JHI vs BUL

Comparison between John Hancock Investors Trust (JHI, ETF) and PACER US CASH COWS GROWTH ETF (BUL, ETF).

5-Year PerformanceBUL has outperformed JHI, delivering a return of +10.9% compared to +0.9%

JHI vs BUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	BUL(ETF)
Net Assets	$128M	$127M
Expense Ratio	N/A	0.60%
Max Drawdown	58.45%	37.30%
Sharpe Ratio	0.27	1.11
5Y Beta	0.29	1.08
P/E Ratio	N/A	21.28
Forward P/E	N/A	17.76
5Y Dividends CAGR	1.10%	-5.49%
5Y EPS CAGR	N/A	27.70%
Debt to Equity	N/A	34.14%
P/S Ratio	N/A	2.58
P/B Ratio	N/A	5.47

Net Assets

Winner

JHI

$128M

BUL

$127M

Expense Ratio

JHI

N/A

BUL

0.60%

Max Drawdown

JHI

58.45%

Winner

BUL

37.30%

Sharpe Ratio

JHI

0.27

Winner

BUL

1.11

5Y Beta

Winner

JHI

0.29

BUL

1.08

P/E Ratio

JHI

N/A

BUL

21.28

Forward P/E

JHI

N/A

BUL

17.76

5Y Dividends CAGR

Winner

JHI

1.10%

BUL

-5.49%

5Y EPS CAGR

JHI

N/A

BUL

27.70%

Debt to Equity

JHI

N/A

BUL

34.14%

P/S Ratio

JHI

N/A

BUL

2.58

P/B Ratio

JHI

N/A

BUL

5.47

JHI vs BUL - Historical Returns

Returns include dividend reinvestment.

Period	JHI	BUL
1 month	-1.46%	+3.10%
3 months	-1.89%	+4.84%
6 months	-2.90%	+8.17%
1 year	+5.79%	+23.43%
5 years(CAGR)	+0.86%	+10.89%
10 years(CAGR)	+6.30%	N/A
Max(CAGR)	+7.17%	+13.80%

JHI

-1.46%

Winner

BUL

+3.10%

JHI

-1.89%

Winner

BUL

+4.84%

JHI

-2.90%

Winner

BUL

+8.17%

JHI

+5.79%

Winner

BUL

+23.43%

5Y(CAGR)

JHI

+0.86%

Winner

BUL

+10.89%

10Y(CAGR)

JHI

+6.30%

BUL

N/A

Max(CAGR)

JHI

+7.17%

Winner

BUL

+13.80%

JHI vs BUL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	BUL
2026	-1.74%	+6.32%
2025	+7.96%	+18.84%
2024	+14.60%	+30.35%
2023	+10.82%	+6.08%
2022	-28.69%	-15.81%
2021	+20.11%	+34.02%
2020	+6.16%	+26.03%
2019	+31.98%	+4.82%
2018	-13.53%	N/A
2017	+11.84%	N/A
2016	+23.22%	N/A
2015	-10.92%	N/A
2014	+1.57%	N/A
2013	-12.16%	N/A
2012	+10.43%	N/A
2011	+20.49%	N/A
2010	+21.76%	N/A
2009	+54.54%	N/A
2008	-14.95%	N/A
2007	-4.93%	N/A
2006	+14.25%	N/A
2005	-14.15%	N/A
2004	+21.64%	N/A
2003	+14.79%	N/A
2002	+6.80%	N/A
2001	+2.61%	N/A
2000	+20.26%	N/A
1999	-4.00%	N/A

JHI vs BUL Drawdown Comparison

The maximum drawdown for JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The maximum drawdown for BUL was -37.08%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.

The current JHI drawdown is -4.62%. The current BUL drawdown is -2.12%.

Rank	JHI	BUL
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-37.08% Jan 17, 2020 - Jun 5, 2020
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-27.85% Dec 8, 2021 - Mar 21, 2024
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-23.55% Dec 4, 2024 - Jul 10, 2025
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-9.59% Sep 2, 2020 - Nov 9, 2020
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-9.28% Jul 16, 2024 - Aug 23, 2024
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-8.93% Feb 26, 2026 - Apr 17, 2026
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-8.51% Feb 12, 2021 - Apr 1, 2021
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-8.33% Jun 8, 2020 - Jul 22, 2020
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-7.79% Jul 24, 2019 - Nov 15, 2019
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-7.54% Apr 26, 2021 - Jun 25, 2021
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-7.29% May 3, 2019 - Jul 12, 2019
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-7.10% Sep 3, 2021 - Oct 28, 2021
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-6.99% Oct 27, 2025 - Dec 3, 2025
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-6.70% Apr 1, 2024 - May 15, 2024
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-6.07% Aug 23, 2024 - Sep 19, 2024

Correlation

Correlation between JHI and BUL is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

JHI vs BUL dividend yield comparison.

Year	JHI	BUL
2026	2.00%	0.01%
2025	8.89%	0.28%
2024	7.91%	0.30%
2023	6.81%	2.11%
2022	9.45%	0.67%
2021	7.57%	0.08%
2020	7.95%	0.69%
2019	6.81%	0.81%
2018	8.52%	0.00%
2017	7.59%	0.00%
2016	8.12%	0.00%
2015	10.08%	0.00%
2014	9.05%	0.00%
2013	8.94%	0.00%
2012	8.58%	0.00%
2011	8.87%	0.00%
2010	10.34%	0.00%
2009	9.92%	0.00%
2008	11.98%	0.00%
2007	7.71%	0.00%
2006	6.85%	0.00%
2005	8.29%	0.00%
2004	7.41%	0.00%
2003	10.08%	0.00%
2002	6.35%	0.00%
2001	7.05%	0.00%
2000	3.66%	0.00%