HPF ETF

HPF ETF
$14.57
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Fund Essentials - as of Dec 31, 2025

Net Assets
$355M
Expense Ratio
1.82%
Dividend Yield (Current)
9.88%
Holdings
169
Inception Date
Nov 29, 2002
Fund Family
John Hancock Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.34%
1 Year+3.84%
3 Year+9.53%
5 Year+2.84%
10 Year+8.71%

Asset Allocation

Stocks: 41.21%
Bonds: 57.80%
Cash: 0.47%
Other: 0.52%
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Top Holdings

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TickerNameWeight
-B0354865 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260503 3.795%, 05/03/202630.36%
-B0512009 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260510 3.783%, 05/10/202615.04%
-B6073684 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20261226 3.641%, 12/26/20267.37%
WFCWells Fargo & Co.2.65%
BAC.KBank Of America Corp2.56%
Top 10 Concentration: 68.54%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
9.88%
Frequency
Monthly
Latest Distribution
$0.12
Sep 11, 2026
12M Distributions
12 payments
Total: $1.48

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

HPF ETF Overview

HPF ETF (John Hancock Preferred Income Fund II) is managed by John Hancock Investment Management with $354.8M in net assets. HPF expense ratio is 1.82%, holding 169 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2002-11-29.

HPF performance shows a YTD return of -0.34%. The 1-year return is 3.84% and the 5-year return is 2.84%. HPF dividend yield stands at 9.88%, paid monthly.

HPF top holdings include B0354865 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260503 3.795%, 05/03/2026 (30.4%), B0512009 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260510 3.783%, 05/10/2026 (15.0%), B6073684 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20261226 3.641%, 12/26/2026 (7.4%), Wells Fargo & Co. (2.6%), Bank Of America Corp (2.6%). Go to all HPF holdings, HPF sectors, or HPF dividends.

HPF can be compared against other funds. Use HPF overlap to find shared positions, or HPF vs another fund for a side-by-side view. HPF alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.31%
YTD
-0.34%
1 Year
+3.84%
3 Year
+9.53%

Top 10 Holdings (net long exposure of 142% (≈2x))

#TickerNameSectorWeight
1-B0354865 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260503 3.795%, 05/03/2026Other30.36%
2-B0512009 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260510 3.783%, 05/10/2026Other15.04%
3-B6073684 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20261226 3.641%, 12/26/2026Other7.37%
4WFCWells Fargo & Co.Financials2.65%
5BAC.KBank Of America CorpFinancials2.56%
6-Citigroup Capital Xiii 10.470%, 10/30/2040 10.47 2040-10-40Other2.34%
7ATHAthene Holding Ltd. Class AUnknown2.20%
8-Vistra Corp. 8.875%, 07/15/2174Other2.18%
9-Goldman Sachs Group, Inc. 7.500%, 02/10/2174 7.5 2174-02-74Other1.93%
10-Energy Transfer Lp 7.125%, 05/15/2174 7.125 2174-05-74Other1.91%