ETV vs. UTF
Compare and contrast key facts about Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) and Cohen & Steers Infrastructure Fund, Inc (UTF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETV or UTF.
Key characteristics
| ETV | UTF | |
|---|---|---|
| YTD Return | 5.33% | 3.43% |
| 1Y Return | 8.74% | -1.71% |
| 3Y Return (Ann) | 1.28% | -3.22% |
| 5Y Return (Ann) | 5.03% | 5.38% |
| 10Y Return (Ann) | 7.99% | 7.92% |
| Sharpe Ratio | 0.71 | -0.08 |
| Daily Std Dev | 12.36% | 20.04% |
| Max Drawdown | -52.11% | -72.63% |
| Current Drawdown | -7.48% | -14.65% |
Fundamentals
| ETV | UTF | |
|---|---|---|
| Market Cap | $1.59B | $2.67B |
| EPS | $2.75 | $18.14 |
| PE Ratio | 5.57 | 12.37 |
| PEG Ratio | 0.00 | 0.00 |
| Revenue (TTM) | $0.00 | $0.00 |
| Gross Profit (TTM) | $0.00 | $0.00 |
Correlation
The correlation between ETV and UTF is 0.49, 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
In the year-to-date period, ETV achieves a 5.33% return, which is significantly higher than UTF's 3.43% return. Both investments have delivered pretty close results over the past 10 years, with ETV having a 7.99% annualized return and UTF not far behind at 7.92%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
ETV vs. UTF - Dividend Comparison
ETV's dividend yield for the trailing twelve months is around 8.97%, more than UTF's 8.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 8.97% | 9.24% | 10.57% | 7.94% | 8.66% | 8.89% | 9.86% | 8.65% | 8.96% | 8.69% | 9.46% | 9.49% |
UTF Cohen & Steers Infrastructure Fund, Inc | 8.70% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
Drawdowns
ETV vs. UTF - Drawdown Comparison
The maximum ETV drawdown since its inception was -52.11%, smaller than the maximum UTF drawdown of -72.63%. Use the drawdown chart below to compare losses from any high point for ETV and UTF. For additional features, visit the drawdowns tool.
Volatility
ETV vs. UTF - Volatility Comparison
The current volatility for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) is 3.00%, while Cohen & Steers Infrastructure Fund, Inc (UTF) has a volatility of 5.82%. This indicates that ETV experiences smaller price fluctuations and is considered to be less risky than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.