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BTO vs MIGO

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and MIG CORE ETF (MIGO, ETF).

BTO vs MIGO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BTO
$758M
Winner
MIGO
$758M
Expense Ratio
BTO
N/A
MIGO
0.45%
Max Drawdown
BTO
82.09%
Winner
MIGO
13.39%
Sharpe Ratio
BTO
0.77
Winner
MIGO
2.16
5Y Beta
Winner
BTO
0.88
MIGO
1.61
5Y Dividends CAGR
BTO
8.12%
MIGO
N/A

BTO vs MIGO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BTO
+5.64%
MIGO
+4.20%
3M
BTO
+16.10%
Winner
MIGO
+23.84%
6M
BTO
+9.84%
MIGO
N/A
1Y
BTO
+18.79%
MIGO
N/A
5Y(CAGR)
BTO
+6.90%
MIGO
N/A
10Y(CAGR)
BTO
+11.46%
MIGO
N/A
Max(CAGR)
BTO
+8.82%
Winner
MIGO
+75.18%

BTO vs MIGO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBTOMIGO
2026+11.40%+18.21%
2025+6.98%N/A
2024+27.67%N/A
2023-2.85%N/A
2022-21.25%N/A
2021+67.15%N/A
2020-9.84%N/A
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 MIGO Drawdown Comparison

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

The maximum drawdown for MIGO was -13.39%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The current BTO drawdown is -1.05%. The current MIGO drawdown is -3.75%.

RankBTOMIGO
#1-72.25%
Feb 14, 2007 - May 13, 2013
-13.39%
Feb 25, 2026 - Apr 14, 2026
#2-65.61%
Jan 2, 2020 - Jan 14, 2021
-7.05%
Jun 2, 2026 - Jun 10, 2026
#3-51.73%
Jan 13, 2022 - Feb 2, 2026
-3.29%
May 14, 2026 - May 22, 2026
#4-36.21%
Nov 16, 1999 - Dec 28, 2000
-1.81%
Apr 24, 2026 - May 1, 2026
#5-32.87%
Mar 12, 2018 - Jan 2, 2020
-1.15%
May 11, 2026 - May 14, 2026
#6-30.89%
Dec 4, 2015 - Aug 17, 2016
-0.96%
Apr 22, 2026 - Apr 24, 2026
#7-22.13%
May 17, 2002 - May 29, 2003
-0.77%
Apr 17, 2026 - Apr 22, 2026
#8-21.62%
Jan 3, 2001 - Dec 26, 2001
-0.63%
May 6, 2026 - May 8, 2026
#9-18.03%
Jun 8, 2021 - Aug 25, 2021
-0.07%
May 1, 2026 - May 5, 2026
#10-17.22%
Mar 5, 2004 - Oct 6, 2004
N/A
#11-16.51%
Jul 23, 2015 - Nov 11, 2015
N/A
#12-15.21%
Feb 6, 2026 - Mar 13, 2026
N/A
#13-15.12%
Jul 3, 2017 - Sep 29, 2017
N/A
#14-13.88%
Jul 26, 2013 - Dec 24, 2013
N/A
#15-11.96%
May 15, 2013 - Jul 5, 2013
N/A

Correlation

Correlation between BTO and MIGO is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

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