BTO vs MISL

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and FIRST TRUST INDXX AEROSPACE & DEFENSE ETF (MISL, ETF).

BTO vs MISL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	MISL(ETF)
Net Assets	$803M	$802M
Expense Ratio	N/A	0.60%
Max Drawdown	82.09%	18.37%
Sharpe Ratio	0.79	0.29
5Y Beta	0.87	0.88
P/E Ratio	N/A	52.21
Forward P/E	N/A	30.80
5Y Dividends CAGR	8.12%	N/A
5Y EPS CAGR	N/A	14.01%
Debt to Equity	N/A	117.17%
P/S Ratio	N/A	3.12
P/B Ratio	N/A	6.80

Net Assets

Winner

BTO

$803M

MISL

$802M

Expense Ratio

BTO

N/A

MISL

0.60%

Max Drawdown

BTO

82.09%

Winner

MISL

18.37%

Sharpe Ratio

Winner

BTO

0.79

MISL

0.29

5Y Beta

Winner

BTO

0.87

MISL

0.88

P/E Ratio

BTO

N/A

MISL

52.21

Forward P/E

BTO

N/A

MISL

30.80

5Y Dividends CAGR

BTO

8.12%

MISL

N/A

5Y EPS CAGR

BTO

N/A

MISL

14.01%

Debt to Equity

BTO

N/A

MISL

117.17%

P/S Ratio

BTO

N/A

MISL

3.12

P/B Ratio

BTO

N/A

MISL

6.80

BTO vs MISL - Historical Returns

Returns include dividend reinvestment.

Period	BTO	MISL
1 month	+7.58%	-4.49%
3 months	+11.10%	-6.50%
6 months	+12.31%	-15.08%
1 year	+20.13%	+9.35%
5 years(CAGR)	+9.11%	N/A
10 years(CAGR)	+11.63%	N/A
Max(CAGR)	+9.05%	+22.03%

Winner

BTO

+7.58%

MISL

-4.49%

Winner

BTO

+11.10%

MISL

-6.50%

Winner

BTO

+12.31%

MISL

-15.08%

Winner

BTO

+20.13%

MISL

+9.35%

5Y(CAGR)

BTO

+9.11%

MISL

N/A

10Y(CAGR)

BTO

+11.63%

MISL

N/A

Max(CAGR)

BTO

+9.05%

Winner

MISL

+22.03%

BTO vs MISL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	MISL
2026	+18.84%	-4.06%
2025	+6.98%	+41.59%
2024	+27.67%	+21.55%
2023	-2.85%	+14.96%
2022	-21.25%	+8.22%
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 MISL Drawdown Comparison

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

The maximum drawdown for MISL was -17.92%, occurring on Apr 4, 2025. Recovery took 126 trading sessions.

The current BTO drawdown is -0.69%. The current MISL drawdown is -16.53%.

Rank	BTO	MISL
#1	-72.25% Feb 14, 2007 - May 13, 2013	-17.92% Nov 11, 2024 - May 15, 2025
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-17.12% Jan 16, 2026 - Jul 20, 2026
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-10.49% Oct 8, 2025 - Dec 23, 2025
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-10.18% Aug 1, 2023 - Nov 13, 2023
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-7.93% Feb 17, 2023 - Jun 21, 2023
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-5.48% Jul 31, 2024 - Aug 15, 2024
#7	-22.13% May 17, 2002 - May 29, 2003	-5.16% Oct 21, 2024 - Nov 8, 2024
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-5.00% Jan 6, 2023 - Feb 7, 2023
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-4.67% Aug 30, 2024 - Sep 23, 2024
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-4.35% Nov 10, 2022 - Dec 2, 2022
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-3.94% Mar 28, 2024 - May 2, 2024
#12	-15.21% Feb 6, 2026 - Jun 24, 2026	-3.92% Dec 2, 2022 - Jan 6, 2023
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-3.85% Dec 29, 2023 - Feb 9, 2024
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-3.77% Jul 23, 2025 - Aug 26, 2025
#15	-11.96% May 15, 2013 - Jul 5, 2013	-3.60% May 21, 2024 - Jul 16, 2024

Correlation

Correlation between BTO and MISL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

BTO vs MISL dividend yield comparison.

Year	BTO	MISL
2026	3.22%	0.07%
2025	7.41%	0.40%
2024	7.28%	0.74%
2023	8.64%	0.63%
2022	7.51%	0.08%
2021	4.72%	0.00%
2020	7.25%	0.00%
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%