BTO vs EWI
Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and ISHARES MSCI ITALY ETF (EWI, ETF).
5-Year PerformanceEWI has outperformed BTO, delivering a return of +18.1% compared to +9.1%
BTO vs EWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BTO vs EWI - Historical Returns
Returns include dividend reinvestment.
BTO vs EWI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTO | EWI |
|---|---|---|
| 2026 | +18.84% | +11.87% |
| 2025 | +6.98% | +57.52% |
| 2024 | +27.67% | +11.09% |
| 2023 | -2.85% | +28.42% |
| 2022 | -21.25% | -15.46% |
| 2021 | +67.15% | +13.53% |
| 2020 | -9.84% | +0.31% |
| 2019 | +33.57% | +27.28% |
| 2018 | -24.57% | -17.71% |
| 2017 | +13.25% | +27.26% |
| 2016 | +40.90% | -7.20% |
| 2015 | +25.19% | +2.89% |
| 2014 | +5.81% | -9.42% |
| 2013 | +38.22% | +17.40% |
| 2012 | +32.90% | +10.72% |
| 2011 | -16.80% | -24.38% |
| 2010 | +27.86% | -15.95% |
| 2009 | +6.07% | +20.91% |
| 2008 | -34.82% | -47.20% |
| 2007 | -23.16% | +3.09% |
| 2006 | +19.05% | +27.63% |
| 2005 | -1.85% | +2.44% |
| 2004 | +17.15% | +30.72% |
| 2003 | +45.14% | +34.68% |
| 2002 | +4.70% | -8.68% |
| 2001 | +6.80% | -26.82% |
| 2000 | +21.50% | +0.01% |
| 1999 | -8.76% | +16.28% |
BTO vs EWI Drawdown Comparison
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The maximum drawdown for EWI was -70.40%, occurring on Mar 9, 2009. Recovery took 4472 trading sessions.
The current BTO drawdown is -0.69%. The current EWI drawdown is -1.01%.
| Rank | BTO | EWI |
|---|---|---|
| #1 | -72.25% Feb 14, 2007 - May 13, 2013 | -70.40% May 7, 2007 - Feb 12, 2025 |
| #2 | -65.61% Jan 2, 2020 - Jan 14, 2021 | -49.06% Feb 23, 2000 - Nov 4, 2004 |
| #3 | -51.73% Jan 13, 2022 - Feb 2, 2026 | -16.80% Mar 19, 2025 - Apr 25, 2025 |
| #4 | -36.21% Nov 16, 1999 - Dec 28, 2000 | -12.48% Feb 26, 2026 - Apr 14, 2026 |
| #5 | -32.87% Mar 12, 2018 - Jan 2, 2020 | -11.33% May 10, 2006 - Aug 29, 2006 |
| #6 | -30.89% Dec 4, 2015 - Aug 17, 2016 | -9.60% Sep 9, 2005 - Jan 3, 2006 |
| #7 | -22.13% May 17, 2002 - May 29, 2003 | -7.97% Feb 16, 2007 - Apr 3, 2007 |
| #8 | -21.62% Jan 3, 2001 - Dec 26, 2001 | -7.86% Apr 11, 2005 - Aug 3, 2005 |
| #9 | -18.03% Jun 8, 2021 - Aug 25, 2021 | -6.70% Jan 14, 2000 - Feb 3, 2000 |
| #10 | -17.22% Mar 5, 2004 - Oct 6, 2004 | -6.48% Dec 31, 1999 - Jan 14, 2000 |
| #11 | -16.51% Jul 23, 2015 - Nov 11, 2015 | -6.12% Nov 12, 2025 - Dec 15, 2025 |
| #12 | -15.21% Feb 6, 2026 - Jun 24, 2026 | -4.75% Dec 28, 2004 - Feb 14, 2005 |
| #13 | -15.12% Jul 3, 2017 - Sep 29, 2017 | -4.39% Mar 17, 2006 - Apr 5, 2006 |
| #14 | -13.88% Jul 26, 2013 - Dec 24, 2013 | -4.37% Oct 3, 2025 - Nov 10, 2025 |
| #15 | -11.96% May 15, 2013 - Jul 5, 2013 | -4.35% Aug 11, 2005 - Sep 2, 2005 |
Correlation
Correlation between BTO and EWI is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
BTO vs EWI dividend yield comparison.
| Year | BTO | EWI |
|---|---|---|
| 2026 | 3.22% | 1.94% |
| 2025 | 7.41% | 2.80% |
| 2024 | 7.28% | 4.07% |
| 2023 | 8.64% | 3.40% |
| 2022 | 7.51% | 4.57% |
| 2021 | 4.72% | 2.63% |
| 2020 | 7.25% | 1.66% |
| 2019 | 6.06% | 3.80% |
| 2018 | 5.94% | 4.71% |
| 2017 | 3.76% | 2.19% |
| 2016 | 5.10% | 3.64% |
| 2015 | 4.75% | 2.31% |
| 2014 | 5.03% | 2.51% |
| 2013 | 5.03% | 2.19% |
| 2012 | 5.91% | 2.35% |
| 2011 | 6.51% | 4.65% |
| 2010 | 5.28% | 2.02% |
| 2009 | 4.06% | 2.22% |
| 2008 | 20.16% | 9.37% |
| 2007 | 28.59% | 4.52% |
| 2006 | 10.61% | 2.01% |
| 2005 | 12.34% | 1.98% |
| 2004 | 10.01% | 2.51% |
| 2003 | 6.13% | 3.10% |
| 2002 | 11.40% | 2.58% |
| 2001 | 14.74% | 1.95% |
| 2000 | 8.73% | 9.84% |
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