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VFMV vs HPI

Comparison between VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES (VFMV, ETF) and John Hancock Preferred Income Fund (HPI, ETF).

5-Year PerformanceVFMV has outperformed HPI, delivering a return of +9.7% compared to +3.1%

VFMV vs HPI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VFMV
$421M
Winner
HPI
$422M
Expense Ratio
VFMV
0.13%
HPI
N/A
Max Drawdown
Winner
VFMV
33.96%
HPI
74.96%
Sharpe Ratio
Winner
VFMV
0.99
HPI
0.64
5Y Beta
VFMV
0.52
Winner
HPI
0.39
P/E Ratio
VFMV
22.41
HPI
N/A
Forward P/E
VFMV
19.47
HPI
N/A
5Y Dividends CAGR
Winner
VFMV
13.35%
HPI
3.40%
5Y EPS CAGR
VFMV
17.41%
HPI
N/A
Debt to Equity
VFMV
11.86%
HPI
N/A
P/S Ratio
VFMV
2.27
HPI
N/A
P/B Ratio
VFMV
3.29
HPI
N/A

VFMV vs HPI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VFMV
+0.24%
HPI
-0.84%
3M
Winner
VFMV
+1.81%
HPI
+0.59%
6M
Winner
VFMV
+7.43%
HPI
-0.35%
1Y
Winner
VFMV
+12.94%
HPI
+9.35%
5Y(CAGR)
Winner
VFMV
+9.71%
HPI
+3.10%
10Y(CAGR)
Winner
VFMV
+9.80%
HPI
+4.74%
Max(CAGR)
Winner
VFMV
+9.80%
HPI
+6.79%

VFMV vs HPI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearVFMVHPI
2026+8.01%+1.35%
2025+10.61%+5.59%
2024+16.78%+15.53%
2023+8.55%+7.09%
2022-5.36%-15.28%
2021+21.46%+14.58%
2020+0.16%-7.32%
2019+27.53%+28.96%
2018-1.09%-4.69%
2017N/A+12.55%
2016N/A+10.11%
2015N/A+5.09%
2014N/A+22.89%
2013N/A-13.79%
2012N/A+8.81%
2011N/A+24.71%
2010N/A+17.89%
2009N/A+28.42%
2008N/A-19.22%
2007N/A-18.86%
2006N/A+29.77%
2005N/A-6.62%
2004N/A+3.89%
2003N/A+7.98%

VFMV vs HPI Drawdown Comparison

The maximum drawdown for VFMV was -33.63%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.

The maximum drawdown for HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 752 trading sessions.

The current VFMV drawdown is -1.52%. The current HPI drawdown is -3.54%.

RankVFMVHPI
#1-33.63%
Feb 20, 2020 - Jan 20, 2021
-67.57%
Apr 13, 2007 - Apr 8, 2010
#2-16.10%
Sep 14, 2018 - Apr 24, 2019
-57.98%
Feb 11, 2020 - Jun 28, 2021
#3-15.40%
Dec 29, 2021 - Dec 4, 2023
-30.07%
Nov 9, 2021 - Jul 16, 2024
#4-10.35%
Feb 25, 2025 - Jun 10, 2025
-25.26%
May 8, 2013 - Feb 9, 2015
#5-6.24%
Nov 26, 2024 - Feb 19, 2025
-21.51%
Mar 16, 2004 - Oct 18, 2004
#6-6.09%
Feb 12, 2021 - Apr 1, 2021
-21.38%
Sep 5, 2018 - Mar 6, 2019
#7-6.00%
Mar 2, 2026 - Apr 30, 2026
-18.90%
Oct 10, 2024 - Apr 7, 2025
#8-5.36%
Sep 2, 2021 - Nov 3, 2021
-16.96%
Aug 9, 2016 - May 1, 2017
#9-4.37%
Mar 28, 2024 - May 14, 2024
-15.82%
Feb 10, 2005 - Mar 2, 2006
#10-3.92%
Nov 16, 2021 - Dec 15, 2021
-14.70%
Jul 22, 2011 - Aug 29, 2011
#11-3.76%
Jan 25, 2021 - Feb 8, 2021
-13.13%
Apr 8, 2010 - Jul 21, 2010
#12-3.65%
Jul 31, 2024 - Aug 15, 2024
-12.39%
Aug 8, 2012 - Jan 17, 2013
#13-3.35%
Mar 12, 2018 - Apr 12, 2018
-10.19%
Apr 10, 2015 - Jan 5, 2016
#14-3.24%
Jul 29, 2019 - Sep 4, 2019
-9.74%
Sep 9, 2010 - May 4, 2011
#15-3.10%
Sep 11, 2025 - Nov 26, 2025
-9.07%
Oct 1, 2019 - Feb 10, 2020

Correlation

Correlation between VFMV and HPI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2003 - 2026)

VFMV vs HPI dividend yield comparison.

YearVFMVHPI
20260.33%3.08%
20252.12%9.15%
20241.46%8.91%
20232.20%9.39%
20222.08%9.23%
20211.31%7.14%
20202.14%7.53%
20192.43%7.69%
20182.29%8.92%
20170.00%7.84%
20160.00%8.26%
20150.00%7.69%
20140.00%8.23%
20130.00%9.41%
20120.00%7.67%
20110.00%8.18%
20100.00%7.97%
20090.00%9.06%
20080.00%13.42%
20070.00%10.61%
20060.00%8.12%
20050.00%9.79%
20040.00%8.69%
20030.00%5.39%

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