John Hancock Financial Opportunities Fund (BTO) vs Virtus Equity & Convertible Income Fund (NIE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
John Hancock Financial Opportunities Fund is the larger company by market cap ($721.9 million vs $707.4 million), about 1.0 times the size. On valuation, John Hancock Financial Opportunities Fund trades at a lower trailing P/E (3.9x vs 6.2x for Virtus Equity & Convertible Income Fund). John Hancock Financial Opportunities Fund pays a dividend yielding 7.14%, while Virtus Equity & Convertible Income Fund does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BTO | NIE |
|---|---|---|
| Share price | $36.40 | $25.53 |
| Market cap | $721.92M | $707.41M |
| 1-day change | -0.22% | +0.83% |
| YTD return | — | +1.61% |
| 1-year return | — | -0.78% |
| 5-year return | — | -16.27% |
| P/E ratio (TTM) | 3.92 | 6.18 |
| EPS (TTM) | $9.29 | $4.13 |
| Dividend yield | 7.14% | 9.16% |
| Annual dividend | $2.60 | $0.00 |
| 52-week high | $42.00 | $27.24 |
| 52-week low | $32.01 | $22.78 |
| Distance from 52-week high | -13.33% | -6.28% |
| Average volume | 41.78K | 65.24K |
| Shares outstanding | 19.83M | 27.71M |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Virtus Equity & Convertible Income Fund trades at a higher earnings multiple (6.2x vs 3.9x trailing P/E).
- Virtus Equity & Convertible Income Fund offers a meaningfully higher dividend yield (9.16% vs 7.14%).
About John Hancock Financial Opportunities Fund
BTO stock →John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management.
Finance · Investment Managers
About Virtus Equity & Convertible Income Fund
NIE stock →Virtus Equity & Convertible Income Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S.
Finance · Investment Managers
BTO vs NIE FAQ
Which is bigger, John Hancock Financial Opportunities Fund or Virtus Equity & Convertible Income Fund?
John Hancock Financial Opportunities Fund (BTO) is larger, with a market capitalization of $721.92M compared with $707.41M for Virtus Equity & Convertible Income Fund (NIE).
Which has the lower P/E ratio, BTO or NIE?
BTO has the lower trailing P/E at 3.9, versus 6.2 for NIE. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, John Hancock Financial Opportunities Fund or Virtus Equity & Convertible Income Fund?
Virtus Equity & Convertible Income Fund has the higher yield at 9.16%, compared with 7.14% for John Hancock Financial Opportunities Fund.
Are John Hancock Financial Opportunities Fund and Virtus Equity & Convertible Income Fund in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.