HTD vs PID

Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID, ETF).

5-Year PerformancePID has outperformed HTD, delivering a return of +8.5% compared to +8.0%

HTD vs PID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTD(ETF)	PID(ETF)
Net Assets	$944M	$939M
Expense Ratio	N/A	0.53%
Max Drawdown	75.51%	67.98%
Sharpe Ratio	1.27	0.88
5Y Beta	0.40	0.47
P/E Ratio	N/A	14.89
Forward P/E	N/A	12.62
PEG Ratio	N/A	0.32
5Y Dividends CAGR	3.94%	9.48%
5Y EPS CAGR	N/A	18.15%

Net Assets

Winner

HTD

$944M

PID

$939M

Expense Ratio

HTD

N/A

PID

0.53%

Max Drawdown

HTD

75.51%

Winner

PID

67.98%

Sharpe Ratio

Winner

HTD

1.27

PID

0.88

5Y Beta

Winner

HTD

0.40

PID

0.47

P/E Ratio

HTD

N/A

PID

14.89

Forward P/E

HTD

N/A

PID

12.62

PEG Ratio

HTD

N/A

PID

0.32

5Y Dividends CAGR

HTD

3.94%

Winner

PID

9.48%

5Y EPS CAGR

HTD

N/A

PID

18.15%

HTD vs PID - Historical Returns

Returns include dividend reinvestment.

Period	HTD	PID
1 month	+1.26%	-2.05%
3 months	+0.98%	+1.53%
6 months	+10.35%	+3.76%
1 year	+20.44%	+12.92%
5 years(CAGR)	+8.04%	+8.50%
10 years(CAGR)	+8.51%	+8.81%
Max(CAGR)	+9.52%	+5.50%

Winner

HTD

+1.26%

PID

-2.05%

HTD

+0.98%

Winner

PID

+1.53%

Winner

HTD

+10.35%

PID

+3.76%

Winner

HTD

+20.44%

PID

+12.92%

5Y(CAGR)

HTD

+8.04%

Winner

PID

+8.50%

10Y(CAGR)

HTD

+8.51%

Winner

PID

+8.81%

Max(CAGR)

Winner

HTD

+9.52%

PID

+5.50%

HTD vs PID - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HTD	PID
2026	+9.38%	+2.48%
2025	+14.53%	+23.63%
2024	+24.58%	+3.32%
2023	-10.96%	+14.48%
2022	-5.72%	-6.50%
2021	+33.51%	+23.52%
2020	-16.36%	-7.19%
2019	+40.16%	+24.55%
2018	-5.89%	-12.34%
2017	+12.78%	+17.87%
2016	+21.54%	+11.30%
2015	+0.25%	-18.96%
2014	+32.13%	+0.48%
2013	+5.76%	+16.91%
2012	+10.05%	+9.63%
2011	+23.72%	-2.91%
2010	+23.14%	+11.20%
2009	+37.35%	+34.13%
2008	-35.41%	-46.36%
2007	-2.38%	+11.38%
2006	+29.67%	+23.99%
2005	+0.65%	+3.32%
2004	-5.40%	N/A

HTD vs PID Drawdown Comparison

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

The maximum drawdown for PID was -66.35%, occurring on Mar 9, 2009. Recovery took 1595 trading sessions.

The current HTD drawdown is -2.60%. The current PID drawdown is -4.59%.

Rank	HTD	PID
#1	-69.69% May 9, 2007 - Aug 18, 2010	-66.35% Oct 31, 2007 - Mar 5, 2014
#2	-56.55% Feb 18, 2020 - Jun 9, 2021	-46.05% Jan 17, 2020 - Mar 11, 2021
#3	-31.59% Aug 18, 2022 - Sep 4, 2024	-38.89% Sep 3, 2014 - Jan 26, 2018
#4	-20.83% Mar 10, 2004 - Jul 1, 2005	-22.99% Apr 4, 2022 - Mar 7, 2024
#5	-19.60% Apr 20, 2022 - Aug 15, 2022	-17.95% Jan 26, 2018 - Jun 20, 2019
#6	-18.37% May 21, 2013 - Apr 16, 2014	-11.70% Jul 23, 2007 - Oct 1, 2007
#7	-16.47% Dec 18, 2017 - Jan 31, 2019	-11.39% Oct 18, 2024 - Apr 30, 2025
#8	-16.45% Jul 7, 2011 - Aug 29, 2011	-9.24% May 9, 2006 - Aug 30, 2006
#9	-15.34% Sep 7, 2016 - Jan 10, 2017	-8.04% Jul 3, 2019 - Nov 7, 2019
#10	-13.91% Jan 22, 2015 - Feb 25, 2016	-7.87% Feb 26, 2007 - Mar 26, 2007
#11	-13.27% Apr 2, 2025 - Jul 2, 2025	-7.48% Feb 27, 2026 - Mar 27, 2026
#12	-12.48% Oct 8, 2012 - Feb 7, 2013	-6.82% Sep 30, 2005 - Nov 23, 2005
#13	-12.37% Aug 4, 2005 - Jul 19, 2006	-6.56% Oct 20, 2021 - Dec 31, 2021
#14	-10.99% Aug 11, 2021 - Dec 27, 2021	-6.54% Jun 7, 2021 - Oct 14, 2021
#15	-10.72% Jan 14, 2022 - Apr 1, 2022	-6.53% Mar 8, 2024 - May 9, 2024

Correlation

Correlation between HTD and PID is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2004 - 2026)

HTD vs PID dividend yield comparison.

Year	HTD	PID
2026	3.78%	0.88%
2025	7.51%	3.28%
2024	7.52%	3.88%
2023	8.73%	3.31%
2022	7.36%	3.30%
2021	5.80%	3.30%
2020	7.97%	3.16%
2019	6.06%	3.99%
2018	10.09%	3.87%
2017	8.85%	3.46%
2016	7.30%	3.90%
2015	7.06%	4.48%
2014	6.27%	3.92%
2013	7.16%	2.16%
2012	6.55%	2.70%
2011	6.56%	3.32%
2010	7.32%	2.75%
2009	10.13%	3.39%
2008	15.29%	6.86%
2007	10.49%	2.27%
2006	8.33%	2.84%
2005	8.03%	0.50%
2004	4.84%	0.00%