BTO vs FXU

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF).

5-Year PerformanceFXU has outperformed BTO, delivering a return of +11.2% compared to +5.8%

BTO vs FXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	FXU(ETF)
Net Assets	$833M	$831M
Expense Ratio	N/A	0.61%
Max Drawdown	82.09%	51.52%
Sharpe Ratio	0.78	0.51
5Y Beta	0.85	0.31
P/E Ratio	N/A	16.93
Forward P/E	N/A	15.21
PEG Ratio	N/A	0.42
5Y Dividends CAGR	8.12%	1.42%
5Y EPS CAGR	N/A	13.80%
Debt to Equity	N/A	124.06%
P/S Ratio	N/A	2.28
P/B Ratio	N/A	1.90

Net Assets

Winner

BTO

$833M

FXU

$831M

Expense Ratio

BTO

N/A

FXU

0.61%

Max Drawdown

BTO

82.09%

Winner

FXU

51.52%

Sharpe Ratio

Winner

BTO

0.78

FXU

0.51

5Y Beta

BTO

0.85

Winner

FXU

0.31

P/E Ratio

BTO

N/A

FXU

16.93

Forward P/E

BTO

N/A

FXU

15.21

PEG Ratio

BTO

N/A

FXU

0.42

5Y Dividends CAGR

Winner

BTO

8.12%

FXU

1.42%

5Y EPS CAGR

BTO

N/A

FXU

13.80%

Debt to Equity

BTO

N/A

FXU

124.06%

P/S Ratio

BTO

N/A

FXU

2.28

P/B Ratio

BTO

N/A

FXU

1.90

BTO vs FXU - Historical Returns

Returns include dividend reinvestment.

Period	BTO	FXU
1 month	-1.73%	-4.63%
3 months	+10.46%	-1.49%
6 months	+12.93%	-3.96%
1 year	+15.56%	+10.52%
5 years(CAGR)	+5.81%	+11.22%
10 years(CAGR)	+10.79%	+9.06%
Max(CAGR)	+8.94%	+7.66%

Winner

BTO

-1.73%

FXU

-4.63%

Winner

BTO

+10.46%

FXU

-1.49%

Winner

BTO

+12.93%

FXU

-3.96%

Winner

BTO

+15.56%

FXU

+10.52%

5Y(CAGR)

BTO

+5.81%

Winner

FXU

+11.22%

10Y(CAGR)

Winner

BTO

+10.79%

FXU

+9.06%

Max(CAGR)

Winner

BTO

+8.94%

FXU

+7.66%

BTO vs FXU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	FXU
2026	+16.84%	+6.30%
2025	+6.98%	+20.86%
2024	+27.67%	+20.85%
2023	-2.85%	-1.69%
2022	-21.25%	+4.44%
2021	+67.15%	+20.51%
2020	-9.84%	+2.38%
2019	+33.57%	+12.50%
2018	-24.57%	+5.68%
2017	+13.25%	+0.04%
2016	+40.90%	+23.04%
2015	+25.19%	-6.87%
2014	+5.81%	+27.25%
2013	+38.22%	+15.85%
2012	+32.90%	+3.99%
2011	-16.80%	+9.23%
2010	+27.86%	+9.33%
2009	+6.07%	+19.04%
2008	-34.82%	-27.90%
2007	-23.16%	-3.71%
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 FXU Drawdown Comparison

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

The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.

The current BTO drawdown is -4.24%. The current FXU drawdown is -6.20%.

Rank	BTO	FXU
#1	-72.25% Feb 14, 2007 - May 13, 2013	-49.02% May 22, 2007 - May 10, 2011
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-34.81% Feb 18, 2020 - Apr 14, 2021
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-21.88% Sep 12, 2022 - May 9, 2024
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-17.01% Jul 7, 2011 - Jul 18, 2012
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-14.69% Jun 16, 2017 - Aug 9, 2018
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-14.65% Dec 29, 2014 - Mar 7, 2016
#7	-22.13% May 17, 2002 - May 29, 2003	-14.50% Apr 20, 2022 - Aug 12, 2022
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-10.22% Oct 18, 2012 - Mar 15, 2013
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-9.25% Dec 3, 2018 - Mar 13, 2019
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-9.03% Nov 26, 2024 - Mar 17, 2025
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-9.00% Jul 25, 2016 - Feb 17, 2017
#12	-15.21% Feb 6, 2026 - Jun 24, 2026	-8.63% Apr 9, 2026 - Jun 1, 2026
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-8.57% Apr 2, 2025 - May 2, 2025
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-7.91% Sep 2, 2021 - Dec 15, 2021
#15	-11.96% May 15, 2013 - Jul 5, 2013	-7.88% Jun 30, 2014 - Oct 28, 2014

Correlation

Correlation between BTO and FXU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

BTO vs FXU dividend yield comparison.

Year	BTO	FXU
2026	3.27%	0.93%
2025	7.41%	2.29%
2024	7.28%	2.41%
2023	8.64%	2.52%
2022	7.51%	2.03%
2021	4.72%	2.00%
2020	7.25%	3.97%
2019	6.06%	2.34%
2018	5.94%	2.40%
2017	3.76%	3.81%
2016	5.10%	2.62%
2015	4.75%	3.90%
2014	5.03%	2.14%
2013	5.03%	4.14%
2012	5.91%	3.09%
2011	6.51%	1.83%
2010	5.28%	2.68%
2009	4.06%	2.84%
2008	20.16%	0.99%
2007	28.59%	4.36%
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%