VYMSX vs. ETV

In the year-to-date period, VYMSX achieves a -4.86% return, which is significantly higher than ETV's -5.90% return.

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This table presents a comparison of risk-adjusted performance metrics for Voya Mid Cap Research Enhanced Index Fund (VYMSX) 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 VYMSX Sharpe Ratio is -0.36, which is lower than the ETV Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of VYMSX 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.

VYMSX's dividend yield for the trailing twelve months is around 1.02%, less than ETV's 9.05% yield.

The maximum VYMSX drawdown since its inception was -43.69%, smaller than the maximum ETV drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for VYMSX and ETV. For additional features, visit the drawdowns tool.

Voya Mid Cap Research Enhanced Index Fund (VYMSX) has a higher volatility of 7.18% compared to Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) at 6.83%. This indicates that VYMSX's price experiences larger fluctuations and is considered to be riskier than ETV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.