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ETV vs. RIO.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ETV vs. RIO.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) and Rio Tinto PLC (RIO.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ETV is traded in USD, while RIO.L is traded in GBp. To make them comparable, the RIO.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ETV achieves a 8.19% return, which is significantly lower than RIO.L's 24.60% return. Over the past 10 years, ETV has underperformed RIO.L with an annualized return of 9.42%, while RIO.L has yielded a comparatively higher 20.72% annualized return.


ETV

1D
1.29%
1M
2.81%
YTD
8.19%
6M
8.26%
1Y
21.04%
3Y*
15.54%
5Y*
7.27%
10Y*
9.42%

RIO.L

1D
-2.39%
1M
-4.70%
YTD
24.60%
6M
28.73%
1Y
84.66%
3Y*
21.37%
5Y*
12.55%
10Y*
20.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ETV vs. RIO.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
8.19%8.63%27.67%9.94%-19.73%18.41%13.03%21.25%-4.29%12.98%
RIO.L
Rio Tinto PLC
24.60%44.94%-14.82%12.61%17.90%-0.65%34.36%33.42%-5.37%43.93%

Correlation

The correlation between ETV and RIO.L is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.39

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

0.26

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

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Jul 19, 2007

0.32

The correlation between ETV and RIO.L shifts across timeframes, from 0.25 (10 years) to 0.39 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ETV:

$1.74B

RIO.L:

£121.15B

EPS

ETV:

$4.95

RIO.L:

$13.15

PE Ratio

ETV:

3.01

RIO.L:

7.44

PS Ratio

ETV:

5.73

RIO.L:

1.44

PB Ratio

ETV:

0.95

RIO.L:

2.58

Total Revenue (TTM)

ETV:

$303.84M

RIO.L:

$111.44B

Gross Profit (TTM)

ETV:

$149.51M

RIO.L:

$45.93B

EBITDA (TTM)

ETV:

$578.17M

RIO.L:

$44.33B

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Return for Risk

ETV vs. RIO.L — Risk / Return Rank

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

ETV
ETV Risk / Return Rank: 8383
Overall Rank
ETV Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ETV Sortino Ratio Rank: 8282
Sortino Ratio Rank
ETV Omega Ratio Rank: 8181
Omega Ratio Rank
ETV Calmar Ratio Rank: 7676
Calmar Ratio Rank
ETV Martin Ratio Rank: 8989
Martin Ratio Rank

RIO.L
RIO.L Risk / Return Rank: 9696
Overall Rank
RIO.L Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RIO.L Sortino Ratio Rank: 9696
Sortino Ratio Rank
RIO.L Omega Ratio Rank: 9595
Omega Ratio Rank
RIO.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
RIO.L Martin Ratio Rank: 9797
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.

ETV vs. RIO.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) and Rio Tinto PLC (RIO.L). 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.


ETVRIO.LDifference
Sharpe ratioReturn per unit of total volatility

-1.32

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.30

1.45

-0.15

Calmar ratioReturn relative to maximum drawdown

2.04

5.48

-3.43

Martin ratioReturn relative to average drawdown

10.40

19.48

-9.08

ETV vs. RIO.L - Sharpe Ratio Comparison

The current ETV Sharpe Ratio is 1.70, which is lower than the RIO.L Sharpe Ratio of 3.01. The chart below compares the historical Sharpe Ratios of ETV and RIO.L, 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

ETV vs. RIO.L - Drawdown Comparison

The maximum ETV drawdown since its inception was -52.11%, smaller than the maximum RIO.L drawdown of -88.71%. Use the drawdown chart below to compare losses from any high point for ETV and RIO.L.


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Drawdown Indicators


ETVRIO.LDifference

Max Drawdown

Largest peak-to-trough decline

-52.11%

-88.71%

+36.60%

Max Drawdown (1Y)

Largest decline over 1 year

-10.34%

-15.38%

+5.04%

Max Drawdown (3Y)

Largest decline over 3 years

-20.27%

-23.98%

+3.71%

Max Drawdown (5Y)

Largest decline over 5 years

-22.71%

-35.65%

+12.94%

Max Drawdown (10Y)

Largest decline over 10 years

-42.39%

-38.42%

-3.97%

Current Drawdown

Current decline from peak

0.00%

-12.56%

+12.56%

Average Drawdown

Average peak-to-trough decline

-5.57%

-28.10%

+22.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

4.33%

-2.30%

Volatility

ETV vs. RIO.L - Volatility Comparison

The current volatility for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) is 3.62%, while Rio Tinto PLC (RIO.L) has a volatility of 9.71%. This indicates that ETV experiences smaller price fluctuations and is considered to be less risky than RIO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ETVRIO.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.62%

9.71%

-6.09%

Volatility (6M)

Calculated over the trailing 6-month period

10.25%

23.54%

-13.29%

Volatility (1Y)

Calculated over the trailing 1-year period

12.46%

28.04%

-15.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.90%

29.47%

-12.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.29%

30.70%

-11.41%

Dividends

ETV vs. RIO.L - Dividend Comparison

ETV's dividend yield for the trailing twelve months is around 7.99%, more than RIO.L's 4.06% yield.


PositionTTM20252024202320222021202020192018201720162015
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
7.99%8.30%8.18%9.24%10.57%7.94%8.66%8.89%9.86%8.65%8.96%8.69%
RIO.L
Rio Tinto PLC
4.06%4.75%7.16%5.53%9.90%14.14%5.43%5.76%6.07%4.66%3.42%7.42%

Financials

ETV vs. RIO.L - Financials Comparison

This section allows you to compare key financial metrics between Eaton Vance Tax-Managed Buy-Write Opportunities Fund and Rio Tinto PLC. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B20212022202320242025
72.11M
30.91B
(ETV) Total Revenue
(RIO.L) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ETV and RIO.L have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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