FXU vs BTO

Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).

5-Year PerformanceFXU has outperformed BTO, delivering a return of +11.2% compared to +5.8%

FXU vs BTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXU(ETF)	BTO(ETF)
Net Assets	$831M	$833M
Expense Ratio	0.61%	N/A
Max Drawdown	51.52%	82.09%
Sharpe Ratio	0.51	0.78
5Y Beta	0.31	0.85
P/E Ratio	16.93	N/A
Forward P/E	15.21	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	1.42%	8.12%
5Y EPS CAGR	13.80%	N/A
Debt to Equity	124.06%	N/A
P/S Ratio	2.28	N/A
P/B Ratio	1.90	N/A

Net Assets

FXU

$831M

Winner

BTO

$833M

Expense Ratio

FXU

0.61%

BTO

N/A

Max Drawdown

Winner

FXU

51.52%

BTO

82.09%

Sharpe Ratio

FXU

0.51

Winner

BTO

0.78

5Y Beta

Winner

FXU

0.31

BTO

0.85

P/E Ratio

FXU

16.93

BTO

N/A

Forward P/E

FXU

15.21

BTO

N/A

PEG Ratio

FXU

0.42

BTO

N/A

5Y Dividends CAGR

FXU

1.42%

Winner

BTO

8.12%

5Y EPS CAGR

FXU

13.80%

BTO

N/A

Debt to Equity

FXU

124.06%

BTO

N/A

P/S Ratio

FXU

2.28

BTO

N/A

P/B Ratio

FXU

1.90

BTO

N/A

FXU vs BTO - Historical Returns

Returns include dividend reinvestment.

Period	FXU	BTO
1 month	-4.63%	-1.73%
3 months	-1.49%	+10.46%
6 months	-3.96%	+12.93%
1 year	+10.52%	+15.56%
5 years(CAGR)	+11.22%	+5.81%
10 years(CAGR)	+9.06%	+10.79%
Max(CAGR)	+7.66%	+8.94%

FXU

-4.63%

Winner

BTO

-1.73%

FXU

-1.49%

Winner

BTO

+10.46%

FXU

-3.96%

Winner

BTO

+12.93%

FXU

+10.52%

Winner

BTO

+15.56%

5Y(CAGR)

Winner

FXU

+11.22%

BTO

+5.81%

10Y(CAGR)

FXU

+9.06%

Winner

BTO

+10.79%

Max(CAGR)

FXU

+7.66%

Winner

BTO

+8.94%

FXU vs BTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FXU	BTO
2026	+6.30%	+16.84%
2025	+20.86%	+6.98%
2024	+20.85%	+27.67%
2023	-1.69%	-2.85%
2022	+4.44%	-21.25%
2021	+20.51%	+67.15%
2020	+2.38%	-9.84%
2019	+12.50%	+33.57%
2018	+5.68%	-24.57%
2017	+0.04%	+13.25%
2016	+23.04%	+40.90%
2015	-6.87%	+25.19%
2014	+27.25%	+5.81%
2013	+15.85%	+38.22%
2012	+3.99%	+32.90%
2011	+9.23%	-16.80%
2010	+9.33%	+27.86%
2009	+19.04%	+6.07%
2008	-27.90%	-34.82%
2007	-3.71%	-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%

FXU vs BTO Drawdown Comparison

The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.

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

The current FXU drawdown is -6.20%. The current BTO drawdown is -4.24%.

Rank	FXU	BTO
#1	-49.02% May 22, 2007 - May 10, 2011	-72.25% Feb 14, 2007 - May 13, 2013
#2	-34.81% Feb 18, 2020 - Apr 14, 2021	-65.61% Jan 2, 2020 - Jan 14, 2021
#3	-21.88% Sep 12, 2022 - May 9, 2024	-51.73% Jan 13, 2022 - Feb 2, 2026
#4	-17.01% Jul 7, 2011 - Jul 18, 2012	-36.21% Nov 16, 1999 - Dec 28, 2000
#5	-14.69% Jun 16, 2017 - Aug 9, 2018	-32.87% Mar 12, 2018 - Jan 2, 2020
#6	-14.65% Dec 29, 2014 - Mar 7, 2016	-30.89% Dec 4, 2015 - Aug 17, 2016
#7	-14.50% Apr 20, 2022 - Aug 12, 2022	-22.13% May 17, 2002 - May 29, 2003
#8	-10.22% Oct 18, 2012 - Mar 15, 2013	-21.62% Jan 3, 2001 - Dec 26, 2001
#9	-9.25% Dec 3, 2018 - Mar 13, 2019	-18.03% Jun 8, 2021 - Aug 25, 2021
#10	-9.03% Nov 26, 2024 - Mar 17, 2025	-17.22% Mar 5, 2004 - Oct 6, 2004
#11	-9.00% Jul 25, 2016 - Feb 17, 2017	-16.51% Jul 23, 2015 - Nov 11, 2015
#12	-8.63% Apr 9, 2026 - Jun 1, 2026	-15.21% Feb 6, 2026 - Jun 24, 2026
#13	-8.57% Apr 2, 2025 - May 2, 2025	-15.12% Jul 3, 2017 - Sep 29, 2017
#14	-7.91% Sep 2, 2021 - Dec 15, 2021	-13.88% Jul 26, 2013 - Dec 24, 2013
#15	-7.88% Jun 30, 2014 - Oct 28, 2014	-11.96% May 15, 2013 - Jul 5, 2013

Correlation

Correlation between FXU and BTO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

FXU vs BTO dividend yield comparison.

Year	FXU	BTO
2026	0.93%	3.27%
2025	2.29%	7.41%
2024	2.41%	7.28%
2023	2.52%	8.64%
2022	2.03%	7.51%
2021	2.00%	4.72%
2020	3.97%	7.25%
2019	2.34%	6.06%
2018	2.40%	5.94%
2017	3.81%	3.76%
2016	2.62%	5.10%
2015	3.90%	4.75%
2014	2.14%	5.03%
2013	4.14%	5.03%
2012	3.09%	5.91%
2011	1.83%	6.51%
2010	2.68%	5.28%
2009	2.84%	4.06%
2008	0.99%	20.16%
2007	4.36%	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%