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ETW vs SUSC

Comparison between Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceETW has outperformed SUSC, delivering a return of +6.3% compared to -0.2%

ETW vs SUSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETW
$1.20B
Winner
SUSC
$1.30B
Expense Ratio
ETW
N/A
SUSC
0.18%
Max Drawdown
ETW
72.81%
Winner
SUSC
25.83%
Sharpe Ratio
Winner
ETW
1.25
SUSC
-0.38
5Y Beta
ETW
0.78
Winner
SUSC
0.11
5Y Dividends CAGR
ETW
-0.21%
Winner
SUSC
12.43%

ETW vs SUSC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ETW
+2.48%
SUSC
-0.54%
3M
Winner
ETW
+5.15%
SUSC
-0.47%
6M
Winner
ETW
+7.89%
SUSC
-0.84%
1Y
Winner
ETW
+20.00%
SUSC
+2.23%
5Y(CAGR)
Winner
ETW
+6.26%
SUSC
-0.20%
10Y(CAGR)
Winner
ETW
+8.56%
SUSC
+2.17%
Max(CAGR)
Winner
ETW
+7.43%
SUSC
+2.17%

ETW vs SUSC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearETWSUSC
2026+10.91%-0.12%
2025+20.06%+7.56%
2024+19.65%+2.77%
2023+8.79%+7.89%
2022-23.44%-15.18%
2021+28.00%-1.22%
2020+3.30%+9.45%
2019+16.80%+14.29%
2018-12.76%-2.55%
2017+28.77%+1.74%
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 SUSC Drawdown Comparison

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

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SUSC drawdown is -2.04%.

RankETWSUSC
#1-54.20%
Jul 3, 2007 - Dec 14, 2009
-22.42%
Aug 3, 2021 - Oct 20, 2022
#2-47.92%
Aug 20, 2018 - Jan 7, 2021
-18.91%
Mar 6, 2020 - Jun 15, 2020
#3-27.91%
Dec 29, 2021 - Nov 7, 2024
-5.56%
Dec 31, 2020 - Aug 2, 2021
#4-20.10%
Jul 7, 2011 - Mar 1, 2012
-4.68%
Dec 29, 2017 - Mar 8, 2019
#5-20.04%
Oct 23, 2015 - Aug 15, 2016
-2.70%
Aug 6, 2020 - Nov 30, 2020
#6-19.75%
Dec 21, 2009 - Apr 27, 2011
-2.52%
Aug 28, 2019 - Nov 26, 2019
#7-16.29%
Feb 18, 2025 - Jun 10, 2025
-1.26%
Jul 3, 2019 - Aug 1, 2019
#8-12.92%
Jul 24, 2014 - Apr 28, 2015
-1.11%
Nov 6, 2017 - Nov 28, 2017
#9-11.89%
Aug 5, 2015 - Oct 23, 2015
-1.06%
Nov 30, 2020 - Dec 29, 2020
#10-10.60%
Mar 1, 2012 - Aug 9, 2012
-0.85%
Feb 3, 2020 - Feb 14, 2020
#11-10.17%
Feb 25, 2026 - Apr 14, 2026
-0.83%
Dec 14, 2017 - Dec 29, 2017
#12-8.68%
Oct 17, 2012 - Jan 4, 2013
-0.77%
Nov 28, 2017 - Dec 1, 2017
#13-8.49%
Jan 25, 2018 - Jun 20, 2018
-0.76%
Mar 28, 2019 - Apr 26, 2019
#14-7.33%
Dec 16, 2005 - Jan 6, 2006
-0.72%
Sep 7, 2017 - Oct 4, 2017
#15-6.86%
May 21, 2013 - Jul 15, 2013
-0.69%
Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between ETW and SUSC is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (2005 - 2026)

ETW vs SUSC dividend yield comparison.

YearETWSUSC
20264.78%2.69%
20258.64%4.37%
20249.17%4.34%
20238.99%3.83%
202210.87%2.97%
20217.80%2.21%
20209.01%2.19%
20198.41%3.07%
201811.46%3.33%
20179.27%1.33%
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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