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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 -53.71% return, which is significantly lower than ETW's 8.34% return.


EOS-USD

1D
2.61%
1M
1.57%
6M
-59.45%
YTD
-53.71%
1Y
-86.54%
3Y*
-54.35%
5Y*
-54.58%
10Y*

ETW

1D
-0.52%
1M
2.75%
6M
7.30%
YTD
8.34%
1Y
20.04%
3Y*
14.57%
5Y*
6.10%
10Y*
8.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EOS-USD vs. ETW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EOS-USD
EOS
-53.71%-79.52%-8.35%-1.89%-71.60%16.76%0.93%0.16%-70.72%2,091.49%
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
8.34%20.10%19.03%9.34%-23.87%25.36%3.24%18.87%-12.10%9.12%

Correlation

The correlation between EOS-USD and ETW is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

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

0.20

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

0.19

Correlation (All Time)
Calculated using the full available price history since Jun 27, 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: 88
Overall Rank
EOS-USD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
EOS-USD Sortino Ratio Rank: 00
Sortino Ratio Rank
EOS-USD Omega Ratio Rank: 00
Omega Ratio Rank
EOS-USD Calmar Ratio Rank: 22
Calmar Ratio Rank
EOS-USD Martin Ratio Rank: 3636
Martin Ratio Rank

ETW
ETW Risk / Return Rank: 8484
Overall Rank
ETW Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ETW Sortino Ratio Rank: 8585
Sortino Ratio Rank
ETW Omega Ratio Rank: 8383
Omega Ratio Rank
ETW Calmar Ratio Rank: 7979
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EOS-USDETWDifference
Sharpe ratioReturn per unit of total volatility

-2.72

Sortino ratioReturn per unit of downside risk

-5.20

Omega ratioGain probability vs. loss probability

0.70

1.29

-0.58

Calmar ratioReturn relative to maximum drawdown

-0.97

1.98

-2.95

Martin ratioReturn relative to average drawdown

-1.26

9.29

-10.55

EOS-USD vs. ETW - Sharpe Ratio Comparison

The current EOS-USD Sharpe Ratio is -1.13, which is lower than the ETW Sharpe Ratio of 1.59. 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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Drawdowns

EOS-USD vs. ETW - Drawdown Comparison

The maximum EOS-USD drawdown since its inception was -99.72%, 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

-99.72%

-54.13%

-45.59%

Max Drawdown (1Y)

Largest decline over 1 year

-90.38%

-10.16%

-80.22%

Max Drawdown (3Y)

Largest decline over 3 years

-95.62%

-16.28%

-79.34%

Max Drawdown (5Y)

Largest decline over 5 years

-99.05%

-27.94%

-71.11%

Max Drawdown (10Y)

Largest decline over 10 years

-47.96%

Current Drawdown

Current decline from peak

-99.66%

-0.73%

-98.93%

Average Drawdown

Average peak-to-trough decline

-85.03%

-7.67%

-77.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

62.83%

2.16%

+60.67%

Volatility

EOS-USD vs. ETW - Volatility Comparison

EOS (EOS-USD) has a higher volatility of 18.75% compared to Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) at 4.08%. 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

18.75%

4.08%

+14.67%

Volatility (6M)

Calculated over the trailing 6-month period

57.79%

10.58%

+47.21%

Volatility (1Y)

Calculated over the trailing 1-year period

64.68%

12.71%

+51.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

71.41%

16.73%

+54.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

108.90%

19.85%

+89.05%

Frequently Asked Questions


EOS-USD and ETW have a correlation of 0.14, 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 (18.75%) compared to ETW (4.08%). In terms of maximum drawdown, EOS-USD dropped -99.72% vs ETW's -54.13%.

ETW currently has the higher Sharpe Ratio (1.59 vs -1.13), 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.

Portfolio Optimizer

Find the right allocation for EOS-USD and ETW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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