BTO vs AGIX

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and KRANESHARES ARTIFICIAL INTELLIGENCE AND TECHNOLOGY ETF (AGIX, ETF).

BTO vs AGIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	AGIX(ETF)
Net Assets	$803M	$807M
Expense Ratio	N/A	0.99%
Max Drawdown	82.09%	31.48%
Sharpe Ratio	0.79	1.17
5Y Beta	0.87	1.50
P/E Ratio	N/A	80.95
Forward P/E	N/A	31.80
5Y Dividends CAGR	8.12%	N/A
5Y EPS CAGR	N/A	32.32%
Debt to Equity	N/A	-12.58%
P/S Ratio	N/A	9.36
P/B Ratio	N/A	11.29

Net Assets

BTO

$803M

Winner

AGIX

$807M

Expense Ratio

BTO

N/A

AGIX

0.99%

Max Drawdown

BTO

82.09%

Winner

AGIX

31.48%

Sharpe Ratio

BTO

0.79

Winner

AGIX

1.17

5Y Beta

Winner

BTO

0.87

AGIX

1.50

P/E Ratio

BTO

N/A

AGIX

80.95

Forward P/E

BTO

N/A

AGIX

31.80

5Y Dividends CAGR

BTO

8.12%

AGIX

N/A

5Y EPS CAGR

BTO

N/A

AGIX

32.32%

Debt to Equity

BTO

N/A

AGIX

-12.58%

P/S Ratio

BTO

N/A

AGIX

9.36

P/B Ratio

BTO

N/A

AGIX

11.29

BTO vs AGIX - Historical Returns

Returns include dividend reinvestment.

Period	BTO	AGIX
1 month	+7.58%	-6.32%
3 months	+11.10%	+13.64%
6 months	+12.31%	+23.70%
1 year	+20.13%	+38.01%
5 years(CAGR)	+9.11%	N/A
10 years(CAGR)	+11.63%	N/A
Max(CAGR)	+9.05%	+34.34%

Winner

BTO

+7.58%

AGIX

-6.32%

BTO

+11.10%

Winner

AGIX

+13.64%

BTO

+12.31%

Winner

AGIX

+23.70%

BTO

+20.13%

Winner

AGIX

+38.01%

5Y(CAGR)

BTO

+9.11%

AGIX

N/A

10Y(CAGR)

BTO

+11.63%

AGIX

N/A

Max(CAGR)

BTO

+9.05%

Winner

AGIX

+34.34%

BTO vs AGIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	AGIX
2026	+18.84%	+21.39%
2025	+6.98%	+29.35%
2024	+27.67%	+15.47%
2023	-2.85%	N/A
2022	-21.25%	N/A
2021	+67.15%	N/A
2020	-9.84%	N/A
2019	+33.57%	N/A
2018	-24.57%	N/A
2017	+13.25%	N/A
2016	+40.90%	N/A
2015	+25.19%	N/A
2014	+5.81%	N/A
2013	+38.22%	N/A
2012	+32.90%	N/A
2011	-16.80%	N/A
2010	+27.86%	N/A
2009	+6.07%	N/A
2008	-34.82%	N/A
2007	-23.16%	N/A
2006	+19.05%	N/A
2005	-1.85%	N/A
2004	+17.15%	N/A
2003	+45.14%	N/A
2002	+4.70%	N/A
2001	+6.80%	N/A
2000	+21.50%	N/A
1999	-8.76%	N/A

BTO vs AGIX Drawdown Comparison

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

The maximum drawdown for AGIX was -31.48%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current BTO drawdown is -0.69%. The current AGIX drawdown is -10.93%.

Rank	BTO	AGIX
#1	-72.25% Feb 14, 2007 - May 13, 2013	-31.48% Feb 18, 2025 - Jun 27, 2025
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-19.87% Oct 31, 2025 - Apr 22, 2026
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-13.85% Jun 1, 2026 - Jul 17, 2026
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-12.71% Jul 23, 2024 - Sep 24, 2024
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-6.30% Dec 16, 2024 - Jan 22, 2025
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-4.11% Jul 28, 2025 - Aug 7, 2025
#7	-22.13% May 17, 2002 - May 29, 2003	-4.04% Jan 23, 2025 - Feb 5, 2025
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-3.96% May 14, 2026 - May 21, 2026
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-3.92% Sep 22, 2025 - Oct 6, 2025
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-3.66% Oct 9, 2025 - Oct 27, 2025
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-3.48% Oct 29, 2024 - Nov 6, 2024
#12	-15.21% Feb 6, 2026 - Jun 24, 2026	-3.25% Nov 13, 2024 - Nov 21, 2024
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-2.97% Oct 14, 2024 - Oct 29, 2024
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-2.89% Aug 28, 2025 - Sep 8, 2025
#15	-11.96% May 15, 2013 - Jul 5, 2013	-2.88% Sep 26, 2024 - Oct 8, 2024

Correlation

Correlation between BTO and AGIX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

BTO vs AGIX dividend yield comparison.

Year	BTO	AGIX
2026	3.22%	0.00%
2025	7.41%	1.21%
2024	7.28%	0.77%
2023	8.64%	0.00%
2022	7.51%	0.00%
2021	4.72%	0.00%
2020	7.25%	0.00%
2019	6.06%	0.00%
2018	5.94%	0.00%
2017	3.76%	0.00%
2016	5.10%	0.00%
2015	4.75%	0.00%
2014	5.03%	0.00%
2013	5.03%	0.00%
2012	5.91%	0.00%
2011	6.51%	0.00%
2010	5.28%	0.00%
2009	4.06%	0.00%
2008	20.16%	0.00%
2007	28.59%	0.00%
2006	10.61%	0.00%
2005	12.34%	0.00%
2004	10.01%	0.00%
2003	6.13%	0.00%
2002	11.40%	0.00%
2001	14.74%	0.00%
2000	8.73%	0.00%