SCHJ vs BTO
Comparison between SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).
5-Year PerformanceBTO has outperformed SCHJ, delivering a return of +4.5% compared to +2.3%
SCHJ vs BTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHJ vs BTO - Historical Returns
Returns include dividend reinvestment.
SCHJ vs BTO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHJ | BTO |
|---|---|---|
| 2026 | +0.46% | +6.93% |
| 2025 | +6.73% | +6.98% |
| 2024 | +5.17% | +27.67% |
| 2023 | +6.15% | -2.85% |
| 2022 | -5.56% | -21.25% |
| 2021 | -0.65% | +67.15% |
| 2020 | +5.26% | -9.84% |
| 2019 | +0.61% | +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% |
SCHJ vs BTO Drawdown Comparison
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The current SCHJ drawdown is -0.59%. The current BTO drawdown is -5.02%.
| Rank | SCHJ | BTO |
|---|---|---|
| #1 | -13.62% Mar 5, 2020 - May 27, 2020 | -72.25% Feb 14, 2007 - May 13, 2013 |
| #2 | -9.43% Aug 3, 2021 - May 15, 2024 | -65.61% Jan 2, 2020 - Jan 14, 2021 |
| #3 | -1.47% Feb 27, 2026 - Mar 26, 2026 | -51.73% Jan 13, 2022 - Feb 2, 2026 |
| #4 | -1.30% Apr 3, 2025 - Apr 28, 2025 | -36.21% Nov 16, 1999 - Dec 28, 2000 |
| #5 | -1.27% Dec 3, 2020 - Aug 3, 2021 | -32.87% Mar 12, 2018 - Jan 2, 2020 |
| #6 | -1.20% Sep 24, 2024 - Jan 28, 2025 | -30.89% Dec 4, 2015 - Aug 17, 2016 |
| #7 | -0.52% Jun 10, 2020 - Jun 15, 2020 | -22.13% May 17, 2002 - May 29, 2003 |
| #8 | -0.52% Apr 29, 2025 - May 27, 2025 | -21.62% Jan 3, 2001 - Dec 26, 2001 |
| #9 | -0.50% Sep 1, 2020 - Oct 14, 2020 | -18.03% Jun 8, 2021 - Aug 25, 2021 |
| #10 | -0.49% Oct 28, 2025 - Nov 21, 2025 | -17.22% Mar 5, 2004 - Oct 6, 2004 |
| #11 | -0.39% May 15, 2024 - Jun 3, 2024 | -16.51% Jul 23, 2015 - Nov 11, 2015 |
| #12 | -0.37% Jun 5, 2024 - Jun 12, 2024 | -15.21% Feb 6, 2026 - Mar 13, 2026 |
| #13 | -0.37% Aug 6, 2020 - Aug 31, 2020 | -15.12% Jul 3, 2017 - Sep 29, 2017 |
| #14 | -0.37% Feb 5, 2025 - Feb 19, 2025 | -13.88% Jul 26, 2013 - Dec 24, 2013 |
| #15 | -0.37% Jun 4, 2025 - Jun 12, 2025 | -11.96% May 15, 2013 - Jul 5, 2013 |
Correlation
Correlation between SCHJ and BTO is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
SCHJ vs BTO dividend yield comparison.
| Year | SCHJ | BTO |
|---|---|---|
| 2026 | 1.91% | 1.76% |
| 2025 | 4.42% | 7.41% |
| 2024 | 4.00% | 7.28% |
| 2023 | 2.98% | 8.64% |
| 2022 | 1.65% | 7.51% |
| 2021 | 0.94% | 4.72% |
| 2020 | 2.54% | 7.25% |
| 2019 | 0.42% | 6.06% |
| 2018 | 0.00% | 5.94% |
| 2017 | 0.00% | 3.76% |
| 2016 | 0.00% | 5.10% |
| 2015 | 0.00% | 4.75% |
| 2014 | 0.00% | 5.03% |
| 2013 | 0.00% | 5.03% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 6.51% |
| 2010 | 0.00% | 5.28% |
| 2009 | 0.00% | 4.06% |
| 2008 | 0.00% | 20.16% |
| 2007 | 0.00% | 28.59% |
| 2006 | 0.00% | 10.61% |
| 2005 | 0.00% | 12.34% |
| 2004 | 0.00% | 10.01% |
| 2003 | 0.00% | 6.13% |
| 2002 | 0.00% | 11.40% |
| 2001 | 0.00% | 14.74% |
| 2000 | 0.00% | 8.73% |
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