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ETV vs RDIV

Comparison between Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV, ETF) and INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF).

5-Year PerformanceRDIV has outperformed ETV, delivering a return of +13.5% compared to +7.0%

ETV vs RDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETV
$1.80B
RDIV
$1.80B
Expense Ratio
ETV
N/A
RDIV
0.39%
Max Drawdown
ETV
59.82%
Winner
RDIV
50.91%
Sharpe Ratio
ETV
1.06
Winner
RDIV
2.06
5Y Beta
ETV
0.84
Winner
RDIV
0.59
P/E Ratio
ETV
N/A
RDIV
17.38
Forward P/E
ETV
N/A
RDIV
12.07
PEG Ratio
ETV
N/A
RDIV
-0.02
5Y Dividends CAGR
ETV
-0.59%
Winner
RDIV
4.80%
5Y EPS CAGR
ETV
N/A
RDIV
5.69%
Debt to Equity
ETV
N/A
RDIV
-341.45%
P/S Ratio
ETV
N/A
RDIV
0.91
P/B Ratio
ETV
N/A
RDIV
1.63

ETV vs RDIV - Historical Returns

Returns include dividend reinvestment.

1M
ETV
+1.20%
Winner
RDIV
+5.70%
3M
ETV
+5.74%
Winner
RDIV
+12.20%
6M
ETV
+7.28%
Winner
RDIV
+12.31%
1Y
ETV
+17.15%
Winner
RDIV
+35.18%
5Y(CAGR)
ETV
+7.01%
Winner
RDIV
+13.50%
10Y(CAGR)
ETV
+9.42%
Winner
RDIV
+11.03%
Max(CAGR)
ETV
+8.87%
Winner
RDIV
+11.74%

ETV vs RDIV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearETVRDIV
2026+10.58%+21.17%
2025+10.14%+12.31%
2024+28.92%+14.16%
2023+11.04%+4.82%
2022-19.98%+6.88%
2021+21.10%+30.71%
2020+13.24%-8.97%
2019+19.82%+22.11%
2018-3.86%-5.95%
2017+12.05%+10.32%
2016+7.52%+28.20%
2015+17.42%-5.47%
2014+11.18%+22.44%
2013+21.15%+4.24%
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 RDIV Drawdown Comparison

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

The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.

The current ETV drawdown is -0.33%. The current RDIV drawdown is -1.48%.

RankETVRDIV
#1-52.10%
Jun 19, 2007 - Sep 17, 2009
-49.93%
Jan 16, 2020 - Feb 19, 2021
#2-42.31%
Jan 17, 2020 - Aug 12, 2020
-24.88%
Feb 2, 2023 - Mar 27, 2024
#3-22.68%
Dec 27, 2021 - Jun 27, 2024
-17.92%
Nov 29, 2024 - Aug 22, 2025
#4-21.35%
Oct 1, 2018 - Apr 16, 2019
-17.72%
Sep 14, 2018 - Apr 5, 2019
#5-20.28%
Feb 18, 2025 - Aug 12, 2025
-17.62%
Feb 3, 2015 - Mar 17, 2016
#6-19.72%
Dec 22, 2009 - Jan 20, 2012
-15.63%
Apr 20, 2022 - Nov 11, 2022
#7-13.67%
Sep 18, 2014 - Dec 2, 2014
-11.24%
Apr 23, 2019 - Oct 29, 2019
#8-13.30%
Dec 29, 2015 - Apr 18, 2016
-11.00%
Jun 4, 2021 - Jan 4, 2022
#9-12.88%
Aug 19, 2015 - Oct 23, 2015
-9.70%
Jan 26, 2018 - May 30, 2018
#10-11.95%
Jul 15, 2005 - Jul 31, 2006
-8.22%
Aug 15, 2016 - Nov 21, 2016
#11-10.85%
Apr 23, 2019 - Jul 12, 2019
-7.23%
Feb 24, 2017 - Sep 25, 2017
#12-10.34%
Feb 26, 2026 - Apr 30, 2026
-6.88%
Mar 28, 2024 - May 31, 2024
#13-10.21%
Sep 2, 2020 - Nov 19, 2020
-6.56%
Nov 30, 2022 - Jan 12, 2023
#14-10.21%
Oct 8, 2012 - Jan 4, 2013
-6.49%
Jan 14, 2022 - Mar 25, 2022
#15-8.55%
Sep 17, 2009 - Nov 25, 2009
-5.82%
Mar 12, 2021 - Apr 27, 2021

Correlation

Correlation between ETV and RDIV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2005 - 2026)

ETV vs RDIV dividend yield comparison.

YearETVRDIV
20264.60%1.73%
20258.30%3.94%
20248.18%4.08%
20239.24%3.93%
202210.57%3.44%
20217.94%3.31%
20208.66%4.93%
20198.89%3.84%
20189.86%4.32%
20178.65%4.26%
20168.96%2.20%
20158.69%4.49%
20149.46%3.36%
20139.49%0.92%
201210.63%0.00%
201111.34%0.00%
201011.71%0.00%
200912.62%0.00%
200818.63%0.00%
200711.21%0.00%
20069.33%0.00%
20055.35%0.00%

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