BTO vs PBPH

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH, ETF).

BTO vs PBPH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	PBPH(ETF)
Net Assets	$758M	$759M
Expense Ratio	N/A	0.13%
Max Drawdown	82.09%	11.10%
Sharpe Ratio	0.64	0.21
5Y Beta	0.88	0.56
P/E Ratio	N/A	29.65
Forward P/E	N/A	16.93
5Y Dividends CAGR	8.12%	N/A
5Y EPS CAGR	N/A	15.86%
Debt to Equity	N/A	117.70%
P/S Ratio	N/A	5.43
P/B Ratio	N/A	6.50

Net Assets

BTO

$758M

Winner

PBPH

$759M

Expense Ratio

BTO

N/A

PBPH

0.13%

Max Drawdown

BTO

82.09%

Winner

PBPH

11.10%

Sharpe Ratio

Winner

BTO

0.64

PBPH

0.21

5Y Beta

BTO

0.88

Winner

PBPH

0.56

P/E Ratio

BTO

N/A

PBPH

29.65

Forward P/E

BTO

N/A

PBPH

16.93

5Y Dividends CAGR

BTO

8.12%

PBPH

N/A

5Y EPS CAGR

BTO

N/A

PBPH

15.86%

Debt to Equity

BTO

N/A

PBPH

117.70%

P/S Ratio

BTO

N/A

PBPH

5.43

P/B Ratio

BTO

N/A

PBPH

6.50

BTO vs PBPH - Historical Returns

Returns include dividend reinvestment.

Period	BTO	PBPH
1 month	-0.59%	+2.95%
3 months	+5.76%	-0.45%
6 months	+8.87%	+4.78%
1 year	+17.43%	N/A
5 years(CAGR)	+4.50%	N/A
10 years(CAGR)	+10.47%	N/A
Max(CAGR)	+8.66%	+5.84%

BTO

-0.59%

Winner

PBPH

+2.95%

Winner

BTO

+5.76%

PBPH

-0.45%

Winner

BTO

+8.87%

PBPH

+4.78%

BTO

+17.43%

PBPH

N/A

5Y(CAGR)

BTO

+4.50%

PBPH

N/A

10Y(CAGR)

BTO

+10.47%

PBPH

N/A

Max(CAGR)

Winner

BTO

+8.66%

PBPH

+5.84%

BTO vs PBPH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	PBPH
2026	+6.93%	+1.97%
2025	+6.98%	+0.76%
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 PBPH Drawdown Comparison

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

The maximum drawdown for PBPH was -11.10%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The current BTO drawdown is -5.02%. The current PBPH drawdown is -5.57%.

Rank	BTO	PBPH
#1	-72.25% Feb 14, 2007 - May 13, 2013	-11.10% Feb 17, 2026 - Apr 29, 2026
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-4.30% Nov 26, 2025 - Dec 23, 2025
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-2.20% Jan 7, 2026 - Jan 22, 2026
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-1.82% Jan 27, 2026 - Feb 2, 2026
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-1.52% Dec 24, 2025 - Jan 6, 2026
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-1.42% Feb 4, 2026 - Feb 6, 2026
#7	-22.13% May 17, 2002 - May 29, 2003	-1.28% Feb 2, 2026 - Feb 4, 2026
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-1.13% Feb 6, 2026 - Feb 12, 2026
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	N/A
#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 PBPH is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (2000 - 2026)

BTO vs PBPH dividend yield comparison.

Year	BTO	PBPH
2026	1.76%	0.00%
2025	7.41%	0.09%
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%