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HPS vs EEMS

Comparison between John Hancock Preferred Income Fund III (HPS, ETF) and ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF (EEMS, ETF).

5-Year PerformanceEEMS has outperformed HPS, delivering a return of +5.9% compared to +2.9%

HPS vs EEMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HPS
$452M
EEMS
$452M
Expense Ratio
HPS
N/A
EEMS
0.72%
Max Drawdown
HPS
77.70%
Winner
EEMS
51.68%
Sharpe Ratio
HPS
0.78
Winner
EEMS
1.00
5Y Beta
Winner
HPS
0.42
EEMS
0.71
5Y Dividends CAGR
HPS
3.40%
Winner
EEMS
11.56%

HPS vs EEMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HPS
-1.37%
EEMS
-5.27%
3M
HPS
+0.49%
Winner
EEMS
+6.09%
6M
HPS
+2.99%
Winner
EEMS
+11.16%
1Y
HPS
+10.95%
Winner
EEMS
+21.65%
5Y(CAGR)
HPS
+2.86%
Winner
EEMS
+5.90%
10Y(CAGR)
HPS
+5.33%
Winner
EEMS
+8.68%
Max(CAGR)
Winner
HPS
+6.31%
EEMS
+5.54%

HPS vs EEMS - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearHPSEEMS
2026+3.41%+7.99%
2025+4.36%+19.96%
2024+14.60%+4.27%
2023+8.17%+22.86%
2022-16.45%-19.61%
2021+17.69%+16.24%
2020-3.55%+17.75%
2019+28.82%+10.83%
2018-8.46%-19.80%
2017+13.28%+34.00%
2016+7.82%+3.48%
2015+6.30%-6.53%
2014+23.11%-1.18%
2013-11.53%-0.46%
2012+17.90%+19.06%
2011+15.87%-14.98%
2010+15.98%N/A
2009+43.51%N/A
2008-32.58%N/A
2007-13.59%N/A
2006+19.64%N/A
2005-4.03%N/A
2004-0.54%N/A
2003+3.37%N/A

HPS vs EEMS Drawdown Comparison

The maximum drawdown for HPS was -69.92%, occurring on Mar 9, 2009. Recovery took 830 trading sessions.

The maximum drawdown for EEMS was -48.90%, occurring on Mar 23, 2020. Recovery took 737 trading sessions.

The current HPS drawdown is -2.65%. The current EEMS drawdown is -7.04%.

RankHPSEEMS
#1-69.92%
Apr 10, 2007 - Jul 26, 2010
-48.90%
Jan 26, 2018 - Dec 30, 2020
#2-52.10%
Feb 6, 2020 - Mar 31, 2021
-28.66%
May 20, 2015 - Aug 31, 2017
#3-29.36%
Nov 1, 2021 - Jun 27, 2024
-27.04%
Nov 12, 2021 - Mar 7, 2024
#4-22.85%
May 9, 2013 - Nov 25, 2014
-21.19%
Aug 31, 2011 - Dec 31, 2012
#5-21.28%
Sep 12, 2018 - Feb 28, 2019
-19.70%
Sep 27, 2024 - Jun 9, 2025
#6-19.34%
Apr 1, 2004 - Oct 15, 2004
-16.48%
May 9, 2013 - Jun 6, 2014
#7-17.68%
Sep 8, 2016 - Jun 6, 2017
-14.93%
Sep 5, 2014 - Apr 28, 2015
#8-17.54%
Sep 30, 2024 - Apr 8, 2025
-10.87%
Feb 25, 2026 - Apr 17, 2026
#9-16.38%
Jun 23, 2011 - Aug 29, 2011
-9.33%
Jul 12, 2024 - Sep 24, 2024
#10-13.48%
Nov 24, 2004 - Aug 21, 2006
-7.04%
May 8, 2026 - Jun 5, 2026
#11-11.26%
Sep 24, 2010 - May 12, 2011
-6.70%
Jul 15, 2021 - Nov 12, 2021
#12-11.17%
Apr 9, 2015 - Dec 23, 2015
-6.39%
Jan 18, 2013 - May 8, 2013
#13-11.13%
Sep 1, 2011 - Oct 27, 2011
-4.98%
Jan 21, 2021 - Feb 5, 2021
#14-10.92%
Oct 8, 2012 - Jan 23, 2013
-4.94%
Feb 19, 2021 - Apr 8, 2021
#15-9.00%
Jul 2, 2003 - Nov 28, 2003
-4.79%
Apr 28, 2021 - May 26, 2021

Correlation

Correlation between HPS and EEMS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2003 - 2026)

HPS vs EEMS dividend yield comparison.

YearHPSEEMS
20263.80%0.00%
20259.16%3.09%
20248.78%2.60%
20239.34%2.69%
20229.15%0.89%
20217.04%3.56%
20207.63%2.14%
20197.41%2.64%
20189.26%3.06%
20177.82%2.47%
20168.27%2.51%
20157.53%2.33%
20148.21%2.67%
20139.41%2.15%
20127.71%4.77%
20118.54%1.10%
20108.42%0.00%
20099.18%0.00%
200814.39%0.00%
20079.88%0.00%
20067.39%0.00%
20059.65%0.00%
20049.42%0.00%
20033.60%0.00%

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