EFR vs. EFT
Compare and contrast key facts about Eaton Vance Senior Floating-Rate Trust (EFR) and Eaton Vance Floating-Rate Income Trust (EFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFR or EFT.
Correlation
The correlation between EFR and EFT is 0.31, 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
EFR vs. EFT - Performance Comparison
Key characteristics
EFR:
-0.06
EFT:
-0.03
EFR:
0.01
EFT:
0.05
EFR:
1.00
EFT:
1.01
EFR:
-0.04
EFT:
-0.03
EFR:
-0.19
EFT:
-0.12
EFR:
4.22%
EFT:
4.15%
EFR:
13.37%
EFT:
14.16%
EFR:
-60.57%
EFT:
-60.58%
EFR:
-9.13%
EFT:
-8.90%
Fundamentals
EFR:
$350.60M
EFT:
$320.78M
EFR:
$1.55
EFT:
$1.44
EFR:
7.71
EFT:
8.42
EFR:
0.00
EFT:
0.00
EFR:
6.18
EFT:
5.96
EFR:
0.93
EFT:
0.92
Returns By Period
In the year-to-date period, EFR achieves a -4.76% return, which is significantly lower than EFT's -3.79% return. Both investments have delivered pretty close results over the past 10 years, with EFR having a 5.61% annualized return and EFT not far ahead at 5.62%.
EFR
-4.76%
11.23%
-3.41%
-1.04%
11.08%
5.61%
EFT
-3.79%
10.41%
-3.78%
-1.15%
11.08%
5.62%
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Risk-Adjusted Performance
EFR vs. EFT — Risk-Adjusted Performance Rank
EFR
EFT
EFR vs. EFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Floating-Rate Trust (EFR) 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
EFR vs. EFT - Dividend Comparison
EFR's dividend yield for the trailing twelve months is around 10.66%, which matches EFT's 10.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 10.66% | 9.76% | 9.42% | 9.65% | 5.62% | 5.87% | 7.34% | 7.46% | 5.42% | 5.80% | 7.55% | 6.11% |
EFT Eaton Vance Floating-Rate Income Trust | 10.59% | 10.52% | 11.09% | 9.10% | 5.24% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% |
Drawdowns
EFR vs. EFT - Drawdown Comparison
The maximum EFR drawdown since its inception was -60.57%, roughly equal to the maximum EFT drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for EFR and EFT. For additional features, visit the drawdowns tool.
Volatility
EFR vs. EFT - Volatility Comparison
The current volatility for Eaton Vance Senior Floating-Rate Trust (EFR) is 6.23%, while Eaton Vance Floating-Rate Income Trust (EFT) has a volatility of 7.11%. This indicates that EFR 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.
Financials
EFR vs. EFT - Financials Comparison
This section allows you to compare key financial metrics between Eaton Vance Senior Floating-Rate Trust and Eaton Vance Floating-Rate Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities