HTD vs DJP

Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and iPath Bloomberg Commodity Index Total Return ETN (DJP, ETF).

5-Year PerformanceDJP has outperformed HTD, delivering a return of +14.2% compared to +8.3%

HTD vs DJP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTD(ETF)	DJP(ETF)
Net Assets	$937M	$935M
Expense Ratio	N/A	0.70%
Max Drawdown	75.51%	78.35%
Sharpe Ratio	0.57	1.96
5Y Beta	0.39	0.13
5Y Dividends CAGR	2.49%	N/A

Net Assets

Winner

HTD

$937M

DJP

$935M

Expense Ratio

HTD

N/A

DJP

0.70%

Max Drawdown

Winner

HTD

75.51%

DJP

78.35%

Sharpe Ratio

HTD

0.57

Winner

DJP

1.96

5Y Beta

HTD

0.39

Winner

DJP

0.13

5Y Dividends CAGR

HTD

2.49%

DJP

N/A

HTD vs DJP - Historical Returns

Returns include dividend reinvestment.

Period	HTD	DJP
1 month	-1.84%	+5.68%
3 months	+1.37%	+1.57%
6 months	+3.86%	+20.84%
1 year	+11.23%	+49.54%
5 years(CAGR)	+8.29%	+14.25%
10 years(CAGR)	+8.34%	+7.93%
Max(CAGR)	+9.51%	+0.21%

HTD

-1.84%

Winner

DJP

+5.68%

HTD

+1.37%

Winner

DJP

+1.57%

HTD

+3.86%

Winner

DJP

+20.84%

HTD

+11.23%

Winner

DJP

+49.54%

5Y(CAGR)

HTD

+8.29%

Winner

DJP

+14.25%

10Y(CAGR)

Winner

HTD

+8.34%

DJP

+7.93%

Max(CAGR)

Winner

HTD

+9.51%

DJP

+0.21%

HTD vs DJP - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HTD	DJP
2026	+10.95%	+34.38%
2025	+14.53%	+16.15%
2024	+24.58%	+6.33%
2023	-10.96%	-7.71%
2022	-5.72%	+16.89%
2021	+33.51%	+29.92%
2020	-16.36%	-4.33%
2019	+40.16%	+7.53%
2018	-5.89%	-13.67%
2017	+12.78%	+2.61%
2016	+21.54%	+13.81%
2015	+0.25%	-27.59%
2014	+32.13%	-18.30%
2013	+5.76%	-11.27%
2012	+10.05%	-4.42%
2011	+23.72%	-14.13%
2010	+23.14%	+13.97%
2009	+37.35%	+16.26%
2008	-35.41%	-39.03%
2007	-2.38%	+18.96%
2006	+29.67%	+0.80%
2005	+0.65%	N/A
2004	-5.40%	N/A

HTD vs DJP Drawdown Comparison

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

The maximum drawdown for DJP was -78.35%, occurring on Apr 21, 2020. This drawdown has not yet recovered.

The current HTD drawdown is -3.05%. The current DJP drawdown is -30.78%.

Rank	HTD	DJP
#1	-69.69% May 9, 2007 - Aug 18, 2010	-78.35% Jul 2, 2008 - Apr 21, 2020
#2	-56.55% Feb 18, 2020 - Jun 9, 2021	-10.49% Mar 13, 2008 - May 21, 2008
#3	-31.59% Aug 18, 2022 - Sep 4, 2024	-10.48% Nov 30, 2006 - Feb 26, 2007
#4	-20.83% Mar 10, 2004 - Jul 1, 2005	-8.29% Jun 15, 2007 - Sep 18, 2007
#5	-19.60% Apr 20, 2022 - Aug 15, 2022	-6.22% Jan 14, 2008 - Feb 8, 2008
#6	-18.37% May 21, 2013 - Apr 16, 2014	-4.79% Feb 26, 2007 - Apr 10, 2007
#7	-16.47% Dec 18, 2017 - Jan 31, 2019	-4.53% Nov 6, 2007 - Dec 26, 2007
#8	-16.45% Jul 7, 2011 - Aug 29, 2011	-4.42% May 21, 2008 - Jun 6, 2008
#9	-15.34% Sep 7, 2016 - Jan 10, 2017	-4.18% Sep 27, 2007 - Oct 18, 2007
#10	-13.91% Jan 22, 2015 - Feb 25, 2016	-3.41% Mar 5, 2008 - Mar 13, 2008
#11	-13.27% Apr 2, 2025 - Jul 2, 2025	-3.38% Nov 9, 2006 - Nov 24, 2006
#12	-12.48% Oct 8, 2012 - Feb 7, 2013	-3.22% Jun 4, 2007 - Jun 15, 2007
#13	-12.37% Aug 4, 2005 - Jul 19, 2006	-2.67% May 21, 2007 - Jun 4, 2007
#14	-10.99% Aug 11, 2021 - Dec 27, 2021	-2.17% Jun 6, 2008 - Jun 11, 2008
#15	-10.72% Jan 14, 2022 - Apr 1, 2022	-2.08% Mar 3, 2008 - Mar 5, 2008

Correlation

Correlation between HTD and DJP is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

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