JHI vs TPZ

Comparison between John Hancock Investors Trust (JHI, ETF) and TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF).

5-Year PerformanceTPZ has outperformed JHI, delivering a return of +16.9% compared to +1.1%

JHI vs TPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	TPZ(ETF)
Net Assets	$129M	$129M
Expense Ratio	N/A	0.85%
Max Drawdown	58.45%	85.78%
Sharpe Ratio	0.50	0.68
5Y Beta	0.29	0.52
P/E Ratio	N/A	7.65
Forward P/E	N/A	19.07
PEG Ratio	N/A	0.98
5Y Dividends CAGR	1.81%	3.28%
5Y EPS CAGR	N/A	12.41%
P/S Ratio	N/A	2.32
P/B Ratio	N/A	3.45

Net Assets

Winner

JHI

$129M

TPZ

$129M

Expense Ratio

JHI

N/A

TPZ

0.85%

Max Drawdown

Winner

JHI

58.45%

TPZ

85.78%

Sharpe Ratio

JHI

0.50

Winner

TPZ

0.68

5Y Beta

Winner

JHI

0.29

TPZ

0.52

P/E Ratio

JHI

N/A

TPZ

7.65

Forward P/E

JHI

N/A

TPZ

19.07

PEG Ratio

JHI

N/A

TPZ

0.98

5Y Dividends CAGR

JHI

1.81%

Winner

TPZ

3.28%

5Y EPS CAGR

JHI

N/A

TPZ

12.41%

P/S Ratio

JHI

N/A

TPZ

2.32

P/B Ratio

JHI

N/A

TPZ

3.45

JHI vs TPZ - Historical Returns

Returns include dividend reinvestment.

Period	JHI	TPZ
1 month	+1.69%	-1.96%
3 months	+2.23%	-0.49%
6 months	+0.53%	+7.67%
1 year	+6.99%	+11.60%
5 years(CAGR)	+1.07%	+16.91%
10 years(CAGR)	+6.42%	+9.13%
Max(CAGR)	+7.26%	+8.09%

Winner

JHI

+1.69%

TPZ

-1.96%

Winner

JHI

+2.23%

TPZ

-0.49%

JHI

+0.53%

Winner

TPZ

+7.67%

JHI

+6.99%

Winner

TPZ

+11.60%

5Y(CAGR)

JHI

+1.07%

Winner

TPZ

+16.91%

10Y(CAGR)

JHI

+6.42%

Winner

TPZ

+9.13%

Max(CAGR)

JHI

+7.26%

Winner

TPZ

+8.09%

JHI vs TPZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	TPZ
2026	+0.76%	+6.43%
2025	+7.96%	+3.94%
2024	+14.60%	+53.58%
2023	+10.82%	+21.59%
2022	-28.69%	-0.80%
2021	+20.11%	+28.88%
2020	+6.16%	-27.97%
2019	+31.98%	+13.42%
2018	-13.53%	-16.88%
2017	+11.84%	-0.56%
2016	+23.22%	+43.21%
2015	-10.92%	-30.40%
2014	+1.57%	+12.66%
2013	-12.16%	+6.62%
2012	+10.43%	+7.31%
2011	+20.49%	+7.50%
2010	+21.76%	+28.56%
2009	+54.54%	+4.00%
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 TPZ Drawdown Comparison

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

The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.

The current JHI drawdown is -2.19%. The current TPZ drawdown is -4.47%.

Rank	JHI	TPZ
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-78.15% May 1, 2015 - Dec 27, 2023
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-20.50% Apr 25, 2011 - Dec 27, 2011
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-17.78% Jan 21, 2025 - Nov 28, 2025
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-12.78% Aug 29, 2014 - Apr 10, 2015
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-11.41% May 20, 2013 - Apr 23, 2014
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-9.81% Mar 9, 2012 - Jul 18, 2012
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-9.58% Apr 23, 2010 - Jul 30, 2010
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-8.93% Jul 19, 2012 - Dec 24, 2012
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-8.06% Aug 6, 2009 - Dec 10, 2009
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-6.56% Nov 22, 2024 - Jan 14, 2025
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-6.29% Nov 28, 2025 - Feb 10, 2026
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-6.17% Apr 30, 2026 - Jun 1, 2026
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-6.02% Apr 4, 2024 - May 15, 2024
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-5.36% Mar 2, 2026 - Apr 30, 2026
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-5.05% Nov 11, 2010 - Dec 9, 2010

Correlation

Correlation between JHI and TPZ is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

JHI vs TPZ dividend yield comparison.

Year	JHI	TPZ
2026	4.25%	0.93%
2025	8.89%	3.99%
2024	7.91%	5.88%
2023	6.81%	8.99%
2022	9.45%	9.52%
2021	7.57%	4.77%
2020	7.95%	8.80%
2019	6.81%	8.84%
2018	8.52%	9.41%
2017	7.59%	7.28%
2016	8.12%	6.88%
2015	10.08%	9.68%
2014	9.05%	10.68%
2013	8.94%	5.84%
2012	8.58%	5.96%
2011	8.87%	6.00%
2010	10.34%	6.12%
2009	9.92%	2.47%
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%