BTO vs KOKU

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF).

5-Year PerformanceKOKU has outperformed BTO, delivering a return of +11.8% compared to +9.1%

BTO vs KOKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	KOKU(ETF)
Net Assets	$803M	$795M
Expense Ratio	N/A	0.09%
Max Drawdown	82.09%	26.83%
Sharpe Ratio	0.79	1.22
5Y Beta	0.87	0.91
P/E Ratio	N/A	28.70
Forward P/E	N/A	21.12
5Y Dividends CAGR	8.12%	31.06%
5Y EPS CAGR	N/A	24.59%
Debt to Equity	N/A	35.94%
P/S Ratio	N/A	3.75
P/B Ratio	N/A	5.55

Net Assets

Winner

BTO

$803M

KOKU

$795M

Expense Ratio

BTO

N/A

KOKU

0.09%

Max Drawdown

BTO

82.09%

Winner

KOKU

26.83%

Sharpe Ratio

BTO

0.79

Winner

KOKU

1.22

5Y Beta

Winner

BTO

0.87

KOKU

0.91

P/E Ratio

BTO

N/A

KOKU

28.70

Forward P/E

BTO

N/A

KOKU

21.12

5Y Dividends CAGR

BTO

8.12%

Winner

KOKU

31.06%

5Y EPS CAGR

BTO

N/A

KOKU

24.59%

Debt to Equity

BTO

N/A

KOKU

35.94%

P/S Ratio

BTO

N/A

KOKU

3.75

P/B Ratio

BTO

N/A

KOKU

5.55

BTO vs KOKU - Historical Returns

Returns include dividend reinvestment.

Period	BTO	KOKU
1 month	+7.58%	+0.41%
3 months	+11.10%	+5.81%
6 months	+12.31%	+8.89%
1 year	+20.13%	+19.77%
5 years(CAGR)	+9.11%	+11.79%
10 years(CAGR)	+11.63%	N/A
Max(CAGR)	+9.05%	+17.98%

Winner

BTO

+7.58%

KOKU

+0.41%

Winner

BTO

+11.10%

KOKU

+5.81%

Winner

BTO

+12.31%

KOKU

+8.89%

Winner

BTO

+20.13%

KOKU

+19.77%

5Y(CAGR)

BTO

+9.11%

Winner

KOKU

+11.79%

10Y(CAGR)

BTO

+11.63%

KOKU

N/A

Max(CAGR)

BTO

+9.05%

Winner

KOKU

+17.98%

BTO vs KOKU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	KOKU
2026	+18.84%	+9.47%
2025	+6.98%	+21.54%
2024	+27.67%	+20.42%
2023	-2.85%	+24.37%
2022	-21.25%	-18.29%
2021	+67.15%	+24.87%
2020	-9.84%	+40.42%
2019	+33.57%	N/A
2018	-24.57%	N/A
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 KOKU Drawdown Comparison

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

The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.

The current BTO drawdown is -0.69%. The current KOKU drawdown is -0.77%.

Rank	BTO	KOKU
#1	-72.25% Feb 14, 2007 - May 13, 2013	-25.78% Jan 3, 2022 - Dec 14, 2023
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-17.73% Feb 14, 2025 - Jun 3, 2025
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-9.04% Jan 27, 2026 - Apr 15, 2026
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-8.83% Sep 2, 2020 - Nov 9, 2020
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-7.91% Jul 16, 2024 - Aug 23, 2024
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-6.87% Jun 8, 2020 - Jul 15, 2020
#7	-22.13% May 17, 2002 - May 29, 2003	-5.46% Sep 2, 2021 - Oct 25, 2021
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-5.14% Mar 28, 2024 - May 10, 2024
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-4.91% Oct 28, 2025 - Dec 10, 2025
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-4.80% Nov 8, 2021 - Dec 27, 2021
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-4.53% Dec 6, 2024 - Jan 23, 2025
#12	-15.21% Feb 6, 2026 - Jun 24, 2026	-4.43% Feb 16, 2021 - Mar 15, 2021
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-4.39% Apr 17, 2020 - Apr 27, 2020
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-4.06% Aug 30, 2024 - Sep 19, 2024
#15	-11.96% May 15, 2013 - Jul 5, 2013	-3.99% Jun 2, 2026 - Jun 10, 2026

Correlation

Correlation between BTO and KOKU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2000 - 2026)

BTO vs KOKU dividend yield comparison.

Year	BTO	KOKU
2026	3.22%	0.73%
2025	7.41%	1.48%
2024	7.28%	1.63%
2023	8.64%	1.76%
2022	7.51%	1.98%
2021	4.72%	1.89%
2020	7.25%	0.55%
2019	6.06%	0.00%
2018	5.94%	0.00%
2017	3.76%	0.00%
2016	5.10%	0.00%
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%