EADOX vs. VOO
Compare and contrast key facts about Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Vanguard S&P 500 ETF (VOO).
EADOX is managed by Eaton Vance. It was launched on Sep 3, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EADOX or VOO.
Correlation
The correlation between EADOX and VOO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EADOX vs. VOO - Performance Comparison
Key characteristics
EADOX:
5.24
VOO:
1.81
EADOX:
8.53
VOO:
2.44
EADOX:
2.39
VOO:
1.33
EADOX:
9.03
VOO:
2.74
EADOX:
39.65
VOO:
11.43
EADOX:
0.40%
VOO:
2.02%
EADOX:
3.06%
VOO:
12.77%
EADOX:
-19.15%
VOO:
-33.99%
EADOX:
0.00%
VOO:
-0.72%
Returns By Period
The year-to-date returns for both stocks are quite close, with EADOX having a 3.36% return and VOO slightly lower at 3.31%.
EADOX
3.36%
2.32%
8.39%
16.03%
5.63%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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EADOX vs. VOO - Expense Ratio Comparison
EADOX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EADOX vs. VOO — Risk-Adjusted Performance Rank
EADOX
VOO
EADOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Vanguard S&P 500 ETF (VOO). 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
EADOX vs. VOO - Dividend Comparison
EADOX's dividend yield for the trailing twelve months is around 8.12%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 8.12% | 8.33% | 8.79% | 8.92% | 7.53% | 7.39% | 7.56% | 7.84% | 7.62% | 4.05% | 1.37% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EADOX vs. VOO - Drawdown Comparison
The maximum EADOX drawdown since its inception was -19.15%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EADOX and VOO. For additional features, visit the drawdowns tool.
Volatility
EADOX vs. VOO - Volatility Comparison
The current volatility for Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) is 0.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.40%. This indicates that EADOX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.