BTO vs TUA
Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF).
BTO vs TUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BTO
$758M
TUA
$757M
Expense Ratio
BTO
N/A
TUA
0.25%
Max Drawdown
BTO
82.09%
Winner
TUA
22.37%
Sharpe Ratio
Winner
BTO
0.77
TUA
-0.79
5Y Beta
BTO
0.88
Winner
TUA
-0.08
5Y Dividends CAGR
BTO
8.12%
TUA
N/A
BTO vs TUA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTO
+5.64%
TUA
-0.44%
3M
Winner
BTO
+16.10%
TUA
-2.68%
6M
Winner
BTO
+9.84%
TUA
-4.70%
1Y
Winner
BTO
+18.79%
TUA
-2.23%
5Y(CAGR)
BTO
+6.90%
TUA
N/A
10Y(CAGR)
BTO
+11.46%
TUA
N/A
Max(CAGR)
Winner
BTO
+8.82%
TUA
-1.36%
BTO vs TUA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTO | TUA |
|---|---|---|
| 2026 | +11.40% | -5.22% |
| 2025 | +6.98% | +7.17% |
| 2024 | +27.67% | -2.92% |
| 2023 | -2.85% | -2.33% |
| 2022 | -21.25% | -0.81% |
| 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 TUA Drawdown Comparison
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.
The current BTO drawdown is -1.05%. The current TUA drawdown is -9.92%.
| Rank | BTO | TUA |
|---|---|---|
| #1 | -72.25% Feb 14, 2007 - May 13, 2013 | -15.84% Mar 24, 2023 - Oct 17, 2023 |
| #2 | -65.61% Jan 2, 2020 - Jan 14, 2021 | -9.27% Jan 18, 2023 - Mar 13, 2023 |
| #3 | -51.73% Jan 13, 2022 - Feb 2, 2026 | -2.81% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -36.21% Nov 16, 1999 - Dec 28, 2000 | -2.63% Dec 16, 2022 - Jan 12, 2023 |
| #5 | -32.87% Mar 12, 2018 - Jan 2, 2020 | -2.47% Mar 15, 2023 - Mar 17, 2023 |
| #6 | -30.89% Dec 4, 2015 - Aug 17, 2016 | -2.15% Mar 13, 2023 - Mar 15, 2023 |
| #7 | -22.13% May 17, 2002 - May 29, 2003 | -1.50% Nov 16, 2022 - Dec 1, 2022 |
| #8 | -21.62% Jan 3, 2001 - Dec 26, 2001 | -1.48% Dec 1, 2022 - Dec 13, 2022 |
| #9 | -18.03% Jun 8, 2021 - Aug 25, 2021 | -0.80% Jan 12, 2023 - Jan 18, 2023 |
| #10 | -17.22% Mar 5, 2004 - Oct 6, 2004 | -0.20% Dec 14, 2022 - Dec 16, 2022 |
| #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 TUA is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2000 - 2026)
BTO vs TUA dividend yield comparison.
| Year | BTO | TUA |
|---|---|---|
| 2026 | 3.43% | 0.97% |
| 2025 | 7.41% | 3.84% |
| 2024 | 7.28% | 5.19% |
| 2023 | 8.64% | 4.83% |
| 2022 | 7.51% | 0.15% |
| 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% |
Select Stocks to Compare
Popular: BTO vs SPYTUA vs SPY
More Comparisons
Compare with similar stocks