HTD vs BSJQ

Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ, ETF).

5-Year PerformanceHTD has outperformed BSJQ, delivering a return of +8.8% compared to +3.7%

HTD vs BSJQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTD(ETF)	BSJQ(ETF)
Net Assets	$942M	$942M
Expense Ratio	N/A	0.43%
Max Drawdown	75.51%	24.95%
Sharpe Ratio	1.06	0.01
5Y Beta	0.39	0.12
5Y Dividends CAGR	2.49%	3.20%

Net Assets

Winner

HTD

$942M

BSJQ

$942M

Expense Ratio

HTD

N/A

BSJQ

0.43%

Max Drawdown

HTD

75.51%

Winner

BSJQ

24.95%

Sharpe Ratio

Winner

HTD

1.06

BSJQ

0.01

5Y Beta

HTD

0.39

Winner

BSJQ

0.12

5Y Dividends CAGR

HTD

2.49%

Winner

BSJQ

3.20%

HTD vs BSJQ - Historical Returns

Returns include dividend reinvestment.

Period	HTD	BSJQ
1 month	+3.05%	+0.09%
3 months	+6.02%	+0.11%
6 months	+10.89%	+0.92%
1 year	+15.91%	+3.91%
5 years(CAGR)	+8.78%	+3.70%
10 years(CAGR)	+8.59%	N/A
Max(CAGR)	+9.64%	+4.51%

Winner

HTD

+3.05%

BSJQ

+0.09%

Winner

HTD

+6.02%

BSJQ

+0.11%

Winner

HTD

+10.89%

BSJQ

+0.92%

Winner

HTD

+15.91%

BSJQ

+3.91%

5Y(CAGR)

Winner

HTD

+8.78%

BSJQ

+3.70%

10Y(CAGR)

HTD

+8.59%

BSJQ

N/A

Max(CAGR)

Winner

HTD

+9.64%

BSJQ

+4.51%

HTD vs BSJQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HTD	BSJQ
2026	+13.03%	+1.21%
2025	+14.53%	+6.40%
2024	+24.58%	+7.53%
2023	-10.96%	+9.76%
2022	-5.72%	-7.27%
2021	+33.51%	+4.74%
2020	-16.36%	+2.56%
2019	+40.16%	+16.91%
2018	-5.89%	-4.07%
2017	+12.78%	N/A
2016	+21.54%	N/A
2015	+0.25%	N/A
2014	+32.13%	N/A
2013	+5.76%	N/A
2012	+10.05%	N/A
2011	+23.72%	N/A
2010	+23.14%	N/A
2009	+37.35%	N/A
2008	-35.41%	N/A
2007	-2.38%	N/A
2006	+29.67%	N/A
2005	+0.65%	N/A
2004	-5.40%	N/A

HTD vs BSJQ Drawdown Comparison

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

The maximum drawdown for BSJQ was -24.12%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current HTD drawdown is -0.46%. The current BSJQ drawdown is -0.14%.

Rank	HTD	BSJQ
#1	-69.69% May 9, 2007 - Aug 18, 2010	-24.12% Feb 14, 2020 - Nov 19, 2020
#2	-56.55% Feb 18, 2020 - Jun 9, 2021	-11.95% Dec 28, 2021 - Dec 1, 2023
#3	-31.59% Aug 18, 2022 - Sep 4, 2024	-7.44% Sep 28, 2018 - Feb 4, 2019
#4	-20.83% Mar 10, 2004 - Jul 1, 2005	-2.66% Feb 26, 2025 - Apr 25, 2025
#5	-19.60% Apr 20, 2022 - Aug 15, 2022	-1.83% Nov 5, 2021 - Dec 22, 2021
#6	-18.37% May 21, 2013 - Apr 16, 2014	-1.82% May 6, 2019 - Jun 11, 2019
#7	-16.47% Dec 18, 2017 - Jan 31, 2019	-1.75% Jul 26, 2019 - Aug 26, 2019
#8	-16.45% Jul 7, 2011 - Aug 29, 2011	-1.53% Jan 16, 2020 - Feb 12, 2020
#9	-15.34% Sep 7, 2016 - Jan 10, 2017	-1.26% Feb 12, 2021 - Apr 1, 2021
#10	-13.91% Jan 22, 2015 - Feb 25, 2016	-1.08% Mar 21, 2024 - Apr 29, 2024
#11	-13.27% Apr 2, 2025 - Jul 2, 2025	-1.04% Sep 23, 2019 - Oct 18, 2019
#12	-12.48% Oct 8, 2012 - Feb 7, 2013	-0.98% Sep 16, 2021 - Nov 5, 2021
#13	-12.37% Aug 4, 2005 - Jul 19, 2006	-0.93% Jul 3, 2019 - Jul 26, 2019
#14	-10.99% Aug 11, 2021 - Dec 27, 2021	-0.92% Dec 27, 2023 - Jan 25, 2024
#15	-10.72% Jan 14, 2022 - Apr 1, 2022	-0.92% Jul 6, 2021 - Aug 27, 2021

Correlation

Correlation between HTD and BSJQ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2004 - 2026)

HTD vs BSJQ dividend yield comparison.

Year	HTD	BSJQ
2026	4.29%	3.24%
2025	7.51%	6.10%
2024	7.52%	6.58%
2023	8.73%	6.58%
2022	7.36%	5.58%
2021	5.80%	4.27%
2020	7.97%	4.64%
2019	6.06%	4.59%
2018	10.09%	2.39%
2017	8.85%	0.00%
2016	7.30%	0.00%
2015	7.06%	0.00%
2014	6.27%	0.00%
2013	7.16%	0.00%
2012	6.55%	0.00%
2011	6.56%	0.00%
2010	7.32%	0.00%
2009	10.13%	0.00%
2008	15.29%	0.00%
2007	10.49%	0.00%
2006	8.33%	0.00%
2005	8.03%	0.00%
2004	4.84%	0.00%