HTD vs EZM
Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceEZM has outperformed HTD, delivering a return of +9.4% compared to +8.8%
HTD vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HTD vs EZM - Historical Returns
Returns include dividend reinvestment.
HTD vs EZM - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | HTD | EZM |
|---|---|---|
| 2026 | +13.03% | +12.87% |
| 2025 | +14.53% | +9.06% |
| 2024 | +24.58% | +10.82% |
| 2023 | -10.96% | +20.20% |
| 2022 | -5.72% | -12.73% |
| 2021 | +33.51% | +33.04% |
| 2020 | -16.36% | +5.41% |
| 2019 | +40.16% | +23.94% |
| 2018 | -5.89% | -13.00% |
| 2017 | +12.78% | +16.60% |
| 2016 | +21.54% | +21.22% |
| 2015 | +0.25% | -4.54% |
| 2014 | +32.13% | +9.77% |
| 2013 | +5.76% | +36.84% |
| 2012 | +10.05% | +16.52% |
| 2011 | +23.72% | +0.01% |
| 2010 | +23.14% | +24.31% |
| 2009 | +37.35% | +46.06% |
| 2008 | -35.41% | -34.76% |
| 2007 | -2.38% | -6.95% |
| 2006 | +29.67% | N/A |
| 2005 | +0.65% | N/A |
| 2004 | -5.40% | N/A |
HTD vs EZM Drawdown Comparison
The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current HTD drawdown is -0.46%. The current EZM drawdown is -0.28%.
| Rank | HTD | EZM |
|---|---|---|
| #1 | -69.69% May 9, 2007 - Aug 18, 2010 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -56.55% Feb 18, 2020 - Jun 9, 2021 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -31.59% Aug 18, 2022 - Sep 4, 2024 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -20.83% Mar 10, 2004 - Jul 1, 2005 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -19.60% Apr 20, 2022 - Aug 15, 2022 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -18.37% May 21, 2013 - Apr 16, 2014 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -16.47% Dec 18, 2017 - Jan 31, 2019 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -16.45% Jul 7, 2011 - Aug 29, 2011 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -15.34% Sep 7, 2016 - Jan 10, 2017 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -13.91% Jan 22, 2015 - Feb 25, 2016 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -13.27% Apr 2, 2025 - Jul 2, 2025 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -12.48% Oct 8, 2012 - Feb 7, 2013 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -12.37% Aug 4, 2005 - Jul 19, 2006 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -10.99% Aug 11, 2021 - Dec 27, 2021 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -10.72% Jan 14, 2022 - Apr 1, 2022 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between HTD and EZM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
HTD vs EZM dividend yield comparison.
| Year | HTD | EZM |
|---|---|---|
| 2026 | 4.29% | 0.56% |
| 2025 | 7.51% | 1.39% |
| 2024 | 7.52% | 1.22% |
| 2023 | 8.73% | 1.25% |
| 2022 | 7.36% | 1.57% |
| 2021 | 5.80% | 1.08% |
| 2020 | 7.97% | 1.67% |
| 2019 | 6.06% | 1.34% |
| 2018 | 10.09% | 1.57% |
| 2017 | 8.85% | 1.14% |
| 2016 | 7.30% | 1.55% |
| 2015 | 7.06% | 1.30% |
| 2014 | 6.27% | 1.16% |
| 2013 | 7.16% | 0.99% |
| 2012 | 6.55% | 1.73% |
| 2011 | 6.56% | 0.99% |
| 2010 | 7.32% | 1.40% |
| 2009 | 10.13% | 1.04% |
| 2008 | 15.29% | 2.30% |
| 2007 | 10.49% | 0.93% |
| 2006 | 8.33% | 0.00% |
| 2005 | 8.03% | 0.00% |
| 2004 | 4.84% | 0.00% |
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