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ETV vs. UTF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ETV and UTF is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

ETV vs. UTF - 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 Cohen & Steers Infrastructure Fund, Inc (UTF). The values are adjusted to include any dividend payments, if applicable.

300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
364.80%
525.32%
ETV
UTF

Key characteristics

Sharpe Ratio

ETV:

0.59

UTF:

1.24

Sortino Ratio

ETV:

0.95

UTF:

1.66

Omega Ratio

ETV:

1.14

UTF:

1.24

Calmar Ratio

ETV:

0.57

UTF:

1.68

Martin Ratio

ETV:

2.38

UTF:

4.83

Ulcer Index

ETV:

4.88%

UTF:

4.18%

Daily Std Dev

ETV:

19.75%

UTF:

16.23%

Max Drawdown

ETV:

-52.11%

UTF:

-72.62%

Current Drawdown

ETV:

-9.25%

UTF:

-0.44%

Fundamentals

Returns By Period

In the year-to-date period, ETV achieves a -6.97% return, which is significantly lower than UTF's 9.30% return. Over the past 10 years, ETV has underperformed UTF with an annualized return of 7.70%, while UTF has yielded a comparatively higher 9.81% annualized return.


ETV

YTD

-6.97%

1M

11.40%

6M

-1.49%

1Y

9.55%

5Y*

8.43%

10Y*

7.70%

UTF

YTD

9.30%

1M

6.60%

6M

5.85%

1Y

18.63%

5Y*

12.61%

10Y*

9.81%

*Annualized

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Risk-Adjusted Performance

ETV vs. UTF — Risk-Adjusted Performance Rank

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

ETV
The Risk-Adjusted Performance Rank of ETV is 7070
Overall Rank
The Sharpe Ratio Rank of ETV is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of ETV is 6363
Sortino Ratio Rank
The Omega Ratio Rank of ETV is 6666
Omega Ratio Rank
The Calmar Ratio Rank of ETV is 7474
Calmar Ratio Rank
The Martin Ratio Rank of ETV is 7575
Martin Ratio Rank

UTF
The Risk-Adjusted Performance Rank of UTF is 8585
Overall Rank
The Sharpe Ratio Rank of UTF is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of UTF is 7979
Sortino Ratio Rank
The Omega Ratio Rank of UTF is 8181
Omega Ratio Rank
The Calmar Ratio Rank of UTF is 9191
Calmar Ratio Rank
The Martin Ratio Rank of UTF is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ETV vs. UTF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.


The current ETV Sharpe Ratio is 0.59, which is lower than the UTF Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of ETV and UTF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50December2025FebruaryMarchAprilMay
0.59
1.24
ETV
UTF

Dividends

ETV vs. UTF - Dividend Comparison

ETV's dividend yield for the trailing twelve months is around 9.15%, more than UTF's 7.27% yield.


TTM20242023202220212020201920182017201620152014
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
9.15%8.18%9.24%10.57%7.94%8.66%8.89%9.86%8.65%8.96%8.69%9.46%
UTF
Cohen & Steers Infrastructure Fund, Inc
7.27%7.74%8.76%7.75%6.53%7.20%7.10%10.12%7.37%10.51%8.39%6.51%

Drawdowns

ETV vs. UTF - Drawdown Comparison

The maximum ETV drawdown since its inception was -52.11%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for ETV and UTF. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-9.25%
-0.44%
ETV
UTF

Volatility

ETV vs. UTF - Volatility Comparison

Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a higher volatility of 12.01% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 7.90%. This indicates that ETV's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
12.01%
7.90%
ETV
UTF

Financials

ETV vs. UTF - Financials Comparison

This section allows you to compare key financial metrics between Eaton Vance Tax-Managed Buy-Write Opportunities Fund and Cohen & Steers Infrastructure Fund, Inc. 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


(ETV) Total Revenue
(UTF) Total Revenue
Values in USD except per share items