BTO vs RSMC
Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF).
BTO vs RSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BTO
$758M
RSMC
$754M
Expense Ratio
BTO
N/A
RSMC
0.75%
Max Drawdown
BTO
82.09%
Winner
RSMC
22.33%
Sharpe Ratio
Winner
BTO
0.64
RSMC
0.45
5Y Beta
Winner
BTO
0.88
RSMC
0.97
P/E Ratio
BTO
N/A
RSMC
32.40
Forward P/E
BTO
N/A
RSMC
19.43
PEG Ratio
BTO
N/A
RSMC
0.80
5Y Dividends CAGR
BTO
8.12%
RSMC
N/A
5Y EPS CAGR
BTO
N/A
RSMC
16.96%
Debt to Equity
BTO
N/A
RSMC
62.55%
P/S Ratio
BTO
N/A
RSMC
0.79
P/B Ratio
BTO
N/A
RSMC
3.83
BTO vs RSMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTO
-0.59%
RSMC
-1.42%
3M
BTO
+5.76%
Winner
RSMC
+7.95%
6M
Winner
BTO
+8.87%
RSMC
+7.88%
1Y
Winner
BTO
+17.43%
RSMC
+9.84%
5Y(CAGR)
BTO
+4.50%
RSMC
N/A
10Y(CAGR)
BTO
+10.47%
RSMC
N/A
Max(CAGR)
Winner
BTO
+8.66%
RSMC
+5.79%
BTO vs RSMC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTO | RSMC |
|---|---|---|
| 2026 | +6.93% | +9.12% |
| 2025 | +6.98% | -0.75% |
| 2024 | +27.67% | +0.68% |
| 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 RSMC Drawdown Comparison
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The current BTO drawdown is -5.02%. The current RSMC drawdown is -2.70%.
| Rank | BTO | RSMC |
|---|---|---|
| #1 | -72.25% Feb 14, 2007 - May 13, 2013 | -22.33% Nov 25, 2024 - Apr 17, 2026 |
| #2 | -65.61% Jan 2, 2020 - Jan 14, 2021 | -4.34% Nov 11, 2024 - Nov 25, 2024 |
| #3 | -51.73% Jan 13, 2022 - Feb 2, 2026 | -4.29% May 8, 2026 - May 19, 2026 |
| #4 | -36.21% Nov 16, 1999 - Dec 28, 2000 | -3.31% Oct 16, 2024 - Nov 6, 2024 |
| #5 | -32.87% Mar 12, 2018 - Jan 2, 2020 | -2.65% Apr 24, 2026 - May 5, 2026 |
| #6 | -30.89% Dec 4, 2015 - Aug 17, 2016 | -0.09% May 6, 2026 - May 8, 2026 |
| #7 | -22.13% May 17, 2002 - May 29, 2003 | -0.05% Oct 14, 2024 - Oct 16, 2024 |
| #8 | -21.62% Jan 3, 2001 - Dec 26, 2001 | N/A |
| #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 RSMC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
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