HPI vs KBWD
Comparison between John Hancock Preferred Income Fund (HPI, ETF) and INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF).
5-Year PerformanceHPI has outperformed KBWD, delivering a return of +2.8% compared to +1.5%
HPI vs KBWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HPI vs KBWD - Historical Returns
Returns include dividend reinvestment.
HPI vs KBWD - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | HPI | KBWD |
|---|---|---|
| 2026 | +3.19% | -1.00% |
| 2025 | +5.59% | +4.97% |
| 2024 | +15.53% | +3.57% |
| 2023 | +7.09% | +18.07% |
| 2022 | -15.28% | -20.04% |
| 2021 | +14.58% | +34.26% |
| 2020 | -7.32% | -15.52% |
| 2019 | +28.96% | +19.44% |
| 2018 | -4.69% | -8.64% |
| 2017 | +12.55% | +10.24% |
| 2016 | +10.11% | +20.65% |
| 2015 | +5.09% | -10.90% |
| 2014 | +22.89% | +8.90% |
| 2013 | -13.79% | +14.97% |
| 2012 | +8.81% | +14.65% |
| 2011 | +24.71% | -1.23% |
| 2010 | +17.89% | +3.90% |
| 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 KBWD Drawdown Comparison
The maximum drawdown for HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 752 trading sessions.
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The current HPI drawdown is -1.79%. The current KBWD drawdown is -7.02%.
| Rank | HPI | KBWD |
|---|---|---|
| #1 | -67.57% Apr 13, 2007 - Apr 8, 2010 | -58.56% Feb 20, 2020 - Apr 26, 2021 |
| #2 | -57.98% Feb 11, 2020 - Jun 28, 2021 | -30.73% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -30.07% Nov 9, 2021 - Jul 16, 2024 | -29.10% Apr 23, 2015 - Nov 11, 2016 |
| #4 | -25.26% May 8, 2013 - Feb 9, 2015 | -19.65% Feb 19, 2025 - Jan 8, 2026 |
| #5 | -21.51% Mar 16, 2004 - Oct 18, 2004 | -18.44% Aug 30, 2018 - Nov 7, 2019 |
| #6 | -21.38% Sep 5, 2018 - Mar 6, 2019 | -17.67% Jul 7, 2011 - Jan 20, 2012 |
| #7 | -18.90% Oct 10, 2024 - Apr 7, 2025 | -15.03% Jan 16, 2026 - Mar 27, 2026 |
| #8 | -16.96% Aug 9, 2016 - May 1, 2017 | -12.94% Sep 14, 2012 - Jan 17, 2013 |
| #9 | -15.82% Feb 10, 2005 - Mar 2, 2006 | -9.70% May 17, 2013 - Oct 22, 2013 |
| #10 | -14.70% Jul 22, 2011 - Aug 29, 2011 | -8.75% Jul 23, 2024 - Nov 29, 2024 |
| #11 | -13.13% Apr 8, 2010 - Jul 21, 2010 | -8.48% Oct 20, 2017 - Apr 27, 2018 |
| #12 | -12.39% Aug 8, 2012 - Jan 17, 2013 | -7.79% Jun 8, 2021 - Oct 14, 2021 |
| #13 | -10.19% Apr 10, 2015 - Jan 5, 2016 | -6.82% Nov 29, 2024 - Jan 31, 2025 |
| #14 | -9.74% Sep 9, 2010 - May 4, 2011 | -6.33% Apr 27, 2017 - Aug 1, 2017 |
| #15 | -9.07% Oct 1, 2019 - Feb 10, 2020 | -5.94% Apr 27, 2012 - Jun 19, 2012 |
Correlation
Correlation between HPI and KBWD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
HPI vs KBWD dividend yield comparison.
| Year | HPI | KBWD |
|---|---|---|
| 2026 | 5.42% | 9.08% |
| 2025 | 9.15% | 12.83% |
| 2024 | 8.91% | 12.45% |
| 2023 | 9.39% | 11.45% |
| 2022 | 9.23% | 11.32% |
| 2021 | 7.14% | 7.26% |
| 2020 | 7.53% | 9.68% |
| 2019 | 7.69% | 8.63% |
| 2018 | 8.92% | 9.47% |
| 2017 | 7.84% | 8.77% |
| 2016 | 8.26% | 8.68% |
| 2015 | 7.69% | 8.89% |
| 2014 | 8.23% | 8.31% |
| 2013 | 9.41% | 7.68% |
| 2012 | 7.67% | 9.03% |
| 2011 | 8.18% | 13.00% |
| 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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