XCHG vs PDT

Comparison between AB US EQUITY ETF (XCHG, ETF) and John Hancock Premium Dividend Fund (PDT, ETF).

XCHG vs PDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCHG(ETF)	PDT(ETF)
Net Assets	$705M	$704M
Expense Ratio	0.50%	N/A
Max Drawdown	9.84%	62.63%
Sharpe Ratio	0.91	-0.18
5Y Beta	0.92	0.40
P/E Ratio	24.63	N/A
Forward P/E	20.88	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	N/A	-3.45%
5Y EPS CAGR	28.44%	N/A
P/S Ratio	3.70	N/A
P/B Ratio	5.40	N/A

Net Assets

Winner

XCHG

$705M

PDT

$704M

Expense Ratio

XCHG

0.50%

PDT

N/A

Max Drawdown

Winner

XCHG

9.84%

PDT

62.63%

Sharpe Ratio

Winner

XCHG

0.91

PDT

-0.18

5Y Beta

XCHG

0.92

Winner

PDT

0.40

P/E Ratio

XCHG

24.63

PDT

N/A

Forward P/E

XCHG

20.88

PDT

N/A

PEG Ratio

XCHG

0.32

PDT

N/A

5Y Dividends CAGR

XCHG

N/A

PDT

-3.45%

5Y EPS CAGR

XCHG

28.44%

PDT

N/A

P/S Ratio

XCHG

3.70

PDT

N/A

P/B Ratio

XCHG

5.40

PDT

N/A

XCHG vs PDT - Historical Returns

Returns include dividend reinvestment.

Period	XCHG	PDT
1 month	+3.10%	-1.96%
3 months	+3.22%	-1.04%
6 months	+9.73%	-3.21%
1 year	N/A	+0.98%
5 years(CAGR)	N/A	+2.23%
10 years(CAGR)	N/A	+5.33%
Max(CAGR)	+15.47%	+9.03%

Winner

XCHG

+3.10%

PDT

-1.96%

Winner

XCHG

+3.22%

PDT

-1.04%

Winner

XCHG

+9.73%

PDT

-3.21%

XCHG

N/A

PDT

+0.98%

5Y(CAGR)

XCHG

N/A

PDT

+2.23%

10Y(CAGR)

XCHG

N/A

PDT

+5.33%

Max(CAGR)

Winner

XCHG

+15.47%

PDT

+9.03%

XCHG vs PDT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XCHG	PDT
2026	+10.01%	+3.72%
2025	+0.30%	+7.88%
2024	N/A	+28.48%
2023	N/A	-10.25%
2022	N/A	-16.41%
2021	N/A	+27.89%
2020	N/A	-14.36%
2019	N/A	+38.87%
2018	N/A	-11.60%
2017	N/A	+20.46%
2016	N/A	+25.22%
2015	N/A	+7.79%
2014	N/A	+26.06%
2013	N/A	-6.71%
2012	N/A	+8.08%
2011	N/A	+25.48%
2010	N/A	+25.49%
2009	N/A	+47.06%
2008	N/A	-21.88%
2007	N/A	-7.93%
2006	N/A	+19.70%
2005	N/A	-7.29%
2004	N/A	+9.54%
2003	N/A	+25.14%
2002	N/A	-2.21%
2001	N/A	+12.40%
2000	N/A	+19.49%
1999	N/A	-10.19%

XCHG vs PDT Drawdown Comparison

The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current XCHG drawdown is -1.74%. The current PDT drawdown is -3.92%.

Rank	XCHG	PDT
#1	-9.66% Jan 12, 2026 - Apr 15, 2026	-62.37% Feb 20, 2020 - Jun 4, 2021
#2	-3.69% Jun 4, 2026 - Jul 10, 2026	-52.75% May 21, 2007 - Sep 30, 2009
#3	-2.72% Jul 15, 2026 - Aug 3, 2026	-40.45% Nov 17, 2021 - May 30, 2025
#4	-2.07% Aug 13, 2026 - Aug 20, 2026	-21.71% Sep 7, 2016 - Apr 18, 2017
#5	-1.75% May 14, 2026 - May 28, 2026	-20.67% Mar 29, 2004 - Oct 18, 2004
#6	-1.30% Dec 15, 2025 - Dec 22, 2025	-19.39% May 8, 2013 - Apr 30, 2014
#7	-1.14% Dec 24, 2025 - Jan 6, 2026	-18.63% Jul 6, 2018 - Feb 8, 2019
#8	-0.77% Apr 17, 2026 - Apr 22, 2026	-17.19% Nov 18, 1999 - Sep 1, 2000
#9	-0.73% Jun 1, 2026 - Jun 4, 2026	-17.12% Jun 3, 2002 - Jan 8, 2003
#10	-0.65% May 6, 2026 - May 14, 2026	-16.62% Jul 12, 2005 - Dec 15, 2006
#11	-0.62% Jul 10, 2026 - Jul 15, 2026	-15.58% Jun 29, 2012 - Apr 23, 2013
#12	-0.51% Apr 27, 2026 - Apr 30, 2026	-14.14% Jul 14, 2011 - Nov 17, 2011
#13	-0.49% Aug 7, 2026 - Aug 13, 2026	-13.31% Dec 22, 2017 - Jul 5, 2018
#14	-0.48% May 1, 2026 - May 5, 2026	-11.31% Jul 3, 2003 - Oct 31, 2003
#15	-0.44% Jan 6, 2026 - Jan 9, 2026	-10.31% May 3, 2010 - Jul 12, 2010

Correlation

Correlation between XCHG and PDT is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2000 - 2026)

XCHG vs PDT dividend yield comparison.

Year	XCHG	PDT
2026	0.31%	5.35%
2025	0.05%	7.80%
2024	0.00%	7.77%
2023	0.00%	10.14%
2022	0.00%	9.04%
2021	0.00%	6.42%
2020	0.00%	8.43%
2019	0.00%	6.70%
2018	0.00%	8.69%
2017	0.00%	9.94%
2016	0.00%	9.15%
2015	0.00%	7.88%
2014	0.00%	6.66%
2013	0.00%	10.82%
2012	0.00%	6.68%
2011	0.00%	7.30%
2010	0.00%	7.58%
2009	0.00%	7.57%
2008	0.00%	9.95%
2007	0.00%	6.14%
2006	0.00%	5.49%
2005	0.00%	7.45%
2004	0.00%	6.78%
2003	0.00%	7.16%
2002	0.00%	10.52%
2001	0.00%	7.06%
2000	0.00%	3.08%