ETV vs FPEI
Comparison between Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).
5-Year PerformanceETV has outperformed FPEI, delivering a return of +7.1% compared to +4.2%
ETV vs FPEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ETV vs FPEI - Historical Returns
Returns include dividend reinvestment.
ETV vs FPEI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ETV | FPEI |
|---|---|---|
| 2026 | +7.46% | +1.69% |
| 2025 | +10.14% | +9.64% |
| 2024 | +28.92% | +11.19% |
| 2023 | +11.04% | +5.88% |
| 2022 | -19.98% | -8.28% |
| 2021 | +21.10% | +4.74% |
| 2020 | +13.24% | +6.95% |
| 2019 | +19.82% | +16.30% |
| 2018 | -3.86% | -4.22% |
| 2017 | +12.05% | +2.22% |
| 2016 | +7.52% | N/A |
| 2015 | +17.42% | N/A |
| 2014 | +11.18% | N/A |
| 2013 | +21.15% | N/A |
| 2012 | +17.76% | N/A |
| 2011 | -0.90% | N/A |
| 2010 | -2.14% | N/A |
| 2009 | +57.70% | N/A |
| 2008 | -31.26% | N/A |
| 2007 | -6.47% | N/A |
| 2006 | +23.95% | N/A |
| 2005 | -6.68% | N/A |
ETV vs FPEI Drawdown Comparison
The maximum drawdown for ETV was -52.10%, occurring on Nov 20, 2008. Recovery took 567 trading sessions.
The maximum drawdown for FPEI was -27.51%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current ETV drawdown is -0.94%. The current FPEI drawdown is -0.08%.
| Rank | ETV | FPEI |
|---|---|---|
| #1 | -52.10% Jun 19, 2007 - Sep 17, 2009 | -27.51% Feb 18, 2020 - Nov 6, 2020 |
| #2 | -42.31% Jan 17, 2020 - Aug 12, 2020 | -16.45% Sep 22, 2021 - Mar 20, 2024 |
| #3 | -22.68% Dec 27, 2021 - Jun 27, 2024 | -6.01% Jan 26, 2018 - Mar 29, 2019 |
| #4 | -21.35% Oct 1, 2018 - Apr 16, 2019 | -4.26% Feb 28, 2025 - May 13, 2025 |
| #5 | -20.28% Feb 18, 2025 - Aug 12, 2025 | -3.62% Feb 20, 2026 - Jun 1, 2026 |
| #6 | -19.72% Dec 22, 2009 - Jan 20, 2012 | -1.98% Feb 18, 2021 - Apr 13, 2021 |
| #7 | -13.67% Sep 18, 2014 - Dec 2, 2014 | -1.92% Mar 26, 2024 - May 6, 2024 |
| #8 | -13.30% Dec 29, 2015 - Apr 18, 2016 | -1.56% Dec 11, 2024 - Feb 5, 2025 |
| #9 | -12.88% Aug 19, 2015 - Oct 23, 2015 | -1.21% Sep 30, 2024 - Dec 6, 2024 |
| #10 | -11.95% Jul 15, 2005 - Jul 31, 2006 | -1.13% Nov 3, 2017 - Dec 29, 2017 |
| #11 | -10.85% Apr 23, 2019 - Jul 12, 2019 | -0.97% Aug 1, 2024 - Aug 13, 2024 |
| #12 | -10.34% Feb 26, 2026 - Apr 30, 2026 | -0.92% Oct 28, 2025 - Nov 28, 2025 |
| #13 | -10.21% Sep 2, 2020 - Nov 19, 2020 | -0.92% Jul 29, 2019 - Aug 22, 2019 |
| #14 | -10.21% Oct 8, 2012 - Jan 4, 2013 | -0.79% May 19, 2025 - May 29, 2025 |
| #15 | -8.55% Sep 17, 2009 - Nov 25, 2009 | -0.78% May 2, 2019 - Jun 6, 2019 |
Correlation
Correlation between ETV and FPEI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
ETV vs FPEI dividend yield comparison.
| Year | ETV | FPEI |
|---|---|---|
| 2026 | 4.03% | 2.37% |
| 2025 | 8.30% | 5.62% |
| 2024 | 8.18% | 5.55% |
| 2023 | 9.24% | 5.76% |
| 2022 | 10.57% | 5.20% |
| 2021 | 7.94% | 4.46% |
| 2020 | 8.66% | 4.90% |
| 2019 | 8.89% | 5.02% |
| 2018 | 9.86% | 5.81% |
| 2017 | 8.65% | 1.50% |
| 2016 | 8.96% | 0.00% |
| 2015 | 8.69% | 0.00% |
| 2014 | 9.46% | 0.00% |
| 2013 | 9.49% | 0.00% |
| 2012 | 10.63% | 0.00% |
| 2011 | 11.34% | 0.00% |
| 2010 | 11.71% | 0.00% |
| 2009 | 12.62% | 0.00% |
| 2008 | 18.63% | 0.00% |
| 2007 | 11.21% | 0.00% |
| 2006 | 9.33% | 0.00% |
| 2005 | 5.35% | 0.00% |
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