EFT vs. EFR
Compare and contrast key facts about Eaton Vance Floating-Rate Income Trust (EFT) and Eaton Vance Senior Floating-Rate Trust (EFR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFT or EFR.
Correlation
The correlation between EFT and EFR 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
EFT vs. EFR - Performance Comparison
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Key characteristics
EFT:
-0.08
EFR:
-0.06
EFT:
-0.01
EFR:
-0.02
EFT:
1.00
EFR:
1.00
EFT:
-0.07
EFR:
-0.06
EFT:
-0.27
EFR:
-0.26
EFT:
4.23%
EFR:
4.30%
EFT:
14.17%
EFR:
13.32%
EFT:
-60.58%
EFR:
-60.57%
EFT:
-8.90%
EFR:
-9.20%
Fundamentals
EFT:
$319.19M
EFR:
$346.79M
EFT:
$1.44
EFR:
$1.55
EFT:
8.38
EFR:
7.63
EFT:
0.00
EFR:
0.00
EFT:
5.93
EFR:
6.10
EFT:
0.91
EFR:
0.92
Returns By Period
In the year-to-date period, EFT achieves a -3.79% return, which is significantly higher than EFR's -4.84% return. Both investments have delivered pretty close results over the past 10 years, with EFT having a 5.68% annualized return and EFR not far ahead at 5.72%.
EFT
-3.79%
5.07%
-5.01%
-1.00%
11.12%
5.68%
EFR
-4.84%
5.81%
-4.02%
-1.12%
11.14%
5.72%
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Risk-Adjusted Performance
EFT vs. EFR — Risk-Adjusted Performance Rank
EFT
EFR
EFT vs. EFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Income Trust (EFT) and Eaton Vance Senior Floating-Rate Trust (EFR). 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. EFR - Dividend Comparison
EFT's dividend yield for the trailing twelve months is around 10.59%, which matches EFR's 10.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFT Eaton Vance Floating-Rate Income Trust | 10.59% | 10.52% | 11.09% | 9.14% | 5.26% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% |
EFR Eaton Vance Senior Floating-Rate Trust | 10.67% | 9.76% | 9.42% | 9.65% | 5.62% | 5.87% | 7.34% | 7.46% | 5.42% | 5.80% | 7.55% | 6.11% |
Drawdowns
EFT vs. EFR - Drawdown Comparison
The maximum EFT drawdown since its inception was -60.58%, roughly equal to the maximum EFR drawdown of -60.57%. Use the drawdown chart below to compare losses from any high point for EFT and EFR. For additional features, visit the drawdowns tool.
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Volatility
EFT vs. EFR - Volatility Comparison
Eaton Vance Floating-Rate Income Trust (EFT) has a higher volatility of 3.88% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 3.55%. This indicates that EFT's price experiences larger fluctuations and is considered to be riskier than EFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
EFT vs. EFR - Financials Comparison
This section allows you to compare key financial metrics between Eaton Vance Floating-Rate Income Trust and Eaton Vance Senior Floating-Rate 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