BGDV vs BTO
Comparison between BAHL & GAYNOR DIVIDEND ETF (BGDV, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).
BGDV vs BTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGDV
$805M
BTO
$803M
Expense Ratio
BGDV
0.45%
BTO
N/A
Max Drawdown
Winner
BGDV
15.07%
BTO
82.09%
Sharpe Ratio
Winner
BGDV
1.55
BTO
0.79
5Y Beta
Winner
BGDV
0.75
BTO
0.87
P/E Ratio
BGDV
27.29
BTO
N/A
Forward P/E
BGDV
20.96
BTO
N/A
PEG Ratio
BGDV
0.49
BTO
N/A
5Y Dividends CAGR
BGDV
N/A
BTO
8.12%
5Y EPS CAGR
BGDV
22.75%
BTO
N/A
P/S Ratio
BGDV
2.64
BTO
N/A
P/B Ratio
BGDV
5.33
BTO
N/A
BGDV vs BTO - Historical Returns
Returns include dividend reinvestment.
1M
BGDV
+0.49%
Winner
BTO
+7.58%
3M
BGDV
+6.10%
Winner
BTO
+11.10%
6M
BGDV
+10.98%
Winner
BTO
+12.31%
1Y
Winner
BGDV
+23.38%
BTO
+20.13%
5Y(CAGR)
BGDV
N/A
BTO
+9.11%
10Y(CAGR)
BGDV
N/A
BTO
+11.63%
Max(CAGR)
Winner
BGDV
+16.28%
BTO
+9.05%
BGDV vs BTO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BGDV | BTO |
|---|---|---|
| 2026 | +13.32% | +18.84% |
| 2025 | +13.71% | +6.98% |
| 2024 | -1.86% | +27.67% |
| 2023 | N/A | -2.85% |
| 2022 | N/A | -21.25% |
| 2021 | N/A | +67.15% |
| 2020 | N/A | -9.84% |
| 2019 | N/A | +33.57% |
| 2018 | N/A | -24.57% |
| 2017 | N/A | +13.25% |
| 2016 | N/A | +40.90% |
| 2015 | N/A | +25.19% |
| 2014 | N/A | +5.81% |
| 2013 | N/A | +38.22% |
| 2012 | N/A | +32.90% |
| 2011 | N/A | -16.80% |
| 2010 | N/A | +27.86% |
| 2009 | N/A | +6.07% |
| 2008 | N/A | -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% |
BGDV vs BTO Drawdown Comparison
The maximum drawdown for BGDV was -14.80%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The current BGDV drawdown is -0.17%. The current BTO drawdown is -0.69%.
| Rank | BGDV | BTO |
|---|---|---|
| #1 | -14.80% Jan 24, 2025 - Jul 1, 2025 | -72.25% Feb 14, 2007 - May 13, 2013 |
| #2 | -8.40% Feb 25, 2026 - Apr 17, 2026 | -65.61% Jan 2, 2020 - Jan 14, 2021 |
| #3 | -4.50% Dec 16, 2024 - Jan 21, 2025 | -51.73% Jan 13, 2022 - Feb 2, 2026 |
| #4 | -3.14% Oct 8, 2025 - Nov 25, 2025 | -36.21% Nov 16, 1999 - Dec 28, 2000 |
| #5 | -2.86% Jul 25, 2025 - Aug 13, 2025 | -32.87% Mar 12, 2018 - Jan 2, 2020 |
| #6 | -2.73% Dec 11, 2025 - Jan 6, 2026 | -30.89% Dec 4, 2015 - Aug 17, 2016 |
| #7 | -1.68% Jan 16, 2026 - Jan 22, 2026 | -22.13% May 17, 2002 - May 29, 2003 |
| #8 | -1.64% Sep 11, 2025 - Oct 1, 2025 | -21.62% Jan 3, 2001 - Dec 26, 2001 |
| #9 | -1.62% May 14, 2026 - May 26, 2026 | -18.03% Jun 8, 2021 - Aug 25, 2021 |
| #10 | -1.61% Jun 4, 2026 - Jun 15, 2026 | -17.22% Mar 5, 2004 - Oct 6, 2004 |
| #11 | -1.55% Jul 3, 2025 - Jul 17, 2025 | -16.51% Jul 23, 2015 - Nov 11, 2015 |
| #12 | -1.42% May 6, 2026 - May 14, 2026 | -15.21% Feb 6, 2026 - Jun 24, 2026 |
| #13 | -1.36% Jun 18, 2026 - Jul 6, 2026 | -15.12% Jul 3, 2017 - Sep 29, 2017 |
| #14 | -1.14% Nov 28, 2025 - Dec 10, 2025 | -13.88% Jul 26, 2013 - Dec 24, 2013 |
| #15 | -1.06% Jul 10, 2026 - Jul 20, 2026 | -11.96% May 15, 2013 - Jul 5, 2013 |
Correlation
Correlation between BGDV and BTO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2000 - 2026)
BGDV vs BTO dividend yield comparison.
| Year | BGDV | BTO |
|---|---|---|
| 2026 | 0.43% | 3.22% |
| 2025 | 1.13% | 7.41% |
| 2024 | 0.09% | 7.28% |
| 2023 | 0.00% | 8.64% |
| 2022 | 0.00% | 7.51% |
| 2021 | 0.00% | 4.72% |
| 2020 | 0.00% | 7.25% |
| 2019 | 0.00% | 6.06% |
| 2018 | 0.00% | 5.94% |
| 2017 | 0.00% | 3.76% |
| 2016 | 0.00% | 5.10% |
| 2015 | 0.00% | 4.75% |
| 2014 | 0.00% | 5.03% |
| 2013 | 0.00% | 5.03% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 6.51% |
| 2010 | 0.00% | 5.28% |
| 2009 | 0.00% | 4.06% |
| 2008 | 0.00% | 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% |
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