ETV vs JPEF
Comparison between Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).
ETV vs JPEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ETV
$1.90B
Winner
JPEF
$2B
Expense Ratio
ETV
N/A
JPEF
0.44%
Max Drawdown
ETV
59.82%
Winner
JPEF
18.10%
Sharpe Ratio
Winner
ETV
1.21
JPEF
1.07
5Y Beta
Winner
ETV
0.84
JPEF
0.94
P/E Ratio
ETV
N/A
JPEF
28.18
Forward P/E
ETV
N/A
JPEF
22.16
PEG Ratio
ETV
N/A
JPEF
0.64
5Y Dividends CAGR
ETV
-0.59%
JPEF
N/A
5Y EPS CAGR
ETV
N/A
JPEF
28.85%
Debt to Equity
ETV
N/A
JPEF
-65.21%
P/S Ratio
ETV
N/A
JPEF
4.92
P/B Ratio
ETV
N/A
JPEF
4.93
ETV vs JPEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ETV
+2.05%
JPEF
-1.55%
3M
Winner
ETV
+9.55%
JPEF
+8.80%
6M
Winner
ETV
+5.83%
JPEF
+4.30%
1Y
Winner
ETV
+18.82%
JPEF
+16.18%
5Y(CAGR)
ETV
+7.09%
JPEF
N/A
10Y(CAGR)
ETV
+9.40%
JPEF
N/A
Max(CAGR)
ETV
+8.78%
Winner
JPEF
+17.57%
ETV vs JPEF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ETV | JPEF |
|---|---|---|
| 2026 | +7.46% | +5.44% |
| 2025 | +10.14% | +11.96% |
| 2024 | +28.92% | +28.45% |
| 2023 | +11.04% | +5.72% |
| 2022 | -19.98% | N/A |
| 2021 | +21.10% | N/A |
| 2020 | +13.24% | N/A |
| 2019 | +19.82% | N/A |
| 2018 | -3.86% | N/A |
| 2017 | +12.05% | N/A |
| 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 JPEF Drawdown Comparison
The maximum drawdown for ETV was -52.10%, occurring on Nov 20, 2008. Recovery took 567 trading sessions.
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The current ETV drawdown is -0.94%. The current JPEF drawdown is -3.17%.
| Rank | ETV | JPEF |
|---|---|---|
| #1 | -52.10% Jun 19, 2007 - Sep 17, 2009 | -18.09% Jan 23, 2025 - Jun 30, 2025 |
| #2 | -42.31% Jan 17, 2020 - Aug 12, 2020 | -9.38% Jul 31, 2023 - Nov 20, 2023 |
| #3 | -22.68% Dec 27, 2021 - Jun 27, 2024 | -8.37% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -21.35% Oct 1, 2018 - Apr 16, 2019 | -8.25% Feb 25, 2026 - Apr 15, 2026 |
| #5 | -20.28% Feb 18, 2025 - Aug 12, 2025 | -5.29% Mar 21, 2024 - May 15, 2024 |
| #6 | -19.72% Dec 22, 2009 - Jan 20, 2012 | -4.88% Oct 28, 2025 - Dec 26, 2025 |
| #7 | -13.67% Sep 18, 2014 - Dec 2, 2014 | -4.60% May 14, 2026 - Jun 10, 2026 |
| #8 | -13.30% Dec 29, 2015 - Apr 18, 2016 | -4.44% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -12.88% Aug 19, 2015 - Oct 23, 2015 | -4.15% Dec 16, 2024 - Jan 22, 2025 |
| #10 | -11.95% Jul 15, 2005 - Jul 31, 2006 | -3.31% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -10.85% Apr 23, 2019 - Jul 12, 2019 | -2.80% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -10.34% Feb 26, 2026 - Apr 30, 2026 | -2.72% Dec 26, 2025 - Jan 27, 2026 |
| #13 | -10.21% Sep 2, 2020 - Nov 19, 2020 | -2.12% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -10.21% Oct 8, 2012 - Jan 4, 2013 | -2.01% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -8.55% Sep 17, 2009 - Nov 25, 2009 | -1.94% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between ETV and JPEF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
ETV vs JPEF dividend yield comparison.
| Year | ETV | JPEF |
|---|---|---|
| 2026 | 4.03% | 0.00% |
| 2025 | 8.30% | 0.70% |
| 2024 | 8.18% | 0.71% |
| 2023 | 9.24% | 0.39% |
| 2022 | 10.57% | 0.00% |
| 2021 | 7.94% | 0.00% |
| 2020 | 8.66% | 0.00% |
| 2019 | 8.89% | 0.00% |
| 2018 | 9.86% | 0.00% |
| 2017 | 8.65% | 0.00% |
| 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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