PDT vs XCHG
Comparison between John Hancock Premium Dividend Fund (PDT, ETF) and AB US EQUITY ETF (XCHG, ETF).
PDT vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PDT
$704M
Winner
XCHG
$705M
Expense Ratio
PDT
N/A
XCHG
0.50%
Max Drawdown
PDT
62.63%
Winner
XCHG
9.84%
Sharpe Ratio
PDT
-0.18
Winner
XCHG
0.91
5Y Beta
Winner
PDT
0.40
XCHG
0.92
P/E Ratio
PDT
N/A
XCHG
24.63
Forward P/E
PDT
N/A
XCHG
20.88
PEG Ratio
PDT
N/A
XCHG
0.32
5Y Dividends CAGR
PDT
-3.45%
XCHG
N/A
5Y EPS CAGR
PDT
N/A
XCHG
28.44%
P/S Ratio
PDT
N/A
XCHG
3.70
P/B Ratio
PDT
N/A
XCHG
5.40
PDT vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
PDT
-1.96%
Winner
XCHG
+3.10%
3M
PDT
-1.04%
Winner
XCHG
+3.22%
6M
PDT
-3.21%
Winner
XCHG
+9.73%
1Y
PDT
+0.98%
XCHG
N/A
5Y(CAGR)
PDT
+2.23%
XCHG
N/A
10Y(CAGR)
PDT
+5.33%
XCHG
N/A
Max(CAGR)
PDT
+9.03%
Winner
XCHG
+15.47%
PDT vs XCHG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PDT | XCHG |
|---|---|---|
| 2026 | +3.72% | +10.01% |
| 2025 | +7.88% | +0.30% |
| 2024 | +28.48% | N/A |
| 2023 | -10.25% | N/A |
| 2022 | -16.41% | N/A |
| 2021 | +27.89% | N/A |
| 2020 | -14.36% | N/A |
| 2019 | +38.87% | N/A |
| 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 XCHG Drawdown Comparison
The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current PDT drawdown is -3.92%. The current XCHG drawdown is -1.74%.
| Rank | PDT | XCHG |
|---|---|---|
| #1 | -62.37% Feb 20, 2020 - Jun 4, 2021 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -52.75% May 21, 2007 - Sep 30, 2009 | -3.69% Jun 4, 2026 - Jul 10, 2026 |
| #3 | -40.45% Nov 17, 2021 - May 30, 2025 | -2.72% Jul 15, 2026 - Aug 3, 2026 |
| #4 | -21.71% Sep 7, 2016 - Apr 18, 2017 | -2.07% Aug 13, 2026 - Aug 20, 2026 |
| #5 | -20.67% Mar 29, 2004 - Oct 18, 2004 | -1.75% May 14, 2026 - May 28, 2026 |
| #6 | -19.39% May 8, 2013 - Apr 30, 2014 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #7 | -18.63% Jul 6, 2018 - Feb 8, 2019 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #8 | -17.19% Nov 18, 1999 - Sep 1, 2000 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -17.12% Jun 3, 2002 - Jan 8, 2003 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #10 | -16.62% Jul 12, 2005 - Dec 15, 2006 | -0.65% May 6, 2026 - May 14, 2026 |
| #11 | -15.58% Jun 29, 2012 - Apr 23, 2013 | -0.62% Jul 10, 2026 - Jul 15, 2026 |
| #12 | -14.14% Jul 14, 2011 - Nov 17, 2011 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #13 | -13.31% Dec 22, 2017 - Jul 5, 2018 | -0.49% Aug 7, 2026 - Aug 13, 2026 |
| #14 | -11.31% Jul 3, 2003 - Oct 31, 2003 | -0.48% May 1, 2026 - May 5, 2026 |
| #15 | -10.31% May 3, 2010 - Jul 12, 2010 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between PDT and XCHG is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
0.14
-101
Dividend Comparison (2000 - 2026)
PDT vs XCHG dividend yield comparison.
| Year | PDT | XCHG |
|---|---|---|
| 2026 | 5.35% | 0.31% |
| 2025 | 7.80% | 0.05% |
| 2024 | 7.77% | 0.00% |
| 2023 | 10.14% | 0.00% |
| 2022 | 9.04% | 0.00% |
| 2021 | 6.42% | 0.00% |
| 2020 | 8.43% | 0.00% |
| 2019 | 6.70% | 0.00% |
| 2018 | 8.69% | 0.00% |
| 2017 | 9.94% | 0.00% |
| 2016 | 9.15% | 0.00% |
| 2015 | 7.88% | 0.00% |
| 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% |
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