ETO vs BSCY

Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and Invesco BulletShares 2034 Corporate Bond ETF (BSCY, ETF).

ETO vs BSCY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETO(ETF)	BSCY(ETF)
Net Assets	$563M	$563M
Expense Ratio	N/A	0.10%
Max Drawdown	75.20%	6.65%
Sharpe Ratio	0.93	-0.15
5Y Beta	0.84	0.10
5Y Dividends CAGR	5.67%	N/A

Net Assets

ETO

$563M

Winner

BSCY

$563M

Expense Ratio

ETO

N/A

BSCY

0.10%

Max Drawdown

ETO

75.20%

Winner

BSCY

6.65%

Sharpe Ratio

Winner

ETO

0.93

BSCY

-0.15

5Y Beta

ETO

0.84

Winner

BSCY

0.10

5Y Dividends CAGR

ETO

5.67%

BSCY

N/A

ETO vs BSCY - Historical Returns

Returns include dividend reinvestment.

Period	ETO	BSCY
1 month	+1.30%	-1.18%
3 months	+6.32%	-1.37%
6 months	+3.93%	-1.13%
1 year	+17.84%	+3.26%
5 years(CAGR)	+8.37%	N/A
10 years(CAGR)	+11.73%	N/A
Max(CAGR)	+10.47%	+5.01%

Winner

ETO

+1.30%

BSCY

-1.18%

Winner

ETO

+6.32%

BSCY

-1.37%

Winner

ETO

+3.93%

BSCY

-1.13%

Winner

ETO

+17.84%

BSCY

+3.26%

5Y(CAGR)

ETO

+8.37%

BSCY

N/A

10Y(CAGR)

ETO

+11.73%

BSCY

N/A

Max(CAGR)

Winner

ETO

+10.47%

BSCY

+5.01%

ETO vs BSCY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ETO	BSCY
2026	+6.55%	-0.74%
2025	+30.49%	+9.04%
2024	+16.89%	+2.42%
2023	+21.38%	N/A
2022	-30.30%	N/A
2021	+38.76%	N/A
2020	+5.60%	N/A
2019	+48.13%	N/A
2018	-18.67%	N/A
2017	+33.20%	N/A
2016	+9.91%	N/A
2015	-3.13%	N/A
2014	+13.76%	N/A
2013	+30.52%	N/A
2012	+24.01%	N/A
2011	-12.34%	N/A
2010	+11.90%	N/A
2009	+40.57%	N/A
2008	-52.19%	N/A
2007	+19.59%	N/A
2006	+33.45%	N/A
2005	+31.87%	N/A
2004	+6.89%	N/A

ETO vs BSCY Drawdown Comparison

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The maximum drawdown for BSCY was -5.43%, occurring on Jan 14, 2025. Recovery took 191 trading sessions.

The current ETO drawdown is -2.42%. The current BSCY drawdown is -2.42%.

Rank	ETO	BSCY
#1	-71.95% Oct 31, 2007 - May 2, 2013	-5.43% Sep 16, 2024 - Jun 23, 2025
#2	-51.93% Feb 20, 2020 - Dec 16, 2020	-3.11% Feb 27, 2026 - Mar 27, 2026
#3	-35.40% Nov 11, 2021 - Dec 4, 2024	-1.46% Oct 27, 2025 - Dec 29, 2025
#4	-29.75% Aug 28, 2018 - Mar 21, 2019	-1.45% Jun 13, 2024 - Jul 5, 2024
#5	-24.20% Apr 22, 2015 - Aug 23, 2016	-1.34% Aug 2, 2024 - Aug 14, 2024
#6	-23.75% Jul 12, 2007 - Oct 5, 2007	-1.20% Jun 30, 2025 - Jul 29, 2025
#7	-18.24% Feb 20, 2025 - May 13, 2025	-1.10% Jul 17, 2024 - Jul 30, 2024
#8	-16.44% May 21, 2013 - Nov 15, 2013	-1.02% Sep 15, 2025 - Oct 14, 2025
#9	-15.27% Feb 25, 2026 - May 6, 2026	-0.84% Jan 14, 2026 - Feb 6, 2026
#10	-14.73% Jun 1, 2004 - Nov 16, 2004	-0.66% Aug 13, 2025 - Aug 22, 2025
#11	-13.96% Jul 23, 2014 - Nov 6, 2014	-0.64% Aug 23, 2024 - Sep 4, 2024
#12	-13.70% May 10, 2006 - Aug 9, 2006	-0.48% Aug 28, 2025 - Sep 4, 2025
#13	-11.74% Dec 29, 2006 - Apr 3, 2007	-0.47% Dec 29, 2025 - Jan 14, 2026
#14	-11.38% Jan 24, 2018 - Aug 7, 2018	-0.40% Jul 12, 2024 - Jul 16, 2024
#15	-11.20% Sep 13, 2021 - Nov 11, 2021	-0.36% Aug 4, 2025 - Aug 13, 2025

Correlation

Correlation between ETO and BSCY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

ETO vs BSCY dividend yield comparison.

Year	ETO	BSCY
2026	4.01%	2.88%
2025	6.85%	4.79%
2024	7.81%	2.43%
2023	6.97%	0.00%
2022	9.87%	0.00%
2021	5.82%	0.00%
2020	7.36%	0.00%
2019	8.32%	0.00%
2018	11.51%	0.00%
2017	8.50%	0.00%
2016	9.51%	0.00%
2015	9.29%	0.00%
2014	12.51%	0.00%
2013	8.49%	0.00%
2012	6.48%	0.00%
2011	7.55%	0.00%
2010	6.26%	0.00%
2009	6.62%	0.00%
2008	14.74%	0.00%
2007	5.66%	0.00%
2006	5.82%	0.00%
2005	6.16%	0.00%
2004	4.31%	0.00%