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 0.68, 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
EFR vs. EFT - Performance Comparison
Key characteristics
EFR:
1.02
EFT:
0.98
EFR:
1.38
EFT:
1.38
EFR:
1.19
EFT:
1.19
EFR:
1.44
EFT:
1.63
EFR:
6.09
EFT:
5.71
EFR:
1.50%
EFT:
1.63%
EFR:
8.93%
EFT:
9.50%
EFR:
-60.55%
EFT:
-60.58%
EFR:
-2.18%
EFT:
-2.34%
Fundamentals
EFR:
$379.91M
EFT:
$347.22M
EFR:
$1.69
EFT:
$1.44
EFR:
7.70
EFT:
9.12
EFR:
0.00
EFT:
0.00
EFR:
$14.48M
EFT:
$27.79M
EFR:
$14.48M
EFT:
$27.79M
EFR:
$2.59M
EFT:
-$1.81M
Returns By Period
In the year-to-date period, EFR achieves a 2.52% return, which is significantly lower than EFT's 3.14% return. Both investments have delivered pretty close results over the past 10 years, with EFR having a 6.69% annualized return and EFT not far behind at 6.53%.
EFR
2.52%
-0.30%
5.45%
9.70%
7.51%
6.69%
EFT
3.14%
-1.39%
4.91%
9.34%
7.36%
6.53%
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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 10.22%, more than EFT's 10.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 10.22% | 9.76% | 9.42% | 9.63% | 5.60% | 5.87% | 7.34% | 7.46% | 5.43% | 5.82% | 7.59% | 6.14% |
EFT Eaton Vance Floating-Rate Income Trust | 10.09% | 10.52% | 11.09% | 9.14% | 5.26% | 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 -60.55%, 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
Eaton Vance Senior Floating-Rate Trust (EFR) and Eaton Vance Floating-Rate Income Trust (EFT) have volatilities of 2.18% and 2.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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