BTO vs FNGO
Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and Bank of Montreal (FNGO, ETF).
5-Year PerformanceFNGO has outperformed BTO, delivering a return of +25.6% compared to +6.9%
BTO vs FNGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BTO
$758M
FNGO
$758M
Max Drawdown
BTO
82.09%
Winner
FNGO
78.39%
Sharpe Ratio
Winner
BTO
0.77
FNGO
0.70
5Y Beta
Winner
BTO
0.88
FNGO
2.83
P/E Ratio
BTO
N/A
FNGO
34.08
Forward P/E
BTO
N/A
FNGO
27.00
PEG Ratio
BTO
N/A
FNGO
0.68
5Y Dividends CAGR
BTO
8.12%
FNGO
N/A
5Y EPS CAGR
BTO
N/A
FNGO
41.33%
Debt to Equity
BTO
N/A
FNGO
31.04%
P/S Ratio
BTO
N/A
FNGO
9.03
P/B Ratio
BTO
N/A
FNGO
11.17
BTO vs FNGO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTO
+5.64%
FNGO
-4.62%
3M
BTO
+16.10%
Winner
FNGO
+25.65%
6M
Winner
BTO
+9.84%
FNGO
+3.86%
1Y
BTO
+18.79%
Winner
FNGO
+26.54%
5Y(CAGR)
BTO
+6.90%
Winner
FNGO
+25.61%
10Y(CAGR)
BTO
+11.46%
FNGO
N/A
Max(CAGR)
BTO
+8.82%
Winner
FNGO
+37.70%
BTO vs FNGO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTO | FNGO |
|---|---|---|
| 2026 | +11.40% | +12.37% |
| 2025 | +6.98% | +26.09% |
| 2024 | +27.67% | +112.25% |
| 2023 | -2.85% | +247.27% |
| 2022 | -21.25% | -72.76% |
| 2021 | +67.15% | +29.72% |
| 2020 | -9.84% | +219.34% |
| 2019 | +33.57% | +76.58% |
| 2018 | -24.57% | -40.52% |
| 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 FNGO Drawdown Comparison
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The maximum drawdown for FNGO was -78.39%, occurring on Nov 9, 2022. Recovery took 566 trading sessions.
The current BTO drawdown is -1.05%. The current FNGO drawdown is -18.46%.
| Rank | BTO | FNGO |
|---|---|---|
| #1 | -72.25% Feb 14, 2007 - May 13, 2013 | -78.39% Nov 4, 2021 - Feb 7, 2024 |
| #2 | -65.61% Jan 2, 2020 - Jan 14, 2021 | -60.28% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -51.73% Jan 13, 2022 - Feb 2, 2026 | -50.95% Aug 7, 2018 - Dec 23, 2019 |
| #4 | -36.21% Nov 16, 1999 - Dec 28, 2000 | -47.64% Feb 14, 2025 - Jun 26, 2025 |
| #5 | -32.87% Mar 12, 2018 - Jan 2, 2020 | -42.73% Oct 29, 2025 - May 26, 2026 |
| #6 | -30.89% Dec 4, 2015 - Aug 17, 2016 | -33.53% Jul 10, 2024 - Dec 3, 2024 |
| #7 | -22.13% May 17, 2002 - May 29, 2003 | -31.08% Feb 16, 2021 - Sep 7, 2021 |
| #8 | -21.62% Jan 3, 2001 - Dec 26, 2001 | -25.96% Sep 2, 2020 - Dec 7, 2020 |
| #9 | -18.03% Jun 8, 2021 - Aug 25, 2021 | -20.68% Jun 1, 2026 - Jun 10, 2026 |
| #10 | -17.22% Mar 5, 2004 - Oct 6, 2004 | -18.66% Apr 11, 2024 - May 15, 2024 |
| #11 | -16.51% Jul 23, 2015 - Nov 11, 2015 | -18.44% Sep 7, 2021 - Oct 19, 2021 |
| #12 | -15.21% Feb 6, 2026 - Mar 13, 2026 | -15.30% Dec 16, 2024 - Feb 14, 2025 |
| #13 | -15.12% Jul 3, 2017 - Sep 29, 2017 | -10.97% Jun 23, 2020 - Jul 2, 2020 |
| #14 | -13.88% Jul 26, 2013 - Dec 24, 2013 | -10.44% Jul 10, 2020 - Aug 5, 2020 |
| #15 | -11.96% May 15, 2013 - Jul 5, 2013 | -10.34% Jan 26, 2021 - Feb 4, 2021 |
Correlation
Correlation between BTO and FNGO is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
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