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BTO vs DOL

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF).

5-Year PerformanceDOL has outperformed BTO, delivering a return of +13.2% compared to +5.8%

BTO vs DOL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BTO
$833M
Winner
DOL
$834M
Expense Ratio
BTO
N/A
DOL
0.48%
Max Drawdown
BTO
82.09%
Winner
DOL
63.89%
Sharpe Ratio
BTO
0.78
Winner
DOL
1.37
5Y Beta
BTO
0.85
Winner
DOL
0.63
5Y Dividends CAGR
BTO
8.12%
Winner
DOL
12.23%

BTO vs DOL - Historical Returns

Returns include dividend reinvestment.

1M
BTO
-1.73%
Winner
DOL
+4.34%
3M
Winner
BTO
+10.46%
DOL
+5.53%
6M
Winner
BTO
+12.93%
DOL
+6.43%
1Y
BTO
+15.56%
Winner
DOL
+27.46%
5Y(CAGR)
BTO
+5.81%
Winner
DOL
+13.20%
10Y(CAGR)
Winner
BTO
+10.79%
DOL
+9.78%
Max(CAGR)
Winner
BTO
+8.94%
DOL
+5.97%

BTO vs DOL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBTODOL
2026+16.84%+17.45%
2025+6.98%+37.90%
2024+27.67%+4.93%
2023-2.85%+16.05%
2022-21.25%-7.26%
2021+67.15%+10.74%
2020-9.84%-4.00%
2019+33.57%+19.44%
2018-24.57%-13.40%
2017+13.25%+21.57%
2016+40.90%+4.43%
2015+25.19%-4.18%
2014+5.81%-3.87%
2013+38.22%+18.19%
2012+32.90%+13.34%
2011-16.80%-9.00%
2010+27.86%-0.84%
2009+6.07%+22.52%
2008-34.82%-39.88%
2007-23.16%+13.30%
2006+19.05%+22.10%
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 DOL Drawdown Comparison

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

The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.

The current BTO drawdown is -4.24%. The current DOL drawdown is -0.17%.

RankBTODOL
#1-72.25%
Feb 14, 2007 - May 13, 2013
-60.78%
Oct 31, 2007 - Sep 7, 2017
#2-65.61%
Jan 2, 2020 - Jan 14, 2021
-35.97%
Jan 26, 2018 - Apr 15, 2021
#3-51.73%
Jan 13, 2022 - Feb 2, 2026
-24.60%
Jan 12, 2022 - Jun 15, 2023
#4-36.21%
Nov 16, 1999 - Dec 28, 2000
-12.48%
Jul 12, 2007 - Sep 27, 2007
#5-32.87%
Mar 12, 2018 - Jan 2, 2020
-12.43%
Mar 18, 2025 - Apr 24, 2025
#6-30.89%
Dec 4, 2015 - Aug 17, 2016
-11.33%
Feb 25, 2026 - May 6, 2026
#7-22.13%
May 17, 2002 - May 29, 2003
-9.62%
Sep 26, 2024 - Feb 25, 2025
#8-21.62%
Jan 3, 2001 - Dec 26, 2001
-8.80%
Jul 28, 2023 - Dec 13, 2023
#9-18.03%
Jun 8, 2021 - Aug 25, 2021
-8.04%
Feb 26, 2007 - Apr 3, 2007
#10-17.22%
Mar 5, 2004 - Oct 6, 2004
-6.86%
Aug 13, 2021 - Jan 4, 2022
#11-16.51%
Jul 23, 2015 - Nov 11, 2015
-6.73%
Jul 12, 2024 - Aug 19, 2024
#12-15.21%
Feb 6, 2026 - Jun 24, 2026
-4.93%
Jul 10, 2006 - Jul 28, 2006
#13-15.12%
Jul 3, 2017 - Sep 29, 2017
-4.91%
Nov 12, 2025 - Dec 10, 2025
#14-13.88%
Jul 26, 2013 - Dec 24, 2013
-4.88%
Aug 22, 2006 - Oct 16, 2006
#15-11.96%
May 15, 2013 - Jul 5, 2013
-4.47%
Jun 15, 2021 - Aug 13, 2021

Correlation

Correlation between BTO and DOL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

BTO vs DOL dividend yield comparison.

YearBTODOL
20263.27%1.56%
20257.41%2.83%
20247.28%3.78%
20238.64%4.02%
20227.51%4.47%
20214.72%3.58%
20207.25%2.82%
20196.06%3.50%
20185.94%4.03%
20173.76%3.17%
20165.10%3.58%
20154.75%3.66%
20145.03%5.02%
20135.03%3.20%
20125.91%3.43%
20116.51%4.72%
20105.28%3.47%
20094.06%3.24%
200820.16%6.11%
200728.59%2.02%
200610.61%0.49%
200512.34%0.00%
200410.01%0.00%
20036.13%0.00%
200211.40%0.00%
200114.74%0.00%
20008.73%0.00%

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