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GII vs HTD

Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL INFRASTRUCTURE ETF (GII, ETF) and John Hancock Tax- Advantaged Dividend Income (HTD, ETF).

5-Year PerformanceGII has outperformed HTD, delivering a return of +10.5% compared to +8.3%

GII vs HTD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
GII
$940M
HTD
$937M
Expense Ratio
GII
0.40%
HTD
N/A
Max Drawdown
Winner
GII
53.63%
HTD
75.51%
Sharpe Ratio
GII
0.56
Winner
HTD
0.57
5Y Beta
GII
0.40
Winner
HTD
0.39
5Y Dividends CAGR
Winner
GII
10.87%
HTD
2.49%

GII vs HTD - Historical Returns

Returns include dividend reinvestment.

1M
GII
-1.98%
Winner
HTD
-1.84%
3M
GII
-1.84%
Winner
HTD
+1.37%
6M
GII
-3.31%
Winner
HTD
+3.86%
1Y
GII
+9.93%
Winner
HTD
+11.23%
5Y(CAGR)
Winner
GII
+10.49%
HTD
+8.29%
10Y(CAGR)
GII
+7.80%
Winner
HTD
+8.34%
Max(CAGR)
GII
+5.40%
Winner
HTD
+9.51%

GII vs HTD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearGIIHTD
2026+6.82%+10.95%
2025+20.61%+14.53%
2024+14.63%+24.58%
2023+6.04%-10.96%
2022-1.00%-5.72%
2021+12.17%+33.51%
2020-6.41%-16.36%
2019+26.05%+40.16%
2018-10.61%-5.89%
2017+18.55%+12.78%
2016+14.30%+21.54%
2015-11.35%+0.25%
2014+13.82%+32.13%
2013+14.95%+5.76%
2012+4.68%+10.05%
2011-0.35%+23.72%
2010-0.24%+23.14%
2009+7.15%+37.35%
2008-29.26%-35.41%
2007+21.35%-2.38%
2006N/A+29.67%
2005N/A+0.65%
2004N/A-5.40%

GII vs HTD Drawdown Comparison

The maximum drawdown for GII was -50.97%, occurring on Mar 9, 2009. Recovery took 1627 trading sessions.

The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.

The current GII drawdown is -4.52%. The current HTD drawdown is -3.05%.

RankGIIHTD
#1-50.97%
Dec 6, 2007 - May 27, 2014
-69.69%
May 9, 2007 - Aug 18, 2010
#2-42.84%
Feb 19, 2020 - Oct 20, 2021
-56.55%
Feb 18, 2020 - Jun 9, 2021
#3-23.16%
Apr 24, 2015 - Sep 8, 2016
-31.59%
Aug 18, 2022 - Sep 4, 2024
#4-20.67%
Apr 20, 2022 - May 7, 2024
-20.83%
Mar 10, 2004 - Jul 1, 2005
#5-14.62%
Jan 26, 2018 - Mar 18, 2019
-19.60%
Apr 20, 2022 - Aug 15, 2022
#6-11.44%
Sep 8, 2016 - Mar 22, 2017
-18.37%
May 21, 2013 - Apr 16, 2014
#7-10.55%
Sep 5, 2014 - Apr 24, 2015
-16.47%
Dec 18, 2017 - Jan 31, 2019
#8-9.70%
Jun 1, 2007 - Sep 27, 2007
-16.45%
Jul 7, 2011 - Aug 29, 2011
#9-8.78%
Apr 2, 2025 - Apr 17, 2025
-15.34%
Sep 7, 2016 - Jan 10, 2017
#10-7.26%
Nov 29, 2024 - Jan 21, 2025
-13.91%
Jan 22, 2015 - Feb 25, 2016
#11-7.09%
Nov 5, 2021 - Jan 12, 2022
-13.27%
Apr 2, 2025 - Jul 2, 2025
#12-5.94%
Feb 27, 2026 - Mar 20, 2026
-12.48%
Oct 8, 2012 - Feb 7, 2013
#13-5.79%
Jul 11, 2019 - Oct 23, 2019
-12.37%
Aug 4, 2005 - Jul 19, 2006
#14-5.79%
Feb 26, 2007 - Mar 21, 2007
-10.99%
Aug 11, 2021 - Dec 27, 2021
#15-5.73%
Jul 24, 2014 - Sep 3, 2014
-10.72%
Jan 14, 2022 - Apr 1, 2022

Correlation

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

0.96
-101

Dividend Comparison (2004 - 2026)

GII vs HTD dividend yield comparison.

YearGIIHTD
20261.05%5.03%
20253.17%7.51%
20243.23%7.52%
20233.70%8.73%
20223.07%7.36%
20212.37%5.80%
20202.66%7.97%
20193.39%6.06%
20183.31%10.09%
20173.38%8.85%
20163.11%7.30%
20153.54%7.06%
20143.12%6.27%
20134.12%7.16%
20123.22%6.55%
20114.59%6.56%
20103.81%7.32%
20093.85%10.13%
20083.62%15.29%
20071.88%10.49%
20060.00%8.33%
20050.00%8.03%
20040.00%4.84%

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