RSMC vs BTO
Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).
RSMC vs BTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSMC
$759M
BTO
$758M
Expense Ratio
RSMC
0.75%
BTO
N/A
Max Drawdown
Winner
RSMC
22.33%
BTO
82.09%
Sharpe Ratio
RSMC
0.56
Winner
BTO
0.77
5Y Beta
RSMC
0.97
Winner
BTO
0.88
P/E Ratio
RSMC
32.41
BTO
N/A
Forward P/E
RSMC
19.09
BTO
N/A
PEG Ratio
RSMC
0.83
BTO
N/A
5Y Dividends CAGR
RSMC
N/A
BTO
8.12%
5Y EPS CAGR
RSMC
16.69%
BTO
N/A
Debt to Equity
RSMC
60.90%
BTO
N/A
P/S Ratio
RSMC
0.85
BTO
N/A
P/B Ratio
RSMC
3.82
BTO
N/A
RSMC vs BTO - Historical Returns
Returns include dividend reinvestment.
1M
RSMC
+1.92%
Winner
BTO
+5.64%
3M
Winner
RSMC
+16.12%
BTO
+16.10%
6M
Winner
RSMC
+10.64%
BTO
+9.84%
1Y
RSMC
+13.04%
Winner
BTO
+18.79%
5Y(CAGR)
RSMC
N/A
BTO
+6.90%
10Y(CAGR)
RSMC
N/A
BTO
+11.46%
Max(CAGR)
RSMC
+7.52%
Winner
BTO
+8.82%
RSMC vs BTO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RSMC | BTO |
|---|---|---|
| 2026 | +12.24% | +11.40% |
| 2025 | -0.75% | +6.98% |
| 2024 | +0.68% | +27.67% |
| 2023 | N/A | -2.85% |
| 2022 | N/A | -21.25% |
| 2021 | N/A | +67.15% |
| 2020 | N/A | -9.84% |
| 2019 | N/A | +33.57% |
| 2018 | N/A | -24.57% |
| 2017 | N/A | +13.25% |
| 2016 | N/A | +40.90% |
| 2015 | N/A | +25.19% |
| 2014 | N/A | +5.81% |
| 2013 | N/A | +38.22% |
| 2012 | N/A | +32.90% |
| 2011 | N/A | -16.80% |
| 2010 | N/A | +27.86% |
| 2009 | N/A | +6.07% |
| 2008 | N/A | -34.82% |
| 2007 | N/A | -23.16% |
| 2006 | N/A | +19.05% |
| 2005 | N/A | -1.85% |
| 2004 | N/A | +17.15% |
| 2003 | N/A | +45.14% |
| 2002 | N/A | +4.70% |
| 2001 | N/A | +6.80% |
| 2000 | N/A | +21.50% |
| 1999 | N/A | -8.76% |
RSMC vs BTO Drawdown Comparison
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The current BTO drawdown is -1.05%.
| Rank | RSMC | BTO |
|---|---|---|
| #1 | -22.33% Nov 25, 2024 - Apr 17, 2026 | -72.25% Feb 14, 2007 - May 13, 2013 |
| #2 | -4.34% Nov 11, 2024 - Nov 25, 2024 | -65.61% Jan 2, 2020 - Jan 14, 2021 |
| #3 | -4.29% May 8, 2026 - Jun 12, 2026 | -51.73% Jan 13, 2022 - Feb 2, 2026 |
| #4 | -3.31% Oct 16, 2024 - Nov 6, 2024 | -36.21% Nov 16, 1999 - Dec 28, 2000 |
| #5 | -2.65% Apr 24, 2026 - May 5, 2026 | -32.87% Mar 12, 2018 - Jan 2, 2020 |
| #6 | -0.09% May 6, 2026 - May 8, 2026 | -30.89% Dec 4, 2015 - Aug 17, 2016 |
| #7 | -0.05% Oct 14, 2024 - Oct 16, 2024 | -22.13% May 17, 2002 - May 29, 2003 |
| #8 | N/A | -21.62% Jan 3, 2001 - Dec 26, 2001 |
| #9 | N/A | -18.03% Jun 8, 2021 - Aug 25, 2021 |
| #10 | N/A | -17.22% Mar 5, 2004 - Oct 6, 2004 |
| #11 | N/A | -16.51% Jul 23, 2015 - Nov 11, 2015 |
| #12 | N/A | -15.21% Feb 6, 2026 - Mar 13, 2026 |
| #13 | N/A | -15.12% Jul 3, 2017 - Sep 29, 2017 |
| #14 | N/A | -13.88% Jul 26, 2013 - Dec 24, 2013 |
| #15 | N/A | -11.96% May 15, 2013 - Jul 5, 2013 |
Correlation
Correlation between RSMC and BTO is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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