EACAX vs. VTI
Compare and contrast key facts about Eaton Vance California Municipal Opportunities Fund (EACAX) and Vanguard Total Stock Market ETF (VTI).
EACAX is managed by Eaton Vance. It was launched on May 26, 1994. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EACAX or VTI.
Correlation
The correlation between EACAX and VTI is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EACAX vs. VTI - Performance Comparison
Key characteristics
EACAX:
0.18
VTI:
0.66
EACAX:
0.27
VTI:
1.06
EACAX:
1.05
VTI:
1.16
EACAX:
0.16
VTI:
0.69
EACAX:
0.63
VTI:
2.68
EACAX:
1.64%
VTI:
4.96%
EACAX:
5.75%
VTI:
20.01%
EACAX:
-25.91%
VTI:
-55.45%
EACAX:
-3.69%
VTI:
-8.22%
Returns By Period
In the year-to-date period, EACAX achieves a -2.25% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, EACAX has underperformed VTI with an annualized return of 2.17%, while VTI has yielded a comparatively higher 11.67% annualized return.
EACAX
-2.25%
-2.86%
-2.00%
0.63%
1.01%
2.17%
VTI
-4.01%
11.57%
-0.93%
10.81%
15.96%
11.67%
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EACAX vs. VTI - Expense Ratio Comparison
EACAX has a 0.71% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
EACAX vs. VTI — Risk-Adjusted Performance Rank
EACAX
VTI
EACAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance California Municipal Opportunities Fund (EACAX) and Vanguard Total Stock Market ETF (VTI). 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
EACAX vs. VTI - Dividend Comparison
EACAX's dividend yield for the trailing twelve months is around 3.13%, more than VTI's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EACAX Eaton Vance California Municipal Opportunities Fund | 3.13% | 3.34% | 3.18% | 2.08% | 1.18% | 1.78% | 2.30% | 2.62% | 2.53% | 2.75% | 3.52% | 3.79% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
EACAX vs. VTI - Drawdown Comparison
The maximum EACAX drawdown since its inception was -25.91%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for EACAX and VTI. For additional features, visit the drawdowns tool.
Volatility
EACAX vs. VTI - Volatility Comparison
The current volatility for Eaton Vance California Municipal Opportunities Fund (EACAX) is 4.62%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 13.76%. This indicates that EACAX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.