EFT vs. ARCC
Compare and contrast key facts about Eaton Vance Floating-Rate Income Trust (EFT) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFT or ARCC.
Correlation
The correlation between EFT and ARCC is 0.33, 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
EFT vs. ARCC - Performance Comparison
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Key characteristics
EFT:
-0.00
ARCC:
0.59
EFT:
0.01
ARCC:
1.05
EFT:
1.00
ARCC:
1.16
EFT:
-0.05
ARCC:
0.74
EFT:
-0.21
ARCC:
2.95
EFT:
4.25%
ARCC:
4.68%
EFT:
14.21%
ARCC:
20.67%
EFT:
-60.58%
ARCC:
-79.40%
EFT:
-8.00%
ARCC:
-7.25%
Fundamentals
EFT:
$319.19M
ARCC:
$14.52B
EFT:
$1.44
ARCC:
$2.04
EFT:
8.38
ARCC:
10.32
EFT:
0.00
ARCC:
3.95
EFT:
5.93
ARCC:
4.81
EFT:
0.91
ARCC:
1.06
EFT:
$39.96M
ARCC:
$2.13B
EFT:
$39.96M
ARCC:
$2.04B
EFT:
-$902.57K
ARCC:
$1.83B
Returns By Period
In the year-to-date period, EFT achieves a -2.83% return, which is significantly lower than ARCC's 0.89% return. Over the past 10 years, EFT has underperformed ARCC with an annualized return of 5.79%, while ARCC has yielded a comparatively higher 13.05% annualized return.
EFT
-2.83%
5.03%
-3.92%
-0.02%
11.43%
5.79%
ARCC
0.89%
8.44%
4.56%
12.06%
22.01%
13.05%
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Risk-Adjusted Performance
EFT vs. ARCC — Risk-Adjusted Performance Rank
EFT
ARCC
EFT vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Income Trust (EFT) and Ares Capital Corporation (ARCC). 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.
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Dividends
EFT vs. ARCC - Dividend Comparison
EFT's dividend yield for the trailing twelve months is around 10.48%, more than ARCC's 8.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFT Eaton Vance Floating-Rate Income Trust | 10.48% | 10.52% | 11.09% | 9.10% | 5.24% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% |
ARCC Ares Capital Corporation | 8.89% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
EFT vs. ARCC - Drawdown Comparison
The maximum EFT drawdown since its inception was -60.58%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for EFT and ARCC. For additional features, visit the drawdowns tool.
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Volatility
EFT vs. ARCC - Volatility Comparison
The current volatility for Eaton Vance Floating-Rate Income Trust (EFT) is 3.33%, while Ares Capital Corporation (ARCC) has a volatility of 6.75%. This indicates that EFT experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
EFT vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Eaton Vance Floating-Rate Income Trust and Ares Capital Corporation. 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
EFT vs. ARCC - Profitability Comparison
EFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Eaton Vance Floating-Rate Income Trust reported a gross profit of 13.03M and revenue of 13.03M. Therefore, the gross margin over that period was 100.0%.
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ares Capital Corporation reported a gross profit of 505.00M and revenue of 599.00M. Therefore, the gross margin over that period was 84.3%.
EFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Eaton Vance Floating-Rate Income Trust reported an operating income of 11.85M and revenue of 13.03M, resulting in an operating margin of 90.9%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ares Capital Corporation reported an operating income of 434.00M and revenue of 599.00M, resulting in an operating margin of 72.5%.
EFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Eaton Vance Floating-Rate Income Trust reported a net income of 7.32M and revenue of 13.03M, resulting in a net margin of 56.2%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ares Capital Corporation reported a net income of 365.00M and revenue of 599.00M, resulting in a net margin of 60.9%.