John Hancock Tax-Advantaged Dividend Income Fund (HTD) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HTD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HTD
HTD charges 0.01% annually. There is 1 mutual fund in the Dividend category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Tax-Advantaged Dividend Income Fund | 0.01% | — | Sep 2003 | HTD vs EVT | |
| The Gabelli Dividend and Income Trust | 0.01% | — | Nov 2003 | HTD vs GDV | |
| Virtus Dividend, Interest and Premium Strategy Fun... | 0.02% | — | Feb 2005 | HTD vs NFJ | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 0.02% | — | Mar 2007 | HTD vs EOD | |
| Dimensional High Yield Equity Fund | 0.04% | — | Jan 2013 | HTD vs DHY |
Best Risk-Adjusted Alternatives to HTD
HTD has a PortfoliosLab risk / return rank of 38. There are 26 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 92 | — | Apr 2015 | HTD vs FDGDX | |
| Pioneer Multi-Asset Income Fund A | 89 | — | Dec 2011 | HTD vs PMAIX | |
| EuroPac International Dividend Income Fund Class A | 87 | — | Jan 2014 | HTD vs EPDPX | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 82 | — | Mar 2007 | HTD vs EOD | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 81 | 94.60B | Feb 2019 | HTD vs VHYAX |
Top Performing HTD Alternatives (YTD)
HTD is at 10.11% YTD. There are 15 mutual funds in the Dividend category with higher YTD returns, going as high as 19.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Dividend, Interest and Premium Strategy Fun... | 19.07% | — | Feb 2005 | HTD vs NFJ | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 17.52% | — | Mar 2007 | HTD vs EOD | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 17.24% | — | Apr 2015 | HTD vs FDGDX | |
| American Funds Fundamental Investors® Class F-2 | 15.23% | — | Aug 1978 | HTD vs FINFX | |
| EuroPac International Dividend Income Fund Class A | 13.86% | — | Jan 2014 | HTD vs EPDPX |
Lowest Volatility Alternatives to HTD
HTD has 12.11% 1-year volatility. There are 26 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.64% | — | Dec 2011 | HTD vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.17% | — | Dec 1973 | HTD vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 7.99% | — | Jul 1987 | HTD vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | HTD vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.93% | — | Dec 1989 | HTD vs PDT |
Lowest Drawdown Alternatives to HTD
HTD has a 1-year max drawdown of -6.18%. There are 5 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | HTD vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | HTD vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | HTD vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | HTD vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | HTD vs AMECX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 91 | 10.58% | — | Oct 1992 | HTD vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | HTD vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | HTD vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | HTD vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 84 | 16.63% | — | Jan 1997 | HTD vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | HTD vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | HTD vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | HTD vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | HTD vs JCCIX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 13.49% | — | Apr 2014 | HTD vs JAKVX |
Often Compared With HTD
Investors most often compare HTD with BUI, SCHD, OIEIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HTD with Any Fund or Stock
Compare HTD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HTD with funds that move differently
John Hancock Tax-Advantaged Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HTD.
Explore HTD Diversifiers