FSMIX vs. ETV
Compare and contrast key facts about Franklin Strategic Mortgage Fund (FSMIX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV).
FSMIX is managed by Franklin Templeton. It was launched on Feb 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSMIX or ETV.
Correlation
The correlation between FSMIX and ETV is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FSMIX vs. ETV - Performance Comparison
Key characteristics
Returns By Period
FSMIX
N/A
N/A
N/A
N/A
N/A
N/A
ETV
-7.18%
-0.89%
-2.77%
11.88%
8.93%
7.77%
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Risk-Adjusted Performance
FSMIX vs. ETV — Risk-Adjusted Performance Rank
FSMIX
ETV
FSMIX vs. ETV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Strategic Mortgage Fund (FSMIX) 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
FSMIX vs. ETV - Dividend Comparison
FSMIX has not paid dividends to shareholders, while ETV's dividend yield for the trailing twelve months is around 9.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMIX Franklin Strategic Mortgage Fund | 102.55% | 3.45% | 3.10% | 2.45% | 1.86% | 2.23% | 3.35% | 3.66% | 3.29% | 2.44% | 2.49% | 3.69% |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 9.17% | 8.18% | 9.24% | 10.57% | 7.94% | 8.66% | 8.89% | 9.86% | 8.65% | 8.96% | 8.69% | 9.46% |
Drawdowns
FSMIX vs. ETV - Drawdown Comparison
Volatility
FSMIX vs. ETV - Volatility Comparison
The current volatility for Franklin Strategic Mortgage Fund (FSMIX) is 0.00%, while Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a volatility of 15.50%. This indicates that FSMIX 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.