BTO vs AOK

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

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

BTO vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

BTO

$758M

AOK

$756M

Expense Ratio

BTO

N/A

AOK

0.15%

Max Drawdown

BTO

82.09%

Winner

AOK

20.42%

Sharpe Ratio

BTO

0.64

Winner

AOK

1.12

5Y Beta

BTO

0.88

Winner

AOK

0.30

5Y Dividends CAGR

BTO

8.12%

Winner

AOK

14.05%

BTO vs AOK - Historical Returns

Returns include dividend reinvestment.

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

BTO

-0.59%

Winner

AOK

+0.26%

Winner

BTO

+5.76%

AOK

+1.68%

Winner

BTO

+8.87%

AOK

+3.17%

Winner

BTO

+17.43%

AOK

+10.85%

5Y(CAGR)

Winner

BTO

+4.50%

AOK

+3.51%

10Y(CAGR)

Winner

BTO

+10.47%

AOK

+5.02%

Max(CAGR)

Winner

BTO

+8.66%

AOK

+5.35%

BTO vs AOK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	AOK
2026	+6.93%	+2.77%
2025	+6.98%	+11.44%
2024	+27.67%	+7.10%
2023	-2.85%	+10.30%
2022	-21.25%	-13.75%
2021	+67.15%	+5.03%
2020	-9.84%	+8.81%
2019	+33.57%	+13.65%
2018	-24.57%	-3.25%
2017	+13.25%	+9.60%
2016	+40.90%	+5.60%
2015	+25.19%	-1.07%
2014	+5.81%	+4.47%
2013	+38.22%	+6.05%
2012	+32.90%	+6.34%
2011	-16.80%	+4.24%
2010	+27.86%	+6.63%
2009	+6.07%	+8.46%
2008	-34.82%	+4.06%
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 AOK Drawdown Comparison

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

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

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

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

Correlation

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

0.95

-101

Dividend Comparison (2000 - 2026)

BTO vs AOK dividend yield comparison.

Year	BTO	AOK
2026	1.76%	1.10%
2025	7.41%	3.28%
2024	7.28%	3.23%
2023	8.64%	2.93%
2022	7.51%	2.25%
2021	4.72%	1.55%
2020	7.25%	2.10%
2019	6.06%	2.71%
2018	5.94%	2.68%
2017	3.76%	2.91%
2016	5.10%	2.14%
2015	4.75%	2.02%
2014	5.03%	2.08%
2013	5.03%	1.82%
2012	5.91%	2.05%
2011	6.51%	2.35%
2010	5.28%	1.78%
2009	4.06%	2.33%
2008	20.16%	0.44%
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%