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ETW vs SFGV

Comparison between Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).

ETW vs SFGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETW
$1.10B
SFGV
$1.10B
Expense Ratio
ETW
N/A
SFGV
0.33%
Max Drawdown
ETW
72.81%
Winner
SFGV
15.68%
Sharpe Ratio
ETW
1.65
Winner
SFGV
1.85
5Y Beta
ETW
0.79
Winner
SFGV
0.68
5Y Dividends CAGR
ETW
-0.21%
SFGV
N/A

ETW vs SFGV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ETW
+4.24%
SFGV
+1.67%
3M
Winner
ETW
+1.20%
SFGV
-0.44%
6M
ETW
+9.64%
Winner
SFGV
+13.11%
1Y
ETW
+24.89%
Winner
SFGV
+27.74%
5Y(CAGR)
ETW
+6.45%
SFGV
N/A
10Y(CAGR)
ETW
+8.84%
SFGV
N/A
Max(CAGR)
ETW
+7.26%
Winner
SFGV
+17.20%

ETW vs SFGV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearETWSFGV
2026+5.47%+8.65%
2025+20.06%+19.10%
2024+19.65%+10.72%
2023+8.79%N/A
2022-23.44%N/A
2021+28.00%N/A
2020+3.30%N/A
2019+16.80%N/A
2018-12.76%N/A
2017+28.77%N/A
2016+1.80%N/A
2015+11.06%N/A
2014+0.99%N/A
2013+21.90%N/A
2012+14.27%N/A
2011-6.94%N/A
2010-0.16%N/A
2009+51.32%N/A
2008-33.62%N/A
2007-3.82%N/A
2006+26.31%N/A
2005-4.12%N/A

ETW vs SFGV Drawdown Comparison

The maximum drawdown for ETW was -54.20%, occurring on Nov 20, 2008. Recovery took 618 trading sessions.

The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current ETW drawdown is -0.63%. The current SFGV drawdown is -1.42%.

RankETWSFGV
#1-54.20%
Jul 3, 2007 - Dec 14, 2009
-14.50%
Oct 14, 2024 - Jun 6, 2025
#2-47.92%
Aug 20, 2018 - Jan 7, 2021
-8.36%
Feb 27, 2026 - Mar 20, 2026
#3-27.91%
Dec 29, 2021 - Nov 7, 2024
-5.88%
Jul 16, 2024 - Aug 23, 2024
#4-20.10%
Jul 7, 2011 - Mar 1, 2012
-4.87%
Mar 28, 2024 - May 15, 2024
#5-20.04%
Oct 23, 2015 - Aug 15, 2016
-4.00%
Jul 23, 2025 - Aug 13, 2025
#6-19.75%
Dec 21, 2009 - Apr 27, 2011
-3.79%
Oct 3, 2025 - Oct 27, 2025
#7-16.29%
Feb 18, 2025 - Jun 10, 2025
-3.63%
Oct 27, 2025 - Nov 26, 2025
#8-12.92%
Jul 24, 2014 - Apr 28, 2015
-3.46%
Aug 30, 2024 - Sep 19, 2024
#9-11.89%
Aug 5, 2015 - Oct 23, 2015
-3.00%
May 17, 2024 - Jul 11, 2024
#10-10.60%
Mar 1, 2012 - Aug 9, 2012
-1.91%
Jul 10, 2025 - Jul 23, 2025
#11-10.17%
Feb 25, 2026 - Apr 14, 2026
-1.76%
Feb 12, 2024 - Feb 15, 2024
#12-8.68%
Oct 17, 2012 - Jan 4, 2013
-1.51%
Jun 12, 2025 - Jun 26, 2025
#13-8.49%
Jan 25, 2018 - Jun 20, 2018
-1.39%
Jan 15, 2026 - Jan 21, 2026
#14-7.33%
Dec 16, 2005 - Jan 6, 2006
-1.28%
Jan 29, 2024 - Feb 9, 2024
#15-6.86%
May 21, 2013 - Jul 15, 2013
-1.24%
Aug 22, 2025 - Sep 8, 2025

Correlation

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

0.97
-101

Dividend Comparison (2005 - 2026)

ETW vs SFGV dividend yield comparison.

YearETWSFGV
20262.81%0.26%
20258.64%2.52%
20249.17%2.23%
20238.99%0.00%
202210.87%0.00%
20217.80%0.00%
20209.01%0.00%
20198.41%0.00%
201811.46%0.00%
20179.27%0.00%
201611.59%0.00%
201510.40%0.00%
201410.60%0.00%
20139.65%0.00%
201210.93%0.00%
201111.77%0.00%
201012.02%0.00%
200912.96%0.00%
200817.79%0.00%
200710.37%0.00%
20068.86%0.00%
20052.62%0.00%

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