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EOS-USD vs. ETW
Performance
Return for Risk
Drawdowns
Volatility

Performance

EOS-USD vs. ETW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EOS (EOS-USD) and Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EOS-USD achieves a -50.36% return, which is significantly lower than ETW's 6.90% return.


EOS-USD

1D
1.17%
1M
-10.51%
YTD
-50.36%
6M
-58.83%
1Y
-87.92%
3Y*
-54.53%
5Y*
-57.47%
10Y*

ETW

1D
0.00%
1M
1.35%
YTD
6.90%
6M
8.62%
1Y
23.79%
3Y*
15.39%
5Y*
6.36%
10Y*
8.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EOS-USD vs. ETW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EOS-USD
EOS
-50.36%-79.52%-8.35%-1.89%-71.60%16.76%0.93%0.16%-70.72%931.30%
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
6.90%20.10%19.03%9.34%-23.87%25.36%3.24%18.87%-12.10%9.22%

Correlation

The correlation between EOS-USD and ETW is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2017

0.13

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Return for Risk

EOS-USD vs. ETW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EOS-USD
EOS-USD Risk / Return Rank: 2222
Overall Rank
EOS-USD Sharpe Ratio Rank: 00
Sharpe Ratio Rank
EOS-USD Sortino Ratio Rank: 11
Sortino Ratio Rank
EOS-USD Omega Ratio Rank: 00
Omega Ratio Rank
EOS-USD Calmar Ratio Rank: 5353
Calmar Ratio Rank
EOS-USD Martin Ratio Rank: 5858
Martin Ratio Rank

ETW
ETW Risk / Return Rank: 8585
Overall Rank
ETW Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ETW Sortino Ratio Rank: 8686
Sortino Ratio Rank
ETW Omega Ratio Rank: 8585
Omega Ratio Rank
ETW Calmar Ratio Rank: 7777
Calmar Ratio Rank
ETW Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EOS-USD vs. ETW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EOS (EOS-USD) and Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


EOS-USDETWDifference

Sharpe ratio

Return per unit of total volatility

-1.21

1.97

-3.18

Sortino ratio

Return per unit of downside risk

-3.22

2.83

-6.05

Omega ratio

Gain probability vs. loss probability

0.67

1.36

-0.68

Calmar ratio

Return relative to maximum drawdown

-1.09

2.31

-3.40

Martin ratio

Return relative to average drawdown

-1.36

11.12

-12.48

EOS-USD vs. ETW - Sharpe Ratio Comparison

The current EOS-USD Sharpe Ratio is -1.21, which is lower than the ETW Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of EOS-USD and ETW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EOS-USDETWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.21

1.97

-3.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.66

0.38

-1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.19

0.35

-0.54

Drawdowns

EOS-USD vs. ETW - Drawdown Comparison

The maximum EOS-USD drawdown since its inception was -99.67%, which is greater than ETW's maximum drawdown of -54.13%. Use the drawdown chart below to compare losses from any high point for EOS-USD and ETW.


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Drawdown Indicators


EOS-USDETWDifference

Max Drawdown

Largest peak-to-trough decline

-99.67%

-54.13%

-45.54%

Max Drawdown (1Y)

Largest decline over 1 year

-88.70%

-10.16%

-78.54%

Max Drawdown (3Y)

Largest decline over 3 years

-94.74%

-16.28%

-78.46%

Max Drawdown (5Y)

Largest decline over 5 years

-98.86%

-27.94%

-70.92%

Max Drawdown (10Y)

Largest decline over 10 years

-47.96%

Current Drawdown

Current decline from peak

-99.63%

-0.52%

-99.11%

Average Drawdown

Average peak-to-trough decline

-84.90%

-7.70%

-77.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

68.30%

2.11%

+66.19%

Volatility

EOS-USD vs. ETW - Volatility Comparison

EOS (EOS-USD) has a higher volatility of 18.46% compared to Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) at 3.89%. This indicates that EOS-USD's price experiences larger fluctuations and is considered to be riskier than ETW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EOS-USDETWDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.46%

3.89%

+14.57%

Volatility (6M)

Calculated over the trailing 6-month period

51.96%

9.71%

+42.25%

Volatility (1Y)

Calculated over the trailing 1-year period

61.53%

12.12%

+49.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.29%

16.72%

+56.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

104.57%

19.88%

+84.69%

Frequently Asked Questions


EOS-USD and ETW have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EOS-USD has higher volatility (18.46%) compared to ETW (3.89%). In terms of maximum drawdown, EOS-USD dropped -99.67% vs ETW's -54.13%.

ETW currently has the higher Sharpe Ratio (1.97 vs -1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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