Quick Verdict

HCOM has a lower expense ratio. ETW delivered stronger 1-year returns. ETW offers more diversification with 259 holdings.

Lower Fees: HCOMHigher Returns: ETWMore Diversified: ETW

Side-by-Side Comparison

MetricETWHCOMWinner
Expense Ratio1.10%0.59%
AUM$936M$9M
Dividend Yield7.41%10.95%
Holdings29155
YTD Return+10.92%+0.71%
1Y Return+20.02%-4.90%
3Y Return (annualized)+15.89%-6.95%
5Y Return (annualized)+6.21%-
Volatility (annualized)16.9%14.7%
Max Drawdown-72.8%-28.8%
Fund FamilyEaton VanceHartford Funds
CategoryAlternativeCommodity
InceptionSep 30, 2005Sep 14, 2021

ETW vs HCOM Performance

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) is a ETF from Eaton Vance and Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds. Over the past year ETW returned +20.02% while HCOM returned -4.90%. Year to date, ETW is up 10.92% versus a gain of 0.71% for HCOM.

Over three years, ETW compounded at +15.89% per year against -6.95% for HCOM. Across the full 4-year window we track, HCOM has the edge at +0.68% annualized vs -1.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ETW has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 14.7% for HCOM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -72.8% for ETW and -28.8% for HCOM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETW charges 1.10% per year while HCOM charges 0.59%. On a $10,000 position that is $110 vs $59 annually, a gap of $51 per year that compounds over a long holding period. On income, ETW currently yields 7.41% against 10.95% for HCOM.

Frequently Asked Questions

Which is cheaper, ETW or HCOM?

ETW has an expense ratio of 1.10% while HCOM charges 0.59%. HCOM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, ETW or HCOM?

Over the past year ETW returned +20.02% vs -4.90% for HCOM, so ETW leads on 1-year performance. Over the longest common window we track (4 years), ETW annualized -1.13% vs +0.68% for HCOM. Past performance does not guarantee future results.

Which is riskier, ETW or HCOM?

ETW has been the more volatile fund at 16.9% annualized versus 14.7% for HCOM. Worst drawdown: ETW -72.8% vs HCOM -28.8%.

Should I hold both ETW and HCOM?

ETW and HCOM have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETW or HCOM?

ETW yields 7.41% while HCOM yields 10.95%, so HCOM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.