TPZ vs JHI

Comparison between TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF) and John Hancock Investors Trust (JHI, ETF).

5-Year PerformanceTPZ has outperformed JHI, delivering a return of +16.9% compared to +1.1%

TPZ vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TPZ(ETF)	JHI(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.85%	N/A
Max Drawdown	85.78%	58.45%
Sharpe Ratio	0.68	0.50
5Y Beta	0.52	0.29
P/E Ratio	7.65	N/A
Forward P/E	19.07	N/A
PEG Ratio	0.98	N/A
5Y Dividends CAGR	3.28%	1.81%
5Y EPS CAGR	12.41%	N/A
P/S Ratio	2.32	N/A
P/B Ratio	3.45	N/A

Net Assets

TPZ

$129M

Winner

JHI

$129M

Expense Ratio

TPZ

0.85%

JHI

N/A

Max Drawdown

TPZ

85.78%

Winner

JHI

58.45%

Sharpe Ratio

Winner

TPZ

0.68

JHI

0.50

5Y Beta

TPZ

0.52

Winner

JHI

0.29

P/E Ratio

TPZ

7.65

JHI

N/A

Forward P/E

TPZ

19.07

JHI

N/A

PEG Ratio

TPZ

0.98

JHI

N/A

5Y Dividends CAGR

Winner

TPZ

3.28%

JHI

1.81%

5Y EPS CAGR

TPZ

12.41%

JHI

N/A

P/S Ratio

TPZ

2.32

JHI

N/A

P/B Ratio

TPZ

3.45

JHI

N/A

TPZ vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	TPZ	JHI
1 month	-1.96%	+1.69%
3 months	-0.49%	+2.23%
6 months	+7.67%	+0.53%
1 year	+11.60%	+6.99%
5 years(CAGR)	+16.91%	+1.07%
10 years(CAGR)	+9.13%	+6.42%
Max(CAGR)	+8.09%	+7.26%

TPZ

-1.96%

Winner

JHI

+1.69%

TPZ

-0.49%

Winner

JHI

+2.23%

Winner

TPZ

+7.67%

JHI

+0.53%

Winner

TPZ

+11.60%

JHI

+6.99%

5Y(CAGR)

Winner

TPZ

+16.91%

JHI

+1.07%

10Y(CAGR)

Winner

TPZ

+9.13%

JHI

+6.42%

Max(CAGR)

Winner

TPZ

+8.09%

JHI

+7.26%

TPZ vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TPZ	JHI
2026	+6.43%	+0.76%
2025	+3.94%	+7.96%
2024	+53.58%	+14.60%
2023	+21.59%	+10.82%
2022	-0.80%	-28.69%
2021	+28.88%	+20.11%
2020	-27.97%	+6.16%
2019	+13.42%	+31.98%
2018	-16.88%	-13.53%
2017	-0.56%	+11.84%
2016	+43.21%	+23.22%
2015	-30.40%	-10.92%
2014	+12.66%	+1.57%
2013	+6.62%	-12.16%
2012	+7.31%	+10.43%
2011	+7.50%	+20.49%
2010	+28.56%	+21.76%
2009	+4.00%	+54.54%
2008	N/A	-14.95%
2007	N/A	-4.93%
2006	N/A	+14.25%
2005	N/A	-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%

TPZ vs JHI Drawdown Comparison

The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.

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

The current TPZ drawdown is -4.47%. The current JHI drawdown is -2.19%.

Rank	TPZ	JHI
#1	-78.15% May 1, 2015 - Dec 27, 2023	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-20.50% Apr 25, 2011 - Dec 27, 2011	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-17.78% Jan 21, 2025 - Nov 28, 2025	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-12.78% Aug 29, 2014 - Apr 10, 2015	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-11.41% May 20, 2013 - Apr 23, 2014	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-9.81% Mar 9, 2012 - Jul 18, 2012	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-9.58% Apr 23, 2010 - Jul 30, 2010	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-8.93% Jul 19, 2012 - Dec 24, 2012	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-8.06% Aug 6, 2009 - Dec 10, 2009	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-6.56% Nov 22, 2024 - Jan 14, 2025	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-6.29% Nov 28, 2025 - Feb 10, 2026	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-6.17% Apr 30, 2026 - Jun 1, 2026	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-6.02% Apr 4, 2024 - May 15, 2024	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-5.36% Mar 2, 2026 - Apr 30, 2026	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-5.05% Nov 11, 2010 - Dec 9, 2010	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between TPZ and JHI is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

TPZ vs JHI dividend yield comparison.

Year	TPZ	JHI
2026	0.93%	4.25%
2025	3.99%	8.89%
2024	5.88%	7.91%
2023	8.99%	6.81%
2022	9.52%	9.45%
2021	4.77%	7.57%
2020	8.80%	7.95%
2019	8.84%	6.81%
2018	9.41%	8.52%
2017	7.28%	7.59%
2016	6.88%	8.12%
2015	9.68%	10.08%
2014	10.68%	9.05%
2013	5.84%	8.94%
2012	5.96%	8.58%
2011	6.00%	8.87%
2010	6.12%	10.34%
2009	2.47%	9.92%
2008	0.00%	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%