PXJ vs JHI

Comparison between INVESCO OIL & GAS SERVICES ETF (PXJ, ETF) and John Hancock Investors Trust (JHI, ETF).

5-Year PerformancePXJ has outperformed JHI, delivering a return of +18.7% compared to +1.1%

PXJ vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXJ(ETF)	JHI(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.63%	N/A
Max Drawdown	95.35%	58.45%
Sharpe Ratio	2.17	0.50
5Y Beta	1.07	0.29
P/E Ratio	34.11	N/A
Forward P/E	9.67	N/A
5Y Dividends CAGR	1.26%	1.81%
Debt to Equity	53.74%	N/A
P/S Ratio	1.53	N/A
P/B Ratio	1.71	N/A

Net Assets

Winner

PXJ

$129M

JHI

$129M

Expense Ratio

PXJ

0.63%

JHI

N/A

Max Drawdown

PXJ

95.35%

Winner

JHI

58.45%

Sharpe Ratio

Winner

PXJ

2.17

JHI

0.50

5Y Beta

PXJ

1.07

Winner

JHI

0.29

P/E Ratio

PXJ

34.11

JHI

N/A

Forward P/E

PXJ

9.67

JHI

N/A

5Y Dividends CAGR

PXJ

1.26%

Winner

JHI

1.81%

Debt to Equity

PXJ

53.74%

JHI

N/A

P/S Ratio

PXJ

1.53

JHI

N/A

P/B Ratio

PXJ

1.71

JHI

N/A

PXJ vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	PXJ	JHI
1 month	-2.57%	+1.69%
3 months	+14.40%	+2.23%
6 months	+46.08%	+0.53%
1 year	+77.82%	+6.99%
5 years(CAGR)	+18.72%	+1.07%
10 years(CAGR)	-0.90%	+6.42%
Max(CAGR)	-1.59%	+7.26%

PXJ

-2.57%

Winner

JHI

+1.69%

Winner

PXJ

+14.40%

JHI

+2.23%

Winner

PXJ

+46.08%

JHI

+0.53%

Winner

PXJ

+77.82%

JHI

+6.99%

5Y(CAGR)

Winner

PXJ

+18.72%

JHI

+1.07%

10Y(CAGR)

PXJ

-0.90%

Winner

JHI

+6.42%

Max(CAGR)

PXJ

-1.59%

Winner

JHI

+7.26%

PXJ vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PXJ	JHI
2026	+47.96%	+0.76%
2025	+6.02%	+7.96%
2024	+0.48%	+14.60%
2023	+20.30%	+10.82%
2022	+52.63%	-28.69%
2021	+9.45%	+20.11%
2020	-43.99%	+6.16%
2019	-3.84%	+31.98%
2018	-41.00%	-13.53%
2017	-25.52%	+11.84%
2016	+8.57%	+23.22%
2015	-31.08%	-10.92%
2014	-30.47%	+1.57%
2013	+24.19%	-12.16%
2012	-2.27%	+10.43%
2011	-7.89%	+20.49%
2010	+24.34%	+21.76%
2009	+43.34%	+54.54%
2008	-60.39%	-14.95%
2007	+45.64%	-4.93%
2006	+3.92%	+14.25%
2005	+10.10%	-14.15%
2004	N/A	+21.64%
2003	N/A	+14.79%
2002	N/A	+6.80%
2001	N/A	+2.61%
2000	N/A	+20.26%
1999	N/A	-4.00%

PXJ vs JHI Drawdown Comparison

The maximum drawdown for PXJ was -94.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The current PXJ drawdown is -65.49%. The current JHI drawdown is -2.19%.

Rank	PXJ	JHI
#1	-94.82% Jun 23, 2008 - Mar 18, 2020	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-24.43% May 9, 2006 - Apr 26, 2007	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-19.12% Jan 3, 2008 - Apr 16, 2008	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-18.88% Jan 30, 2006 - May 2, 2006	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-14.91% Jul 23, 2007 - Sep 21, 2007	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-12.20% Oct 15, 2007 - Jan 3, 2008	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-7.50% Apr 21, 2008 - May 8, 2008	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-7.08% Nov 3, 2005 - Nov 21, 2005	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-5.56% Dec 12, 2005 - Jan 3, 2006	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-4.46% Jun 4, 2007 - Jun 14, 2007	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-4.23% Nov 22, 2005 - Dec 1, 2005	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-3.78% May 20, 2008 - Jun 5, 2008	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-3.74% Jun 22, 2007 - Jul 2, 2007	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-3.69% Jan 23, 2006 - Jan 30, 2006	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-3.47% May 21, 2007 - Jun 1, 2007	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between PXJ and JHI is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101

Dividend Comparison (2000 - 2026)

PXJ vs JHI dividend yield comparison.

Year	PXJ	JHI
2026	0.47%	4.25%
2025	2.91%	8.89%
2024	3.34%	7.91%
2023	1.99%	6.81%
2022	0.65%	9.45%
2021	2.40%	7.57%
2020	4.72%	7.95%
2019	1.87%	6.81%
2018	0.99%	8.52%
2017	2.75%	7.59%
2016	1.19%	8.12%
2015	2.36%	10.08%
2014	1.12%	9.05%
2013	0.34%	8.94%
2012	0.13%	8.58%
2011	0.01%	8.87%
2010	0.36%	10.34%
2009	0.46%	9.92%
2008	0.40%	11.98%
2007	0.00%	7.71%
2006	0.00%	6.85%
2005	0.00%	8.29%
2004	0.00%	7.41%
2003	0.00%	10.08%
2002	0.00%	6.35%
2001	0.00%	7.05%
2000	0.00%	3.66%