BGRN vs ETB

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and Eaton Vance Tax-Managed Buy-Write Income Fund (ETB, ETF).

5-Year PerformanceETB has outperformed BGRN, delivering a return of +7.9% compared to +0.2%

BGRN vs ETB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGRN(ETF)	ETB(ETF)
Net Assets	$501M	$498M
Expense Ratio	0.20%	N/A
Max Drawdown	21.52%	59.40%
Sharpe Ratio	-0.35	0.95
5Y Beta	0.08	0.74
5Y Dividends CAGR	52.64%	1.20%

Net Assets

Winner

BGRN

$501M

ETB

$498M

Expense Ratio

BGRN

0.20%

ETB

N/A

Max Drawdown

Winner

BGRN

21.52%

ETB

59.40%

Sharpe Ratio

BGRN

-0.35

Winner

ETB

0.95

5Y Beta

Winner

BGRN

0.08

ETB

0.74

5Y Dividends CAGR

Winner

BGRN

52.64%

ETB

1.20%

BGRN vs ETB - Historical Returns

Returns include dividend reinvestment.

Period	BGRN	ETB
1 month	+0.90%	+3.39%
3 months	+0.46%	+3.78%
6 months	-0.30%	+5.43%
1 year	+2.82%	+14.61%
5 years(CAGR)	+0.22%	+7.88%
10 years(CAGR)	N/A	+8.53%
Max(CAGR)	+2.22%	+8.26%

BGRN

+0.90%

Winner

ETB

+3.39%

BGRN

+0.46%

Winner

ETB

+3.78%

BGRN

-0.30%

Winner

ETB

+5.43%

BGRN

+2.82%

Winner

ETB

+14.61%

5Y(CAGR)

BGRN

+0.22%

Winner

ETB

+7.88%

10Y(CAGR)

BGRN

N/A

ETB

+8.53%

Max(CAGR)

BGRN

+2.22%

Winner

ETB

+8.26%

BGRN vs ETB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BGRN	ETB
2026	+0.85%	+8.51%
2025	+7.28%	+11.50%
2024	+3.27%	+26.79%
2023	+6.13%	+7.26%
2022	-12.53%	-17.06%
2021	-2.90%	+26.64%
2020	+6.48%	+0.51%
2019	+9.71%	+29.45%
2018	+1.14%	-12.67%
2017	N/A	+12.37%
2016	N/A	+8.92%
2015	N/A	+13.83%
2014	N/A	+16.83%
2013	N/A	+11.61%
2012	N/A	+19.91%
2011	N/A	-3.08%
2010	N/A	-4.88%
2009	N/A	+46.53%
2008	N/A	-19.08%
2007	N/A	-8.12%
2006	N/A	+26.09%
2005	N/A	-4.99%

BGRN vs ETB Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

The maximum drawdown for ETB was -50.92%, occurring on Nov 20, 2008. Recovery took 578 trading sessions.

The current BGRN drawdown is -0.50%.

Rank	BGRN	ETB
#1	-19.16% Dec 11, 2020 - Feb 13, 2026	-50.92% Jun 1, 2007 - Sep 16, 2009
#2	-6.56% Mar 9, 2020 - Jul 21, 2020	-45.03% Feb 19, 2020 - Mar 17, 2021
#3	-2.23% Feb 27, 2026 - Mar 27, 2026	-25.67% Mar 24, 2010 - Jul 13, 2012
#4	-2.22% Aug 28, 2019 - Jan 30, 2020	-24.54% Sep 20, 2018 - Apr 29, 2019
#5	-0.93% Aug 4, 2020 - Sep 21, 2020	-23.45% Mar 22, 2022 - Jul 12, 2024
#6	-0.86% Jul 3, 2019 - Jul 19, 2019	-20.10% Jan 23, 2025 - Aug 6, 2025
#7	-0.84% Nov 5, 2020 - Nov 19, 2020	-17.38% Dec 29, 2015 - Apr 12, 2016
#8	-0.62% Aug 15, 2019 - Aug 28, 2019	-14.19% Jan 14, 2010 - Mar 10, 2010
#9	-0.57% Nov 20, 2020 - Dec 8, 2020	-13.97% Oct 15, 2012 - Jan 15, 2013
#10	-0.52% Jan 31, 2020 - Feb 18, 2020	-12.26% Aug 2, 2005 - Mar 13, 2006
#11	-0.48% Mar 28, 2019 - Apr 24, 2019	-11.06% Jul 28, 2014 - Oct 31, 2014
#12	-0.36% Sep 21, 2020 - Sep 29, 2020	-10.54% Aug 19, 2015 - Nov 23, 2015
#13	-0.36% Jun 7, 2019 - Jun 14, 2019	-9.17% Feb 25, 2026 - Apr 15, 2026
#14	-0.35% Feb 22, 2019 - Mar 6, 2019	-9.02% Jan 12, 2022 - Feb 16, 2022
#15	-0.34% Oct 15, 2020 - Oct 27, 2020	-8.93% Jan 12, 2018 - Jul 17, 2018

Correlation

Correlation between BGRN and ETB is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2005 - 2026)

BGRN vs ETB dividend yield comparison.

Year	BGRN	ETB
2026	2.53%	5.40%
2025	4.21%	8.31%
2024	4.07%	8.21%
2023	3.52%	8.62%
2022	2.66%	9.63%
2021	0.78%	7.57%
2020	1.82%	8.64%
2019	3.66%	7.90%
2018	0.21%	9.64%
2017	0.00%	7.75%
2016	0.00%	7.85%
2015	0.00%	7.77%
2014	0.00%	8.15%
2013	0.00%	8.70%
2012	0.00%	9.24%
2011	0.00%	10.09%
2010	0.00%	12.49%
2009	0.00%	10.68%
2008	0.00%	14.37%
2007	0.00%	10.33%
2006	0.00%	8.53%
2005	0.00%	4.96%