winner
DWAS
$417M
Expense Ratio
HPI
N/A
DWAS
0.60%
Max Drawdown
HPI
74.96%
Winner
DWAS
46.16%
Sharpe Ratio
HPI
0.80
Winner
DWAS
1.66
5Y Beta
Winner
HPI
0.39
DWAS
1.24
P/E Ratio
HPI
N/A
DWAS
450.90
Forward P/E
HPI
N/A
DWAS
17.60
5Y Dividends CAGR
HPI
1.61%
Winner
DWAS
25.43%
5Y EPS CAGR
HPI
N/A
DWAS
13.92%
Debt to Equity
HPI
N/A
DWAS
4.72%
P/S Ratio
HPI
N/A
DWAS
1.83
P/B Ratio
HPI
N/A
DWAS
3.91

HPI vs DWAS - Historical Returns

Returns include dividend reinvestment.

1M
HPI
+1.21%
Winner
DWAS
+8.34%
3M
HPI
+5.02%
Winner
DWAS
+27.00%
6M
HPI
+1.86%
Winner
DWAS
+23.04%
1Y
HPI
+10.94%
Winner
DWAS
+47.65%
5Y(CAGR)
HPI
+3.07%
Winner
DWAS
+7.75%
10Y(CAGR)
HPI
+4.97%
Winner
DWAS
+13.91%
Max(CAGR)
HPI
+6.82%
Winner
DWAS
+12.58%

HPI vs DWAS - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearHPIDWAS
2026+2.33%+27.86%
2025+5.59%+5.36%
2024+15.53%+10.82%
2023+7.09%+19.26%
2022-15.28%-18.67%
2021+14.58%+21.67%
2020-7.32%+32.57%
2019+28.96%+31.24%
2018-4.69%-10.85%
2017+12.55%+20.42%
2016+10.11%+12.06%
2015+5.09%-2.33%
2014+22.89%-0.06%
2013-13.79%+45.26%
2012+8.81%+6.63%
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 DWAS Drawdown Comparison

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

The maximum drawdown for DWAS was -46.16%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.

The current HPI drawdown is -2.61%.

RankHPIDWAS
#1-67.57%
Apr 13, 2007 - Apr 8, 2010
-46.16%
Feb 20, 2020 - Aug 4, 2020
#2-57.98%
Feb 11, 2020 - Jun 28, 2021
-33.83%
Nov 11, 2024 - Jan 22, 2026
#3-30.07%
Nov 9, 2021 - Jul 16, 2024
-33.68%
Nov 8, 2021 - Nov 6, 2024
#4-25.26%
May 8, 2013 - Feb 9, 2015
-32.51%
Aug 31, 2018 - Feb 19, 2020
#5-21.51%
Mar 16, 2004 - Oct 18, 2004
-29.53%
Jul 22, 2015 - Jun 8, 2017
#6-21.38%
Sep 5, 2018 - Mar 6, 2019
-19.92%
Mar 4, 2014 - Mar 16, 2015
#7-18.90%
Oct 10, 2024 - Apr 7, 2025
-16.92%
Feb 9, 2021 - Nov 1, 2021
#8-16.96%
Aug 9, 2016 - May 1, 2017
-12.55%
Nov 1, 2012 - Jan 4, 2013
#9-15.82%
Feb 10, 2005 - Mar 2, 2006
-10.14%
Oct 13, 2020 - Nov 5, 2020
#10-14.70%
Jul 22, 2011 - Aug 29, 2011
-10.02%
Feb 26, 2026 - Apr 8, 2026
#11-13.13%
Apr 8, 2010 - Jul 21, 2010
-8.74%
Mar 12, 2018 - May 18, 2018
#12-12.39%
Aug 8, 2012 - Jan 17, 2013
-8.58%
Aug 19, 2020 - Oct 5, 2020
#13-10.19%
Apr 10, 2015 - Jan 5, 2016
-8.30%
Dec 26, 2013 - Feb 26, 2014
#14-9.74%
Sep 9, 2010 - May 4, 2011
-7.73%
Jan 23, 2018 - Mar 7, 2018
#15-9.07%
Oct 1, 2019 - Feb 10, 2020
-6.83%
Apr 23, 2015 - Jun 18, 2015

Correlation

Correlation between HPI and DWAS is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2003 - 2026)

HPI vs DWAS dividend yield comparison.

YearHPIDWAS
20263.84%0.00%
20259.15%0.07%
20248.91%0.79%
20239.39%1.42%
20229.23%0.81%
20217.14%0.16%
20207.53%0.21%
20197.69%0.13%
20188.92%0.04%
20177.84%0.20%
20168.26%0.52%
20157.69%0.19%
20148.23%0.05%
20139.41%0.16%
20127.67%0.83%
20118.18%0.00%
20107.97%0.00%
20099.06%0.00%
200813.42%0.00%
200710.61%0.00%
20068.12%0.00%
20059.79%0.00%
20048.69%0.00%
20035.39%0.00%

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