HTD
Price
$22.92
Change
-$0.05 (-0.22%)
Updated
May 9 closing price
Net Assets
880.48M
OCIO
Price
$33.75
Change
+$0.14 (+0.42%)
Updated
May 9 closing price
Net Assets
146.71M
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HTD vs OCIO

Header iconHTD vs OCIO Comparison
Open Charts HTD vs OCIOBanner chart's image
John Hancock Tax-Advantaged Dividend Income Fund
Price$22.92
Change-$0.05 (-0.22%)
Volume$50.2K
Net Assets880.48M
ClearShares OCIO ETF
Price$33.75
Change+$0.14 (+0.42%)
Volume$6.74K
Net Assets146.71M
HTD vs OCIO Comparison Chart
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
HTD vs. OCIO commentary
May 11, 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 HTD is a Buy and OCIO is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 880M vs. OCIO (147M). HTD has a higher annual dividend yield than OCIO: HTD (6.695) vs OCIO (-0.891). HTD was incepted earlier than OCIO: HTD (21 years) vs OCIO (8 years). OCIO (0.64) has a lower expense ratio than HTD (1.96). OCIO has a higher turnover HTD (21.00) vs HTD (21.00).
HTDOCIOHTD / OCIO
Gain YTD6.695-0.891-752%
Net Assets880M147M599%
Total Expense Ratio1.960.64306%
Turnover21.0070.0030%
Yield4.401.57281%
Fund Existence21 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
HTD
RSI
ODDS (%)
Bullish Trend 3 days ago
86%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
73%
Momentum
ODDS (%)
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bullish Trend 3 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
88%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 3 days ago
82%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
86%
Aroon
ODDS (%)
Bullish Trend 6 days ago
90%
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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HTD and

Correlation & Price change

A.I.dvisor tells us that HTD and KMI have been poorly correlated (+18% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HTD and KMI's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTD
1D Price
Change %
HTD100%
-0.22%
KMI - HTD
18%
Poorly correlated
+1.00%
AEP - HTD
7%
Poorly correlated
+0.40%
DUK - HTD
6%
Poorly correlated
+0.28%
ETR - HTD
5%
Poorly correlated
-0.47%
T - HTD
3%
Poorly correlated
+1.35%
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