EVTMX vs. ETV

In the year-to-date period, EVTMX achieves a 2.65% return, which is significantly higher than ETV's -3.47% return. Over the past 10 years, EVTMX has underperformed ETV with an annualized return of 2.74%, while ETV has yielded a comparatively higher 7.80% annualized return.

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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.

The current EVTMX Sharpe Ratio is 0.22, which is lower than the ETV Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of EVTMX and ETV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EVTMX's dividend yield for the trailing twelve months is around 1.51%, less than ETV's 9.63% yield.

The maximum EVTMX drawdown since its inception was -65.04%, which is greater than ETV's maximum drawdown of -52.17%. Use the drawdown chart below to compare losses from any high point for EVTMX and ETV. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Dividend Builder Fund (EVTMX) is 4.56%, while Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a volatility of 5.75%. This indicates that EVTMX experiences smaller price fluctuations and is considered to be less risky than ETV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.