ETV vs IYE

Comparison between Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).

5-Year PerformanceIYE has outperformed ETV, delivering a return of +19.1% compared to +7.1%

ETV vs IYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETV(ETF)	IYE(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	N/A	0.38%
Max Drawdown	59.82%	78.21%
Sharpe Ratio	1.36	1.70
5Y Beta	0.85	0.59
P/E Ratio	N/A	20.91
Forward P/E	N/A	14.94
PEG Ratio	N/A	0.82
5Y Dividends CAGR	-0.59%	11.55%
5Y EPS CAGR	N/A	22.38%
Debt to Equity	N/A	40.52%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.57

Net Assets

ETV

$1.70B

IYE

$1.70B

Expense Ratio

ETV

N/A

IYE

0.38%

Max Drawdown

Winner

ETV

59.82%

IYE

78.21%

Sharpe Ratio

ETV

1.36

Winner

IYE

1.70

5Y Beta

ETV

0.85

Winner

IYE

0.59

P/E Ratio

ETV

N/A

IYE

20.91

Forward P/E

ETV

N/A

IYE

14.94

PEG Ratio

ETV

N/A

IYE

0.82

5Y Dividends CAGR

ETV

-0.59%

Winner

IYE

11.55%

5Y EPS CAGR

ETV

N/A

IYE

22.38%

Debt to Equity

ETV

N/A

IYE

40.52%

P/S Ratio

ETV

N/A

IYE

1.73

P/B Ratio

ETV

N/A

IYE

2.57

ETV vs IYE - Historical Returns

Returns include dividend reinvestment.

Period	ETV	IYE
1 month	+5.81%	-4.01%
3 months	+1.32%	+4.75%
6 months	+7.98%	+25.73%
1 year	+21.02%	+39.95%
5 years(CAGR)	+7.06%	+19.13%
10 years(CAGR)	+9.17%	+8.79%
Max(CAGR)	+8.72%	+7.27%

Winner

ETV

+5.81%

IYE

-4.01%

ETV

+1.32%

Winner

IYE

+4.75%

ETV

+7.98%

Winner

IYE

+25.73%

ETV

+21.02%

Winner

IYE

+39.95%

5Y(CAGR)

ETV

+7.06%

Winner

IYE

+19.13%

10Y(CAGR)

Winner

ETV

+9.17%

IYE

+8.79%

Max(CAGR)

Winner

ETV

+8.72%

IYE

+7.27%

ETV vs IYE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	ETV	IYE
2026	+5.30%	+22.32%
2025	+10.14%	+6.06%
2024	+28.92%	+5.01%
2023	+11.04%	+1.78%
2022	-19.98%	+55.61%
2021	+21.10%	+53.06%
2020	+13.24%	-34.05%
2019	+19.82%	+7.69%
2018	-3.86%	-20.69%
2017	+12.05%	-3.06%
2016	+7.52%	+25.79%
2015	+17.42%	-22.56%
2014	+11.18%	-8.39%
2013	+21.15%	+22.67%
2012	+17.76%	+1.63%
2011	-0.90%	+2.91%
2010	-2.14%	+15.56%
2009	+57.70%	+13.70%
2008	-31.26%	-37.78%
2007	-6.47%	+41.04%
2006	+23.95%	+15.31%
2005	-6.68%	+39.26%
2004	N/A	+32.27%
2003	N/A	+24.20%
2002	N/A	-15.27%
2001	N/A	-11.91%
2000	N/A	+6.75%

ETV vs IYE Drawdown Comparison

The maximum drawdown for ETV was -52.10%, occurring on Nov 20, 2008. Recovery took 567 trading sessions.

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The current ETV drawdown is -0.07%. The current IYE drawdown is -10.74%.

Rank	ETV	IYE
#1	-52.10% Jun 19, 2007 - Sep 17, 2009	-73.74% Jun 23, 2014 - May 6, 2022
#2	-42.31% Jan 17, 2020 - Aug 12, 2020	-55.81% May 20, 2008 - Sep 18, 2013
#3	-22.68% Dec 27, 2021 - Jun 27, 2024	-39.58% May 18, 2001 - Jun 23, 2004
#4	-21.35% Oct 1, 2018 - Apr 16, 2019	-25.60% Jun 7, 2022 - Oct 28, 2022
#5	-20.28% Feb 18, 2025 - Aug 12, 2025	-20.37% Nov 22, 2024 - Jan 5, 2026
#6	-19.72% Dec 22, 2009 - Jan 20, 2012	-18.82% Nov 15, 2022 - Mar 21, 2024
#7	-13.67% Sep 18, 2014 - Dec 2, 2014	-16.18% Jan 3, 2008 - Apr 16, 2008
#8	-13.30% Dec 29, 2015 - Apr 18, 2016	-15.79% Sep 29, 2005 - Jan 17, 2006
#9	-12.88% Aug 19, 2015 - Oct 23, 2015	-15.40% May 10, 2006 - Nov 9, 2006
#10	-11.95% Jul 15, 2005 - Jul 31, 2006	-14.87% Mar 4, 2005 - Jun 17, 2005
#11	-10.85% Apr 23, 2019 - Jul 12, 2019	-14.10% Mar 9, 2001 - Apr 26, 2001
#12	-10.34% Feb 26, 2026 - Apr 30, 2026	-12.60% Apr 5, 2024 - Nov 20, 2024
#13	-10.21% Sep 2, 2020 - Nov 19, 2020	-12.57% Jul 19, 2007 - Sep 18, 2007
#14	-10.21% Oct 8, 2012 - Jan 4, 2013	-12.38% Oct 12, 2000 - Mar 7, 2001
#15	-8.55% Sep 17, 2009 - Nov 25, 2009	-12.31% Dec 14, 2006 - Apr 4, 2007

Correlation

Correlation between ETV and IYE is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

ETV vs IYE dividend yield comparison.

Year	ETV	IYE
2026	2.71%	0.52%
2025	8.30%	2.85%
2024	8.18%	2.75%
2023	9.24%	2.99%
2022	10.57%	3.37%
2021	7.94%	2.98%
2020	8.66%	4.75%
2019	8.89%	6.60%
2018	9.86%	3.16%
2017	8.65%	2.66%
2016	8.96%	2.11%
2015	8.69%	3.39%
2014	9.46%	2.05%
2013	9.49%	1.54%
2012	10.63%	1.67%
2011	11.34%	1.40%
2010	11.71%	1.28%
2009	12.62%	1.47%
2008	18.63%	1.54%
2007	11.21%	0.82%
2006	9.33%	1.05%
2005	5.35%	0.93%
2004	0.00%	1.18%
2003	0.00%	1.48%
2002	0.00%	1.75%
2001	0.00%	1.30%
2000	0.00%	0.48%