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ETB vs AGGH

Comparison between Eaton Vance Tax-Managed Buy-Write Income Fund (ETB, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).

ETB vs AGGH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETB
$494M
AGGH
$494M
Expense Ratio
ETB
N/A
AGGH
0.30%
Max Drawdown
ETB
59.40%
Winner
AGGH
22.19%
Sharpe Ratio
Winner
ETB
1.18
AGGH
0.68
5Y Beta
ETB
0.75
Winner
AGGH
0.05
5Y Dividends CAGR
ETB
1.20%
AGGH
N/A

ETB vs AGGH - Historical Returns

Returns include dividend reinvestment.

1M
ETB
+0.18%
Winner
AGGH
+0.35%
3M
Winner
ETB
+3.95%
AGGH
+0.57%
6M
Winner
ETB
+5.43%
AGGH
+1.19%
1Y
Winner
ETB
+16.88%
AGGH
+7.90%
5Y(CAGR)
Winner
ETB
+6.81%
AGGH
+2.30%
10Y(CAGR)
ETB
+8.42%
AGGH
N/A
Max(CAGR)
Winner
ETB
+8.11%
AGGH
+2.30%

ETB vs AGGH - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearETBAGGH
2026+3.60%+0.66%
2025+11.50%+8.67%
2024+26.79%+2.11%
2023+7.26%+7.95%
2022-17.06%-8.46%
2021+26.64%N/A
2020+0.51%N/A
2019+29.45%N/A
2018-12.67%N/A
2017+12.37%N/A
2016+8.92%N/A
2015+13.83%N/A
2014+16.83%N/A
2013+11.61%N/A
2012+19.91%N/A
2011-3.08%N/A
2010-4.88%N/A
2009+46.53%N/A
2008-19.08%N/A
2007-8.12%N/A
2006+26.09%N/A
2005-4.99%N/A

ETB vs AGGH Drawdown Comparison

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

The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.

The current ETB drawdown is -2.05%. The current AGGH drawdown is -1.35%.

RankETBAGGH
#1-50.92%
Jun 1, 2007 - Sep 16, 2009
-13.26%
Mar 1, 2022 - Aug 2, 2024
#2-45.03%
Feb 19, 2020 - Mar 17, 2021
-6.68%
Sep 4, 2024 - Apr 1, 2025
#3-25.67%
Mar 24, 2010 - Jul 13, 2012
-6.50%
Apr 3, 2025 - Aug 22, 2025
#4-24.54%
Sep 20, 2018 - Apr 29, 2019
-3.07%
Aug 23, 2024 - Sep 4, 2024
#5-23.45%
Mar 22, 2022 - Jul 12, 2024
-2.83%
Feb 27, 2026 - Mar 26, 2026
#6-20.10%
Jan 23, 2025 - Aug 6, 2025
-1.39%
Sep 10, 2025 - Oct 2, 2025
#7-17.38%
Dec 29, 2015 - Apr 12, 2016
-1.38%
Aug 14, 2024 - Aug 20, 2024
#8-14.19%
Jan 14, 2010 - Mar 10, 2010
-1.29%
Oct 28, 2025 - Nov 24, 2025
#9-13.97%
Oct 15, 2012 - Jan 15, 2013
-1.25%
Aug 2, 2024 - Aug 14, 2024
#10-12.26%
Aug 2, 2005 - Mar 13, 2006
-0.77%
Oct 2, 2025 - Oct 14, 2025
#11-11.06%
Jul 28, 2014 - Oct 31, 2014
-0.74%
Aug 20, 2024 - Aug 23, 2024
#12-10.54%
Aug 19, 2015 - Nov 23, 2015
-0.72%
Dec 29, 2025 - Jan 13, 2026
#13-9.17%
Feb 25, 2026 - Apr 15, 2026
-0.72%
Jan 14, 2026 - Jan 28, 2026
#14-9.02%
Jan 12, 2022 - Feb 16, 2022
-0.63%
Aug 28, 2025 - Sep 3, 2025
#15-8.93%
Jan 12, 2018 - Jul 17, 2018
-0.62%
Nov 28, 2025 - Dec 18, 2025

Correlation

Correlation between ETB and AGGH is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2005 - 2026)

ETB vs AGGH dividend yield comparison.

YearETBAGGH
20263.46%3.01%
20258.31%7.54%
20248.21%8.97%
20238.62%9.51%
20229.63%2.11%
20217.57%0.00%
20208.64%0.00%
20197.90%0.00%
20189.64%0.00%
20177.75%0.00%
20167.85%0.00%
20157.77%0.00%
20148.15%0.00%
20138.70%0.00%
20129.24%0.00%
201110.09%0.00%
201012.49%0.00%
200910.68%0.00%
200814.37%0.00%
200710.33%0.00%
20068.53%0.00%
20054.96%0.00%

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