EBTC vs FTHY

Comparison between Enterprise Bancorp Inc (EBTC, Company) and First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company).

Both EBTC and FTHY are from the Financial Services sector.

5-Year PerformanceEBTC has outperformed FTHY, delivering a return of +5.3% compared to +2.6%

EBTC vs FTHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EBTC(COMPANY)	FTHY(COMPANY)
Market Cap	$495M	$491M
Max Drawdown	58.81%	41.62%
Sharpe Ratio	0.74	0.02
5Y Beta	0.64	0.31
Industry	Banks - Regional	Asset Management
P/E Ratio	12.12	10.79
PEG Ratio	1.01	N/A
Dividend Yield	2.45%	N/A
5Y Dividends CAGR	7.90%	6.36%
5Y EPS CAGR	5.58%	N/A
Debt to Equity	40.06%	33.30%
Free Cash Flow Yield	9.41%	6.15%
P/S Ratio	1.92	12.83
P/B Ratio	1.29	0.89

Market Cap

Winner

EBTC

$495M

FTHY

$491M

Max Drawdown

EBTC

58.81%

Winner

FTHY

41.62%

Sharpe Ratio

Winner

EBTC

0.74

FTHY

0.02

5Y Beta

EBTC

0.64

Winner

FTHY

0.31

Industry

EBTC

Banks - Regional

FTHY

Asset Management

P/E Ratio

EBTC

12.12

Winner

FTHY

10.79

PEG Ratio

EBTC

1.01

FTHY

N/A

Dividend Yield

EBTC

2.45%

FTHY

N/A

5Y Dividends CAGR

Winner

EBTC

7.90%

FTHY

6.36%

5Y EPS CAGR

EBTC

5.58%

FTHY

N/A

Debt to Equity

EBTC

40.06%

Winner

FTHY

33.30%

Free Cash Flow Yield

Winner

EBTC

9.41%

FTHY

6.15%

P/S Ratio

Winner

EBTC

1.92

FTHY

12.83

P/B Ratio

EBTC

1.29

Winner

FTHY

0.89

EBTC vs FTHY - Historical Returns

Returns include dividend reinvestment.

Period	EBTC	FTHY
1 month	+0.00%	+0.85%
3 months	+0.00%	+3.11%
6 months	N/A	+1.95%
1 year	-3.18%	+3.88%
5 years(CAGR)	+5.33%	+2.58%
10 years(CAGR)	+7.53%	N/A
Max(CAGR)	+5.62%	+3.11%

EBTC

+0.00%

Winner

FTHY

+0.85%

EBTC

+0.00%

Winner

FTHY

+3.11%

EBTC

N/A

FTHY

+1.95%

EBTC

-3.18%

Winner

FTHY

+3.88%

5Y(CAGR)

Winner

EBTC

+5.33%

FTHY

+2.58%

10Y(CAGR)

EBTC

+7.53%

FTHY

N/A

Max(CAGR)

Winner

EBTC

+5.62%

FTHY

+3.11%

EBTC vs FTHY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	EBTC	FTHY
2026	+0.00%	+0.61%
2025	+3.42%	+7.39%
2024	+25.11%	+15.62%
2023	-6.24%	+14.12%
2022	-18.53%	-27.13%
2021	+81.17%	+9.39%
2020	-21.20%	+4.64%
2019	+7.71%	N/A
2018	-2.35%	N/A
2017	-9.83%	N/A
2016	+74.17%	N/A
2015	-2.05%	N/A
2014	+24.12%	N/A
2013	+24.66%	N/A
2012	+15.97%	N/A
2011	+7.66%	N/A
2010	+25.13%	N/A
2009	+0.21%	N/A
2008	-8.69%	N/A
2007	-15.52%	N/A
2006	+4.07%	N/A
2005	-22.96%	N/A

EBTC vs FTHY Drawdown Comparison

The maximum drawdown for EBTC was -54.76%, occurring on Mar 31, 2009. Recovery took 1561 trading sessions.

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

The current EBTC drawdown is -9.59%. The current FTHY drawdown is -1.85%.

Rank	EBTC	FTHY
#1	-54.76% Feb 16, 2005 - Apr 29, 2011	-31.19% Jan 11, 2022 - Jun 4, 2025
#2	-49.77% Jun 19, 2018 - Nov 5, 2021	-9.25% Jul 24, 2020 - Jul 12, 2021
#3	-47.02% Dec 23, 2021 - Dec 9, 2024	-5.68% Nov 9, 2021 - Jan 11, 2022
#4	-37.22% Jun 1, 2011 - Jun 28, 2013	-5.45% Feb 9, 2026 - May 29, 2026
#5	-23.78% Jan 4, 2017 - May 21, 2018	-4.31% Sep 9, 2025 - Feb 9, 2026
#6	-23.45% Feb 6, 2025 - Apr 11, 2025	-3.31% May 29, 2026 - Jun 5, 2026
#7	-19.99% Jul 22, 2013 - Oct 14, 2014	-3.28% Sep 27, 2021 - Oct 29, 2021
#8	-19.97% Dec 30, 2014 - Mar 29, 2016	-1.91% Jul 12, 2021 - Jul 22, 2021
#9	-15.62% Mar 31, 2016 - Aug 29, 2016	-1.69% Aug 30, 2021 - Sep 27, 2021
#10	-14.37% Dec 16, 2024 - Feb 5, 2025	-1.62% Jul 18, 2025 - Sep 8, 2025
#11	-11.53% Aug 30, 2016 - Sep 30, 2016	-1.47% Aug 2, 2021 - Aug 24, 2021
#12	-10.87% Nov 23, 2021 - Dec 17, 2021	-1.46% Jul 16, 2020 - Jul 24, 2020
#13	-9.64% Oct 24, 2016 - Nov 10, 2016	-1.36% Jul 3, 2025 - Jul 18, 2025
#14	-8.08% May 2, 2011 - May 12, 2011	-1.29% Jul 8, 2020 - Jul 15, 2020
#15	-6.25% Sep 30, 2016 - Oct 13, 2016	-1.27% Jul 22, 2021 - Aug 2, 2021

Correlation

Correlation between EBTC and FTHY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2005 - 2026)

EBTC vs FTHY dividend yield comparison.

Year	EBTC	FTHY
2026	0.00%	5.58%
2025	1.26%	10.66%
2024	2.43%	10.70%
2023	2.85%	10.22%
2022	2.32%	11.85%
2021	1.65%	7.83%
2020	2.74%	2.94%
2019	1.89%	0.00%
2018	1.80%	0.00%
2017	1.59%	0.00%
2016	1.38%	0.00%
2015	2.19%	0.00%
2014	1.90%	0.00%
2013	2.17%	0.00%
2012	2.66%	0.00%
2011	2.94%	0.00%
2010	2.94%	0.00%
2009	3.47%	0.00%
2008	3.19%	0.00%
2007	2.53%	0.00%
2006	1.74%	0.00%
2005	1.54%	0.00%