JHPI vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricJHPIVXUSWinner
Expense Ratio0.54%0.05%
AUM$212M$156.5B
Dividend Yield5.68%2.60%
Holdings2078,747
YTD Return+1.11%+14.07%
1Y Return+4.37%+27.24%
3Y Return (annualized)+8.46%+19.27%
5Y Return (annualized)-+9.14%
Volatility (annualized)8.3%15.1%
Max Drawdown-13.4%-39.9%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
InceptionDec 14, 2021Jan 26, 2011

JHPI vs VXUS Performance

John Hancock Preferred Income ETF (JHPI) is a ETF from John Hancock Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JHPI returned +4.37% while VXUS returned +27.24%. Year to date, JHPI is up 1.11% versus a gain of 14.07% for VXUS.

Over three years, JHPI compounded at +8.46% per year against +19.27% for VXUS. Across the full 5-year window we track, VXUS has the edge at +4.83% annualized vs +3.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.3% for JHPI. 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 -13.4% for JHPI and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JHPI charges 0.54% per year while VXUS charges 0.05%. On a $10,000 position that is $54 vs $5 annually, a gap of $49 per year that compounds over a long holding period. On income, JHPI currently yields 5.68% against 2.60% for VXUS.

Holdings Overlap

1.0%overlap

JHPI and VXUS share 6 holdings out of 8022 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHPIWeight in VXUSDifference
RY:CA0.81%0.53%0.28%
CM:CA0.77%0.21%0.56%
HBAN0.64%0.05%0.59%
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ORCLProProPro
BNS:CAProProPro
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Frequently Asked Questions

Which is cheaper, JHPI or VXUS?

JHPI has an expense ratio of 0.54% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, JHPI or VXUS?

Over the past year JHPI returned +4.37% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), JHPI annualized +3.55% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, JHPI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 8.3% for JHPI. Worst drawdown: JHPI -13.4% vs VXUS -39.9%.

Should I hold both JHPI and VXUS?

JHPI and VXUS have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHPI and VXUS?

JHPI and VXUS share 6 common holdings with a 1.0% weight overlap. Combined, they hold 8022 unique securities.

Which pays a higher dividend, JHPI or VXUS?

JHPI yields 5.68% while VXUS yields 2.60%, so JHPI currently pays the higher dividend yield.

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