JHPI vs NZAC

Comparison between JOHN HANCOCK PREFERRED INCOME ETF (JHPI, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI CLIMATE PARIS ALIGNED ETF (NZAC, ETF).

JHPI vs NZAC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHPI(ETF)	NZAC(ETF)
Net Assets	$197M	$196M
Expense Ratio	0.54%	0.12%
Max Drawdown	21.76%	33.72%
Sharpe Ratio	1.11	1.19
5Y Beta	0.13	0.92
P/E Ratio	N/A	30.18
Forward P/E	N/A	23.86
PEG Ratio	N/A	0.48
5Y Dividends CAGR	N/A	10.11%
5Y EPS CAGR	N/A	28.29%
Debt to Equity	N/A	17.77%
P/S Ratio	N/A	5.07
P/B Ratio	N/A	6.36

Net Assets

Winner

JHPI

$197M

NZAC

$196M

Expense Ratio

JHPI

0.54%

Winner

NZAC

0.12%

Max Drawdown

Winner

JHPI

21.76%

NZAC

33.72%

Sharpe Ratio

JHPI

1.11

Winner

NZAC

1.19

5Y Beta

Winner

JHPI

0.13

NZAC

0.92

P/E Ratio

JHPI

N/A

NZAC

30.18

Forward P/E

JHPI

N/A

NZAC

23.86

PEG Ratio

JHPI

N/A

NZAC

0.48

5Y Dividends CAGR

JHPI

N/A

NZAC

10.11%

5Y EPS CAGR

JHPI

N/A

NZAC

28.29%

Debt to Equity

JHPI

N/A

NZAC

17.77%

P/S Ratio

JHPI

N/A

NZAC

5.07

P/B Ratio

JHPI

N/A

NZAC

6.36

JHPI vs NZAC - Historical Returns

Returns include dividend reinvestment.

Period	JHPI	NZAC
1 month	+0.40%	+2.51%
3 months	+1.52%	+11.68%
6 months	+2.59%	+9.56%
1 year	+8.22%	+22.94%
5 years(CAGR)	+3.83%	+9.74%
10 years(CAGR)	N/A	+12.36%
Max(CAGR)	+3.83%	+10.27%

JHPI

+0.40%

Winner

NZAC

+2.51%

JHPI

+1.52%

Winner

NZAC

+11.68%

JHPI

+2.59%

Winner

NZAC

+9.56%

JHPI

+8.22%

Winner

NZAC

+22.94%

5Y(CAGR)

JHPI

+3.83%

Winner

NZAC

+9.74%

10Y(CAGR)

JHPI

N/A

NZAC

+12.36%

Max(CAGR)

JHPI

+3.83%

Winner

NZAC

+10.27%

JHPI vs NZAC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JHPI	NZAC
2026	+1.77%	+8.23%
2025	+6.82%	+20.53%
2024	+10.77%	+17.92%
2023	+6.78%	+22.65%
2022	-9.64%	-20.14%
2021	+0.62%	+19.09%
2020	N/A	+16.07%
2019	N/A	+28.09%
2018	N/A	-10.30%
2017	N/A	+22.82%
2016	N/A	+10.73%
2015	N/A	-2.15%
2014	N/A	-2.07%

JHPI vs NZAC Drawdown Comparison

The maximum drawdown for JHPI was -13.45%, occurring on Mar 20, 2023. Recovery took 546 trading sessions.

The maximum drawdown for NZAC was -33.72%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current JHPI drawdown is -0.25%. The current NZAC drawdown is -1.13%.

Rank	JHPI	NZAC
#1	-13.45% Jan 3, 2022 - Mar 7, 2024	-33.72% Feb 12, 2020 - Aug 24, 2020
#2	-4.04% Nov 8, 2024 - Jun 20, 2025	-28.30% Jan 4, 2022 - Feb 7, 2024
#3	-3.07% Feb 20, 2026 - Mar 27, 2026	-19.53% Jan 26, 2018 - Jul 3, 2019
#4	-2.51% Mar 27, 2024 - May 15, 2024	-18.13% May 19, 2015 - Dec 13, 2016
#5	-1.70% Oct 27, 2025 - Jan 2, 2026	-16.19% Feb 20, 2025 - May 19, 2025
#6	-1.14% Oct 14, 2024 - Nov 8, 2024	-10.10% Jan 27, 2026 - Apr 15, 2026
#7	-1.00% Jul 17, 2024 - Aug 14, 2024	-7.72% Jul 12, 2024 - Aug 19, 2024
#8	-0.99% Jul 10, 2025 - Jul 31, 2025	-7.46% Sep 2, 2020 - Nov 6, 2020
#9	-0.96% May 17, 2024 - May 31, 2024	-6.50% Jul 26, 2019 - Oct 24, 2019
#10	-0.81% Oct 6, 2025 - Oct 21, 2025	-5.72% Mar 27, 2024 - May 14, 2024
#11	-0.79% Dec 15, 2021 - Dec 21, 2021	-5.69% Sep 3, 2021 - Oct 28, 2021
#12	-0.73% Sep 23, 2024 - Oct 14, 2024	-5.62% Dec 6, 2024 - Feb 18, 2025
#13	-0.71% Jun 18, 2024 - Jul 3, 2024	-5.50% Oct 28, 2025 - Dec 24, 2025
#14	-0.60% Sep 19, 2025 - Oct 6, 2025	-5.31% Nov 26, 2014 - Feb 13, 2015
#15	-0.51% Jun 6, 2024 - Jun 13, 2024	-5.06% Feb 16, 2021 - Apr 5, 2021

Correlation

Correlation between JHPI and NZAC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

JHPI vs NZAC dividend yield comparison.

Year	JHPI	NZAC
2026	1.82%	0.64%
2025	5.73%	1.90%
2024	6.32%	1.88%
2023	6.44%	1.65%
2022	6.27%	1.81%
2021	0.24%	1.62%
2020	0.00%	1.59%
2019	0.00%	2.17%
2018	0.00%	2.53%
2017	0.00%	2.20%
2016	0.00%	2.00%
2015	0.00%	2.40%
2014	0.00%	0.18%