BKLN vs. EFT
Compare and contrast key facts about Invesco Senior Loan ETF (BKLN) and Eaton Vance Floating-Rate Income Trust (EFT).
BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKLN or EFT.
Correlation
The correlation between BKLN and EFT is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BKLN vs. EFT - Performance Comparison
Key characteristics
BKLN:
1.60
EFT:
-0.06
BKLN:
2.50
EFT:
0.01
BKLN:
1.49
EFT:
1.00
BKLN:
1.80
EFT:
-0.05
BKLN:
12.13
EFT:
-0.23
BKLN:
0.53%
EFT:
3.85%
BKLN:
4.00%
EFT:
14.10%
BKLN:
-24.17%
EFT:
-60.58%
BKLN:
-0.20%
EFT:
-9.05%
Returns By Period
In the year-to-date period, BKLN achieves a 0.43% return, which is significantly higher than EFT's -3.95% return. Over the past 10 years, BKLN has underperformed EFT with an annualized return of 3.61%, while EFT has yielded a comparatively higher 5.43% annualized return.
BKLN
0.43%
0.18%
1.88%
6.28%
5.99%
3.61%
EFT
-3.95%
-2.67%
-4.08%
-1.02%
11.45%
5.43%
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Risk-Adjusted Performance
BKLN vs. EFT — Risk-Adjusted Performance Rank
BKLN
EFT
BKLN vs. EFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Loan ETF (BKLN) and Eaton Vance Floating-Rate Income Trust (EFT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BKLN vs. EFT - Dividend Comparison
BKLN's dividend yield for the trailing twelve months is around 8.08%, less than EFT's 10.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKLN Invesco Senior Loan ETF | 8.08% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.84% | 4.52% | 3.50% | 4.54% | 4.12% | 4.12% |
EFT Eaton Vance Floating-Rate Income Trust | 10.61% | 10.52% | 11.09% | 9.14% | 5.26% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% |
Drawdowns
BKLN vs. EFT - Drawdown Comparison
The maximum BKLN drawdown since its inception was -24.17%, smaller than the maximum EFT drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for BKLN and EFT. For additional features, visit the drawdowns tool.
Volatility
BKLN vs. EFT - Volatility Comparison
The current volatility for Invesco Senior Loan ETF (BKLN) is 3.41%, while Eaton Vance Floating-Rate Income Trust (EFT) has a volatility of 11.18%. This indicates that BKLN experiences smaller price fluctuations and is considered to be less risky than EFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.