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PDT vs EWJV

Comparison between John Hancock Premium Dividend Fund (PDT, ETF) and ISHARES MSCI JAPAN VALUE ETF (EWJV, ETF).

5-Year PerformanceEWJV has outperformed PDT, delivering a return of +13.0% compared to +2.6%

PDT vs EWJV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PDT
$733M
Winner
EWJV
$736M
Expense Ratio
PDT
N/A
EWJV
0.15%
Max Drawdown
PDT
62.63%
Winner
EWJV
31.45%
Sharpe Ratio
PDT
0.29
Winner
EWJV
1.40
5Y Beta
Winner
PDT
0.42
EWJV
0.76
5Y Dividends CAGR
PDT
-0.44%
Winner
EWJV
20.32%

PDT vs EWJV - Historical Returns

Returns include dividend reinvestment.

1M
PDT
-2.04%
Winner
EWJV
+2.63%
3M
PDT
-2.22%
Winner
EWJV
+4.16%
6M
PDT
+4.04%
Winner
EWJV
+14.73%
1Y
PDT
+6.09%
Winner
EWJV
+35.05%
5Y(CAGR)
PDT
+2.59%
Winner
EWJV
+12.98%
10Y(CAGR)
PDT
+6.15%
EWJV
N/A
Max(CAGR)
PDT
+9.11%
Winner
EWJV
+12.35%

PDT vs EWJV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPDTEWJV
2026+3.92%+11.65%
2025+7.88%+34.30%
2024+28.48%+12.55%
2023-10.25%+22.87%
2022-16.41%-6.21%
2021+27.89%+7.20%
2020-14.36%+1.22%
2019+38.87%+10.42%
2018-11.60%N/A
2017+20.46%N/A
2016+25.22%N/A
2015+7.79%N/A
2014+26.06%N/A
2013-6.71%N/A
2012+8.08%N/A
2011+25.48%N/A
2010+25.49%N/A
2009+47.06%N/A
2008-21.88%N/A
2007-7.93%N/A
2006+19.70%N/A
2005-7.29%N/A
2004+9.54%N/A
2003+25.14%N/A
2002-2.21%N/A
2001+12.40%N/A
2000+19.49%N/A
1999-10.19%N/A

PDT vs EWJV Drawdown Comparison

The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The maximum drawdown for EWJV was -30.05%, occurring on Mar 16, 2020. Recovery took 252 trading sessions.

The current PDT drawdown is -3.73%. The current EWJV drawdown is -6.35%.

RankPDTEWJV
#1-62.37%
Feb 20, 2020 - Jun 4, 2021
-30.05%
Dec 16, 2019 - Dec 15, 2020
#2-52.75%
May 21, 2007 - Sep 30, 2009
-25.37%
Sep 16, 2021 - Jul 19, 2023
#3-40.45%
Nov 17, 2021 - May 30, 2025
-14.74%
Feb 13, 2026 - Mar 20, 2026
#4-21.71%
Sep 7, 2016 - Apr 18, 2017
-14.61%
Mar 25, 2025 - May 23, 2025
#5-20.67%
Mar 29, 2004 - Oct 18, 2004
-12.03%
Jul 31, 2024 - Sep 26, 2024
#6-19.39%
May 8, 2013 - Apr 30, 2014
-10.27%
Sep 19, 2023 - Jan 8, 2024
#7-18.63%
Jul 6, 2018 - Feb 8, 2019
-7.91%
Sep 26, 2024 - Feb 18, 2025
#8-17.19%
Nov 18, 1999 - Sep 1, 2000
-7.06%
Mar 22, 2021 - Sep 7, 2021
#9-17.12%
Jun 3, 2002 - Jan 8, 2003
-6.92%
Mar 22, 2024 - Jul 16, 2024
#10-16.62%
Jul 12, 2005 - Dec 15, 2006
-6.85%
Apr 1, 2019 - Sep 11, 2019
#11-15.58%
Jun 29, 2012 - Apr 23, 2013
-5.67%
Jul 28, 2023 - Sep 6, 2023
#12-14.14%
Jul 14, 2011 - Nov 17, 2011
-5.38%
Oct 6, 2025 - Oct 20, 2025
#13-13.31%
Dec 22, 2017 - Jul 5, 2018
-4.96%
Nov 14, 2025 - Nov 26, 2025
#14-11.31%
Jul 3, 2003 - Oct 31, 2003
-4.42%
Jun 2, 2025 - Jul 23, 2025
#15-10.31%
May 3, 2010 - Jul 12, 2010
-4.19%
Jul 17, 2024 - Jul 31, 2024

Correlation

Correlation between PDT and EWJV is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2000 - 2026)

PDT vs EWJV dividend yield comparison.

YearPDTEWJV
20263.22%0.00%
20257.80%5.35%
20247.77%4.10%
202310.14%3.32%
20229.04%2.71%
20216.42%2.46%
20208.43%1.96%
20196.70%4.29%
20188.69%0.00%
20179.94%0.00%
20169.15%0.00%
20157.88%0.00%
20146.66%0.00%
201310.82%0.00%
20126.68%0.00%
20117.30%0.00%
20107.58%0.00%
20097.57%0.00%
20089.95%0.00%
20076.14%0.00%
20065.49%0.00%
20057.45%0.00%
20046.78%0.00%
20037.16%0.00%
200210.52%0.00%
20017.06%0.00%
20003.08%0.00%

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