ETGIX vs. VOO
Compare and contrast key facts about Eaton Vance Greater India Fund (ETGIX) and Vanguard S&P 500 ETF (VOO).
ETGIX is managed by Eaton Vance. It was launched on May 1, 1994. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: ETGIX or VOO.
Correlation
The correlation between ETGIX and VOO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ETGIX vs. VOO - Performance Comparison
Key characteristics
ETGIX:
0.43
VOO:
1.88
ETGIX:
0.65
VOO:
2.52
ETGIX:
1.09
VOO:
1.35
ETGIX:
0.19
VOO:
2.83
ETGIX:
1.23
VOO:
11.96
ETGIX:
4.92%
VOO:
2.00%
ETGIX:
14.10%
VOO:
12.70%
ETGIX:
-76.44%
VOO:
-33.99%
ETGIX:
-26.65%
VOO:
-3.91%
Returns By Period
In the year-to-date period, ETGIX achieves a -4.69% return, which is significantly lower than VOO's -0.66% return. Over the past 10 years, ETGIX has underperformed VOO with an annualized return of 3.58%, while VOO has yielded a comparatively higher 13.26% annualized return.
ETGIX
-4.69%
-8.62%
-11.56%
4.92%
2.10%
3.58%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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ETGIX vs. VOO - Expense Ratio Comparison
ETGIX has a 1.57% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ETGIX vs. VOO — Risk-Adjusted Performance Rank
ETGIX
VOO
ETGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Greater India Fund (ETGIX) and Vanguard S&P 500 ETF (VOO). 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
ETGIX vs. VOO - Dividend Comparison
ETGIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGIX Eaton Vance Greater India Fund | 0.00% | 0.00% | 0.00% | 2.45% | 0.00% | 0.00% | 0.00% | 1.17% | 3.32% | 0.56% | 0.80% | 1.87% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ETGIX vs. VOO - Drawdown Comparison
The maximum ETGIX drawdown since its inception was -76.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ETGIX and VOO. For additional features, visit the drawdowns tool.
Volatility
ETGIX vs. VOO - Volatility Comparison
Eaton Vance Greater India Fund (ETGIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.70% and 4.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.