Screener
JPIE vs JHPI
JPMorgan Income ETF vs John Hancock Preferred Income ETF
Key differences
Both JPIE and JHPI are fixed income ETFs. JPIE charges 0.39% a year and JHPI 0.54%. 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
| JPIE | JHPI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.54% |
| Fund size (AUM) | $9.1B | $197M |
| Since | 2021 | 2021 |
| Dividend yield | 5.60% | 5.80% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.9% | +7.6% |
| CAGR 3Y | +6.5% | +9.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | 1.10 |
| Volatility 1Y | 1.59% | 3.38% |
| Max drawdown | -9.96% | -13.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.