EYLD vs BTO

Comparison between CAMBRIA EMERGING SHAREHOLDER YIELD ETF (EYLD, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).

5-Year PerformanceEYLD has outperformed BTO, delivering a return of +9.0% compared to +4.5%

EYLD vs BTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EYLD(ETF)	BTO(ETF)
Net Assets	$759M	$758M
Expense Ratio	0.65%	N/A
Max Drawdown	48.21%	82.09%
Sharpe Ratio	1.60	0.64
5Y Beta	0.66	0.88
5Y Dividends CAGR	17.26%	8.12%

Net Assets

Winner

EYLD

$759M

BTO

$758M

Expense Ratio

EYLD

0.65%

BTO

N/A

Max Drawdown

Winner

EYLD

48.21%

BTO

82.09%

Sharpe Ratio

Winner

EYLD

1.60

BTO

0.64

5Y Beta

Winner

EYLD

0.66

BTO

0.88

5Y Dividends CAGR

Winner

EYLD

17.26%

BTO

8.12%

EYLD vs BTO - Historical Returns

Returns include dividend reinvestment.

Period	EYLD	BTO
1 month	-0.99%	-0.59%
3 months	+8.48%	+5.76%
6 months	+19.73%	+8.87%
1 year	+36.99%	+17.43%
5 years(CAGR)	+9.00%	+4.50%
10 years(CAGR)	+11.46%	+10.47%
Max(CAGR)	+11.46%	+8.66%

EYLD

-0.99%

Winner

BTO

-0.59%

Winner

EYLD

+8.48%

BTO

+5.76%

Winner

EYLD

+19.73%

BTO

+8.87%

Winner

EYLD

+36.99%

BTO

+17.43%

5Y(CAGR)

Winner

EYLD

+9.00%

BTO

+4.50%

10Y(CAGR)

Winner

EYLD

+11.46%

BTO

+10.47%

Max(CAGR)

Winner

EYLD

+11.46%

BTO

+8.66%

EYLD vs BTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EYLD	BTO
2026	+16.75%	+6.93%
2025	+29.31%	+6.98%
2024	+5.66%	+27.67%
2023	+16.83%	-2.85%
2022	-17.12%	-21.25%
2021	+10.08%	+67.15%
2020	+7.80%	-9.84%
2019	+22.60%	+33.57%
2018	-14.63%	-24.57%
2017	+34.70%	+13.25%
2016	+5.31%	+40.90%
2015	N/A	+25.19%
2014	N/A	+5.81%
2013	N/A	+38.22%
2012	N/A	+32.90%
2011	N/A	-16.80%
2010	N/A	+27.86%
2009	N/A	+6.07%
2008	N/A	-34.82%
2007	N/A	-23.16%
2006	N/A	+19.05%
2005	N/A	-1.85%
2004	N/A	+17.15%
2003	N/A	+45.14%
2002	N/A	+4.70%
2001	N/A	+6.80%
2000	N/A	+21.50%
1999	N/A	-8.76%

EYLD vs BTO Drawdown Comparison

The maximum drawdown for EYLD was -41.85%, occurring on Mar 18, 2020. Recovery took 726 trading sessions.

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

The current EYLD drawdown is -6.09%. The current BTO drawdown is -5.02%.

Rank	EYLD	BTO
#1	-41.85% Jan 26, 2018 - Dec 14, 2020	-72.25% Feb 14, 2007 - May 13, 2013
#2	-30.33% Apr 26, 2021 - Mar 1, 2024	-65.61% Jan 2, 2020 - Jan 14, 2021
#3	-23.08% Jul 22, 2016 - Jul 18, 2017	-51.73% Jan 13, 2022 - Feb 2, 2026
#4	-20.90% Sep 27, 2024 - Jun 6, 2025	-36.21% Nov 16, 1999 - Dec 28, 2000
#5	-11.40% Jun 21, 2024 - Sep 26, 2024	-32.87% Mar 12, 2018 - Jan 2, 2020
#6	-10.51% Feb 25, 2026 - Apr 14, 2026	-30.89% Dec 4, 2015 - Aug 17, 2016
#7	-8.56% Sep 7, 2017 - Dec 20, 2017	-22.13% May 17, 2002 - May 29, 2003
#8	-6.09% Jun 2, 2026 - Jun 5, 2026	-21.62% Jan 3, 2001 - Dec 26, 2001
#9	-5.67% Mar 16, 2021 - Apr 5, 2021	-18.03% Jun 8, 2021 - Aug 25, 2021
#10	-5.48% Feb 22, 2021 - Mar 16, 2021	-17.22% Mar 5, 2004 - Oct 6, 2004
#11	-5.06% Jan 21, 2021 - Feb 9, 2021	-16.51% Jul 23, 2015 - Nov 11, 2015
#12	-4.99% May 6, 2026 - May 26, 2026	-15.21% Feb 6, 2026 - Mar 13, 2026
#13	-4.65% Sep 11, 2025 - Oct 20, 2025	-15.12% Jul 3, 2017 - Sep 29, 2017
#14	-3.98% Nov 12, 2025 - Dec 26, 2025	-13.88% Jul 26, 2013 - Dec 24, 2013
#15	-3.59% Jul 24, 2025 - Aug 8, 2025	-11.96% May 15, 2013 - Jul 5, 2013

Correlation

Correlation between EYLD and BTO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

EYLD vs BTO dividend yield comparison.

Year	EYLD	BTO
2026	0.53%	1.76%
2025	5.40%	7.41%
2024	5.16%	7.28%
2023	5.54%	8.64%
2022	6.97%	7.51%
2021	7.27%	4.72%
2020	3.01%	7.25%
2019	4.21%	6.06%
2018	7.87%	5.94%
2017	2.77%	3.76%
2016	0.75%	5.10%
2015	0.00%	4.75%
2014	0.00%	5.03%
2013	0.00%	5.03%
2012	0.00%	5.91%
2011	0.00%	6.51%
2010	0.00%	5.28%
2009	0.00%	4.06%
2008	0.00%	20.16%
2007	0.00%	28.59%
2006	0.00%	10.61%
2005	0.00%	12.34%
2004	0.00%	10.01%
2003	0.00%	6.13%
2002	0.00%	11.40%
2001	0.00%	14.74%
2000	0.00%	8.73%