John Hancock Tax-Advantaged Dividend Income Fund (HTD) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to HTD

HTD charges 0.01% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among HTD alternatives.

Symbol	Name	Expense Ratio	Inception
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	0.01%	Sep 30, 2003	HTD vs EVT
GDV	The Gabelli Dividend and Income Trust	0.01%	Nov 28, 2003	HTD vs GDV
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	0.02%	Feb 28, 2005	HTD vs NFJ
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	0.02%	Mar 28, 2007	HTD vs EOD
DHY	Dimensional High Yield Equity Fund	0.04%	Jan 1, 2013	HTD vs DHY

Best Risk-Adjusted Alternatives to HTD

Among mutual funds in the Dividend 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
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	HTD vs EPDPX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	HTD vs PMAIX
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	HTD vs VIHAX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	87	Mar 28, 2007	HTD vs EOD
AMECX	American Funds The Income Fund of America Class A	81	Dec 1, 1973	HTD vs AMECX

Top Performing HTD Alternatives (YTD)

HTD alternatives from the Dividend category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	8.28%	Mar 30, 2005	HTD vs SVAAX
EPDPX	EuroPac International Dividend Income Fund Class A	5.90%	Jan 10, 2014	HTD vs EPDPX
PDT	John Hancock Premium Dividend Fund	5.12%	Dec 14, 1989	HTD vs PDT
VIHAX	Vanguard International High Dividend Yield Index F...	3.08%	Mar 2, 2016	HTD vs VIHAX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	2.26%	Mar 28, 2007	HTD vs EOD

Lowest Volatility Alternatives to HTD

HTD alternatives from the Dividend category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	7.19%	Dec 22, 2011	HTD vs PMAIX
AMECX	American Funds The Income Fund of America Class A	9.48%	Dec 1, 1973	HTD vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	10.11%	Jul 30, 1987	HTD vs CAIFX
PDT	John Hancock Premium Dividend Fund	13.21%	Dec 14, 1989	HTD vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	13.61%	Nov 8, 2012	HTD vs CDDYX

Lowest Drawdown Alternatives to HTD

HTD alternatives from the Dividend category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-7.06%	Dec 22, 2011	HTD vs PMAIX
AMECX	American Funds The Income Fund of America Class A	-8.19%	Dec 1, 1973	HTD vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	-8.37%	Jul 30, 1987	HTD vs CAIFX
VDIGX	Vanguard Dividend Growth Fund	-9.57%	May 15, 1992	HTD vs VDIGX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-10.17%	Nov 8, 2012	HTD vs CDDYX

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
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	79	-2.58%	Oct 4, 1992	HTD vs SVBAX
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	34	-0.62%	Jun 2, 1997	HTD vs JVMIX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	83	2.10%	Jan 1, 2009	HTD vs JAAAX
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	42	-7.14%	Nov 4, 2012	HTD vs JFIVX
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	61	-0.65%	Jan 2, 1997	HTD vs JVLIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	49	-0.87%	Nov 9, 1973	HTD vs JHNBX
TAGRX	John Hancock Fundamental Large Cap Core Fund	Large Cap Blend Equities	11	-10.79%	Oct 1, 1984	HTD vs TAGRX
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	11	-2.42%	Dec 20, 2013	HTD vs JCCIX
JIBCX	John Hancock Funds II Blue Chip Growth Fund	Large Cap Growth Equities	4	-14.89%	Oct 14, 2005	HTD vs JIBCX
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	8	-11.14%	Jun 1, 2011	HTD vs JFCIX

Often Compared With HTD

What investors most often compare with HTD, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	HTD vs SCHD
BUI	BlackRock Utilities, Infrastructure & Power Opport...		83	4.23%	—	HTD vs BUI
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	89	2.90%	Jul 29, 2020	HTD vs ASGI
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	37	-0.40%	—	HTD vs OIEIX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	83	-4.23%	Jan 2, 1990	HTD vs ADX
RQI	Cohen & Steers Quality Income Realty Fund		50	7.83%	Feb 28, 2002	HTD vs RQI
CEFS	Saba Closed-End Funds ETF	Diversified Portfolio, Actively Managed	66	-0.33%	Mar 21, 2017	HTD vs CEFS
DHS	WisdomTree US High Dividend Fund	Large Cap Value Equities, Dividend	59	8.00%	Jun 16, 2006	HTD vs DHS
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	S&P 500, Dividend	20	4.64%	Oct 18, 2012	HTD vs SPHD
FCEF	First Trust CEF Income Opportunity ETF	Diversified Portfolio, Actively Managed	53	-0.30%	Sep 27, 2016	HTD vs FCEF
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	65	1.97%	Feb 7, 2019	HTD vs VHYAX
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	6	-8.88%	Nov 9, 2021	HTD vs VADGX

Compare HTD with Any Fund or Stock

Compare HTD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

John Hancock Tax-Advantaged Dividend Income Fund

Symbol name