EADIX vs. BIZD

In the year-to-date period, EADIX achieves a 6.67% return, which is significantly higher than BIZD's -0.39% return. Over the past 10 years, EADIX has underperformed BIZD with an annualized return of 8.38%, while BIZD has yielded a comparatively higher 9.08% annualized return.

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EADIX has a 1.18% expense ratio, which is lower than BIZD's 10.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Global Dividend Income Fund (EADIX) and VanEck Vectors BDC Income ETF (BIZD). 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.

The current EADIX Sharpe Ratio is 0.35, which is higher than the BIZD Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of EADIX and BIZD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EADIX's dividend yield for the trailing twelve months is around 3.99%, less than BIZD's 11.10% yield.

The maximum EADIX drawdown since its inception was -52.46%, smaller than the maximum BIZD drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for EADIX and BIZD.

The current volatility for Eaton Vance Tax-Managed Global Dividend Income Fund (EADIX) is 4.23%, while VanEck Vectors BDC Income ETF (BIZD) has a volatility of 5.27%. This indicates that EADIX experiences smaller price fluctuations and is considered to be less risky than BIZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.