VSDM vs BTO

Comparison between VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).

VSDM vs BTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VSDM(ETF)	BTO(ETF)
Net Assets	$831M	$833M
Expense Ratio	0.12%	N/A
Max Drawdown	2.00%	82.09%
Sharpe Ratio	-0.43	0.78
5Y Beta	0.01	0.85
5Y Dividends CAGR	N/A	8.12%

Net Assets

VSDM

$831M

Winner

BTO

$833M

Expense Ratio

VSDM

0.12%

BTO

N/A

Max Drawdown

Winner

VSDM

2.00%

BTO

82.09%

Sharpe Ratio

VSDM

-0.43

Winner

BTO

0.78

5Y Beta

Winner

VSDM

0.01

BTO

0.85

5Y Dividends CAGR

VSDM

N/A

BTO

8.12%

VSDM vs BTO - Historical Returns

Returns include dividend reinvestment.

Period	VSDM	BTO
1 month	+0.61%	-1.73%
3 months	+0.87%	+10.46%
6 months	+0.00%	+12.93%
1 year	+3.10%	+15.56%
5 years(CAGR)	N/A	+5.81%
10 years(CAGR)	N/A	+10.79%
Max(CAGR)	+3.82%	+8.94%

Winner

VSDM

+0.61%

BTO

-1.73%

VSDM

+0.87%

Winner

BTO

+10.46%

VSDM

+0.00%

Winner

BTO

+12.93%

VSDM

+3.10%

Winner

BTO

+15.56%

5Y(CAGR)

VSDM

N/A

BTO

+5.81%

10Y(CAGR)

VSDM

N/A

BTO

+10.79%

Max(CAGR)

VSDM

+3.82%

Winner

BTO

+8.94%

VSDM vs BTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VSDM	BTO
2026	+1.50%	+16.84%
2025	+5.39%	+6.98%
2024	-0.15%	+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%

VSDM vs BTO Drawdown Comparison

The maximum drawdown for VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.

The maximum drawdown for BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.

The current VSDM drawdown is -0.10%. The current BTO drawdown is -4.24%.

Rank	VSDM	BTO
#1	-1.81% Apr 4, 2025 - Jun 12, 2025	-72.25% Feb 14, 2007 - May 13, 2013
#2	-1.46% Feb 27, 2026 - Jul 2, 2026	-65.61% Jan 2, 2020 - Jan 14, 2021
#3	-0.95% Dec 6, 2024 - Feb 3, 2025	-51.73% Jan 13, 2022 - Feb 2, 2026
#4	-0.77% Jul 6, 2026 - Jul 23, 2026	-36.21% Nov 16, 1999 - Dec 28, 2000
#5	-0.54% Feb 25, 2025 - Apr 3, 2025	-32.87% Mar 12, 2018 - Jan 2, 2020
#6	-0.47% Sep 16, 2025 - Oct 16, 2025	-30.89% Dec 4, 2015 - Aug 17, 2016
#7	-0.28% Feb 6, 2025 - Feb 20, 2025	-22.13% May 17, 2002 - May 29, 2003
#8	-0.20% Oct 17, 2025 - Nov 11, 2025	-21.62% Jan 3, 2001 - Dec 26, 2001
#9	-0.13% Dec 19, 2025 - Dec 31, 2025	-18.03% Jun 8, 2021 - Aug 25, 2021
#10	-0.11% Aug 13, 2025 - Aug 22, 2025	-17.22% Mar 5, 2004 - Oct 6, 2004
#11	-0.09% Feb 18, 2026 - Feb 23, 2026	-16.51% Jul 23, 2015 - Nov 11, 2015
#12	-0.07% Jul 29, 2025 - Aug 1, 2025	-15.21% Feb 6, 2026 - Jun 24, 2026
#13	-0.07% Jun 17, 2025 - Jun 23, 2025	-15.12% Jul 3, 2017 - Sep 29, 2017
#14	-0.07% Jul 11, 2025 - Jul 21, 2025	-13.88% Jul 26, 2013 - Dec 24, 2013
#15	-0.07% Nov 11, 2025 - Nov 25, 2025	-11.96% May 15, 2013 - Jul 5, 2013

Correlation

Correlation between VSDM and BTO is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2000 - 2026)

VSDM vs BTO dividend yield comparison.

Year	VSDM	BTO
2026	1.81%	3.27%
2025	3.06%	7.41%
2024	0.35%	7.28%
2023	0.00%	8.64%
2022	0.00%	7.51%
2021	0.00%	4.72%
2020	0.00%	7.25%
2019	0.00%	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%