BTO vs VSDM

Comparison between John Hancock Financial Opportunities Fund (BTO, ETF) and VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF).

BTO vs VSDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTO(ETF)	VSDM(ETF)
Net Assets	$833M	$831M
Expense Ratio	N/A	0.12%
Max Drawdown	82.09%	2.00%
Sharpe Ratio	0.78	-0.43
5Y Beta	0.85	0.01
5Y Dividends CAGR	8.12%	N/A

Net Assets

Winner

BTO

$833M

VSDM

$831M

Expense Ratio

BTO

N/A

VSDM

0.12%

Max Drawdown

BTO

82.09%

Winner

VSDM

2.00%

Sharpe Ratio

Winner

BTO

0.78

VSDM

-0.43

5Y Beta

BTO

0.85

Winner

VSDM

0.01

5Y Dividends CAGR

BTO

8.12%

VSDM

N/A

BTO vs VSDM - Historical Returns

Returns include dividend reinvestment.

Period	BTO	VSDM
1 month	-1.73%	+0.61%
3 months	+10.46%	+0.87%
6 months	+12.93%	+0.00%
1 year	+15.56%	+3.10%
5 years(CAGR)	+5.81%	N/A
10 years(CAGR)	+10.79%	N/A
Max(CAGR)	+8.94%	+3.82%

BTO

-1.73%

Winner

VSDM

+0.61%

Winner

BTO

+10.46%

VSDM

+0.87%

Winner

BTO

+12.93%

VSDM

+0.00%

Winner

BTO

+15.56%

VSDM

+3.10%

5Y(CAGR)

BTO

+5.81%

VSDM

N/A

10Y(CAGR)

BTO

+10.79%

VSDM

N/A

Max(CAGR)

Winner

BTO

+8.94%

VSDM

+3.82%

BTO vs VSDM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTO	VSDM
2026	+16.84%	+1.50%
2025	+6.98%	+5.39%
2024	+27.67%	-0.15%
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 VSDM Drawdown Comparison

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

The maximum drawdown for VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.

The current BTO drawdown is -4.24%. The current VSDM drawdown is -0.10%.

Rank	BTO	VSDM
#1	-72.25% Feb 14, 2007 - May 13, 2013	-1.81% Apr 4, 2025 - Jun 12, 2025
#2	-65.61% Jan 2, 2020 - Jan 14, 2021	-1.46% Feb 27, 2026 - Jul 2, 2026
#3	-51.73% Jan 13, 2022 - Feb 2, 2026	-0.95% Dec 6, 2024 - Feb 3, 2025
#4	-36.21% Nov 16, 1999 - Dec 28, 2000	-0.77% Jul 6, 2026 - Jul 23, 2026
#5	-32.87% Mar 12, 2018 - Jan 2, 2020	-0.54% Feb 25, 2025 - Apr 3, 2025
#6	-30.89% Dec 4, 2015 - Aug 17, 2016	-0.47% Sep 16, 2025 - Oct 16, 2025
#7	-22.13% May 17, 2002 - May 29, 2003	-0.28% Feb 6, 2025 - Feb 20, 2025
#8	-21.62% Jan 3, 2001 - Dec 26, 2001	-0.20% Oct 17, 2025 - Nov 11, 2025
#9	-18.03% Jun 8, 2021 - Aug 25, 2021	-0.13% Dec 19, 2025 - Dec 31, 2025
#10	-17.22% Mar 5, 2004 - Oct 6, 2004	-0.11% Aug 13, 2025 - Aug 22, 2025
#11	-16.51% Jul 23, 2015 - Nov 11, 2015	-0.09% Feb 18, 2026 - Feb 23, 2026
#12	-15.21% Feb 6, 2026 - Jun 24, 2026	-0.07% Jul 29, 2025 - Aug 1, 2025
#13	-15.12% Jul 3, 2017 - Sep 29, 2017	-0.07% Jun 17, 2025 - Jun 23, 2025
#14	-13.88% Jul 26, 2013 - Dec 24, 2013	-0.07% Jul 11, 2025 - Jul 21, 2025
#15	-11.96% May 15, 2013 - Jul 5, 2013	-0.07% Nov 11, 2025 - Nov 25, 2025

Correlation

Correlation between BTO and VSDM is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2000 - 2026)

BTO vs VSDM dividend yield comparison.

Year	BTO	VSDM
2026	3.27%	1.81%
2025	7.41%	3.06%
2024	7.28%	0.35%
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%