FT vs JHCP

Comparison between Franklin Universal Trust (FT, ETF) and JOHN HANCOCK CORE PLUS BOND ETF (JHCP, ETF).

FT vs JHCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	JHCP(ETF)
Net Assets	$218M	$218M
Expense Ratio	N/A	0.36%
Max Drawdown	65.18%	4.67%
Sharpe Ratio	0.14	-0.17
5Y Beta	0.29	0.07
5Y Dividends CAGR	4.18%	N/A

Net Assets

$218M

Winner

JHCP

$218M

Expense Ratio

N/A

JHCP

0.36%

Max Drawdown

65.18%

Winner

JHCP

4.67%

Sharpe Ratio

Winner

0.14

JHCP

-0.17

5Y Beta

0.29

Winner

JHCP

0.07

5Y Dividends CAGR

4.18%

JHCP

N/A

FT vs JHCP - Historical Returns

Returns include dividend reinvestment.

Period	FT	JHCP
1 month	-2.46%	+0.99%
3 months	-2.16%	+0.50%
6 months	-3.12%	-1.00%
1 year	+4.68%	+3.16%
5 years(CAGR)	+5.67%	N/A
10 years(CAGR)	+7.84%	N/A
Max(CAGR)	+7.17%	+4.65%

-2.46%

Winner

JHCP

+0.99%

-2.16%

Winner

JHCP

+0.50%

-3.12%

Winner

JHCP

-1.00%

Winner

+4.68%

JHCP

+3.16%

5Y(CAGR)

+5.67%

JHCP

N/A

10Y(CAGR)

+7.84%

JHCP

N/A

Max(CAGR)

Winner

+7.17%

JHCP

+4.65%

FT vs JHCP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	JHCP
2026	+1.07%	+0.70%
2025	+16.44%	+7.65%
2024	+17.47%	-0.30%
2023	+4.51%	N/A
2022	-13.44%	N/A
2021	+21.55%	N/A
2020	+1.47%	N/A
2019	+30.84%	N/A
2018	-5.40%	N/A
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs JHCP Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for JHCP was -3.06%, occurring on Apr 11, 2025. Recovery took 55 trading sessions.

The current FT drawdown is -4.21%. The current JHCP drawdown is -1.26%.

Rank	FT	JHCP
#1	-54.80% May 16, 2007 - Mar 9, 2010	-3.06% Apr 3, 2025 - Jun 24, 2025
#2	-40.90% Feb 21, 2020 - May 3, 2021	-2.82% Feb 27, 2026 - May 19, 2026
#3	-40.83% Apr 15, 2002 - May 16, 2006	-1.61% Oct 27, 2025 - Jan 12, 2026
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-1.58% Dec 18, 2024 - Jan 21, 2025
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-1.16% Feb 5, 2025 - Feb 21, 2025
#6	-22.53% Mar 24, 2015 - May 26, 2016	-1.13% Mar 3, 2025 - Apr 3, 2025
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-1.05% Jun 30, 2025 - Jul 28, 2025
#8	-13.30% May 20, 2013 - Apr 16, 2014	-0.71% Sep 15, 2025 - Oct 14, 2025
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-0.68% Jan 12, 2026 - Feb 10, 2026
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-0.51% Aug 13, 2025 - Aug 22, 2025
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-0.48% Aug 28, 2025 - Sep 4, 2025
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-0.38% Jul 28, 2025 - Aug 1, 2025
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-0.36% Jan 21, 2025 - Jan 27, 2025
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-0.32% Aug 4, 2025 - Aug 13, 2025
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-0.23% Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between FT and JHCP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

FT vs JHCP dividend yield comparison.

Year	FT	JHCP
2026	4.38%	2.23%
2025	6.37%	4.79%
2024	6.98%	0.20%
2023	7.67%	0.00%
2022	8.49%	0.00%
2021	6.00%	0.00%
2020	5.13%	0.00%
2019	4.95%	0.00%
2018	6.05%	0.00%
2017	5.36%	0.00%
2016	6.53%	0.00%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%