PDT vs RSPH
Comparison between John Hancock Premium Dividend Fund (PDT, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).
5-Year PerformancePDT has outperformed RSPH, delivering a return of +3.3% compared to +3.1%
PDT vs RSPH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDT vs RSPH - Historical Returns
Returns include dividend reinvestment.
PDT vs RSPH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PDT | RSPH |
|---|---|---|
| 2026 | +5.72% | +5.62% |
| 2025 | +7.88% | +9.74% |
| 2024 | +28.48% | -2.26% |
| 2023 | -10.25% | +4.02% |
| 2022 | -16.41% | -8.63% |
| 2021 | +27.89% | +23.77% |
| 2020 | -14.36% | +18.65% |
| 2019 | +38.87% | +26.88% |
| 2018 | -11.60% | -1.95% |
| 2017 | +20.46% | +21.73% |
| 2016 | +25.22% | -2.60% |
| 2015 | +7.79% | +7.92% |
| 2014 | +26.06% | +30.55% |
| 2013 | -6.71% | +38.38% |
| 2012 | +8.08% | +17.97% |
| 2011 | +25.48% | +5.17% |
| 2010 | +25.49% | +9.39% |
| 2009 | +47.06% | +35.00% |
| 2008 | -21.88% | -25.51% |
| 2007 | -7.93% | +10.37% |
| 2006 | +19.70% | +1.31% |
| 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 RSPH Drawdown Comparison
The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current PDT drawdown is -2.07%. The current RSPH drawdown is -2.43%.
| Rank | PDT | RSPH |
|---|---|---|
| #1 | -62.37% Feb 20, 2020 - Jun 4, 2021 | -40.49% Jun 4, 2007 - Dec 28, 2009 |
| #2 | -52.75% May 21, 2007 - Sep 30, 2009 | -30.43% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -40.45% Nov 17, 2021 - May 30, 2025 | -21.95% Dec 30, 2021 - Mar 27, 2024 |
| #4 | -21.71% Sep 7, 2016 - Apr 18, 2017 | -19.59% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -20.67% Mar 29, 2004 - Oct 18, 2004 | -19.33% Sep 28, 2018 - Jul 3, 2019 |
| #6 | -19.39% May 8, 2013 - Apr 30, 2014 | -19.08% Jul 22, 2015 - Apr 28, 2017 |
| #7 | -18.63% Jul 6, 2018 - Feb 8, 2019 | -17.13% Sep 19, 2024 - Nov 25, 2025 |
| #8 | -17.19% Nov 18, 1999 - Sep 1, 2000 | -14.60% Mar 23, 2010 - Dec 10, 2010 |
| #9 | -17.12% Jun 3, 2002 - Jan 8, 2003 | -12.21% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -16.62% Jul 12, 2005 - Dec 15, 2006 | -10.87% Jan 21, 2026 - Jun 26, 2026 |
| #11 | -15.58% Jun 29, 2012 - Apr 23, 2013 | -9.04% Sep 3, 2021 - Dec 29, 2021 |
| #12 | -14.14% Jul 14, 2011 - Nov 17, 2011 | -8.14% Apr 2, 2012 - Sep 4, 2012 |
| #13 | -13.31% Dec 22, 2017 - Jul 5, 2018 | -8.00% Jun 8, 2020 - Jul 15, 2020 |
| #14 | -11.31% Jul 3, 2003 - Oct 31, 2003 | -7.83% Mar 28, 2024 - Aug 23, 2024 |
| #15 | -10.31% May 3, 2010 - Jul 12, 2010 | -7.76% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between PDT and RSPH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
PDT vs RSPH dividend yield comparison.
| Year | PDT | RSPH |
|---|---|---|
| 2026 | 4.53% | 0.35% |
| 2025 | 7.80% | 0.70% |
| 2024 | 7.77% | 0.71% |
| 2023 | 10.14% | 0.66% |
| 2022 | 9.04% | 0.64% |
| 2021 | 6.42% | 0.50% |
| 2020 | 8.43% | 0.51% |
| 2019 | 6.70% | 0.54% |
| 2018 | 8.69% | 0.53% |
| 2017 | 9.94% | 0.47% |
| 2016 | 9.15% | 0.48% |
| 2015 | 7.88% | 0.49% |
| 2014 | 6.66% | 0.43% |
| 2013 | 10.82% | 0.42% |
| 2012 | 6.68% | 1.60% |
| 2011 | 7.30% | 0.68% |
| 2010 | 7.58% | 0.33% |
| 2009 | 7.57% | 0.37% |
| 2008 | 9.95% | 1.00% |
| 2007 | 6.14% | 0.19% |
| 2006 | 5.49% | 0.06% |
| 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% |
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