BTO
Price
$35.99
Change
+$0.04 (+0.11%)
Updated
Sep 26 closing price
Net Assets
702.51M
IYF
Price
$126.76
Change
+$1.04 (+0.83%)
Updated
Sep 26 closing price
Net Assets
4.07B
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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$35.99
Change+$0.04 (+0.11%)
Volume$19.31K
Net Assets702.51M
iShares US Financials ETF
Price$126.76
Change+$1.04 (+0.83%)
Volume$99.58K
Net Assets4.07B
BTO vs IYF Comparison Chart in %
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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 vs. IYF commentary
Sep 27, 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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.07B vs. BTO (703M). IYF has a higher annual dividend yield than BTO: IYF (15.744) vs BTO (6.658). BTO was incepted earlier than IYF: BTO (31 years) vs IYF (25 years). IYF (0.39) has a lower expense ratio than BTO (2.01). BTO has a higher turnover IYF (8.00) vs IYF (8.00).
BTOIYFBTO / IYF
Gain YTD6.65815.74442%
Net Assets703M4.07B17%
Total Expense Ratio2.010.39515%
Turnover13.008.00163%
Yield1.581.24127%
Fund Existence31 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOIYF
RSI
ODDS (%)
Bearish Trend 2 days ago
90%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
73%
Momentum
ODDS (%)
Bearish Trend 2 days ago
87%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
87%
Bearish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
78%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
84%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 9 days ago
90%
Bullish Trend 9 days ago
88%
Declines
ODDS (%)
Bearish Trend 5 days ago
84%
Bearish Trend 3 days ago
80%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
87%
Aroon
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
79%
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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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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%
+0.83%
GS - IYF
91%
Closely correlated
+0.98%
JPM - IYF
90%
Closely correlated
+0.83%
MS - IYF
89%
Closely correlated
+0.73%
HBAN - IYF
89%
Closely correlated
+0.58%
AMP - IYF
88%
Closely correlated
+1.49%
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