AOK vs BTO

Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).

5-Year PerformanceBTO has outperformed AOK, delivering a return of +4.5% compared to +3.5%

AOK vs BTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOK(ETF)	BTO(ETF)
Net Assets	$756M	$758M
Expense Ratio	0.15%	N/A
Max Drawdown	20.42%	82.09%
Sharpe Ratio	1.12	0.64
5Y Beta	0.30	0.88
5Y Dividends CAGR	14.05%	8.12%

Net Assets

AOK

$756M

Winner

BTO

$758M

Expense Ratio

AOK

0.15%

BTO

N/A

Max Drawdown

Winner

AOK

20.42%

BTO

82.09%

Sharpe Ratio

Winner

AOK

1.12

BTO

0.64

5Y Beta

Winner

AOK

0.30

BTO

0.88

5Y Dividends CAGR

Winner

AOK

14.05%

BTO

8.12%

AOK vs BTO - Historical Returns

Returns include dividend reinvestment.

Period	AOK	BTO
1 month	+0.26%	-0.59%
3 months	+1.68%	+5.76%
6 months	+3.17%	+8.87%
1 year	+10.85%	+17.43%
5 years(CAGR)	+3.51%	+4.50%
10 years(CAGR)	+5.02%	+10.47%
Max(CAGR)	+5.35%	+8.66%

Winner

AOK

+0.26%

BTO

-0.59%

AOK

+1.68%

Winner

BTO

+5.76%

AOK

+3.17%

Winner

BTO

+8.87%

AOK

+10.85%

Winner

BTO

+17.43%

5Y(CAGR)

AOK

+3.51%

Winner

BTO

+4.50%

10Y(CAGR)

AOK

+5.02%

Winner

BTO

+10.47%

Max(CAGR)

AOK

+5.35%

Winner

BTO

+8.66%

AOK vs BTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AOK	BTO
2026	+2.77%	+6.93%
2025	+11.44%	+6.98%
2024	+7.10%	+27.67%
2023	+10.30%	-2.85%
2022	-13.75%	-21.25%
2021	+5.03%	+67.15%
2020	+8.81%	-9.84%
2019	+13.65%	+33.57%
2018	-3.25%	-24.57%
2017	+9.60%	+13.25%
2016	+5.60%	+40.90%
2015	-1.07%	+25.19%
2014	+4.47%	+5.81%
2013	+6.05%	+38.22%
2012	+6.34%	+32.90%
2011	+4.24%	-16.80%
2010	+6.63%	+27.86%
2009	+8.46%	+6.07%
2008	+4.06%	-34.82%
2007	N/A	-23.16%
2006	N/A	+19.05%
2005	N/A	-1.85%
2004	N/A	+17.15%
2003	N/A	+45.14%
2002	N/A	+4.70%
2001	N/A	+6.80%
2000	N/A	+21.50%
1999	N/A	-8.76%

AOK vs BTO Drawdown Comparison

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.

The current AOK drawdown is -1.37%. The current BTO drawdown is -5.02%.

Rank	AOK	BTO
#1	-18.94% Nov 5, 2021 - Jul 16, 2024	-72.25% Feb 14, 2007 - May 13, 2013
#2	-14.55% Feb 19, 2020 - Jun 8, 2020	-65.61% Jan 2, 2020 - Jan 14, 2021
#3	-10.84% Nov 25, 2008 - Dec 9, 2008	-51.73% Jan 13, 2022 - Feb 2, 2026
#4	-9.06% Dec 19, 2008 - May 8, 2009	-36.21% Nov 16, 1999 - Dec 28, 2000
#5	-6.42% Apr 24, 2015 - Jun 3, 2016	-32.87% Mar 12, 2018 - Jan 2, 2020
#6	-6.15% Jan 26, 2018 - Mar 15, 2019	-30.89% Dec 4, 2015 - Aug 17, 2016
#7	-5.02% Nov 14, 2008 - Nov 25, 2008	-22.13% May 17, 2002 - May 29, 2003
#8	-4.96% Feb 26, 2025 - May 13, 2025	-21.62% Jan 3, 2001 - Dec 26, 2001
#9	-4.50% Feb 25, 2026 - Apr 17, 2026	-18.03% Jun 8, 2021 - Aug 25, 2021
#10	-4.43% May 21, 2013 - Sep 18, 2013	-17.22% Mar 5, 2004 - Oct 6, 2004
#11	-3.79% May 8, 2009 - Jun 12, 2009	-16.51% Jul 23, 2015 - Nov 11, 2015
#12	-3.68% Jul 22, 2011 - Oct 28, 2011	-15.21% Feb 6, 2026 - Mar 13, 2026
#13	-3.64% Jun 12, 2009 - Aug 4, 2009	-15.12% Jul 3, 2017 - Sep 29, 2017
#14	-3.50% Dec 6, 2024 - Feb 26, 2025	-13.88% Jul 26, 2013 - Dec 24, 2013
#15	-3.41% Sep 7, 2016 - Feb 23, 2017	-11.96% May 15, 2013 - Jul 5, 2013

Correlation

Correlation between AOK and BTO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

AOK vs BTO dividend yield comparison.

Year	AOK	BTO
2026	1.10%	1.76%
2025	3.28%	7.41%
2024	3.23%	7.28%
2023	2.93%	8.64%
2022	2.25%	7.51%
2021	1.55%	4.72%
2020	2.10%	7.25%
2019	2.71%	6.06%
2018	2.68%	5.94%
2017	2.91%	3.76%
2016	2.14%	5.10%
2015	2.02%	4.75%
2014	2.08%	5.03%
2013	1.82%	5.03%
2012	2.05%	5.91%
2011	2.35%	6.51%
2010	1.78%	5.28%
2009	2.33%	4.06%
2008	0.44%	20.16%
2007	0.00%	28.59%
2006	0.00%	10.61%
2005	0.00%	12.34%
2004	0.00%	10.01%
2003	0.00%	6.13%
2002	0.00%	11.40%
2001	0.00%	14.74%
2000	0.00%	8.73%