MBSF vs. ETV
Compare and contrast key facts about Regan Floating Rate MBS ETF (MBSF) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV).
MBSF is an actively managed fund by Regan. It was launched on Feb 27, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBSF or ETV.
Correlation
The correlation between MBSF and ETV is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MBSF vs. ETV - Performance Comparison
Key characteristics
MBSF:
3.80%
ETV:
12.13%
MBSF:
-0.97%
ETV:
-52.11%
MBSF:
-0.45%
ETV:
-0.34%
Returns By Period
In the year-to-date period, MBSF achieves a 0.80% return, which is significantly lower than ETV's 2.16% return.
MBSF
0.80%
-0.18%
2.09%
N/A
N/A
N/A
ETV
2.16%
1.87%
13.85%
24.57%
8.54%
9.23%
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Risk-Adjusted Performance
MBSF vs. ETV — Risk-Adjusted Performance Rank
MBSF
ETV
MBSF vs. ETV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Regan Floating Rate MBS ETF (MBSF) 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.
Not enough dataDividends
MBSF vs. ETV - Dividend Comparison
MBSF's dividend yield for the trailing twelve months is around 4.45%, less than ETV's 8.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBSF Regan Floating Rate MBS ETF | 4.45% | 4.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 8.81% | 8.16% | 9.25% | 10.59% | 7.96% | 8.68% | 8.91% | 9.88% | 8.67% | 8.98% | 8.71% | 9.47% |
Drawdowns
MBSF vs. ETV - Drawdown Comparison
The maximum MBSF drawdown since its inception was -0.97%, smaller than the maximum ETV drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for MBSF and ETV. For additional features, visit the drawdowns tool.
Volatility
MBSF vs. ETV - Volatility Comparison
The current volatility for Regan Floating Rate MBS ETF (MBSF) is 1.24%, while Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a volatility of 3.27%. This indicates that MBSF 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.