BTO vs ISHG

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).

5-Year PerformanceBTO has outperformed ISHG, delivering a return of +4.5% compared to -1.3%

BTO vs ISHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	ISHG(ETF)
Net Assets	$758M	$755M
Expense Ratio	N/A	0.35%
Max Drawdown	82.09%	42.96%
Sharpe Ratio	0.64	-0.31
5Y Beta	0.88	0.02
5Y Dividends CAGR	8.12%	N/A

Net Assets

Winner

BTO

$758M

ISHG

$755M

Expense Ratio

BTO

N/A

ISHG

0.35%

Max Drawdown

BTO

82.09%

Winner

ISHG

42.96%

Sharpe Ratio

Winner

BTO

0.64

ISHG

-0.31

5Y Beta

BTO

0.88

Winner

ISHG

0.02

5Y Dividends CAGR

BTO

8.12%

ISHG

N/A

BTO vs ISHG - Historical Returns

Returns include dividend reinvestment.

Period	BTO	ISHG
1 month	-0.59%	-1.50%
3 months	+5.76%	-0.69%
6 months	+8.87%	+0.16%
1 year	+17.43%	+1.34%
5 years(CAGR)	+4.50%	-1.32%
10 years(CAGR)	+10.47%	-0.25%
Max(CAGR)	+8.66%	-0.63%

Winner

BTO

-0.59%

ISHG

-1.50%

Winner

BTO

+5.76%

ISHG

-0.69%

Winner

BTO

+8.87%

ISHG

+0.16%

Winner

BTO

+17.43%

ISHG

+1.34%

5Y(CAGR)

Winner

BTO

+4.50%

ISHG

-1.32%

10Y(CAGR)

Winner

BTO

+10.47%

ISHG

-0.25%

Max(CAGR)

Winner

BTO

+8.66%

ISHG

-0.63%

BTO vs ISHG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	ISHG
2026	+6.93%	-0.56%
2025	+6.98%	+14.14%
2024	+27.67%	-3.11%
2023	-2.85%	+4.98%
2022	-21.25%	-10.41%
2021	+67.15%	-7.29%
2020	-9.84%	+7.71%
2019	+33.57%	-0.18%
2018	-24.57%	-3.81%
2017	+13.25%	+11.12%
2016	+40.90%	-1.77%
2015	+25.19%	-6.94%
2014	+5.81%	-9.81%
2013	+38.22%	-2.37%
2012	+32.90%	+1.41%
2011	-16.80%	-2.94%
2010	+27.86%	+0.59%
2009	+6.07%	+7.31%
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 ISHG Drawdown Comparison

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

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current BTO drawdown is -5.02%. The current ISHG drawdown is -22.79%.

Rank	BTO	ISHG
#1	-72.25% Feb 14, 2007 - May 13, 2013	-37.24% May 4, 2011 - Sep 27, 2022
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-15.06% Dec 1, 2009 - Mar 21, 2011
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-5.65% Jan 28, 2009 - Mar 19, 2009
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-4.09% Mar 19, 2009 - May 8, 2009
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-3.93% Jun 2, 2009 - Jul 22, 2009
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-2.10% Aug 3, 2009 - Sep 8, 2009
#7	-22.13% May 17, 2002 - May 29, 2003	-1.78% Oct 21, 2009 - Nov 16, 2009
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-1.61% Mar 21, 2011 - Apr 12, 2011
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-1.30% Jul 22, 2009 - Jul 31, 2009
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-1.01% Nov 16, 2009 - Nov 25, 2009
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-0.91% Sep 17, 2009 - Oct 6, 2009
#12	-15.21% Feb 6, 2026 - Mar 13, 2026	-0.90% May 22, 2009 - May 29, 2009
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-0.90% Oct 8, 2009 - Oct 14, 2009
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-0.87% Apr 14, 2011 - Apr 20, 2011
#15	-11.96% May 15, 2013 - Jul 5, 2013	-0.69% May 14, 2009 - May 19, 2009

Correlation

Correlation between BTO and ISHG is -0.73 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.73

-101

Dividend Comparison (2000 - 2026)

BTO vs ISHG dividend yield comparison.

Year	BTO	ISHG
2026	1.76%	0.00%
2025	7.41%	1.45%
2024	7.28%	2.56%
2023	8.64%	0.18%
2022	7.51%	0.00%
2021	4.72%	1.29%
2020	7.25%	0.00%
2019	6.06%	0.00%
2018	5.94%	1.80%
2017	3.76%	0.46%
2016	5.10%	0.00%
2015	4.75%	0.09%
2014	5.03%	0.42%
2013	5.03%	0.20%
2012	5.91%	1.55%
2011	6.51%	4.51%
2010	5.28%	0.97%
2009	4.06%	1.15%
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%