ETW vs IG

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Quick Verdict

ETW offers more diversification with 293 holdings.

Side-by-Side Comparison

MetricETWIG
Fund FamilyEaton Vance Tax-Managed Global Buy-Write Opportunities FundPrincipal Funds
Expense Ratio-0.19%
AUM$1.1B$166M
Dividend Yield-4.97%
Holdings Count-231
Inception Date-2018-04-18
Investment Style-Long Term Mid Quality
1-Month Return-+0.38%
YTD Return-+0.43%
1-Year Return-+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score-70
Momentum Score-35
Value Score-58

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, ETW or IG?

Expense ratio data is not currently available.

Do ETW and IG hold the same stocks?

ETW and IG 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, ETW or IG?

Historical return data is not currently available for comparison.