CGW vs ETW

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Quick Verdict

ETW offers more diversification with 293 holdings.

Side-by-Side Comparison

MetricCGWETW
Fund FamilyInvesco (US)Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Expense Ratio0.59%-
AUM$1.0B$1.1B
Dividend Yield1.45%-
Holdings Count77-
Inception Date2007-05-14-
Investment StyleMid Cap Blend-
1-Month Return+4.39%-
YTD Return+7.98%-
1-Year Return+23.15%-
3-Year Return+12.85%-
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score81-
Momentum Score83-
Value Score52-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
293
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or ETW?

Expense ratio data is not currently available.

Do CGW and ETW hold the same stocks?

CGW and ETW share 0 common holdings with a 0.0% weight overlap. They hold 293 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or ETW?

Historical return data is not currently available for comparison.