JHI vs PXJ

Comparison between John Hancock Investors Trust (JHI, ETF) and INVESCO OIL & GAS SERVICES ETF (PXJ, ETF).

5-Year PerformancePXJ has outperformed JHI, delivering a return of +18.7% compared to +1.1%

JHI vs PXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	PXJ(ETF)
Net Assets	$129M	$129M
Expense Ratio	N/A	0.63%
Max Drawdown	58.45%	95.35%
Sharpe Ratio	0.50	2.17
5Y Beta	0.29	1.07
P/E Ratio	N/A	34.11
Forward P/E	N/A	9.67
5Y Dividends CAGR	1.81%	1.26%
Debt to Equity	N/A	53.74%
P/S Ratio	N/A	1.53
P/B Ratio	N/A	1.71

Net Assets

JHI

$129M

Winner

PXJ

$129M

Expense Ratio

JHI

N/A

PXJ

0.63%

Max Drawdown

Winner

JHI

58.45%

PXJ

95.35%

Sharpe Ratio

JHI

0.50

Winner

PXJ

2.17

5Y Beta

Winner

JHI

0.29

PXJ

1.07

P/E Ratio

JHI

N/A

PXJ

34.11

Forward P/E

JHI

N/A

PXJ

9.67

5Y Dividends CAGR

Winner

JHI

1.81%

PXJ

1.26%

Debt to Equity

JHI

N/A

PXJ

53.74%

P/S Ratio

JHI

N/A

PXJ

1.53

P/B Ratio

JHI

N/A

PXJ

1.71

JHI vs PXJ - Historical Returns

Returns include dividend reinvestment.

Period	JHI	PXJ
1 month	+1.69%	-2.57%
3 months	+2.23%	+14.40%
6 months	+0.53%	+46.08%
1 year	+6.99%	+77.82%
5 years(CAGR)	+1.07%	+18.72%
10 years(CAGR)	+6.42%	-0.90%
Max(CAGR)	+7.26%	-1.59%

Winner

JHI

+1.69%

PXJ

-2.57%

JHI

+2.23%

Winner

PXJ

+14.40%

JHI

+0.53%

Winner

PXJ

+46.08%

JHI

+6.99%

Winner

PXJ

+77.82%

5Y(CAGR)

JHI

+1.07%

Winner

PXJ

+18.72%

10Y(CAGR)

Winner

JHI

+6.42%

PXJ

-0.90%

Max(CAGR)

Winner

JHI

+7.26%

PXJ

-1.59%

JHI vs PXJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	PXJ
2026	+0.76%	+47.96%
2025	+7.96%	+6.02%
2024	+14.60%	+0.48%
2023	+10.82%	+20.30%
2022	-28.69%	+52.63%
2021	+20.11%	+9.45%
2020	+6.16%	-43.99%
2019	+31.98%	-3.84%
2018	-13.53%	-41.00%
2017	+11.84%	-25.52%
2016	+23.22%	+8.57%
2015	-10.92%	-31.08%
2014	+1.57%	-30.47%
2013	-12.16%	+24.19%
2012	+10.43%	-2.27%
2011	+20.49%	-7.89%
2010	+21.76%	+24.34%
2009	+54.54%	+43.34%
2008	-14.95%	-60.39%
2007	-4.93%	+45.64%
2006	+14.25%	+3.92%
2005	-14.15%	+10.10%
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 PXJ Drawdown Comparison

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

The maximum drawdown for PXJ was -94.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current JHI drawdown is -2.19%. The current PXJ drawdown is -65.49%.

Rank	JHI	PXJ
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-94.82% Jun 23, 2008 - Mar 18, 2020
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-24.43% May 9, 2006 - Apr 26, 2007
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-19.12% Jan 3, 2008 - Apr 16, 2008
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-18.88% Jan 30, 2006 - May 2, 2006
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-14.91% Jul 23, 2007 - Sep 21, 2007
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-12.20% Oct 15, 2007 - Jan 3, 2008
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-7.50% Apr 21, 2008 - May 8, 2008
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-7.08% Nov 3, 2005 - Nov 21, 2005
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-5.56% Dec 12, 2005 - Jan 3, 2006
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-4.46% Jun 4, 2007 - Jun 14, 2007
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-4.23% Nov 22, 2005 - Dec 1, 2005
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-3.78% May 20, 2008 - Jun 5, 2008
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-3.74% Jun 22, 2007 - Jul 2, 2007
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-3.69% Jan 23, 2006 - Jan 30, 2006
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-3.47% May 21, 2007 - Jun 1, 2007

Correlation

Correlation between JHI and PXJ is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101

Dividend Comparison (2000 - 2026)

JHI vs PXJ dividend yield comparison.

Year	JHI	PXJ
2026	4.25%	0.47%
2025	8.89%	2.91%
2024	7.91%	3.34%
2023	6.81%	1.99%
2022	9.45%	0.65%
2021	7.57%	2.40%
2020	7.95%	4.72%
2019	6.81%	1.87%
2018	8.52%	0.99%
2017	7.59%	2.75%
2016	8.12%	1.19%
2015	10.08%	2.36%
2014	9.05%	1.12%
2013	8.94%	0.34%
2012	8.58%	0.13%
2011	8.87%	0.01%
2010	10.34%	0.36%
2009	9.92%	0.46%
2008	11.98%	0.40%
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%