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 0.68, 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
EFT vs. EFR - Performance Comparison
Key characteristics
EFT:
1.26
EFR:
1.18
EFT:
1.74
EFR:
1.58
EFT:
1.24
EFR:
1.22
EFT:
2.08
EFR:
1.65
EFT:
7.19
EFR:
6.84
EFT:
1.65%
EFR:
1.53%
EFT:
9.45%
EFR:
8.91%
EFT:
-60.58%
EFR:
-60.55%
EFT:
-1.74%
EFR:
-2.25%
Fundamentals
EFT:
$348.54M
EFR:
$379.91M
EFT:
$1.44
EFR:
$1.69
EFT:
9.15
EFR:
7.70
EFT:
0.00
EFR:
0.00
EFT:
$27.79M
EFR:
$14.48M
EFT:
$27.79M
EFR:
$14.48M
EFT:
-$1.81M
EFR:
$2.59M
Returns By Period
In the year-to-date period, EFT achieves a 3.77% return, which is significantly higher than EFR's 2.44% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: EFT at 6.58% and EFR at 6.58%.
EFT
3.77%
-1.31%
5.55%
10.00%
8.77%
6.58%
EFR
2.44%
-1.06%
6.03%
9.44%
8.32%
6.58%
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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.
Dividends
EFT vs. EFR - Dividend Comparison
EFT's dividend yield for the trailing twelve months is around 10.03%, less than EFR's 10.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFT Eaton Vance Floating-Rate Income Trust | 10.03% | 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 | 10.22% | 9.76% | 9.42% | 9.63% | 5.60% | 5.87% | 7.34% | 7.46% | 5.43% | 5.82% | 7.59% | 6.14% |
Drawdowns
EFT vs. EFR - Drawdown Comparison
The maximum EFT drawdown since its inception was -60.58%, roughly equal to the maximum EFR drawdown of -60.55%. Use the drawdown chart below to compare losses from any high point for EFT and EFR. For additional features, visit the drawdowns tool.
Volatility
EFT vs. EFR - Volatility Comparison
Eaton Vance Floating-Rate Income Trust (EFT) and Eaton Vance Senior Floating-Rate Trust (EFR) have volatilities of 1.98% and 2.07%, 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
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