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 Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EITGX or VOOG.
Correlation
The correlation between EITGX and VOOG is 0.94, 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
EITGX vs. VOOG - Performance Comparison
Key characteristics
EITGX:
1.74
VOOG:
1.75
EITGX:
2.37
VOOG:
2.30
EITGX:
1.32
VOOG:
1.32
EITGX:
2.55
VOOG:
2.45
EITGX:
10.15
VOOG:
9.48
EITGX:
2.20%
VOOG:
3.32%
EITGX:
12.81%
VOOG:
18.01%
EITGX:
-51.96%
VOOG:
-32.73%
EITGX:
0.00%
VOOG:
0.00%
Returns By Period
In the year-to-date period, EITGX achieves a 5.67% return, which is significantly higher than VOOG's 5.17% return. Over the past 10 years, EITGX has underperformed VOOG with an annualized return of 12.91%, while VOOG has yielded a comparatively higher 15.29% annualized return.
EITGX
5.67%
3.74%
8.89%
23.54%
14.91%
12.91%
VOOG
5.17%
2.81%
13.79%
33.83%
16.79%
15.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EITGX vs. VOOG - Expense Ratio Comparison
EITGX has a 0.63% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
EITGX vs. VOOG — Risk-Adjusted Performance Rank
EITGX
VOOG
EITGX vs. VOOG - Risk-Adjusted Performance 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.
Dividends
EITGX vs. VOOG - Dividend Comparison
EITGX's dividend yield for the trailing twelve months is around 0.39%, less than VOOG's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EITGX Eaton Vance Tax Managed Growth 1.2 Fund | 0.39% | 0.42% | 0.67% | 0.74% | 0.39% | 0.69% | 0.92% | 1.04% | 0.97% | 1.14% | 1.19% | 1.14% |
VOOG Vanguard S&P 500 Growth ETF | 0.46% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
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. For additional features, visit the drawdowns tool.
Volatility
EITGX vs. VOOG - Volatility Comparison
The current volatility for Eaton Vance Tax Managed Growth 1.2 Fund (EITGX) is 2.89%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. 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.