ETGIX vs. DIVO

In the year-to-date period, ETGIX achieves a -4.27% return, which is significantly lower than DIVO's 1.69% return.

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ETGIX has a 1.57% expense ratio, which is higher than DIVO's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Greater India Fund (ETGIX) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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.

The current ETGIX Sharpe Ratio is 0.08, which is lower than the DIVO Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of ETGIX and DIVO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETGIX has not paid dividends to shareholders, while DIVO's dividend yield for the trailing twelve months is around 4.82%.

The maximum ETGIX drawdown since its inception was -76.44%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for ETGIX and DIVO. For additional features, visit the drawdowns tool.

Eaton Vance Greater India Fund (ETGIX) has a higher volatility of 5.28% compared to Amplify CWP Enhanced Dividend Income ETF (DIVO) at 4.67%. This indicates that ETGIX's price experiences larger fluctuations and is considered to be riskier than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.