KBWD vs HPI
Comparison between INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF) and John Hancock Preferred Income Fund (HPI, ETF).
5-Year PerformanceHPI has outperformed KBWD, delivering a return of +2.8% compared to +1.5%
KBWD vs HPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KBWD vs HPI - Historical Returns
Returns include dividend reinvestment.
KBWD vs HPI - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | KBWD | HPI |
|---|---|---|
| 2026 | -1.00% | +3.19% |
| 2025 | +4.97% | +5.59% |
| 2024 | +3.57% | +15.53% |
| 2023 | +18.07% | +7.09% |
| 2022 | -20.04% | -15.28% |
| 2021 | +34.26% | +14.58% |
| 2020 | -15.52% | -7.32% |
| 2019 | +19.44% | +28.96% |
| 2018 | -8.64% | -4.69% |
| 2017 | +10.24% | +12.55% |
| 2016 | +20.65% | +10.11% |
| 2015 | -10.90% | +5.09% |
| 2014 | +8.90% | +22.89% |
| 2013 | +14.97% | -13.79% |
| 2012 | +14.65% | +8.81% |
| 2011 | -1.23% | +24.71% |
| 2010 | +3.90% | +17.89% |
| 2009 | N/A | +28.42% |
| 2008 | N/A | -19.22% |
| 2007 | N/A | -18.86% |
| 2006 | N/A | +29.77% |
| 2005 | N/A | -6.62% |
| 2004 | N/A | +3.89% |
| 2003 | N/A | +7.98% |
KBWD vs HPI Drawdown Comparison
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The maximum drawdown for HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 752 trading sessions.
The current KBWD drawdown is -7.02%. The current HPI drawdown is -1.79%.
| Rank | KBWD | HPI |
|---|---|---|
| #1 | -58.56% Feb 20, 2020 - Apr 26, 2021 | -67.57% Apr 13, 2007 - Apr 8, 2010 |
| #2 | -30.73% Nov 8, 2021 - Jul 16, 2024 | -57.98% Feb 11, 2020 - Jun 28, 2021 |
| #3 | -29.10% Apr 23, 2015 - Nov 11, 2016 | -30.07% Nov 9, 2021 - Jul 16, 2024 |
| #4 | -19.65% Feb 19, 2025 - Jan 8, 2026 | -25.26% May 8, 2013 - Feb 9, 2015 |
| #5 | -18.44% Aug 30, 2018 - Nov 7, 2019 | -21.51% Mar 16, 2004 - Oct 18, 2004 |
| #6 | -17.67% Jul 7, 2011 - Jan 20, 2012 | -21.38% Sep 5, 2018 - Mar 6, 2019 |
| #7 | -15.03% Jan 16, 2026 - Mar 27, 2026 | -18.90% Oct 10, 2024 - Apr 7, 2025 |
| #8 | -12.94% Sep 14, 2012 - Jan 17, 2013 | -16.96% Aug 9, 2016 - May 1, 2017 |
| #9 | -9.70% May 17, 2013 - Oct 22, 2013 | -15.82% Feb 10, 2005 - Mar 2, 2006 |
| #10 | -8.75% Jul 23, 2024 - Nov 29, 2024 | -14.70% Jul 22, 2011 - Aug 29, 2011 |
| #11 | -8.48% Oct 20, 2017 - Apr 27, 2018 | -13.13% Apr 8, 2010 - Jul 21, 2010 |
| #12 | -7.79% Jun 8, 2021 - Oct 14, 2021 | -12.39% Aug 8, 2012 - Jan 17, 2013 |
| #13 | -6.82% Nov 29, 2024 - Jan 31, 2025 | -10.19% Apr 10, 2015 - Jan 5, 2016 |
| #14 | -6.33% Apr 27, 2017 - Aug 1, 2017 | -9.74% Sep 9, 2010 - May 4, 2011 |
| #15 | -5.94% Apr 27, 2012 - Jun 19, 2012 | -9.07% Oct 1, 2019 - Feb 10, 2020 |
Correlation
Correlation between KBWD and HPI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
KBWD vs HPI dividend yield comparison.
| Year | KBWD | HPI |
|---|---|---|
| 2026 | 9.08% | 5.42% |
| 2025 | 12.83% | 9.15% |
| 2024 | 12.45% | 8.91% |
| 2023 | 11.45% | 9.39% |
| 2022 | 11.32% | 9.23% |
| 2021 | 7.26% | 7.14% |
| 2020 | 9.68% | 7.53% |
| 2019 | 8.63% | 7.69% |
| 2018 | 9.47% | 8.92% |
| 2017 | 8.77% | 7.84% |
| 2016 | 8.68% | 8.26% |
| 2015 | 8.89% | 7.69% |
| 2014 | 8.31% | 8.23% |
| 2013 | 7.68% | 9.41% |
| 2012 | 9.03% | 7.67% |
| 2011 | 13.00% | 8.18% |
| 2010 | 0.00% | 7.97% |
| 2009 | 0.00% | 9.06% |
| 2008 | 0.00% | 13.42% |
| 2007 | 0.00% | 10.61% |
| 2006 | 0.00% | 8.12% |
| 2005 | 0.00% | 9.79% |
| 2004 | 0.00% | 8.69% |
| 2003 | 0.00% | 5.39% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks