JHI vs YBTC

Comparison between John Hancock Investors Trust (JHI, ETF) and ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF (YBTC, ETF).

JHI vs YBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JHI(ETF)	YBTC(ETF)
Net Assets	$126M	$126M
Expense Ratio	N/A	0.95%
Max Drawdown	58.45%	71.95%
Sharpe Ratio	-0.12	-1.04
5Y Beta	0.30	0.99
5Y Dividends CAGR	1.81%	N/A

Net Assets

JHI

$126M

YBTC

$126M

Expense Ratio

JHI

N/A

YBTC

0.95%

Max Drawdown

Winner

JHI

58.45%

YBTC

71.95%

Sharpe Ratio

Winner

JHI

-0.12

YBTC

-1.04

5Y Beta

Winner

JHI

0.30

YBTC

0.99

5Y Dividends CAGR

JHI

1.81%

YBTC

N/A

JHI vs YBTC - Historical Returns

Returns include dividend reinvestment.

Period	JHI	YBTC
1 month	+0.99%	+5.49%
3 months	+1.96%	-5.86%
6 months	-0.21%	+7.09%
1 year	+2.35%	-37.09%
5 years(CAGR)	+0.91%	N/A
10 years(CAGR)	+5.23%	N/A
Max(CAGR)	+7.22%	+9.01%

JHI

+0.99%

Winner

YBTC

+5.49%

Winner

JHI

+1.96%

YBTC

-5.86%

JHI

-0.21%

Winner

YBTC

+7.09%

Winner

JHI

+2.35%

YBTC

-37.09%

5Y(CAGR)

JHI

+0.91%

YBTC

N/A

10Y(CAGR)

JHI

+5.23%

YBTC

N/A

Max(CAGR)

JHI

+7.22%

Winner

YBTC

+9.01%

JHI vs YBTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JHI	YBTC
2026	+1.18%	-20.04%
2025	+7.96%	-7.43%
2024	+14.60%	+58.51%
2023	+10.82%	N/A
2022	-28.69%	N/A
2021	+20.11%	N/A
2020	+6.16%	N/A
2019	+31.98%	N/A
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 YBTC Drawdown Comparison

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

The maximum drawdown for YBTC was -48.80%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current JHI drawdown is -1.78%. The current YBTC drawdown is -39.74%.

Rank	JHI	YBTC
#1	-42.94% Feb 20, 2020 - Dec 9, 2020	-48.80% Sep 18, 2025 - Jun 30, 2026
#2	-35.82% Jun 10, 2008 - Jul 24, 2009	-23.37% Dec 16, 2024 - May 21, 2025
#3	-34.70% Dec 31, 2021 - Oct 20, 2022	-22.97% Jun 10, 2024 - Oct 29, 2024
#4	-29.51% Apr 8, 2013 - Feb 28, 2017	-16.73% Apr 11, 2024 - Jun 5, 2024
#5	-21.62% Jan 25, 2005 - Jun 10, 2008	-7.19% Aug 13, 2025 - Sep 12, 2025
#6	-19.23% Sep 14, 2012 - Apr 8, 2013	-6.90% May 27, 2025 - Jun 30, 2025
#7	-19.18% Aug 23, 2017 - Jun 24, 2019	-6.27% Oct 29, 2024 - Nov 6, 2024
#8	-15.05% Mar 19, 2004 - Aug 11, 2004	-5.65% Mar 26, 2024 - Apr 10, 2024
#9	-13.81% Oct 4, 2010 - Feb 18, 2011	-4.68% Jul 17, 2025 - Aug 11, 2025
#10	-13.65% Jun 29, 2011 - Sep 27, 2011	-3.97% Jan 19, 2024 - Jan 26, 2024
#11	-11.71% Jul 2, 2010 - Sep 7, 2010	-3.76% Mar 15, 2024 - Mar 20, 2024
#12	-11.39% Sep 27, 2011 - Nov 4, 2011	-3.22% Mar 20, 2024 - Mar 25, 2024
#13	-9.58% Oct 8, 2009 - Jan 7, 2010	-3.16% Nov 12, 2024 - Nov 18, 2024
#14	-9.06% Jun 12, 2003 - Dec 15, 2003	-3.02% Nov 22, 2024 - Dec 4, 2024
#15	-8.14% Nov 5, 1999 - Jul 11, 2000	-2.31% Jun 6, 2024 - Jun 10, 2024

Correlation

Correlation between JHI and YBTC is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2000 - 2026)

JHI vs YBTC dividend yield comparison.

Year	JHI	YBTC
2026	4.23%	27.95%
2025	8.89%	76.04%
2024	7.91%	44.53%
2023	6.81%	0.00%
2022	9.45%	0.00%
2021	7.57%	0.00%
2020	7.95%	0.00%
2019	6.81%	0.00%
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%