HPS ETF

HPS ETF
$14.21
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Fund Essentials - as of Feb 27, 2026

Net Assets
$474M
Expense Ratio
1.81%
Dividend Yield (Current)
9.76%
Holdings
175
Inception Date
Jun 18, 2003
Fund Family
John Hancock Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.26%
1 Year+3.84%
3 Year+9.49%
5 Year+2.97%
10 Year+8.69%

Asset Allocation

Stocks: 82.42%
Bonds: 17.00%
Cash: 0.06%
Other: 0.53%
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Top Holdings

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TickerNameWeight
-China Govt Bond CNY 3.27% 11-19-3029.77%
-B0512011 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260510 3.644%, 05/10/202614.88%
-B6073690 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20261226 3.652%, 12/26/20267.47%
WFCWells Fargo & Co.2.94%
BAC.KBank Of America Corp2.57%
Top 10 Concentration: 68.28%Report Date: Feb 27, 2026
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Dividend Summary

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Dividend Yield (Current)
9.76%
Frequency
Monthly
Latest Distribution
$0.11
Aug 13, 2026
12M Distributions
12 payments
Total: $1.32

Peer Comparison

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

HPS ETF Overview

HPS ETF (John Hancock Preferred Income Fund III) is managed by John Hancock Investment Management with $474.0M in net assets. HPS expense ratio is 1.81%, holding 175 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2003-06-18.

HPS performance shows a YTD return of -0.26%. The 1-year return is 3.84% and the 5-year return is 2.97%. HPS dividend yield stands at 9.76%, paid monthly.

HPS top holdings include China Govt Bond CNY 3.27% 11-19-30 (29.8%), B0512011 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260510 3.644%, 05/10/2026 (14.9%), B6073690 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20261226 3.652%, 12/26/2026 (7.5%), Wells Fargo & Co. (2.9%), Bank Of America Corp (2.6%). Go to all HPS holdings, HPS sectors, or HPS dividends.

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

1 Month
-0.30%
YTD
-0.26%
1 Year
+3.84%
3 Year
+9.49%

Top 10 Holdings (net long exposure of 126% (≈2x))

#TickerNameSectorWeight
1-China Govt Bond CNY 3.27% 11-19-30Other29.77%
2-B0512011 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20260510 3.644%, 05/10/2026Other14.88%
3-B6073690 Irs USD R V 00Msofr Ccpois--USD-Federal Funds-H.15-Ois-Compound-20261226 3.652%, 12/26/2026Other7.47%
4WFCWells Fargo & Co.Financials2.94%
5BAC.KBank Of America CorpFinancials2.57%
6PNX:PHPhoenix Petroleum Philippines IncUnknown2.34%
7ATHAthene Holding Ltd. Class AUnknown2.20%
8VST:MBVst Tillers Tractors LtdUnknown2.15%
9TDSTelephone And Data System Preferred StockCommunication Services2.04%
10C:ARCitigroup Global Markets Holdings, Inc.Unknown1.92%