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HYGH vs ETB

Comparison between ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF) and Eaton Vance Tax-Managed Buy-Write Income Fund (ETB, ETF).

5-Year PerformanceETB has outperformed HYGH, delivering a return of +7.3% compared to +6.9%

HYGH vs ETB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYGH
$485M
Winner
ETB
$485M
Expense Ratio
HYGH
0.52%
ETB
N/A
Max Drawdown
Winner
HYGH
33.03%
ETB
59.40%
Sharpe Ratio
HYGH
1.03
Winner
ETB
1.23
5Y Beta
Winner
HYGH
0.26
ETB
0.75
5Y Dividends CAGR
Winner
HYGH
11.61%
ETB
1.20%

HYGH vs ETB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HYGH
+0.48%
ETB
-0.54%
3M
Winner
HYGH
+2.34%
ETB
+1.71%
6M
HYGH
+3.17%
Winner
ETB
+4.06%
1Y
HYGH
+7.56%
Winner
ETB
+18.75%
5Y(CAGR)
HYGH
+6.92%
Winner
ETB
+7.29%
10Y(CAGR)
HYGH
+6.29%
Winner
ETB
+8.33%
Max(CAGR)
HYGH
+4.70%
Winner
ETB
+8.10%

HYGH vs ETB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearHYGHETB
2026+2.84%+3.33%
2025+7.02%+11.50%
2024+11.13%+26.79%
2023+12.30%+7.26%
2022-1.13%-17.06%
2021+6.04%+26.64%
2020+0.30%+0.51%
2019+11.41%+29.45%
2018-1.09%-12.67%
2017+6.00%+12.37%
2016+14.26%+8.92%
2015-6.62%+13.83%
2014-3.08%+16.83%
2013N/A+11.61%
2012N/A+19.91%
2011N/A-3.08%
2010N/A-4.88%
2009N/A+46.53%
2008N/A-19.08%
2007N/A-8.12%
2006N/A+26.09%
2005N/A-4.99%

HYGH vs ETB Drawdown Comparison

The maximum drawdown for HYGH was -23.88%, occurring on Mar 23, 2020. Recovery took 238 trading sessions.

The maximum drawdown for ETB was -50.92%, occurring on Nov 20, 2008. Recovery took 578 trading sessions.

The current HYGH drawdown is -0.31%. The current ETB drawdown is -2.31%.

RankHYGHETB
#1-23.88%
Jan 16, 2020 - Dec 24, 2020
-50.92%
Jun 1, 2007 - Sep 16, 2009
#2-18.41%
Jun 23, 2014 - Dec 7, 2016
-45.03%
Feb 19, 2020 - Mar 17, 2021
#3-8.24%
Apr 4, 2022 - Dec 13, 2022
-25.67%
Mar 24, 2010 - Jul 13, 2012
#4-8.06%
Feb 20, 2025 - May 12, 2025
-24.54%
Sep 20, 2018 - Apr 29, 2019
#5-7.58%
Oct 1, 2018 - Apr 1, 2019
-23.45%
Mar 22, 2022 - Jul 12, 2024
#6-4.79%
Dec 27, 2021 - Apr 4, 2022
-20.10%
Jan 23, 2025 - Aug 6, 2025
#7-4.76%
Mar 6, 2023 - Jun 2, 2023
-17.38%
Dec 29, 2015 - Apr 12, 2016
#8-3.73%
Jul 23, 2024 - Aug 20, 2024
-14.19%
Jan 14, 2010 - Mar 10, 2010
#9-3.60%
Apr 12, 2019 - Sep 12, 2019
-13.97%
Oct 15, 2012 - Jan 15, 2013
#10-2.77%
Dec 13, 2022 - Jan 9, 2023
-12.26%
Aug 2, 2005 - Mar 13, 2006
#11-2.50%
Mar 1, 2017 - May 10, 2017
-11.06%
Jul 28, 2014 - Oct 31, 2014
#12-2.44%
Feb 2, 2023 - Mar 3, 2023
-10.54%
Aug 19, 2015 - Nov 23, 2015
#13-2.30%
Jan 26, 2018 - Apr 12, 2018
-9.17%
Feb 25, 2026 - Apr 15, 2026
#14-1.90%
Sep 16, 2019 - Oct 21, 2019
-9.02%
Jan 12, 2022 - Feb 16, 2022
#15-1.82%
Oct 20, 2017 - Jan 2, 2018
-8.93%
Jan 12, 2018 - Jul 17, 2018

Correlation

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

0.96
-101

Dividend Comparison (2005 - 2026)

HYGH vs ETB dividend yield comparison.

YearHYGHETB
20262.71%3.47%
20256.86%8.31%
20247.85%8.21%
20238.95%8.62%
20226.21%9.63%
20213.74%7.57%
20204.06%8.64%
20194.89%7.90%
20186.45%9.64%
20174.79%7.75%
20164.60%7.85%
20155.75%7.77%
20143.62%8.15%
20130.00%8.70%
20120.00%9.24%
20110.00%10.09%
20100.00%12.49%
20090.00%10.68%
20080.00%14.37%
20070.00%10.33%
20060.00%8.53%
20050.00%4.96%

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