BTO vs MLPI
Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF (MLPI, ETF).
BTO vs MLPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BTO
$833M
MLPI
$831M
Expense Ratio
BTO
N/A
MLPI
0.68%
Max Drawdown
BTO
82.09%
Winner
MLPI
9.26%
Sharpe Ratio
BTO
0.78
Winner
MLPI
1.72
5Y Beta
BTO
0.85
Winner
MLPI
-0.20
P/E Ratio
BTO
N/A
MLPI
23.23
Forward P/E
BTO
N/A
MLPI
16.46
5Y Dividends CAGR
BTO
8.12%
MLPI
N/A
5Y EPS CAGR
BTO
N/A
MLPI
19.46%
P/S Ratio
BTO
N/A
MLPI
1.36
P/B Ratio
BTO
N/A
MLPI
3.37
BTO vs MLPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTO
-1.73%
MLPI
-1.92%
3M
Winner
BTO
+10.46%
MLPI
-3.12%
6M
Winner
BTO
+12.93%
MLPI
+5.46%
1Y
BTO
+15.56%
MLPI
N/A
5Y(CAGR)
BTO
+5.81%
MLPI
N/A
10Y(CAGR)
BTO
+10.79%
MLPI
N/A
Max(CAGR)
BTO
+8.94%
Winner
MLPI
+29.23%
BTO vs MLPI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTO | MLPI |
|---|---|---|
| 2026 | +16.84% | +17.45% |
| 2025 | +6.98% | +0.56% |
| 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 MLPI Drawdown Comparison
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The maximum drawdown for MLPI was -5.94%, occurring on Aug 5, 2026. This drawdown has not yet recovered.
The current BTO drawdown is -4.24%. The current MLPI drawdown is -3.12%.
| Rank | BTO | MLPI |
|---|---|---|
| #1 | -72.25% Feb 14, 2007 - May 13, 2013 | -5.94% May 22, 2026 - Aug 5, 2026 |
| #2 | -65.61% Jan 2, 2020 - Jan 14, 2021 | -4.64% Mar 26, 2026 - Apr 30, 2026 |
| #3 | -51.73% Jan 13, 2022 - Feb 2, 2026 | -4.04% May 4, 2026 - May 18, 2026 |
| #4 | -36.21% Nov 16, 1999 - Dec 28, 2000 | -2.78% Dec 23, 2025 - Jan 16, 2026 |
| #5 | -32.87% Mar 12, 2018 - Jan 2, 2020 | -1.50% Mar 2, 2026 - Mar 19, 2026 |
| #6 | -30.89% Dec 4, 2015 - Aug 17, 2016 | -0.75% Feb 13, 2026 - Feb 20, 2026 |
| #7 | -22.13% May 17, 2002 - May 29, 2003 | -0.69% Jan 30, 2026 - Feb 3, 2026 |
| #8 | -21.62% Jan 3, 2001 - Dec 26, 2001 | -0.59% Mar 19, 2026 - Mar 23, 2026 |
| #9 | -18.03% Jun 8, 2021 - Aug 25, 2021 | -0.58% May 19, 2026 - May 22, 2026 |
| #10 | -17.22% Mar 5, 2004 - Oct 6, 2004 | -0.52% Feb 23, 2026 - Feb 26, 2026 |
| #11 | -16.51% Jul 23, 2015 - Nov 11, 2015 | -0.26% Jan 16, 2026 - Jan 21, 2026 |
| #12 | -15.21% Feb 6, 2026 - Jun 24, 2026 | -0.17% Jan 23, 2026 - Jan 27, 2026 |
| #13 | -15.12% Jul 3, 2017 - Sep 29, 2017 | -0.16% Apr 30, 2026 - May 4, 2026 |
| #14 | -13.88% Jul 26, 2013 - Dec 24, 2013 | -0.05% Feb 11, 2026 - Feb 13, 2026 |
| #15 | -11.96% May 15, 2013 - Jul 5, 2013 | -0.05% Mar 24, 2026 - Mar 26, 2026 |
Correlation
Correlation between BTO and MLPI is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2000 - 2026)
BTO vs MLPI dividend yield comparison.
| Year | BTO | MLPI |
|---|---|---|
| 2026 | 3.27% | 9.90% |
| 2025 | 7.41% | 0.00% |
| 2024 | 7.28% | 0.00% |
| 2023 | 8.64% | 0.00% |
| 2022 | 7.51% | 0.00% |
| 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% |
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