ETW vs IGBH
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ETW vs IGBH
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
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Quick Verdict
IGBH has a lower expense ratio. ETW delivered stronger 1-year returns. ETW offers more diversification with 260 holdings.
Side-by-Side Comparison
| Metric | ETW | IGBH |
|---|---|---|
| Fund Family | Eaton Vance | iShares by BlackRock (US) |
| Expense Ratio | 1.10% | 0.14% |
| AUM | $936M | $198M |
| Dividend Yield | 7.41% | 5.68% |
| Holdings Count | 296 | 280 |
| Inception Date | 2005-09-28 | 2015-07-22 |
| Investment Style | Multi Alternative | Ultrashort Term Bond |
| 1-Month Return | +1.66% | -0.35% |
| YTD Return | +8.77% | +1.98% |
| 1-Year Return | +22.55% | +8.04% |
| 3-Year Return | +15.50% | +8.04% |
| 5-Year Return | +7.74% | +5.27% |
| 10-Year Return | +12.75% | +4.42% |
| Buy Score | 62 | 60 |
| Momentum Score | 60 | 37 |
| Value Score | 51 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
262
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ETW or IGBH?
ETW has an expense ratio of 1.10% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.
Do ETW and IGBH hold the same stocks?
ETW and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 262 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ETW or IGBH?
Over the past year, ETW returned +22.55% while IGBH returned +8.04%. ETW outperformed over this period. Past performance does not guarantee future results.