HTD vs SPY
Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HTD, delivering a return of +13.0% compared to +8.8%
HTD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HTD vs SPY - Historical Returns
Returns include dividend reinvestment.
HTD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HTD | SPY |
|---|---|---|
| 2026 | +13.03% | +10.11% |
| 2025 | +14.53% | +18.00% |
| 2024 | +24.58% | +25.59% |
| 2023 | -10.96% | +26.72% |
| 2022 | -5.72% | -18.64% |
| 2021 | +33.51% | +30.52% |
| 2020 | -16.36% | +17.28% |
| 2019 | +40.16% | +31.09% |
| 2018 | -5.89% | -5.24% |
| 2017 | +12.78% | +20.78% |
| 2016 | +21.54% | +13.59% |
| 2015 | +0.25% | +1.31% |
| 2014 | +32.13% | +14.56% |
| 2013 | +5.76% | +29.00% |
| 2012 | +10.05% | +14.17% |
| 2011 | +23.72% | +0.85% |
| 2010 | +23.14% | +13.14% |
| 2009 | +37.35% | +22.67% |
| 2008 | -35.41% | -36.25% |
| 2007 | -2.38% | +5.32% |
| 2006 | +29.67% | +13.85% |
| 2005 | +0.65% | +5.32% |
| 2004 | -5.40% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
HTD vs SPY Drawdown Comparison
The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HTD drawdown is -0.46%. The current SPY drawdown is -1.24%.
| Rank | HTD | SPY |
|---|---|---|
| #1 | -69.69% May 9, 2007 - Aug 18, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -56.55% Feb 18, 2020 - Jun 9, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.59% Aug 18, 2022 - Sep 4, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.83% Mar 10, 2004 - Jul 1, 2005 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.60% Apr 20, 2022 - Aug 15, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.37% May 21, 2013 - Apr 16, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.47% Dec 18, 2017 - Jan 31, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.45% Jul 7, 2011 - Aug 29, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.34% Sep 7, 2016 - Jan 10, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.91% Jan 22, 2015 - Feb 25, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.27% Apr 2, 2025 - Jul 2, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.48% Oct 8, 2012 - Feb 7, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.37% Aug 4, 2005 - Jul 19, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.99% Aug 11, 2021 - Dec 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.72% Jan 14, 2022 - Apr 1, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HTD and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
HTD vs SPY dividend yield comparison.
| Year | HTD | SPY |
|---|---|---|
| 2026 | 4.29% | 0.49% |
| 2025 | 7.51% | 1.07% |
| 2024 | 7.52% | 1.21% |
| 2023 | 8.73% | 1.40% |
| 2022 | 7.36% | 1.65% |
| 2021 | 5.80% | 1.20% |
| 2020 | 7.97% | 1.52% |
| 2019 | 6.06% | 1.75% |
| 2018 | 10.09% | 2.04% |
| 2017 | 8.85% | 1.80% |
| 2016 | 7.30% | 2.03% |
| 2015 | 7.06% | 2.06% |
| 2014 | 6.27% | 1.87% |
| 2013 | 7.16% | 1.81% |
| 2012 | 6.55% | 2.18% |
| 2011 | 6.56% | 2.05% |
| 2010 | 7.32% | 1.80% |
| 2009 | 10.13% | 1.95% |
| 2008 | 15.29% | 3.02% |
| 2007 | 10.49% | 1.85% |
| 2006 | 8.33% | 1.73% |
| 2005 | 8.03% | 1.73% |
| 2004 | 4.84% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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