Screener
JHPI vs JPIE
John Hancock Preferred Income ETF vs JPMorgan Income ETF
Key differences
Both JHPI and JPIE are fixed income ETFs. JHPI charges 0.54% a year and JPIE 0.39%. The main difference: JPIE costs 0.15% less per year.
- JPIE costs 0.15% less per year.
- JPIE is much larger than JHPI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JHPI has delivered higher annualized returns.
Side-by-side comparison
| JHPI | JPIE | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.39% |
| Fund size (AUM) | $197M | $9.1B |
| Since | 2021 | 2021 |
| Dividend yield | 5.80% | 5.60% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.6% | +5.9% |
| CAGR 3Y | +9.0% | +6.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.10 | 1.02 |
| Volatility 1Y | 3.38% | 1.59% |
| Max drawdown | -13.45% | -9.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.