BTO
Price
$37.59
Change
-$0.23 (-0.61%)
Updated
Sep 5 closing price
Net Assets
730.82M
IYF
Price
$123.92
Change
-$2.19 (-1.74%)
Updated
Sep 5 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$37.59
Change-$0.23 (-0.61%)
Volume$28.47K
Net Assets730.82M
iShares US Financials ETF
Price$123.92
Change-$2.19 (-1.74%)
Volume$375.14K
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 06, 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 Buy and IYF is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.07B vs. BTO (731M). IYF has a higher annual dividend yield than BTO: IYF (12.802) vs BTO (9.486). 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 YTD9.48612.80274%
Net Assets731M4.07B18%
Total Expense Ratio2.010.39515%
Turnover13.008.00163%
Yield1.581.24127%
Fund Existence31 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOIYF
RSI
ODDS (%)
Bearish Trend 1 day ago
90%
N/A
Stochastic
ODDS (%)
Bearish Trend 1 day ago
89%
Bearish Trend 1 day ago
74%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
86%
MACD
ODDS (%)
Bullish Trend 1 day ago
89%
Bearish Trend 1 day ago
82%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
78%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
83%
Advances
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 8 days ago
88%
Declines
ODDS (%)
Bearish Trend 19 days ago
85%
Bearish Trend 3 days ago
80%
BollingerBands
ODDS (%)
N/A
Bearish Trend 1 day ago
85%
Aroon
ODDS (%)
Bullish Trend 1 day ago
87%
Bullish Trend 1 day 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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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%
-0.61%
BAC - BTO
24%
Poorly correlated
-1.13%
USB - BTO
23%
Poorly correlated
-0.75%
FITB - BTO
20%
Poorly correlated
-1.38%
HBAN - BTO
15%
Poorly correlated
-1.40%
BPOP - BTO
15%
Poorly correlated
-1.35%
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%
-1.74%
GS - IYF
91%
Closely correlated
-1.43%
MS - IYF
89%
Closely correlated
-1.62%
HBAN - IYF
89%
Closely correlated
-1.40%
JPM - IYF
89%
Closely correlated
-3.11%
AMP - IYF
89%
Closely correlated
-4.42%
More