MLPI vs BTO

Comparison between NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF (MLPI, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).

MLPI vs BTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPI(ETF)	BTO(ETF)
Net Assets	$831M	$833M
Expense Ratio	0.68%	N/A
Max Drawdown	9.26%	82.09%
Sharpe Ratio	1.72	0.78
5Y Beta	-0.20	0.85
P/E Ratio	23.23	N/A
Forward P/E	16.46	N/A
5Y Dividends CAGR	N/A	8.12%
5Y EPS CAGR	19.46%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	3.37	N/A

Net Assets

MLPI

$831M

Winner

BTO

$833M

Expense Ratio

MLPI

0.68%

BTO

N/A

Max Drawdown

Winner

MLPI

9.26%

BTO

82.09%

Sharpe Ratio

Winner

MLPI

1.72

BTO

0.78

5Y Beta

Winner

MLPI

-0.20

BTO

0.85

P/E Ratio

MLPI

23.23

BTO

N/A

Forward P/E

MLPI

16.46

BTO

N/A

5Y Dividends CAGR

MLPI

N/A

BTO

8.12%

5Y EPS CAGR

MLPI

19.46%

BTO

N/A

P/S Ratio

MLPI

1.36

BTO

N/A

P/B Ratio

MLPI

3.37

BTO

N/A

MLPI vs BTO - Historical Returns

Returns include dividend reinvestment.

Period	MLPI	BTO
1 month	-1.92%	-1.73%
3 months	-3.12%	+10.46%
6 months	+5.46%	+12.93%
1 year	N/A	+15.56%
5 years(CAGR)	N/A	+5.81%
10 years(CAGR)	N/A	+10.79%
Max(CAGR)	+29.23%	+8.94%

MLPI

-1.92%

Winner

BTO

-1.73%

MLPI

-3.12%

Winner

BTO

+10.46%

MLPI

+5.46%

Winner

BTO

+12.93%

MLPI

N/A

BTO

+15.56%

5Y(CAGR)

MLPI

N/A

BTO

+5.81%

10Y(CAGR)

MLPI

N/A

BTO

+10.79%

Max(CAGR)

Winner

MLPI

+29.23%

BTO

+8.94%

MLPI vs BTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MLPI	BTO
2026	+17.45%	+16.84%
2025	+0.56%	+6.98%
2024	N/A	+27.67%
2023	N/A	-2.85%
2022	N/A	-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%

MLPI vs BTO Drawdown Comparison

The maximum drawdown for MLPI was -5.94%, occurring on Aug 5, 2026. This drawdown has not yet recovered.

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

The current MLPI drawdown is -3.12%. The current BTO drawdown is -4.24%.

Rank	MLPI	BTO
#1	-5.94% May 22, 2026 - Aug 5, 2026	-72.25% Feb 14, 2007 - May 13, 2013
#2	-4.64% Mar 26, 2026 - Apr 30, 2026	-65.61% Jan 2, 2020 - Jan 14, 2021
#3	-4.04% May 4, 2026 - May 18, 2026	-51.73% Jan 13, 2022 - Feb 2, 2026
#4	-2.78% Dec 23, 2025 - Jan 16, 2026	-36.21% Nov 16, 1999 - Dec 28, 2000
#5	-1.50% Mar 2, 2026 - Mar 19, 2026	-32.87% Mar 12, 2018 - Jan 2, 2020
#6	-0.75% Feb 13, 2026 - Feb 20, 2026	-30.89% Dec 4, 2015 - Aug 17, 2016
#7	-0.69% Jan 30, 2026 - Feb 3, 2026	-22.13% May 17, 2002 - May 29, 2003
#8	-0.59% Mar 19, 2026 - Mar 23, 2026	-21.62% Jan 3, 2001 - Dec 26, 2001
#9	-0.58% May 19, 2026 - May 22, 2026	-18.03% Jun 8, 2021 - Aug 25, 2021
#10	-0.52% Feb 23, 2026 - Feb 26, 2026	-17.22% Mar 5, 2004 - Oct 6, 2004
#11	-0.26% Jan 16, 2026 - Jan 21, 2026	-16.51% Jul 23, 2015 - Nov 11, 2015
#12	-0.17% Jan 23, 2026 - Jan 27, 2026	-15.21% Feb 6, 2026 - Jun 24, 2026
#13	-0.16% Apr 30, 2026 - May 4, 2026	-15.12% Jul 3, 2017 - Sep 29, 2017
#14	-0.05% Feb 11, 2026 - Feb 13, 2026	-13.88% Jul 26, 2013 - Dec 24, 2013
#15	-0.05% Mar 24, 2026 - Mar 26, 2026	-11.96% May 15, 2013 - Jul 5, 2013

Correlation

Correlation between MLPI and BTO is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2000 - 2026)

MLPI vs BTO dividend yield comparison.

Year	MLPI	BTO
2026	9.90%	3.27%
2025	0.00%	7.41%
2024	0.00%	7.28%
2023	0.00%	8.64%
2022	0.00%	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%