EIBAX vs. BND
Compare and contrast key facts about Eaton Vance Total Return Bond Fund (EIBAX) and Vanguard Total Bond Market ETF (BND).
EIBAX is managed by Eaton Vance. It was launched on Nov 17, 2009. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIBAX or BND.
Correlation
The correlation between EIBAX and BND is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EIBAX vs. BND - Performance Comparison
Key characteristics
EIBAX:
1.63
BND:
1.30
EIBAX:
2.46
BND:
1.89
EIBAX:
1.30
BND:
1.23
EIBAX:
0.83
BND:
0.51
EIBAX:
5.13
BND:
3.35
EIBAX:
1.57%
BND:
2.05%
EIBAX:
4.92%
BND:
5.31%
EIBAX:
-17.38%
BND:
-18.84%
EIBAX:
-2.07%
BND:
-7.18%
Returns By Period
In the year-to-date period, EIBAX achieves a 1.73% return, which is significantly lower than BND's 2.40% return. Over the past 10 years, EIBAX has outperformed BND with an annualized return of 2.65%, while BND has yielded a comparatively lower 1.37% annualized return.
EIBAX
1.73%
-0.39%
1.60%
7.93%
3.26%
2.65%
BND
2.40%
0.12%
1.40%
6.96%
-0.91%
1.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EIBAX vs. BND - Expense Ratio Comparison
EIBAX has a 0.49% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
EIBAX vs. BND — Risk-Adjusted Performance Rank
EIBAX
BND
EIBAX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond Fund (EIBAX) and Vanguard Total Bond Market ETF (BND). 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
EIBAX vs. BND - Dividend Comparison
EIBAX's dividend yield for the trailing twelve months is around 4.97%, more than BND's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIBAX Eaton Vance Total Return Bond Fund | 4.97% | 5.57% | 5.38% | 4.07% | 2.89% | 3.60% | 3.89% | 4.17% | 3.57% | 3.91% | 4.30% | 4.58% |
BND Vanguard Total Bond Market ETF | 3.70% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
EIBAX vs. BND - Drawdown Comparison
The maximum EIBAX drawdown since its inception was -17.38%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for EIBAX and BND. For additional features, visit the drawdowns tool.
Volatility
EIBAX vs. BND - Volatility Comparison
The current volatility for Eaton Vance Total Return Bond Fund (EIBAX) is 1.95%, while Vanguard Total Bond Market ETF (BND) has a volatility of 2.18%. This indicates that EIBAX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.