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PDT vs SPY

Comparison between John Hancock Premium Dividend Fund (PDT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PDT, delivering a return of +13.3% compared to +2.6%

PDT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PDT
$733M
Winner
SPY
$735B
Expense Ratio
PDT
N/A
SPY
0.09%
Max Drawdown
PDT
62.63%
Winner
SPY
56.47%
Sharpe Ratio
PDT
0.29
Winner
SPY
1.62
5Y Beta
Winner
PDT
0.42
SPY
1.00
P/E Ratio
PDT
N/A
SPY
28.99
Forward P/E
PDT
N/A
SPY
22.37
5Y Dividends CAGR
PDT
-0.44%
Winner
SPY
5.43%
5Y EPS CAGR
PDT
N/A
SPY
26.05%
Debt to Equity
PDT
N/A
SPY
32.40%
P/S Ratio
PDT
N/A
SPY
3.74
P/B Ratio
PDT
N/A
SPY
5.61

PDT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PDT
-2.04%
Winner
SPY
+1.90%
3M
PDT
-2.22%
Winner
SPY
+8.55%
6M
PDT
+4.04%
Winner
SPY
+8.18%
1Y
PDT
+6.09%
Winner
SPY
+25.79%
5Y(CAGR)
PDT
+2.59%
Winner
SPY
+13.32%
10Y(CAGR)
PDT
+6.15%
Winner
SPY
+15.19%
Max(CAGR)
Winner
PDT
+9.11%
SPY
+8.47%

PDT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPDTSPY
2026+3.92%+8.26%
2025+7.88%+18.00%
2024+28.48%+25.59%
2023-10.25%+26.72%
2022-16.41%-18.64%
2021+27.89%+30.52%
2020-14.36%+17.28%
2019+38.87%+31.09%
2018-11.60%-5.24%
2017+20.46%+20.78%
2016+25.22%+13.59%
2015+7.79%+1.31%
2014+26.06%+14.56%
2013-6.71%+29.00%
2012+8.08%+14.17%
2011+25.48%+0.85%
2010+25.49%+13.14%
2009+47.06%+22.67%
2008-21.88%-36.25%
2007-7.93%+5.32%
2006+19.70%+13.85%
2005-7.29%+5.32%
2004+9.54%+10.75%
2003+25.14%+24.18%
2002-2.21%-22.42%
2001+12.40%-10.13%
2000+19.49%-8.84%
1999-10.19%+8.61%

PDT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PDT drawdown is -3.73%. The current SPY drawdown is -2.90%.

RankPDTSPY
#1-62.37%
Feb 20, 2020 - Jun 4, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-52.75%
May 21, 2007 - Sep 30, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.45%
Nov 17, 2021 - May 30, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.71%
Sep 7, 2016 - Apr 18, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.67%
Mar 29, 2004 - Oct 18, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.39%
May 8, 2013 - Apr 30, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.63%
Jul 6, 2018 - Feb 8, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.19%
Nov 18, 1999 - Sep 1, 2000		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.12%
Jun 3, 2002 - Jan 8, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.62%
Jul 12, 2005 - Dec 15, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.58%
Jun 29, 2012 - Apr 23, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.14%
Jul 14, 2011 - Nov 17, 2011		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.31%
Dec 22, 2017 - Jul 5, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.31%
Jul 3, 2003 - Oct 31, 2003		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.31%
May 3, 2010 - Jul 12, 2010		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PDT and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

PDT vs SPY dividend yield comparison.

YearPDTSPY
20263.22%0.24%
20257.80%1.07%
20247.77%1.21%
202310.14%1.40%
20229.04%1.65%
20216.42%1.20%
20208.43%1.52%
20196.70%1.75%
20188.69%2.04%
20179.94%1.80%
20169.15%2.03%
20157.88%2.06%
20146.66%1.87%
201310.82%1.81%
20126.68%2.18%
20117.30%2.05%
20107.58%1.80%
20097.57%1.95%
20089.95%3.02%
20076.14%1.85%
20065.49%1.73%
20057.45%1.73%
20046.78%1.82%
20037.16%1.47%
200210.52%1.70%
20017.06%1.25%
20003.08%1.15%
19990.00%0.24%

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