EIBAX vs. EVTR
Compare and contrast key facts about Eaton Vance Total Return Bond Fund (EIBAX) and Eaton Vance Total Return Bond ETF (EVTR).
EIBAX is managed by Eaton Vance. It was launched on Nov 17, 2009. EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIBAX or EVTR.
Correlation
The correlation between EIBAX and EVTR is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EIBAX vs. EVTR - Performance Comparison
Key characteristics
EIBAX:
4.85%
EVTR:
4.78%
EIBAX:
-17.38%
EVTR:
-4.08%
EIBAX:
-2.57%
EVTR:
-1.91%
Returns By Period
The year-to-date returns for both stocks are quite close, with EIBAX having a 1.21% return and EVTR slightly lower at 1.16%.
EIBAX
1.21%
1.41%
0.73%
6.91%
0.90%
2.72%
EVTR
1.16%
1.08%
0.18%
N/A
N/A
N/A
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EIBAX vs. EVTR - Expense Ratio Comparison
EIBAX has a 0.49% expense ratio, which is higher than EVTR's 0.32% expense ratio.
Risk-Adjusted Performance
EIBAX vs. EVTR — Risk-Adjusted Performance Rank
EIBAX
EVTR
EIBAX vs. EVTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond Fund (EIBAX) and Eaton Vance Total Return Bond ETF (EVTR). 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.
Not enough dataDividends
EIBAX vs. EVTR - Dividend Comparison
EIBAX's dividend yield for the trailing twelve months is around 5.50%, more than EVTR's 4.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIBAX Eaton Vance Total Return Bond Fund | 5.50% | 5.57% | 5.38% | 4.07% | 2.89% | 3.60% | 3.89% | 4.17% | 3.57% | 3.91% | 4.30% | 4.58% |
EVTR Eaton Vance Total Return Bond ETF | 4.60% | 4.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EIBAX vs. EVTR - Drawdown Comparison
The maximum EIBAX drawdown since its inception was -17.38%, which is greater than EVTR's maximum drawdown of -4.08%. Use the drawdown chart below to compare losses from any high point for EIBAX and EVTR. For additional features, visit the drawdowns tool.
Volatility
EIBAX vs. EVTR - Volatility Comparison
Eaton Vance Total Return Bond Fund (EIBAX) and Eaton Vance Total Return Bond ETF (EVTR) have volatilities of 1.19% and 1.22%, 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.