BTO vs. JEPQ
Compare and contrast key facts about John Hancock Financial Opportunities Fund (BTO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
BTO is an actively managed fund by John Hancock. It was launched on Aug 18, 1994. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022.
Performance
BTO vs. JEPQ - Performance Comparison
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BTO vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BTO John Hancock Financial Opportunities Fund | 4.20% | 5.85% | 28.92% | -1.16% | -10.82% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -2.87% | 15.18% | 24.85% | 36.28% | -12.89% |
Returns By Period
In the year-to-date period, BTO achieves a 4.20% return, which is significantly higher than JEPQ's -2.87% return.
BTO
- 1D
- 4.88%
- 1M
- 2.50%
- YTD
- 4.20%
- 6M
- 3.43%
- 1Y
- 13.12%
- 3Y*
- 14.52%
- 5Y*
- 6.15%
- 10Y*
- 10.87%
JEPQ
- 1D
- 3.25%
- 1M
- -3.50%
- YTD
- -2.87%
- 6M
- 1.65%
- 1Y
- 19.82%
- 3Y*
- 19.06%
- 5Y*
- —
- 10Y*
- —
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BTO vs. JEPQ - Expense Ratio Comparison
BTO has a 2.01% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Return for Risk
BTO vs. JEPQ — Risk / Return Rank
BTO
JEPQ
BTO vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Financial Opportunities Fund (BTO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BTO | JEPQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.07 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.64 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.70 | -0.89 |
Martin ratioReturn relative to average drawdown | 2.13 | 8.45 | -6.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTO | JEPQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.07 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.82 | -0.53 |
Correlation
The correlation between BTO and JEPQ is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BTO vs. JEPQ - Dividend Comparison
BTO's dividend yield for the trailing twelve months is around 7.25%, less than JEPQ's 11.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTO John Hancock Financial Opportunities Fund | 7.25% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.10% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BTO vs. JEPQ - Drawdown Comparison
The maximum BTO drawdown since its inception was -72.27%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for BTO and JEPQ.
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Drawdown Indicators
| BTO | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.27% | -20.07% | -52.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -11.58% | -5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -51.80% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -65.70% | — | — |
Current DrawdownCurrent decline from peak | -8.00% | -5.85% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -19.08% | -3.55% | -15.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.45% | 2.34% | +4.11% |
Volatility
BTO vs. JEPQ - Volatility Comparison
John Hancock Financial Opportunities Fund (BTO) has a higher volatility of 7.28% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 6.02%. This indicates that BTO's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTO | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 6.02% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 10.47% | +5.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 18.52% | +6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.47% | 16.91% | +14.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.21% | 16.91% | +19.30% |