BTO ETF

Fund Essentials - as of Dec 31, 2025

Net Assets
$709M
Expense Ratio
2.96%
Dividend Yield (Current)
6.80%
Holdings
184
Inception Date
Aug 18, 1994
Fund Family
John Hancock Investment Management
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Quarterly

Performance

YTD+7.33%
1 Year+29.08%
3 Year+31.60%
5 Year+8.94%
10 Year+11.57%

Asset Allocation

Stocks: 95.86%
Bonds: 2.76%
Cash: 0.23%
Other: 1.14%

Price Chart (6M)

View Full Chart →

Top Holdings

View All →
TickerNameWeight
RFRegions Financial Corporation2.53%
RFEurazeo2.53%
ONBONB2.21%
ON1Old National Bancorp1.89%
CFGCitizens Financial Group Inc.1.87%
Top 10 Concentration: 19.58%Report Date: Dec 31, 2025
Download all 184 holdings for BTO
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
6.80%
Frequency
Quarterly
Latest Distribution
$0.65
Jun 11, 2026
12M Distributions
4 payments
Total: $2.60

Peer Comparison

Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This ETF
+••.••%
Peer Avg
+••.••%
Premium Feature
Sign in to unlock peer comparison, category rankings and more

BTO ETF Overview

BTO ETF (John Hancock Financial Opportunities Fund) is managed by John Hancock Investment Management with $708.8M in net assets. BTO expense ratio is 2.96%, holding 184 positions across sectors including Unknown. Inception date: 1994-08-18.

BTO performance shows a YTD return of 7.33%. The 1-year return is 29.08% and the 5-year return is 8.94%. BTO dividend yield stands at 6.80%, paid quarterly.

BTO top holdings include Regions Financial Corporation (2.5%), Eurazeo (2.5%), ONB (2.2%), Old National Bancorp (1.9%), Citizens Financial Group Inc. (1.9%). View all BTO holdings, sector breakdown, or dividend history.

BTO can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTO alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+3.14%
YTD
+7.33%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (net long exposure of 146%)

#TickerNameSectorWeight
1RFRegions Financial CorporationUnknown2.53%
2RFEurazeoUnknown2.53%
3ONBONBUnknown2.21%
4ON1Old National BancorpUnknown1.89%
5CFGCitizens Financial Group Inc.Unknown1.87%
6INDBINDBUnknown1.77%
7CCBCoastal Financial CorporationUnknown1.74%
8BPOPPopular Inc.Unknown1.72%
9USBU.S. BancorpUnknown1.68%
10MTBMandT Bank CorporationUnknown1.64%