PTY vs. ETV
Compare and contrast key facts about PIMCO Corporate & Income Opportunity Fund (PTY) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV).
PTY is managed by FPA. It was launched on Dec 24, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTY or ETV.
Correlation
The correlation between PTY and ETV is 0.34, 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
PTY vs. ETV - Performance Comparison
Key characteristics
PTY:
2.05
ETV:
2.03
PTY:
2.38
ETV:
2.78
PTY:
1.58
ETV:
1.37
PTY:
0.90
ETV:
2.85
PTY:
6.70
ETV:
12.90
PTY:
2.39%
ETV:
1.90%
PTY:
7.84%
ETV:
12.12%
PTY:
-61.19%
ETV:
-52.11%
PTY:
-2.40%
ETV:
-0.21%
Returns By Period
In the year-to-date period, PTY achieves a 4.27% return, which is significantly higher than ETV's 2.30% return. Both investments have delivered pretty close results over the past 10 years, with PTY having a 9.53% annualized return and ETV not far behind at 9.19%.
PTY
4.27%
2.48%
9.03%
15.13%
4.25%
9.53%
ETV
2.30%
1.66%
14.62%
24.20%
8.56%
9.19%
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Risk-Adjusted Performance
PTY vs. ETV — Risk-Adjusted Performance Rank
PTY
ETV
PTY vs. ETV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Corporate & Income Opportunity Fund (PTY) 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
PTY vs. ETV - Dividend Comparison
PTY's dividend yield for the trailing twelve months is around 9.69%, more than ETV's 8.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTY PIMCO Corporate & Income Opportunity Fund | 9.69% | 9.93% | 10.77% | 13.12% | 9.16% | 8.74% | 8.89% | 10.63% | 9.48% | 11.81% | 12.67% | 13.90% |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 8.14% | 8.16% | 9.25% | 10.59% | 7.96% | 8.68% | 8.91% | 9.88% | 8.67% | 8.98% | 8.71% | 9.47% |
Drawdowns
PTY vs. ETV - Drawdown Comparison
The maximum PTY drawdown since its inception was -61.19%, which is greater than ETV's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for PTY and ETV. For additional features, visit the drawdowns tool.
Volatility
PTY vs. ETV - Volatility Comparison
The current volatility for PIMCO Corporate & Income Opportunity Fund (PTY) is 0.62%, while Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a volatility of 3.25%. This indicates that PTY 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.