MISL vs BTO

Comparison between FIRST TRUST INDXX AEROSPACE & DEFENSE ETF (MISL, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).

MISL vs BTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MISL(ETF)	BTO(ETF)
Net Assets	$802M	$803M
Expense Ratio	0.60%	N/A
Max Drawdown	18.37%	82.09%
Sharpe Ratio	0.29	0.79
5Y Beta	0.88	0.87
P/E Ratio	52.21	N/A
Forward P/E	30.80	N/A
5Y Dividends CAGR	N/A	8.12%
5Y EPS CAGR	14.01%	N/A
Debt to Equity	117.17%	N/A
P/S Ratio	3.12	N/A
P/B Ratio	6.80	N/A

Net Assets

MISL

$802M

Winner

BTO

$803M

Expense Ratio

MISL

0.60%

BTO

N/A

Max Drawdown

Winner

MISL

18.37%

BTO

82.09%

Sharpe Ratio

MISL

0.29

Winner

BTO

0.79

5Y Beta

MISL

0.88

Winner

BTO

0.87

P/E Ratio

MISL

52.21

BTO

N/A

Forward P/E

MISL

30.80

BTO

N/A

5Y Dividends CAGR

MISL

N/A

BTO

8.12%

5Y EPS CAGR

MISL

14.01%

BTO

N/A

Debt to Equity

MISL

117.17%

BTO

N/A

P/S Ratio

MISL

3.12

BTO

N/A

P/B Ratio

MISL

6.80

BTO

N/A

MISL vs BTO - Historical Returns

Returns include dividend reinvestment.

Period	MISL	BTO
1 month	-4.49%	+7.58%
3 months	-6.50%	+11.10%
6 months	-15.08%	+12.31%
1 year	+9.35%	+20.13%
5 years(CAGR)	N/A	+9.11%
10 years(CAGR)	N/A	+11.63%
Max(CAGR)	+22.03%	+9.05%

MISL

-4.49%

Winner

BTO

+7.58%

MISL

-6.50%

Winner

BTO

+11.10%

MISL

-15.08%

Winner

BTO

+12.31%

MISL

+9.35%

Winner

BTO

+20.13%

5Y(CAGR)

MISL

N/A

BTO

+9.11%

10Y(CAGR)

MISL

N/A

BTO

+11.63%

Max(CAGR)

Winner

MISL

+22.03%

BTO

+9.05%

MISL vs BTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MISL	BTO
2026	-4.06%	+18.84%
2025	+41.59%	+6.98%
2024	+21.55%	+27.67%
2023	+14.96%	-2.85%
2022	+8.22%	-21.25%
2021	N/A	+67.15%
2020	N/A	-9.84%
2019	N/A	+33.57%
2018	N/A	-24.57%
2017	N/A	+13.25%
2016	N/A	+40.90%
2015	N/A	+25.19%
2014	N/A	+5.81%
2013	N/A	+38.22%
2012	N/A	+32.90%
2011	N/A	-16.80%
2010	N/A	+27.86%
2009	N/A	+6.07%
2008	N/A	-34.82%
2007	N/A	-23.16%
2006	N/A	+19.05%
2005	N/A	-1.85%
2004	N/A	+17.15%
2003	N/A	+45.14%
2002	N/A	+4.70%
2001	N/A	+6.80%
2000	N/A	+21.50%
1999	N/A	-8.76%

MISL vs BTO Drawdown Comparison

The maximum drawdown for MISL was -17.92%, occurring on Apr 4, 2025. Recovery took 126 trading sessions.

The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.

The current MISL drawdown is -16.53%. The current BTO drawdown is -0.69%.

Rank	MISL	BTO
#1	-17.92% Nov 11, 2024 - May 15, 2025	-72.25% Feb 14, 2007 - May 13, 2013
#2	-17.12% Jan 16, 2026 - Jul 20, 2026	-65.61% Jan 2, 2020 - Jan 14, 2021
#3	-10.49% Oct 8, 2025 - Dec 23, 2025	-51.73% Jan 13, 2022 - Feb 2, 2026
#4	-10.18% Aug 1, 2023 - Nov 13, 2023	-36.21% Nov 16, 1999 - Dec 28, 2000
#5	-7.93% Feb 17, 2023 - Jun 21, 2023	-32.87% Mar 12, 2018 - Jan 2, 2020
#6	-5.48% Jul 31, 2024 - Aug 15, 2024	-30.89% Dec 4, 2015 - Aug 17, 2016
#7	-5.16% Oct 21, 2024 - Nov 8, 2024	-22.13% May 17, 2002 - May 29, 2003
#8	-5.00% Jan 6, 2023 - Feb 7, 2023	-21.62% Jan 3, 2001 - Dec 26, 2001
#9	-4.67% Aug 30, 2024 - Sep 23, 2024	-18.03% Jun 8, 2021 - Aug 25, 2021
#10	-4.35% Nov 10, 2022 - Dec 2, 2022	-17.22% Mar 5, 2004 - Oct 6, 2004
#11	-3.94% Mar 28, 2024 - May 2, 2024	-16.51% Jul 23, 2015 - Nov 11, 2015
#12	-3.92% Dec 2, 2022 - Jan 6, 2023	-15.21% Feb 6, 2026 - Jun 24, 2026
#13	-3.85% Dec 29, 2023 - Feb 9, 2024	-15.12% Jul 3, 2017 - Sep 29, 2017
#14	-3.77% Jul 23, 2025 - Aug 26, 2025	-13.88% Jul 26, 2013 - Dec 24, 2013
#15	-3.60% May 21, 2024 - Jul 16, 2024	-11.96% May 15, 2013 - Jul 5, 2013

Correlation

Correlation between MISL and BTO is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

MISL vs BTO dividend yield comparison.

Year	MISL	BTO
2026	0.07%	3.22%
2025	0.40%	7.41%
2024	0.74%	7.28%
2023	0.63%	8.64%
2022	0.08%	7.51%
2021	0.00%	4.72%
2020	0.00%	7.25%
2019	0.00%	6.06%
2018	0.00%	5.94%
2017	0.00%	3.76%
2016	0.00%	5.10%
2015	0.00%	4.75%
2014	0.00%	5.03%
2013	0.00%	5.03%
2012	0.00%	5.91%
2011	0.00%	6.51%
2010	0.00%	5.28%
2009	0.00%	4.06%
2008	0.00%	20.16%
2007	0.00%	28.59%
2006	0.00%	10.61%
2005	0.00%	12.34%
2004	0.00%	10.01%
2003	0.00%	6.13%
2002	0.00%	11.40%
2001	0.00%	14.74%
2000	0.00%	8.73%