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ETV vs XHLF

Comparison between Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).

ETV vs XHLF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETV
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
ETV
N/A
XHLF
0.03%
Max Drawdown
ETV
59.82%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
ETV
1.06
XHLF
-0.25
5Y Beta
ETV
0.84
Winner
XHLF
-0.00
5Y Dividends CAGR
ETV
-0.59%
XHLF
N/A

ETV vs XHLF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ETV
+1.20%
XHLF
+0.35%
3M
Winner
ETV
+5.74%
XHLF
+0.90%
6M
Winner
ETV
+7.28%
XHLF
+1.70%
1Y
Winner
ETV
+17.15%
XHLF
+3.77%
5Y(CAGR)
ETV
+7.01%
XHLF
N/A
10Y(CAGR)
ETV
+9.42%
XHLF
N/A
Max(CAGR)
Winner
ETV
+8.87%
XHLF
+4.42%

ETV vs XHLF - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearETVXHLF
2026+10.58%+2.01%
2025+10.14%+4.21%
2024+28.92%+5.06%
2023+11.04%+4.90%
2022-19.98%+0.96%
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 XHLF Drawdown Comparison

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

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

The current ETV drawdown is -0.33%.

RankETVXHLF
#1-52.10%
Jun 19, 2007 - Sep 17, 2009
-0.11%
Oct 10, 2022 - Oct 27, 2022
#2-42.31%
Jan 17, 2020 - Aug 12, 2020
-0.09%
Mar 13, 2023 - Mar 15, 2023
#3-22.68%
Dec 27, 2021 - Jun 27, 2024
-0.07%
Mar 17, 2023 - Mar 23, 2023
#4-21.35%
Oct 1, 2018 - Apr 16, 2019
-0.07%
Mar 24, 2023 - Apr 4, 2023
#5-20.28%
Feb 18, 2025 - Aug 12, 2025
-0.07%
Dec 23, 2022 - Dec 29, 2022
#6-19.72%
Dec 22, 2009 - Jan 20, 2012
-0.07%
Oct 28, 2022 - Nov 8, 2022
#7-13.67%
Sep 18, 2014 - Dec 2, 2014
-0.06%
Apr 5, 2023 - Apr 20, 2023
#8-13.30%
Dec 29, 2015 - Apr 18, 2016
-0.06%
Mar 3, 2023 - Mar 10, 2023
#9-12.88%
Aug 19, 2015 - Oct 23, 2015
-0.06%
Feb 2, 2023 - Feb 10, 2023
#10-11.95%
Jul 15, 2005 - Jul 31, 2006
-0.06%
Feb 1, 2024 - Feb 8, 2024
#11-10.85%
Apr 23, 2019 - Jul 12, 2019
-0.06%
Aug 5, 2024 - Aug 12, 2024
#12-10.34%
Feb 26, 2026 - Apr 30, 2026
-0.06%
Oct 2, 2024 - Oct 11, 2024
#13-10.21%
Sep 2, 2020 - Nov 19, 2020
-0.06%
Mar 15, 2023 - Mar 17, 2023
#14-10.21%
Oct 8, 2012 - Jan 4, 2013
-0.04%
Mar 1, 2024 - Mar 7, 2024
#15-8.55%
Sep 17, 2009 - Nov 25, 2009
-0.04%
May 9, 2025 - May 16, 2025

Correlation

Correlation between ETV and XHLF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2005 - 2026)

ETV vs XHLF dividend yield comparison.

YearETVXHLF
20264.60%2.13%
20258.30%3.99%
20248.18%4.96%
20239.24%4.50%
202210.57%0.86%
20217.94%0.00%
20208.66%0.00%
20198.89%0.00%
20189.86%0.00%
20178.65%0.00%
20168.96%0.00%
20158.69%0.00%
20149.46%0.00%
20139.49%0.00%
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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