IDHQ vs HTD

Comparison between INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ, ETF) and John Hancock Tax- Advantaged Dividend Income (HTD, ETF).

5-Year PerformanceIDHQ has outperformed HTD, delivering a return of +10.6% compared to +8.3%

IDHQ vs HTD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDHQ(ETF)	HTD(ETF)
Net Assets	$939M	$937M
Expense Ratio	0.29%	N/A
Max Drawdown	74.48%	75.51%
Sharpe Ratio	1.62	0.57
5Y Beta	0.80	0.39
5Y Dividends CAGR	10.26%	2.49%

Net Assets

Winner

IDHQ

$939M

HTD

$937M

Expense Ratio

IDHQ

0.29%

HTD

N/A

Max Drawdown

Winner

IDHQ

74.48%

HTD

75.51%

Sharpe Ratio

Winner

IDHQ

1.62

HTD

0.57

5Y Beta

IDHQ

0.80

Winner

HTD

0.39

5Y Dividends CAGR

Winner

IDHQ

10.26%

HTD

2.49%

IDHQ vs HTD - Historical Returns

Returns include dividend reinvestment.

Period	IDHQ	HTD
1 month	+6.77%	-1.84%
3 months	+14.62%	+1.37%
6 months	+19.42%	+3.86%
1 year	+43.09%	+11.23%
5 years(CAGR)	+10.56%	+8.29%
10 years(CAGR)	+11.14%	+8.34%
Max(CAGR)	+5.52%	+9.51%

Winner

IDHQ

+6.77%

HTD

-1.84%

Winner

IDHQ

+14.62%

HTD

+1.37%

Winner

IDHQ

+19.42%

HTD

+3.86%

Winner

IDHQ

+43.09%

HTD

+11.23%

5Y(CAGR)

Winner

IDHQ

+10.56%

HTD

+8.29%

10Y(CAGR)

Winner

IDHQ

+11.14%

HTD

+8.34%

Max(CAGR)

IDHQ

+5.52%

Winner

HTD

+9.51%

IDHQ vs HTD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IDHQ	HTD
2026	+30.62%	+10.95%
2025	+27.58%	+14.53%
2024	+2.53%	+24.58%
2023	+18.87%	-10.96%
2022	-20.24%	-5.72%
2021	+10.42%	+33.51%
2020	+14.52%	-16.36%
2019	+29.03%	+40.16%
2018	-13.22%	-5.89%
2017	+28.56%	+12.78%
2016	+0.03%	+21.54%
2015	+8.51%	+0.25%
2014	-0.87%	+32.13%
2013	+13.37%	+5.76%
2012	+17.69%	+10.05%
2011	-16.78%	+23.72%
2010	+10.45%	+23.14%
2009	+40.16%	+37.35%
2008	-50.73%	-35.41%
2007	-4.34%	-2.38%
2006	N/A	+29.67%
2005	N/A	+0.65%
2004	N/A	-5.40%

IDHQ vs HTD Drawdown Comparison

The maximum drawdown for IDHQ was -73.84%, occurring on Mar 9, 2009. Recovery took 2543 trading sessions.

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

The current HTD drawdown is -3.05%.

Rank	IDHQ	HTD
#1	-73.84% Dec 6, 2007 - Jan 12, 2018	-69.69% May 9, 2007 - Aug 18, 2010
#2	-33.55% Sep 3, 2021 - Mar 7, 2024	-56.55% Feb 18, 2020 - Jun 9, 2021
#3	-30.51% Jan 17, 2020 - Aug 17, 2020	-31.59% Aug 18, 2022 - Sep 4, 2024
#4	-19.91% Jan 26, 2018 - Oct 28, 2019	-20.83% Mar 10, 2004 - Jul 1, 2005
#5	-15.71% Jul 12, 2007 - Oct 11, 2007	-19.60% Apr 20, 2022 - Aug 15, 2022
#6	-14.07% Sep 26, 2024 - May 15, 2025	-18.37% May 21, 2013 - Apr 16, 2014
#7	-13.70% Oct 31, 2007 - Dec 6, 2007	-16.47% Dec 18, 2017 - Jan 31, 2019
#8	-13.46% Feb 25, 2026 - May 6, 2026	-16.45% Jul 7, 2011 - Aug 29, 2011
#9	-7.37% Jan 25, 2021 - Apr 15, 2021	-15.34% Sep 7, 2016 - Jan 10, 2017
#10	-7.11% Jul 12, 2024 - Aug 21, 2024	-13.91% Jan 22, 2015 - Feb 25, 2016
#11	-7.09% Oct 12, 2020 - Nov 5, 2020	-13.27% Apr 2, 2025 - Jul 2, 2025
#12	-5.70% May 28, 2026 - Jun 11, 2026	-12.48% Oct 8, 2012 - Feb 7, 2013
#13	-5.40% Mar 7, 2024 - May 14, 2024	-12.37% Aug 4, 2005 - Jul 19, 2006
#14	-5.00% Jul 23, 2025 - Sep 8, 2025	-10.99% Aug 11, 2021 - Dec 27, 2021
#15	-4.98% Nov 12, 2025 - Dec 10, 2025	-10.72% Jan 14, 2022 - Apr 1, 2022

Correlation

Correlation between IDHQ and HTD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2004 - 2026)

IDHQ vs HTD dividend yield comparison.

Year	IDHQ	HTD
2026	1.15%	5.03%
2025	2.46%	7.51%
2024	2.41%	7.52%
2023	2.52%	8.73%
2022	3.33%	7.36%
2021	2.10%	5.80%
2020	1.60%	7.97%
2019	2.10%	6.06%
2018	2.67%	10.09%
2017	1.68%	8.85%
2016	2.36%	7.30%
2015	1.71%	7.06%
2014	1.75%	6.27%
2013	1.70%	7.16%
2012	1.92%	6.55%
2011	0.89%	6.56%
2010	3.23%	7.32%
2009	2.21%	10.13%
2008	3.71%	15.29%
2007	0.53%	10.49%
2006	0.00%	8.33%
2005	0.00%	8.03%
2004	0.00%	4.84%