EITGX vs. VOOG
Compare and contrast key facts about Eaton Vance Tax Managed Growth 1.2 Fund (EITGX) and Vanguard S&P 500 Growth ETF (VOOG).
EITGX is managed by BlackRock. It was launched on Feb 28, 2001. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
EITGX vs. VOOG - Performance Comparison
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EITGX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EITGX Eaton Vance Tax Managed Growth 1.2 Fund | -5.59% | 16.79% | 25.27% | 28.37% | -20.01% | 24.78% | 23.13% | 29.50% | -5.19% | 22.44% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, EITGX achieves a -5.59% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, EITGX has underperformed VOOG with an annualized return of 13.56%, while VOOG has yielded a comparatively higher 15.86% annualized return.
EITGX
- 1D
- 3.16%
- 1M
- -5.07%
- YTD
- -5.59%
- 6M
- -3.37%
- 1Y
- 14.39%
- 3Y*
- 17.88%
- 5Y*
- 10.68%
- 10Y*
- 13.56%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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EITGX vs. VOOG - Expense Ratio Comparison
EITGX has a 0.63% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
EITGX vs. VOOG — Risk / Return Rank
EITGX
VOOG
EITGX vs. VOOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax Managed Growth 1.2 Fund (EITGX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
| EITGX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.05 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.62 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.76 | -0.44 |
Martin ratioReturn relative to average drawdown | 5.60 | 6.81 | -1.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EITGX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.05 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.84 | -0.39 |
Correlation
The correlation between EITGX and VOOG is 0.95, 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.
Dividends
EITGX vs. VOOG - Dividend Comparison
EITGX's dividend yield for the trailing twelve months is around 2.49%, more than VOOG's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EITGX Eaton Vance Tax Managed Growth 1.2 Fund | 2.49% | 2.35% | 1.74% | 0.67% | 0.74% | 0.39% | 0.69% | 0.92% | 1.04% | 0.97% | 1.14% | 1.18% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
EITGX vs. VOOG - Drawdown Comparison
The maximum EITGX drawdown since its inception was -51.96%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for EITGX and VOOG.
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Drawdown Indicators
| EITGX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.96% | -32.73% | -19.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -13.71% | +2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -32.73% | +6.77% |
Max Drawdown (10Y)Largest decline over 10 years | -32.97% | -32.73% | -0.24% |
Current DrawdownCurrent decline from peak | -7.71% | -9.07% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -5.01% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.54% | -0.78% |
Volatility
EITGX vs. VOOG - Volatility Comparison
The current volatility for Eaton Vance Tax Managed Growth 1.2 Fund (EITGX) is 5.71%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that EITGX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EITGX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 7.28% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 12.68% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 22.28% | -3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 21.16% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 20.65% | -2.34% |