EOI vs. VITPX
Compare and contrast key facts about Eaton Vance Enhanced Equity Income Fund (EOI) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
EOI is managed by Eaton Vance. It was launched on Oct 29, 2004. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
EOI vs. VITPX - Performance Comparison
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EOI vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EOI Eaton Vance Enhanced Equity Income Fund | -4.84% | 7.21% | 35.73% | 20.67% | -19.78% | 32.93% | 9.59% | 31.97% | -4.26% | 26.31% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, EOI achieves a -4.84% return, which is significantly lower than VITPX's -3.97% return. Over the past 10 years, EOI has underperformed VITPX with an annualized return of 12.39%, while VITPX has yielded a comparatively higher 13.67% annualized return.
EOI
- 1D
- 2.13%
- 1M
- -5.29%
- YTD
- -4.84%
- 6M
- -5.18%
- 1Y
- 10.41%
- 3Y*
- 17.08%
- 5Y*
- 10.83%
- 10Y*
- 12.39%
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
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EOI vs. VITPX - Expense Ratio Comparison
EOI has a 0.01% expense ratio, which is lower than VITPX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
EOI vs. VITPX — Risk / Return Rank
EOI
VITPX
EOI vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Enhanced Equity Income Fund (EOI) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.
| EOI | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.98 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.50 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.51 | -0.70 |
Martin ratioReturn relative to average drawdown | 2.76 | 7.25 | -4.49 |
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
| EOI | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.98 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.63 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.75 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.47 | -0.06 |
Correlation
The correlation between EOI and VITPX is 0.71, 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
EOI vs. VITPX - Dividend Comparison
EOI's dividend yield for the trailing twelve months is around 8.37%, more than VITPX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EOI Eaton Vance Enhanced Equity Income Fund | 8.37% | 7.81% | 7.38% | 7.93% | 8.80% | 5.83% | 6.66% | 6.78% | 8.01% | 7.15% | 8.36% | 7.73% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
EOI vs. VITPX - Drawdown Comparison
The maximum EOI drawdown since its inception was -53.72%, roughly equal to the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for EOI and VITPX.
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Drawdown Indicators
| EOI | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -55.28% | +1.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -12.41% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -25.31% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -40.01% | -34.99% | -5.02% |
Current DrawdownCurrent decline from peak | -7.30% | -6.21% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -7.42% | -8.07% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 2.59% | +1.28% |
Volatility
EOI vs. VITPX - Volatility Comparison
Eaton Vance Enhanced Equity Income Fund (EOI) has a higher volatility of 6.92% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 5.49%. This indicates that EOI's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EOI | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 5.49% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.36% | 9.79% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.26% | 18.61% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.61% | 17.37% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 18.40% | +1.48% |