JXI vs HPF
Comparison between ISHARES GLOBAL UTILITIES ETF (JXI, ETF) and John Hancock Preferred Income Fund II (HPF, ETF).
5-Year PerformanceJXI has outperformed HPF, delivering a return of +9.5% compared to +2.9%
JXI vs HPF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JXI vs HPF - Historical Returns
Returns include dividend reinvestment.
JXI vs HPF - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | JXI | HPF |
|---|---|---|
| 2026 | +5.50% | +2.06% |
| 2025 | +25.05% | +5.47% |
| 2024 | +12.72% | +11.75% |
| 2023 | +0.76% | +9.70% |
| 2022 | -3.75% | -18.34% |
| 2021 | +12.21% | +19.11% |
| 2020 | +5.98% | -7.71% |
| 2019 | +25.43% | +24.95% |
| 2018 | +2.68% | -4.87% |
| 2017 | +15.13% | +13.87% |
| 2016 | +7.20% | +11.23% |
| 2015 | -7.16% | +3.45% |
| 2014 | +17.43% | +22.16% |
| 2013 | +10.81% | -12.91% |
| 2012 | +2.09% | +10.84% |
| 2011 | -3.41% | +22.05% |
| 2010 | -2.83% | +18.20% |
| 2009 | +6.14% | +34.03% |
| 2008 | -28.31% | -22.68% |
| 2007 | +22.04% | -20.11% |
| 2006 | +14.27% | +30.35% |
| 2005 | N/A | -7.39% |
| 2004 | N/A | +5.52% |
| 2003 | N/A | +13.94% |
| 2002 | N/A | -0.04% |
JXI vs HPF Drawdown Comparison
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The maximum drawdown for HPF was -66.58%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current JXI drawdown is -6.21%. The current HPF drawdown is -2.94%.
| Rank | JXI | HPF |
|---|---|---|
| #1 | -50.23% Dec 6, 2007 - May 19, 2017 | -66.58% May 10, 2007 - Jul 22, 2010 |
| #2 | -34.20% Feb 18, 2020 - Apr 15, 2021 | -54.74% Feb 19, 2020 - Apr 1, 2021 |
| #3 | -22.43% Apr 8, 2022 - May 9, 2024 | -31.20% Aug 30, 2021 - Sep 16, 2024 |
| #4 | -12.65% Sep 11, 2017 - Dec 3, 2018 | -24.59% May 8, 2013 - Jan 9, 2015 |
| #5 | -10.44% Oct 16, 2024 - Apr 3, 2025 | -21.13% Mar 31, 2004 - Nov 26, 2004 |
| #6 | -9.43% Jun 1, 2007 - Sep 26, 2007 | -17.84% Sep 12, 2018 - Jan 31, 2019 |
| #7 | -8.93% Aug 20, 2021 - Dec 28, 2021 | -16.95% Sep 8, 2016 - May 26, 2017 |
| #8 | -8.17% Apr 3, 2025 - Apr 22, 2025 | -16.90% Oct 10, 2024 - Apr 8, 2025 |
| #9 | -8.09% Apr 9, 2026 - Jun 1, 2026 | -15.14% Feb 9, 2005 - Mar 22, 2006 |
| #10 | -7.52% Dec 31, 2021 - Mar 29, 2022 | -13.58% Jul 22, 2011 - Aug 29, 2011 |
| #11 | -6.87% Feb 27, 2026 - Apr 9, 2026 | -11.26% Apr 24, 2015 - Jan 8, 2016 |
| #12 | -6.62% Feb 26, 2007 - Mar 21, 2007 | -11.24% Oct 16, 2012 - Mar 20, 2013 |
| #13 | -6.54% Dec 13, 2018 - Jan 31, 2019 | -9.84% Sep 9, 2010 - May 3, 2011 |
| #14 | -6.39% May 21, 2024 - Jul 31, 2024 | -9.53% Aug 3, 2017 - Jun 8, 2018 |
| #15 | -4.88% Apr 20, 2021 - Aug 5, 2021 | -9.52% Aug 31, 2011 - Dec 22, 2011 |
Correlation
Correlation between JXI and HPF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
JXI vs HPF dividend yield comparison.
| Year | JXI | HPF |
|---|---|---|
| 2026 | 0.00% | 3.90% |
| 2025 | 2.56% | 9.22% |
| 2024 | 3.02% | 8.95% |
| 2023 | 3.58% | 9.39% |
| 2022 | 3.13% | 9.45% |
| 2021 | 2.78% | 7.10% |
| 2020 | 2.65% | 7.80% |
| 2019 | 3.43% | 7.32% |
| 2018 | 3.16% | 8.96% |
| 2017 | 3.62% | 7.82% |
| 2016 | 4.77% | 8.30% |
| 2015 | 3.78% | 7.85% |
| 2014 | 3.55% | 8.26% |
| 2013 | 4.30% | 9.39% |
| 2012 | 4.19% | 7.76% |
| 2011 | 4.67% | 8.41% |
| 2010 | 4.24% | 8.00% |
| 2009 | 3.49% | 9.10% |
| 2008 | 5.23% | 14.09% |
| 2007 | 0.78% | 9.97% |
| 2006 | 0.58% | 9.02% |
| 2005 | 0.00% | 10.32% |
| 2004 | 0.00% | 8.59% |
| 2003 | 0.00% | 9.17% |
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