John Hancock Premium Dividend Fund (PDT) Alternatives

John Hancock Premium Dividend Fund (PDT) 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 PDT. 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 PDT

PDT charges 5.06% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among PDT alternatives.

Symbol	Name	Expense Ratio	Inception
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	Feb 7, 2019	PDT vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.22%	Mar 2, 2016	PDT vs VIHAX
VDIGX	Vanguard Dividend Growth Fund	0.27%	May 15, 1992	PDT vs VDIGX
CAIFX	American Funds Capital Income Builder Fund Class F...	0.37%	Jul 30, 1987	PDT vs CAIFX
FINFX	American Funds Fundamental Investors® Class F-2	0.39%	Aug 1, 1978	PDT vs FINFX

Best Risk-Adjusted Alternatives to PDT

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	PDT vs EPDPX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	PDT vs PMAIX
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	PDT vs VIHAX
AMECX	American Funds The Income Fund of America Class A	81	Dec 1, 1973	PDT vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	79	Jul 30, 1987	PDT vs CAIFX

Top Performing PDT Alternatives (YTD)

PDT 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	PDT vs SVAAX
EPDPX	EuroPac International Dividend Income Fund Class A	5.90%	Jan 10, 2014	PDT vs EPDPX
VIHAX	Vanguard International High Dividend Yield Index F...	3.08%	Mar 2, 2016	PDT vs VIHAX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	1.97%	Feb 7, 2019	PDT vs VHYAX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	1.74%	Jul 5, 2012	PDT vs AFNIX

Lowest Volatility Alternatives to PDT

PDT 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	PDT vs PMAIX
AMECX	American Funds The Income Fund of America Class A	9.48%	Dec 1, 1973	PDT vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	10.11%	Jul 30, 1987	PDT vs CAIFX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	13.61%	Nov 8, 2012	PDT vs CDDYX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	13.64%	Jul 5, 2012	PDT vs AFNIX

Lowest Drawdown Alternatives to PDT

PDT 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	PDT vs PMAIX
AMECX	American Funds The Income Fund of America Class A	-8.19%	Dec 1, 1973	PDT vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	-8.37%	Jul 30, 1987	PDT vs CAIFX
VDIGX	Vanguard Dividend Growth Fund	-9.57%	May 15, 1992	PDT vs VDIGX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-10.17%	Nov 8, 2012	PDT 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	PDT vs SVBAX
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	34	-0.62%	Jun 2, 1997	PDT vs JVMIX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	83	2.10%	Jan 1, 2009	PDT vs JAAAX
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	42	-7.14%	Nov 4, 2012	PDT vs JFIVX
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	61	-0.65%	Jan 2, 1997	PDT vs JVLIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	49	-0.87%	Nov 9, 1973	PDT vs JHNBX
TAGRX	John Hancock Fundamental Large Cap Core Fund	Large Cap Blend Equities	11	-10.79%	Oct 1, 1984	PDT vs TAGRX
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	11	-2.42%	Dec 20, 2013	PDT vs JCCIX
JIBCX	John Hancock Funds II Blue Chip Growth Fund	Large Cap Growth Equities	4	-14.89%	Oct 14, 2005	PDT vs JIBCX
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	8	-11.14%	Jun 1, 2011	PDT vs JFCIX

Often Compared With PDT

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	43	-3.34%	Sep 8, 2015	PDT vs HTDIX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	30	-3.22%	May 15, 2018	PDT vs PFFA
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PDT vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	PDT vs VOO
UTG	Reaves Utility Income Trust		81	8.44%	—	PDT vs UTG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	PDT vs SCHD
HDV	iShares Core High Dividend ETF	Large Cap Value Equities, Dividend	70	12.30%	Mar 29, 2011	PDT vs HDV
AGGH	Simplify Aggregate Bond ETF	Intermediate Core Bond	26	0.08%	Feb 14, 2022	PDT vs AGGH
BKLN	Invesco Senior Loan ETF	High Yield Bonds	79	-1.27%	Mar 3, 2011	PDT vs BKLN
JGH	Nuveen Global High Income Fund	High Yield Bonds	11	-0.69%	Nov 24, 2014	PDT vs JGH
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	59	-3.42%	Nov 6, 2013	PDT vs JRLVX
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	37	-0.40%	—	PDT vs OIEIX
AMINX	Amana Income Fund Institutional Class	Dividend	38	-4.76%	Sep 25, 2013	PDT vs AMINX
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	86	3.82%	Feb 28, 2007	PDT vs JGYIX
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	6	-8.15%	Jun 24, 1996	PDT vs PZFVX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	Target Retirement Date	57	-4.06%	Mar 29, 2016	PDT vs JIEHX
JFIIX	John Hancock Funds Floating Rate Income Fund	Bank Loan	62	-1.53%	Jan 1, 2008	PDT vs JFIIX
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	39	0.20%	May 20, 2020	PDT vs JEPI
JHTFX	John Hancock High Yield Municipal Bond Fund	High Yield Muni	10	-0.94%	Dec 30, 1993	PDT vs JHTFX
JDIUX	John Hancock Disciplined Value International Fund	Foreign Large Cap Equities	78	-0.60%	Dec 29, 2011	PDT vs JDIUX

Compare PDT with Any Fund or Stock

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

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John Hancock Premium Dividend Fund

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