EIFAX vs. NUHY
Compare and contrast key facts about Eaton Vance Floating-Rate Advantage Fund (EIFAX) and Nuveen ESG High Yield Corporate Bond ETF (NUHY).
EIFAX is managed by Eaton Vance. It was launched on Mar 16, 2008. NUHY is a passively managed fund by Nuveen that tracks the performance of the Bloomberg Barclays MSCI US Aggregate ESG Select Index. It was launched on Sep 25, 2019.
Performance
EIFAX vs. NUHY - Performance Comparison
Loading graphics...
EIFAX vs. NUHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIFAX Eaton Vance Floating-Rate Advantage Fund | -1.88% | 4.54% | 8.91% | 11.86% | -2.98% | 5.41% | 1.90% | 2.48% |
NUHY Nuveen ESG High Yield Corporate Bond ETF | -0.50% | 9.12% | 7.26% | 11.18% | -11.80% | 2.46% | 4.14% | 2.21% |
Returns By Period
In the year-to-date period, EIFAX achieves a -1.88% return, which is significantly lower than NUHY's -0.50% return.
EIFAX
- 1D
- 0.11%
- 1M
- -0.32%
- YTD
- -1.88%
- 6M
- -1.19%
- 1Y
- 2.70%
- 3Y*
- 6.43%
- 5Y*
- 4.64%
- 10Y*
- 5.15%
NUHY
- 1D
- 0.43%
- 1M
- -0.90%
- YTD
- -0.50%
- 6M
- 0.82%
- 1Y
- 6.99%
- 3Y*
- 7.78%
- 5Y*
- 3.21%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EIFAX vs. NUHY - Expense Ratio Comparison
EIFAX has a 0.47% expense ratio, which is higher than NUHY's 0.30% expense ratio.
Return for Risk
EIFAX vs. NUHY — Risk / Return Rank
EIFAX
NUHY
EIFAX vs. NUHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Advantage Fund (EIFAX) and Nuveen ESG High Yield Corporate Bond ETF (NUHY). 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.
| EIFAX | NUHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.25 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.78 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.83 | -0.61 |
Martin ratioReturn relative to average drawdown | 3.93 | 8.64 | -4.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EIFAX | NUHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.25 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.50 | 0.44 | +1.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.16 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.40 | +0.77 |
Correlation
The correlation between EIFAX and NUHY is 0.32, 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.
Dividends
EIFAX vs. NUHY - Dividend Comparison
EIFAX's dividend yield for the trailing twelve months is around 7.40%, more than NUHY's 6.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFAX Eaton Vance Floating-Rate Advantage Fund | 7.40% | 8.09% | 8.91% | 7.02% | 5.92% | 4.03% | 4.51% | 5.58% | 5.10% | 4.46% | 5.02% | 5.29% |
NUHY Nuveen ESG High Yield Corporate Bond ETF | 6.63% | 6.51% | 6.59% | 6.64% | 6.36% | 4.88% | 5.10% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EIFAX vs. NUHY - Drawdown Comparison
The maximum EIFAX drawdown since its inception was -40.28%, which is greater than NUHY's maximum drawdown of -20.14%. Use the drawdown chart below to compare losses from any high point for EIFAX and NUHY.
Loading graphics...
Drawdown Indicators
| EIFAX | NUHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.28% | -20.14% | -20.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.45% | -3.96% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -7.63% | -16.92% | +9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -24.22% | — | — |
Current DrawdownCurrent decline from peak | -2.18% | -1.34% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -3.61% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.84% | -0.05% |
Volatility
EIFAX vs. NUHY - Volatility Comparison
The current volatility for Eaton Vance Floating-Rate Advantage Fund (EIFAX) is 0.85%, while Nuveen ESG High Yield Corporate Bond ETF (NUHY) has a volatility of 2.20%. This indicates that EIFAX experiences smaller price fluctuations and is considered to be less risky than NUHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EIFAX | NUHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 2.20% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 2.85% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 5.61% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.10% | 7.29% | -4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 8.59% | -4.14% |