BTO vs EYLD

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and CAMBRIA EMERGING SHAREHOLDER YIELD ETF (EYLD, ETF).

5-Year PerformanceEYLD has outperformed BTO, delivering a return of +9.0% compared to +4.5%

BTO vs EYLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	EYLD(ETF)
Net Assets	$758M	$759M
Expense Ratio	N/A	0.65%
Max Drawdown	82.09%	48.21%
Sharpe Ratio	0.64	1.60
5Y Beta	0.88	0.66
5Y Dividends CAGR	8.12%	17.26%

Net Assets

BTO

$758M

Winner

EYLD

$759M

Expense Ratio

BTO

N/A

EYLD

0.65%

Max Drawdown

BTO

82.09%

Winner

EYLD

48.21%

Sharpe Ratio

BTO

0.64

Winner

EYLD

1.60

5Y Beta

BTO

0.88

Winner

EYLD

0.66

5Y Dividends CAGR

BTO

8.12%

Winner

EYLD

17.26%

BTO vs EYLD - Historical Returns

Returns include dividend reinvestment.

Period	BTO	EYLD
1 month	-0.59%	-0.99%
3 months	+5.76%	+8.48%
6 months	+8.87%	+19.73%
1 year	+17.43%	+36.99%
5 years(CAGR)	+4.50%	+9.00%
10 years(CAGR)	+10.47%	+11.46%
Max(CAGR)	+8.66%	+11.46%

Winner

BTO

-0.59%

EYLD

-0.99%

BTO

+5.76%

Winner

EYLD

+8.48%

BTO

+8.87%

Winner

EYLD

+19.73%

BTO

+17.43%

Winner

EYLD

+36.99%

5Y(CAGR)

BTO

+4.50%

Winner

EYLD

+9.00%

10Y(CAGR)

BTO

+10.47%

Winner

EYLD

+11.46%

Max(CAGR)

BTO

+8.66%

Winner

EYLD

+11.46%

BTO vs EYLD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	EYLD
2026	+6.93%	+16.75%
2025	+6.98%	+29.31%
2024	+27.67%	+5.66%
2023	-2.85%	+16.83%
2022	-21.25%	-17.12%
2021	+67.15%	+10.08%
2020	-9.84%	+7.80%
2019	+33.57%	+22.60%
2018	-24.57%	-14.63%
2017	+13.25%	+34.70%
2016	+40.90%	+5.31%
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 EYLD Drawdown Comparison

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

The maximum drawdown for EYLD was -41.85%, occurring on Mar 18, 2020. Recovery took 726 trading sessions.

The current BTO drawdown is -5.02%. The current EYLD drawdown is -6.09%.

Rank	BTO	EYLD
#1	-72.25% Feb 14, 2007 - May 13, 2013	-41.85% Jan 26, 2018 - Dec 14, 2020
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-30.33% Apr 26, 2021 - Mar 1, 2024
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-23.08% Jul 22, 2016 - Jul 18, 2017
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-20.90% Sep 27, 2024 - Jun 6, 2025
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-11.40% Jun 21, 2024 - Sep 26, 2024
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-10.51% Feb 25, 2026 - Apr 14, 2026
#7	-22.13% May 17, 2002 - May 29, 2003	-8.56% Sep 7, 2017 - Dec 20, 2017
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-6.09% Jun 2, 2026 - Jun 5, 2026
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-5.67% Mar 16, 2021 - Apr 5, 2021
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-5.48% Feb 22, 2021 - Mar 16, 2021
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-5.06% Jan 21, 2021 - Feb 9, 2021
#12	-15.21% Feb 6, 2026 - Mar 13, 2026	-4.99% May 6, 2026 - May 26, 2026
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-4.65% Sep 11, 2025 - Oct 20, 2025
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-3.98% Nov 12, 2025 - Dec 26, 2025
#15	-11.96% May 15, 2013 - Jul 5, 2013	-3.59% Jul 24, 2025 - Aug 8, 2025

Correlation

Correlation between BTO and EYLD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

BTO vs EYLD dividend yield comparison.

Year	BTO	EYLD
2026	1.76%	0.53%
2025	7.41%	5.40%
2024	7.28%	5.16%
2023	8.64%	5.54%
2022	7.51%	6.97%
2021	4.72%	7.27%
2020	7.25%	3.01%
2019	6.06%	4.21%
2018	5.94%	7.87%
2017	3.76%	2.77%
2016	5.10%	0.75%
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%