JHPI vs MSTB
Comparison between JOHN HANCOCK PREFERRED INCOME ETF (JHPI, ETF) and LHA MARKET STATE TACTICAL BETA ETF (MSTB, ETF).
JHPI vs MSTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JHPI
$197M
MSTB
$197M
Expense Ratio
Winner
JHPI
0.54%
MSTB
1.38%
Max Drawdown
Winner
JHPI
21.76%
MSTB
26.34%
Sharpe Ratio
JHPI
1.11
Winner
MSTB
1.22
5Y Beta
Winner
JHPI
0.13
MSTB
0.58
5Y Dividends CAGR
JHPI
N/A
MSTB
0.26%
JHPI vs MSTB - Historical Returns
Returns include dividend reinvestment.
1M
JHPI
+0.40%
Winner
MSTB
+0.70%
3M
JHPI
+1.52%
Winner
MSTB
+9.83%
6M
JHPI
+2.59%
Winner
MSTB
+8.54%
1Y
JHPI
+8.22%
Winner
MSTB
+19.25%
5Y(CAGR)
JHPI
+3.83%
Winner
MSTB
+8.35%
Max(CAGR)
JHPI
+3.83%
Winner
MSTB
+11.23%
JHPI vs MSTB - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JHPI | MSTB |
|---|---|---|
| 2026 | +1.77% | +8.11% |
| 2025 | +6.82% | +18.86% |
| 2024 | +10.77% | +19.29% |
| 2023 | +6.78% | +16.84% |
| 2022 | -9.64% | -23.20% |
| 2021 | +0.62% | +22.88% |
| 2020 | N/A | +9.44% |
JHPI vs MSTB Drawdown Comparison
The maximum drawdown for JHPI was -13.45%, occurring on Mar 20, 2023. Recovery took 546 trading sessions.
The maximum drawdown for MSTB was -25.64%, occurring on Sep 30, 2022. Recovery took 613 trading sessions.
The current JHPI drawdown is -0.25%. The current MSTB drawdown is -1.19%.
| Rank | JHPI | MSTB |
|---|---|---|
| #1 | -13.45% Jan 3, 2022 - Mar 7, 2024 | -25.64% Jan 3, 2022 - Jun 12, 2024 |
| #2 | -4.04% Nov 8, 2024 - Jun 20, 2025 | -10.81% Jan 23, 2025 - May 12, 2025 |
| #3 | -3.07% Feb 20, 2026 - Mar 27, 2026 | -8.31% Oct 29, 2025 - Apr 16, 2026 |
| #4 | -2.51% Mar 27, 2024 - May 15, 2024 | -6.18% Aug 30, 2021 - Nov 3, 2021 |
| #5 | -1.70% Oct 27, 2025 - Jan 2, 2026 | -5.83% Nov 18, 2021 - Dec 23, 2021 |
| #6 | -1.14% Oct 14, 2024 - Nov 8, 2024 | -5.60% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -1.00% Jul 17, 2024 - Aug 14, 2024 | -5.16% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -0.99% Jul 10, 2025 - Jul 31, 2025 | -5.03% Feb 12, 2021 - Apr 1, 2021 |
| #9 | -0.96% May 17, 2024 - May 31, 2024 | -4.26% Dec 6, 2024 - Jan 23, 2025 |
| #10 | -0.81% Oct 6, 2025 - Oct 21, 2025 | -4.09% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -0.79% Dec 15, 2021 - Dec 21, 2021 | -3.39% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -0.73% Sep 23, 2024 - Oct 14, 2024 | -3.20% May 7, 2021 - Jun 30, 2021 |
| #13 | -0.71% Jun 18, 2024 - Jul 3, 2024 | -2.88% Oct 18, 2024 - Nov 7, 2024 |
| #14 | -0.60% Sep 19, 2025 - Oct 6, 2025 | -2.80% Oct 8, 2025 - Oct 21, 2025 |
| #15 | -0.51% Jun 6, 2024 - Jun 13, 2024 | -2.62% May 19, 2025 - Jun 3, 2025 |
Correlation
Correlation between JHPI and MSTB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
JHPI vs MSTB dividend yield comparison.
| Year | JHPI | MSTB |
|---|---|---|
| 2026 | 1.82% | 0.00% |
| 2025 | 5.73% | 0.41% |
| 2024 | 6.32% | 0.95% |
| 2023 | 6.44% | 0.16% |
| 2022 | 6.27% | 1.34% |
| 2021 | 0.24% | 2.20% |
| 2020 | 0.00% | 1.78% |
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