ETW vs TLTP

ETW vs TLTP
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Quick Verdict

TLTP has a lower expense ratio. ETW delivered stronger 1-year returns. ETW offers more diversification with 291 holdings.

Lower Fees: TLTPHigher Returns: ETWMore Diversified: ETW

Side-by-Side Comparison

MetricETWTLTPWinner
Expense Ratio1.10%0.39%
AUM$936M$25M
Dividend Yield7.47%15.05%
Holdings2915
YTD Return+12.70%-8.91%
1Y Return+20.91%-6.89%
3Y Return (annualized)+17.63%-
5Y Return (annualized)+6.41%-
Volatility (annualized)16.9%8.7%
Max Drawdown-72.8%-13.3%
Fund FamilyEaton VanceAmplify ETFs
CategoryAlternativeAlternative
InceptionSep 30, 2005Oct 29, 2024

ETW vs TLTP Performance

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) is a ETF from Eaton Vance and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year ETW returned +20.91% while TLTP returned -6.89%. Year to date, ETW is up 12.70% versus a loss of 8.91% for TLTP.

Risk: Volatility and Drawdowns

ETW has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 8.7% for TLTP. 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 -13.3% for TLTP. 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETW charges 1.10% per year while TLTP charges 0.39%. On a $10,000 position that is $110 vs $39 annually, a gap of $71 per year that compounds over a long holding period. On income, ETW currently yields 7.47% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

ETW and TLTP share 0 holdings out of 262 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ETW or TLTP?

ETW has an expense ratio of 1.10% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, ETW or TLTP?

Over the past year ETW returned +20.91% vs -6.89% for TLTP, so ETW leads on 1-year performance. Over the longest common window we track (2 years), ETW annualized -1.05% vs -5.03% for TLTP. Past performance does not guarantee future results.

Which is riskier, ETW or TLTP?

ETW has been the more volatile fund at 16.9% annualized versus 8.7% for TLTP. Worst drawdown: ETW -72.8% vs TLTP -13.3%.

Should I hold both ETW and TLTP?

ETW and TLTP have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ETW and TLTP?

ETW and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 262 unique securities.

Which pays a higher dividend, ETW or TLTP?

ETW yields 7.47% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

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