EFT vs. QUAL
Compare and contrast key facts about Eaton Vance Floating-Rate Income Trust (EFT) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
QUAL is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality Index. It was launched on Jul 16, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFT or QUAL.
Correlation
The correlation between EFT and QUAL is 0.20, 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. QUAL - Performance Comparison
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Key characteristics
EFT:
14.17%
QUAL:
10.80%
EFT:
-60.58%
QUAL:
-0.97%
EFT:
-8.90%
QUAL:
-0.45%
Returns By Period
EFT
-3.79%
3.99%
-5.01%
-1.00%
11.10%
5.70%
QUAL
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
EFT vs. QUAL — Risk-Adjusted Performance Rank
EFT
QUAL
EFT vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Income Trust (EFT) and iShares Edge MSCI USA Quality Factor ETF (QUAL). 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. QUAL - Dividend Comparison
EFT's dividend yield for the trailing twelve months is around 10.59%, while QUAL has not paid dividends to shareholders.
| 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% | 9.10% | 5.24% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EFT vs. QUAL - Drawdown Comparison
The maximum EFT drawdown since its inception was -60.58%, which is greater than QUAL's maximum drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for EFT and QUAL. For additional features, visit the drawdowns tool.
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Volatility
EFT vs. QUAL - Volatility Comparison
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