BTO
Price
$33.92
Change
+$0.15 (+0.44%)
Updated
Oct 17 closing price
Net Assets
645.48M
IYF
Price
$121.30
Change
+$0.45 (+0.37%)
Updated
Oct 17 closing price
Net Assets
4.03B
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BTO vs IYF

Header iconBTO vs IYF Comparison
Open Charts BTO vs IYFBanner chart's image
John Hancock Financial Opportunities Fund
Price$33.92
Change+$0.15 (+0.44%)
Volume$48.7K
Net Assets645.48M
iShares US Financials ETF
Price$121.30
Change+$0.45 (+0.37%)
Volume$446.48K
Net Assets4.03B
BTO vs IYF Comparison Chart in %
BTO
Daily Signalchanged days ago
Gain/Loss if bought
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
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VS
BTO vs. IYF commentary
Oct 18, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BTO is a Hold and IYF is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.03B vs. BTO (645M). IYF has a higher annual dividend yield than BTO: IYF (10.758) vs BTO (0.524). BTO was incepted earlier than IYF: BTO (31 years) vs IYF (25 years). IYF (0.38) has a lower expense ratio than BTO (2.01). BTO has a higher turnover IYF (8.00) vs IYF (8.00).
BTOIYFBTO / IYF
Gain YTD0.52410.7585%
Net Assets645M4.03B16%
Total Expense Ratio2.010.38529%
Turnover13.008.00163%
Yield1.431.25114%
Fund Existence31 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOIYF
RSI
ODDS (%)
N/A
Bullish Trend 1 day ago
90%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
85%
Momentum
ODDS (%)
Bearish Trend 1 day ago
86%
Bearish Trend 1 day ago
74%
MACD
ODDS (%)
Bearish Trend 4 days ago
82%
Bearish Trend 1 day ago
77%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
85%
Bearish Trend 1 day ago
78%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
84%
Bearish Trend 1 day ago
78%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
88%
Declines
ODDS (%)
Bearish Trend 3 days ago
84%
Bearish Trend 3 days ago
80%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bearish Trend 1 day ago
80%
Bullish Trend 1 day ago
86%
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BTO
Daily Signalchanged days ago
Gain/Loss if bought
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
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BTO and

Correlation & Price change

A.I.dvisor tells us that BTO and BAC have been poorly correlated (+24% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BTO and BAC's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTO
1D Price
Change %
BTO100%
+0.44%
BAC - BTO
24%
Poorly correlated
+1.67%
USB - BTO
23%
Poorly correlated
+0.09%
FITB - BTO
20%
Poorly correlated
+1.31%
HBAN - BTO
15%
Poorly correlated
+0.85%
BPOP - BTO
15%
Poorly correlated
+2.09%
More

IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with GS. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
+0.37%
GS - IYF
91%
Closely correlated
-0.97%
JPM - IYF
89%
Closely correlated
-0.33%
HBAN - IYF
89%
Closely correlated
+0.85%
AMP - IYF
89%
Closely correlated
+0.54%
MS - IYF
88%
Closely correlated
-0.84%
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