EVTMX vs. ETV
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTMX or ETV.
Correlation
The correlation between EVTMX and ETV is 0.63, 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
EVTMX vs. ETV - Performance Comparison
Key characteristics
EVTMX:
0.17
ETV:
0.97
EVTMX:
0.30
ETV:
1.39
EVTMX:
1.04
ETV:
1.18
EVTMX:
0.10
ETV:
1.38
EVTMX:
0.47
ETV:
4.41
EVTMX:
4.76%
ETV:
2.84%
EVTMX:
12.96%
ETV:
12.84%
EVTMX:
-65.04%
ETV:
-52.11%
EVTMX:
-17.18%
ETV:
-7.96%
Returns By Period
In the year-to-date period, EVTMX achieves a 0.85% return, which is significantly higher than ETV's -5.64% return. Over the past 10 years, EVTMX has underperformed ETV with an annualized return of 2.70%, while ETV has yielded a comparatively higher 8.02% annualized return.
EVTMX
0.85%
-1.41%
-4.88%
2.74%
7.71%
2.70%
ETV
-5.64%
-3.94%
1.29%
12.69%
13.18%
8.02%
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Risk-Adjusted Performance
EVTMX vs. ETV — Risk-Adjusted Performance Rank
EVTMX
ETV
EVTMX vs. ETV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV). 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
EVTMX vs. ETV - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 1.53%, less than ETV's 8.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 1.53% | 1.67% | 1.58% | 2.42% | 1.73% | 1.55% | 1.69% | 2.11% | 1.81% | 1.95% | 1.80% | 1.37% |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 8.95% | 8.18% | 9.24% | 10.57% | 7.94% | 8.66% | 8.89% | 9.86% | 8.65% | 8.96% | 8.69% | 9.46% |
Drawdowns
EVTMX vs. ETV - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -65.04%, which is greater than ETV's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for EVTMX and ETV. For additional features, visit the drawdowns tool.
Volatility
EVTMX vs. ETV - Volatility Comparison
Eaton Vance Dividend Builder Fund (EVTMX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) have volatilities of 4.48% and 4.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.