JHPI vs OCIO
Comparison between JOHN HANCOCK PREFERRED INCOME ETF (JHPI, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).
JHPI vs OCIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JHPI
$178M
OCIO
$178M
Expense Ratio
Winner
JHPI
0.54%
OCIO
0.65%
Max Drawdown
Winner
JHPI
21.76%
OCIO
24.21%
Sharpe Ratio
JHPI
1.15
Winner
OCIO
1.29
5Y Beta
Winner
JHPI
0.13
OCIO
0.67
5Y Dividends CAGR
JHPI
N/A
OCIO
37.92%
JHPI vs OCIO - Historical Returns
Returns include dividend reinvestment.
1M
JHPI
-0.29%
Winner
OCIO
+0.97%
3M
JHPI
-0.10%
Winner
OCIO
+5.19%
6M
JHPI
+2.25%
Winner
OCIO
+6.76%
1Y
JHPI
+7.66%
Winner
OCIO
+17.84%
5Y(CAGR)
JHPI
+3.73%
Winner
OCIO
+6.86%
10Y(CAGR)
JHPI
N/A
OCIO
+7.70%
Max(CAGR)
JHPI
+3.73%
Winner
OCIO
+7.70%
JHPI vs OCIO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JHPI | OCIO |
|---|---|---|
| 2026 | +1.26% | +5.68% |
| 2025 | +6.82% | +12.71% |
| 2024 | +10.77% | +13.52% |
| 2023 | +6.78% | +12.00% |
| 2022 | -9.64% | -12.35% |
| 2021 | +0.62% | +13.76% |
| 2020 | N/A | +10.82% |
| 2019 | N/A | +18.36% |
| 2018 | N/A | -10.17% |
| 2017 | N/A | +8.98% |
JHPI vs OCIO Drawdown Comparison
The maximum drawdown for JHPI was -13.45%, occurring on Mar 20, 2023. Recovery took 546 trading sessions.
The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.
The current JHPI drawdown is -0.76%. The current OCIO drawdown is -3.11%.
| Rank | JHPI | OCIO |
|---|---|---|
| #1 | -13.45% Jan 3, 2022 - Mar 7, 2024 | -24.21% Feb 12, 2020 - Aug 5, 2020 |
| #2 | -4.04% Nov 8, 2024 - Jun 20, 2025 | -18.75% Dec 29, 2021 - Mar 7, 2024 |
| #3 | -3.07% Feb 20, 2026 - Mar 27, 2026 | -14.40% Jan 26, 2018 - Nov 19, 2019 |
| #4 | -2.51% Mar 27, 2024 - May 15, 2024 | -13.31% Feb 13, 2025 - Jun 30, 2025 |
| #5 | -1.70% Oct 27, 2025 - Jan 2, 2026 | -6.98% Feb 25, 2026 - Apr 16, 2026 |
| #6 | -1.14% Oct 14, 2024 - Nov 8, 2024 | -6.69% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -1.00% Jul 17, 2024 - Aug 14, 2024 | -4.75% Sep 2, 2020 - Nov 9, 2020 |
| #8 | -0.99% Jul 10, 2025 - Jul 31, 2025 | -4.35% Mar 28, 2024 - May 15, 2024 |
| #9 | -0.96% May 17, 2024 - May 31, 2024 | -4.27% Oct 27, 2025 - Dec 23, 2025 |
| #10 | -0.81% Oct 6, 2025 - Oct 21, 2025 | -3.62% Sep 3, 2021 - Nov 1, 2021 |
| #11 | -0.79% Dec 15, 2021 - Dec 21, 2021 | -3.52% Nov 8, 2021 - Dec 27, 2021 |
| #12 | -0.73% Sep 23, 2024 - Oct 14, 2024 | -3.19% Dec 6, 2024 - Jan 22, 2025 |
| #13 | -0.71% Jun 18, 2024 - Jul 3, 2024 | -3.11% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -0.60% Sep 19, 2025 - Oct 6, 2025 | -3.04% Feb 12, 2021 - Apr 1, 2021 |
| #15 | -0.51% Jun 6, 2024 - Jun 13, 2024 | -2.85% May 7, 2021 - Jun 1, 2021 |
Correlation
Correlation between JHPI and OCIO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
JHPI vs OCIO dividend yield comparison.
| Year | JHPI | OCIO |
|---|---|---|
| 2026 | 1.83% | 0.21% |
| 2025 | 5.73% | 10.27% |
| 2024 | 6.32% | 1.87% |
| 2023 | 6.44% | 2.32% |
| 2022 | 6.27% | 3.21% |
| 2021 | 0.24% | 2.83% |
| 2020 | 0.00% | 2.90% |
| 2019 | 0.00% | 2.22% |
| 2018 | 0.00% | 0.01% |
| 2017 | 0.00% | 1.68% |
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