PDT vs ROUS

Comparison between John Hancock Premium Dividend Fund (PDT, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).

5-Year PerformanceROUS has outperformed PDT, delivering a return of +12.2% compared to +2.2%

PDT vs ROUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDT(ETF)	ROUS(ETF)
Net Assets	$704M	$706M
Expense Ratio	N/A	0.19%
Max Drawdown	62.63%	35.51%
Sharpe Ratio	-0.18	1.70
5Y Beta	0.40	0.77
P/E Ratio	N/A	21.77
Forward P/E	N/A	17.05
5Y Dividends CAGR	-3.45%	5.61%
5Y EPS CAGR	N/A	15.87%
Debt to Equity	N/A	125.28%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	4.00

Net Assets

PDT

$704M

Winner

ROUS

$706M

Expense Ratio

PDT

N/A

ROUS

0.19%

Max Drawdown

PDT

62.63%

Winner

ROUS

35.51%

Sharpe Ratio

PDT

-0.18

Winner

ROUS

1.70

5Y Beta

Winner

PDT

0.40

ROUS

0.77

P/E Ratio

PDT

N/A

ROUS

21.77

Forward P/E

PDT

N/A

ROUS

17.05

5Y Dividends CAGR

PDT

-3.45%

Winner

ROUS

5.61%

5Y EPS CAGR

PDT

N/A

ROUS

15.87%

Debt to Equity

PDT

N/A

ROUS

125.28%

P/S Ratio

PDT

N/A

ROUS

1.59

P/B Ratio

PDT

N/A

ROUS

4.00

PDT vs ROUS - Historical Returns

Returns include dividend reinvestment.

Period	PDT	ROUS
1 month	-1.96%	+2.75%
3 months	-1.04%	+3.76%
6 months	-3.21%	+11.92%
1 year	+0.98%	+24.46%
5 years(CAGR)	+2.23%	+12.24%
10 years(CAGR)	+5.33%	+12.79%
Max(CAGR)	+9.03%	+11.13%

PDT

-1.96%

Winner

ROUS

+2.75%

PDT

-1.04%

Winner

ROUS

+3.76%

PDT

-3.21%

Winner

ROUS

+11.92%

PDT

+0.98%

Winner

ROUS

+24.46%

5Y(CAGR)

PDT

+2.23%

Winner

ROUS

+12.24%

10Y(CAGR)

PDT

+5.33%

Winner

ROUS

+12.79%

Max(CAGR)

PDT

+9.03%

Winner

ROUS

+11.13%

PDT vs ROUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PDT	ROUS
2026	+3.72%	+17.67%
2025	+7.88%	+15.43%
2024	+28.48%	+18.00%
2023	-10.25%	+14.99%
2022	-16.41%	-9.33%
2021	+27.89%	+29.26%
2020	-14.36%	+6.33%
2019	+38.87%	+23.32%
2018	-11.60%	-9.89%
2017	+20.46%	+22.59%
2016	+25.22%	+13.65%
2015	+7.79%	-3.15%
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 ROUS Drawdown Comparison

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

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current PDT drawdown is -3.92%. The current ROUS drawdown is -1.58%.

Rank	PDT	ROUS
#1	-62.37% Feb 20, 2020 - Jun 4, 2021	-35.51% Feb 14, 2020 - Dec 1, 2020
#2	-52.75% May 21, 2007 - Sep 30, 2009	-21.19% Aug 29, 2018 - Nov 8, 2019
#3	-40.45% Nov 17, 2021 - May 30, 2025	-18.91% Dec 29, 2021 - Dec 1, 2023
#4	-21.71% Sep 7, 2016 - Apr 18, 2017	-16.52% Mar 24, 2015 - Nov 14, 2016
#5	-20.67% Mar 29, 2004 - Oct 18, 2004	-15.81% Nov 26, 2024 - Jun 30, 2025
#6	-19.39% May 8, 2013 - Apr 30, 2014	-9.82% Jan 29, 2018 - Aug 20, 2018
#7	-18.63% Jul 6, 2018 - Feb 8, 2019	-5.97% Feb 27, 2026 - Apr 9, 2026
#8	-17.19% Nov 18, 1999 - Sep 1, 2000	-5.40% Mar 28, 2024 - Jun 18, 2024
#9	-17.12% Jun 3, 2002 - Jan 8, 2003	-5.29% Jul 16, 2024 - Aug 19, 2024
#10	-16.62% Jul 12, 2005 - Dec 15, 2006	-5.21% Sep 2, 2021 - Oct 21, 2021
#11	-15.58% Jun 29, 2012 - Apr 23, 2013	-4.77% Nov 16, 2021 - Dec 15, 2021
#12	-14.14% Jul 14, 2011 - Nov 17, 2011	-4.71% Oct 27, 2025 - Nov 28, 2025
#13	-13.31% Dec 22, 2017 - Jul 5, 2018	-4.18% Feb 12, 2021 - Mar 11, 2021
#14	-11.31% Jul 3, 2003 - Oct 31, 2003	-3.83% Aug 30, 2024 - Sep 19, 2024
#15	-10.31% May 3, 2010 - Jul 12, 2010	-3.64% May 7, 2021 - Jun 11, 2021

Correlation

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

0.87

-101

Dividend Comparison (2000 - 2026)

PDT vs ROUS dividend yield comparison.

Year	PDT	ROUS
2026	5.35%	0.57%
2025	7.80%	1.52%
2024	7.77%	1.62%
2023	10.14%	1.91%
2022	9.04%	1.88%
2021	6.42%	1.38%
2020	8.43%	2.01%
2019	6.70%	2.12%
2018	8.69%	1.89%
2017	9.94%	1.54%
2016	9.15%	1.97%
2015	7.88%	1.62%
2014	6.66%	0.00%
2013	10.82%	0.00%
2012	6.68%	0.00%
2011	7.30%	0.00%
2010	7.58%	0.00%
2009	7.57%	0.00%
2008	9.95%	0.00%
2007	6.14%	0.00%
2006	5.49%	0.00%
2005	7.45%	0.00%
2004	6.78%	0.00%
2003	7.16%	0.00%
2002	10.52%	0.00%
2001	7.06%	0.00%
2000	3.08%	0.00%