ETW vs FTCB
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ETW vs FTCB
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund vs First Trust Core Investment Grade ETF
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Quick Verdict
FTCB has a lower expense ratio. ETW delivered stronger 1-year returns. FTCB offers more diversification with 331 holdings.
Side-by-Side Comparison
| Metric | ETW | FTCB |
|---|---|---|
| Fund Family | Eaton Vance | First Trust Portfolios (US) |
| Expense Ratio | 1.10% | 0.56% |
| AUM | $936M | $2.5B |
| Dividend Yield | 7.41% | 5.28% |
| Holdings Count | 296 | 721 |
| Inception Date | 2005-09-28 | 2023-11-07 |
| Investment Style | Multi Alternative | Investment Grade Bond |
| 1-Month Return | +1.66% | -0.14% |
| YTD Return | +8.77% | -1.56% |
| 1-Year Return | +22.55% | +1.74% |
| 3-Year Return | +15.50% | - |
| 5-Year Return | +7.74% | - |
| 10-Year Return | +12.75% | - |
| Buy Score | 62 | 53 |
| Momentum Score | 60 | 16 |
| Value Score | 51 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
591
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ETW or FTCB?
ETW has an expense ratio of 1.10% while FTCB charges 0.56%. FTCB is the cheaper option, saving you money on management fees over time.
Do ETW and FTCB hold the same stocks?
ETW and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 591 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ETW or FTCB?
Over the past year, ETW returned +22.55% while FTCB returned +1.74%. ETW outperformed over this period. Past performance does not guarantee future results.