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HPS vs JPUS

Comparison between John Hancock Preferred Income Fund III (HPS, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).

5-Year PerformanceJPUS has outperformed HPS, delivering a return of +10.0% compared to +3.2%

HPS vs JPUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HPS
$447M
Winner
JPUS
$448M
Expense Ratio
HPS
N/A
JPUS
0.18%
Max Drawdown
HPS
77.70%
Winner
JPUS
38.69%
Sharpe Ratio
HPS
0.86
Winner
JPUS
1.52
5Y Beta
Winner
HPS
0.41
JPUS
0.64
P/E Ratio
HPS
N/A
JPUS
21.62
Forward P/E
HPS
N/A
JPUS
16.10
5Y Dividends CAGR
HPS
1.61%
Winner
JPUS
11.81%
5Y EPS CAGR
HPS
N/A
JPUS
13.48%
Debt to Equity
HPS
N/A
JPUS
65.88%
P/S Ratio
HPS
N/A
JPUS
1.56
P/B Ratio
HPS
N/A
JPUS
2.87

HPS vs JPUS - Historical Returns

Returns include dividend reinvestment.

1M
HPS
+1.26%
Winner
JPUS
+2.69%
3M
HPS
+1.18%
Winner
JPUS
+5.51%
6M
HPS
+5.81%
Winner
JPUS
+12.36%
1Y
HPS
+12.43%
Winner
JPUS
+22.00%
5Y(CAGR)
HPS
+3.22%
Winner
JPUS
+10.00%
10Y(CAGR)
HPS
+5.42%
Winner
JPUS
+11.63%
Max(CAGR)
HPS
+6.34%
Winner
JPUS
+11.96%

HPS vs JPUS - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearHPSJPUS
2026+4.28%+11.32%
2025+4.36%+11.20%
2024+14.60%+13.03%
2023+8.17%+11.47%
2022-16.45%-8.18%
2021+17.69%+30.47%
2020-3.55%+7.51%
2019+28.82%+25.94%
2018-8.46%-6.49%
2017+13.28%+19.84%
2016+7.82%+14.52%
2015+6.30%+6.56%
2014+23.11%N/A
2013-11.53%N/A
2012+17.90%N/A
2011+15.87%N/A
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 JPUS Drawdown Comparison

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

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current HPS drawdown is -1.83%. The current JPUS drawdown is -1.55%.

RankHPSJPUS
#1-69.92%
Apr 10, 2007 - Jul 26, 2010
-38.69%
Feb 14, 2020 - Nov 11, 2020
#2-52.10%
Feb 6, 2020 - Mar 31, 2021
-19.04%
Apr 20, 2022 - Dec 14, 2023
#3-29.36%
Nov 1, 2021 - Jun 27, 2024
-17.85%
Sep 21, 2018 - Apr 5, 2019
#4-22.85%
May 9, 2013 - Nov 25, 2014
-15.97%
Nov 29, 2024 - Aug 13, 2025
#5-21.28%
Sep 12, 2018 - Feb 28, 2019
-11.74%
Oct 30, 2015 - Mar 17, 2016
#6-19.34%
Apr 1, 2004 - Oct 15, 2004
-9.37%
Jan 26, 2018 - Aug 7, 2018
#7-17.68%
Sep 8, 2016 - Jun 6, 2017
-8.27%
Jan 4, 2022 - Mar 29, 2022
#8-17.54%
Sep 30, 2024 - Apr 8, 2025
-6.90%
Mar 2, 2026 - Apr 17, 2026
#9-16.38%
Jun 23, 2011 - Aug 29, 2011
-6.00%
Apr 30, 2019 - Jun 20, 2019
#10-13.48%
Nov 24, 2004 - Aug 21, 2006
-5.76%
Jul 26, 2019 - Sep 12, 2019
#11-11.26%
Sep 24, 2010 - May 12, 2011
-5.57%
Mar 28, 2024 - Jul 12, 2024
#12-11.17%
Apr 9, 2015 - Dec 23, 2015
-5.38%
Jul 26, 2016 - Dec 7, 2016
#13-11.13%
Sep 1, 2011 - Oct 27, 2011
-5.18%
Nov 16, 2021 - Dec 23, 2021
#14-10.92%
Oct 8, 2012 - Jan 23, 2013
-5.03%
Sep 2, 2021 - Oct 22, 2021
#15-9.00%
Jul 2, 2003 - Nov 28, 2003
-4.43%
Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between HPS and JPUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2003 - 2026)

HPS vs JPUS dividend yield comparison.

YearHPSJPUS
20264.56%0.39%
20259.16%2.27%
20248.78%2.12%
20239.34%2.26%
20229.15%2.35%
20217.04%1.67%
20207.63%1.94%
20197.41%2.09%
20189.26%2.16%
20177.82%1.25%
20168.27%0.77%
20157.53%0.48%
20148.21%0.00%
20139.41%0.00%
20127.71%0.00%
20118.54%0.00%
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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