Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) Alternatives

Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EVT. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to EVT

EVT charges 0.01% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among EVT alternatives.

Symbol	Name	Expense Ratio	Inception
HTD	John Hancock Tax-Advantaged Dividend Income Fund	0.01%	Feb 25, 2004	EVT vs HTD
GDV	The Gabelli Dividend and Income Trust	0.01%	Nov 28, 2003	EVT vs GDV
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	0.02%	Feb 28, 2005	EVT vs NFJ
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	0.02%	Mar 28, 2007	EVT vs EOD
DHY	Dimensional High Yield Equity Fund	0.04%	Jan 1, 2013	EVT vs DHY

Best Risk-Adjusted Alternatives to EVT

Among mutual funds in the Dividend category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	EVT vs EPDPX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	EVT vs PMAIX
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	EVT vs VIHAX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	87	Mar 28, 2007	EVT vs EOD
AMECX	American Funds The Income Fund of America Class A	81	Dec 1, 1973	EVT vs AMECX

Top Performing EVT Alternatives (YTD)

EVT alternatives from the Dividend category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	8.28%	Mar 30, 2005	EVT vs SVAAX
HTD	John Hancock Tax-Advantaged Dividend Income Fund	6.73%	Feb 25, 2004	EVT vs HTD
EPDPX	EuroPac International Dividend Income Fund Class A	5.90%	Jan 10, 2014	EVT vs EPDPX
PDT	John Hancock Premium Dividend Fund	5.12%	Dec 14, 1989	EVT vs PDT
VIHAX	Vanguard International High Dividend Yield Index F...	3.08%	Mar 2, 2016	EVT vs VIHAX

Lowest Volatility Alternatives to EVT

EVT alternatives from the Dividend category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	7.19%	Dec 22, 2011	EVT vs PMAIX
AMECX	American Funds The Income Fund of America Class A	9.48%	Dec 1, 1973	EVT vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	10.11%	Jul 30, 1987	EVT vs CAIFX
PDT	John Hancock Premium Dividend Fund	13.21%	Dec 14, 1989	EVT vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	13.61%	Nov 8, 2012	EVT vs CDDYX

Lowest Drawdown Alternatives to EVT

EVT alternatives from the Dividend category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-7.06%	Dec 22, 2011	EVT vs PMAIX
AMECX	American Funds The Income Fund of America Class A	-8.19%	Dec 1, 1973	EVT vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	-8.37%	Jul 30, 1987	EVT vs CAIFX
VDIGX	Vanguard Dividend Growth Fund	-9.57%	May 15, 1992	EVT vs VDIGX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-10.17%	Nov 8, 2012	EVT vs CDDYX

Other Mutual Funds from Eaton Vance

Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	99	3.59%	Aug 30, 2010	EVT vs EGRIX
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	51	-11.37%	Jan 30, 2004	EVT vs ETG
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	48	-7.20%	Feb 27, 2007	EVT vs EXG
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	1.35%	Sep 3, 2015	EVT vs EADOX
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	92	-1.08%	Oct 31, 2011	EVT vs EIAMX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	39	-0.70%	Jun 16, 1993	EVT vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	46	-3.81%	Sep 29, 2011	EVT vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	28	-1.54%	Sep 23, 1931	EVT vs EHSTX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	1.33%	Feb 3, 2013	EVT vs EELDX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	93	-1.86%	Jun 26, 2007	EVT vs EEIAX

Often Compared With EVT

What investors most often compare with EVT, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fu...		65	-2.81%	—	EVT vs ETV
BGR	BlackRock Energy and Resources Trust		85	30.31%	—	EVT vs BGR
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	12	-8.28%	Nov 27, 2006	EVT vs ETY
PDO	Pimco Dynamic Income Opportunities Fund		51	-3.95%	—	EVT vs PDO
BND	Vanguard Total Bond Market ETF	Total Bond Market	59	0.05%	Apr 3, 2007	EVT vs BND
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	83	-4.23%	Jan 2, 1990	EVT vs ADX
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	37	-0.40%	—	EVT vs OIEIX
DHS	WisdomTree US High Dividend Fund	Large Cap Value Equities, Dividend	59	8.00%	Jun 16, 2006	EVT vs DHS
FCEF	First Trust CEF Income Opportunity ETF	Diversified Portfolio, Actively Managed	53	-0.30%	Sep 27, 2016	EVT vs FCEF
AMINX	Amana Income Fund Institutional Class	Dividend	38	-4.76%	Sep 25, 2013	EVT vs AMINX
GPIX	Goldman Sachs S&P 500 Core Premium Income ETF	Dividend, S&P 500	68	-3.19%	Oct 24, 2023	EVT vs GPIX
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	S&P 500, Dividend	20	4.64%	Oct 18, 2012	EVT vs SPHD
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	65	1.97%	Feb 7, 2019	EVT vs VHYAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-6.70%	Apr 30, 2002	EVT vs EISMX

Compare EVT with Any Fund or Stock

Compare EVT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Eaton Vance Tax-Advantaged Dividend Income Fund

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