John Hancock Financial Opportunities Fund (BTO) Alternatives
John Hancock Financial Opportunities Fund (BTO) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BTO. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BTO
BTO charges 2.01% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among BTO alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | BTO vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | BTO vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | BTO vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | BTO vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | BTO vs FSLBX |
Best Risk-Adjusted Alternatives to BTO
Among mutual funds in the Financials Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | BTO vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | BTO vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | BTO vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | BTO vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | BTO vs HSFNX |
Top Performing BTO Alternatives (YTD)
BTO alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | BTO vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | BTO vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | BTO vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | BTO vs FRBAX | |
| Flaherty & Crumrine Total Return Fund Inc | -3.43% | Aug 29, 2003 | BTO vs FLC |
Lowest Volatility Alternatives to BTO
BTO alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | BTO vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | BTO vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | BTO vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | BTO vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | BTO vs SBFAX |
Lowest Drawdown Alternatives to BTO
BTO alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | BTO vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | BTO vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | BTO vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | BTO vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | BTO vs SBFAX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 79 | -2.58% | Oct 4, 1992 | BTO vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 34 | -0.62% | Jun 2, 1997 | BTO vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 83 | 2.10% | Jan 1, 2009 | BTO vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 42 | -7.14% | Nov 4, 2012 | BTO vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 61 | -0.65% | Jan 2, 1997 | BTO vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | BTO vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 49 | -0.87% | Nov 9, 1973 | BTO vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -10.79% | Oct 1, 1984 | BTO vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 11 | -2.42% | Dec 20, 2013 | BTO vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 4 | -14.89% | Oct 14, 2005 | BTO vs JIBCX |
Often Compared With BTO
What investors most often compare with BTO, based on PortfoliosLab usage data.
Compare BTO with Any Fund or Stock
Compare BTO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.