ETW vs HUSV
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ETW vs HUSV
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund vs First Trust Horizon Managed Volatility Domestic ETF
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Quick Verdict
HUSV has a lower expense ratio. ETW delivered stronger 1-year returns. ETW offers more diversification with 260 holdings.
Side-by-Side Comparison
| Metric | ETW | HUSV |
|---|---|---|
| Fund Family | Eaton Vance | First Trust Portfolios (US) |
| Expense Ratio | 1.10% | 0.70% |
| AUM | $936M | $74M |
| Dividend Yield | 7.41% | 1.33% |
| Holdings Count | 296 | 101 |
| Inception Date | 2005-09-28 | 2016-08-24 |
| Investment Style | Multi Alternative | Large Cap Blend |
| 1-Month Return | +1.66% | +0.67% |
| YTD Return | +8.77% | +2.05% |
| 1-Year Return | +22.55% | -1.06% |
| 3-Year Return | +15.50% | +7.32% |
| 5-Year Return | +7.74% | +5.77% |
| 10-Year Return | +12.75% | - |
| Buy Score | 62 | 51 |
| Momentum Score | 60 | 30 |
| Value Score | 51 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ETW or HUSV?
ETW has an expense ratio of 1.10% while HUSV charges 0.70%. HUSV is the cheaper option, saving you money on management fees over time.
Do ETW and HUSV hold the same stocks?
ETW and HUSV share 28 common holdings with a 12.3% weight overlap. They hold 332 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ETW or HUSV?
Over the past year, ETW returned +22.55% while HUSV returned -1.06%. ETW outperformed over this period. Past performance does not guarantee future results.