FTCB vs ETY
Comparison between FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB, ETF) and Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF).
FTCB vs ETY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTCB
$2.50B
ETY
$2.50B
Expense Ratio
FTCB
0.56%
ETY
N/A
Max Drawdown
Winner
FTCB
6.80%
ETY
64.57%
Sharpe Ratio
Winner
FTCB
0.37
ETY
0.06
5Y Beta
Winner
FTCB
0.03
ETY
0.93
5Y Dividends CAGR
FTCB
N/A
ETY
4.98%
FTCB vs ETY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTCB
+0.77%
ETY
-2.38%
3M
FTCB
+0.94%
Winner
ETY
+6.67%
6M
Winner
FTCB
+0.76%
ETY
-2.41%
1Y
Winner
FTCB
+4.92%
ETY
+3.35%
5Y(CAGR)
FTCB
N/A
ETY
+9.19%
10Y(CAGR)
FTCB
N/A
ETY
+12.45%
Max(CAGR)
FTCB
+6.45%
Winner
ETY
+8.48%
FTCB vs ETY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FTCB | ETY |
|---|---|---|
| 2026 | +0.65% | -2.41% |
| 2025 | +8.02% | +11.01% |
| 2024 | +2.87% | +35.10% |
| 2023 | +5.74% | +21.52% |
| 2022 | N/A | -20.72% |
| 2021 | N/A | +34.82% |
| 2020 | N/A | +6.29% |
| 2019 | N/A | +31.23% |
| 2018 | N/A | -10.18% |
| 2017 | N/A | +29.36% |
| 2016 | N/A | +4.62% |
| 2015 | N/A | +9.12% |
| 2014 | N/A | +12.87% |
| 2013 | N/A | +25.11% |
| 2012 | N/A | +16.30% |
| 2011 | N/A | -13.08% |
| 2010 | N/A | -2.81% |
| 2009 | N/A | +36.46% |
| 2008 | N/A | -25.83% |
| 2007 | N/A | -8.21% |
| 2006 | N/A | +0.25% |
FTCB vs ETY Drawdown Comparison
The maximum drawdown for FTCB was -4.99%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.
The current FTCB drawdown is -1.44%. The current ETY drawdown is -4.93%.
| Rank | FTCB | ETY |
|---|---|---|
| #1 | -4.99% Sep 16, 2024 - Apr 3, 2025 | -52.91% Jun 1, 2007 - Jan 18, 2013 |
| #2 | -3.68% Feb 1, 2024 - Jun 14, 2024 | -42.40% Feb 12, 2020 - Nov 17, 2020 |
| #3 | -3.04% Feb 27, 2026 - May 19, 2026 | -24.43% Sep 13, 2018 - Jun 20, 2019 |
| #4 | -2.88% Apr 4, 2025 - Jun 26, 2025 | -24.03% Dec 31, 2021 - Feb 5, 2024 |
| #5 | -1.75% Dec 27, 2023 - Feb 1, 2024 | -21.28% Feb 19, 2025 - Jun 25, 2025 |
| #6 | -1.43% Jun 18, 2024 - Jul 10, 2024 | -14.39% Sep 22, 2025 - Mar 30, 2026 |
| #7 | -1.28% Jun 30, 2025 - Aug 1, 2025 | -13.90% Nov 3, 2015 - Aug 5, 2016 |
| #8 | -1.19% Aug 2, 2024 - Aug 14, 2024 | -12.52% Sep 3, 2014 - Nov 5, 2014 |
| #9 | -1.07% Oct 28, 2025 - Nov 26, 2025 | -11.93% Jul 20, 2015 - Nov 3, 2015 |
| #10 | -0.96% Sep 16, 2025 - Oct 10, 2025 | -8.97% Jan 26, 2018 - May 8, 2018 |
| #11 | -0.93% Nov 26, 2025 - Jan 14, 2026 | -8.63% Sep 8, 2016 - Jan 26, 2017 |
| #12 | -0.80% Nov 8, 2023 - Nov 14, 2023 | -8.09% May 21, 2013 - Jul 15, 2013 |
| #13 | -0.71% Jul 17, 2024 - Jul 30, 2024 | -7.21% Jul 10, 2024 - Aug 30, 2024 |
| #14 | -0.66% Jan 14, 2026 - Feb 5, 2026 | -6.77% Nov 28, 2014 - Feb 27, 2015 |
| #15 | -0.62% Dec 7, 2023 - Dec 13, 2023 | -6.17% Jan 22, 2014 - Feb 18, 2014 |
Correlation
Correlation between FTCB and ETY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2007 - 2026)
FTCB vs ETY dividend yield comparison.
| Year | FTCB | ETY |
|---|---|---|
| 2026 | 2.13% | 4.16% |
| 2025 | 4.99% | 7.76% |
| 2024 | 5.19% | 7.59% |
| 2023 | 0.35% | 7.92% |
| 2022 | 0.00% | 10.04% |
| 2021 | 0.00% | 7.01% |
| 2020 | 0.00% | 8.26% |
| 2019 | 0.00% | 8.08% |
| 2018 | 0.00% | 9.92% |
| 2017 | 0.00% | 8.30% |
| 2016 | 0.00% | 9.77% |
| 2015 | 0.00% | 9.03% |
| 2014 | 0.00% | 9.06% |
| 2013 | 0.00% | 9.26% |
| 2012 | 0.00% | 11.19% |
| 2011 | 0.00% | 13.06% |
| 2010 | 0.00% | 14.35% |
| 2009 | 0.00% | 14.09% |
| 2008 | 0.00% | 17.11% |
| 2007 | 0.00% | 11.13% |
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