HPI vs VXUS

HPI vs VXUS

Which is better, HPI or VXUS?

Preferred Stock against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHPIVXUS
Expense Ratio2.31%0.05%Best
AUM$443M$158.1B
Dividend Yield9.80%2.59%
Holdings1758,747
YTD Return+1.63%+15.57%Best
1Y Return+6.94%+27.46%Best
3Y Return (annualized)+11.11%+20.30%Best
5Y Return (annualized)+2.28%+8.96%Best
Volatility (annualized)15.8%15.0%Best
Max Drawdown-59.0%-39.9%Best
$10,000 over 5 years$11,193$15,358Best
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Blend
InceptionAug 27, 2002Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 3, 2026 (15.6 years).

HPI vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.6 years both funds cover.

HPI vs VXUS Performance

John Hancock Preferred Income Fund (HPI) is an ETF from John Hancock Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HPI returned +6.94% while VXUS returned +27.46%. Year to date, HPI is up 1.63% versus a gain of 15.57% for VXUS.

Over three years, HPI compounded at +11.11% per year against +20.30% for VXUS; over five years the annualized figures are +2.28% and +8.96% respectively. Across the full 16-year window we track, VXUS has the edge at +4.90% annualized vs +2.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HPI has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 15.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -59.0% for HPI and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

HPI charges 2.31% per year while VXUS charges 0.05%. On a $10,000 position that is $231 vs $5 annually, a gap of $226 per year that compounds over a long holding period. On income, HPI currently yields 9.80% against 2.59% for VXUS.

Holdings Overlap

HPI already in VXUS7.3%

At least 7.3% of HPI's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

HPI and VXUS share little of their money.

The two holdings books were reported 123 days apart, HPI as of Feb 27, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

7 positions in common, counted across the 94 positions we hold weights for in HPI and 8,094 in VXUS, against full books of 175 and 8,747.

Top Shared Holdings

StockWeight in HPIWeight in VXUSDifference
DTE:FFDeutsche Telekom AG Deutsche Telekom Agnamens Aktien O N1.29%0.21%1.08%
TPG:AUVodafone Hutchison Finance Pty Ltd1.38%0.00%1.38%
SANBanco Santander Sa1.12%0.00%1.12%
HBANHuntington Bancshares Inc./Oh1.08%0.04%1.04%
STX:IESeagate Technolo1.08%0.00%1.08%
UBSG:SMUbs Group Ag Ordinary Shares0.68%0.34%0.34%
CM:CACanadian Imperial Bank Of Commerce0.67%0.23%0.44%

You are not choosing between two funds in isolation.

Whichever of HPI and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HPIVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HPI or VXUS?

HPI has an expense ratio of 2.31% while VXUS charges 0.05%. VXUS is the cheaper option, by $226 a year on a $10,000 investment.

Which performed better, HPI or VXUS?

Over the past year HPI returned +6.94% vs +27.46% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), HPI annualized +2.07% vs +4.90% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HPI or VXUS?

HPI has been the more volatile fund at 15.8% annualized versus 15.0% for VXUS. Worst drawdown: HPI -59.0% vs VXUS -39.9%.

Should I hold both HPI and VXUS?

HPI and VXUS have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HPI and VXUS?

At least 7.3% of HPI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 94 positions we hold weights for in HPI and 8,094 in VXUS.

Which pays a higher dividend, HPI or VXUS?

HPI yields 9.80% while VXUS yields 2.59%, so HPI currently pays the higher dividend yield.

Is VXUS better than HPI?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.