Correlation
The correlation between EVF and HDV is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
EVF vs. HDV
Compare and contrast key facts about Eaton Vance Senior Income Trust (EVF) and iShares Core High Dividend ETF (HDV).
HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVF or HDV.
Performance
EVF vs. HDV - Performance Comparison
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Key characteristics
EVF:
-0.18
HDV:
0.86
EVF:
-0.19
HDV:
1.06
EVF:
0.97
HDV:
1.15
EVF:
-0.17
HDV:
0.95
EVF:
-0.66
HDV:
2.96
EVF:
4.25%
HDV:
3.37%
EVF:
13.27%
HDV:
13.61%
EVF:
-62.17%
HDV:
-37.04%
EVF:
-7.63%
HDV:
-4.49%
Returns By Period
In the year-to-date period, EVF achieves a -4.74% return, which is significantly lower than HDV's 3.73% return. Over the past 10 years, EVF has underperformed HDV with an annualized return of 6.39%, while HDV has yielded a comparatively higher 8.11% annualized return.
EVF
-4.74%
0.96%
-6.01%
-2.35%
10.03%
10.66%
6.39%
HDV
3.73%
0.43%
-2.89%
11.65%
5.57%
10.68%
8.11%
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Risk-Adjusted Performance
EVF vs. HDV — Risk-Adjusted Performance Rank
EVF
HDV
EVF vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Income Trust (EVF) and iShares Core High Dividend ETF (HDV). 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.
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Dividends
EVF vs. HDV - Dividend Comparison
EVF's dividend yield for the trailing twelve months is around 10.67%, more than HDV's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVF Eaton Vance Senior Income Trust | 10.67% | 10.13% | 10.51% | 9.45% | 5.37% | 6.16% | 6.58% | 6.27% | 5.57% | 6.06% | 7.73% | 5.87% |
HDV iShares Core High Dividend ETF | 3.52% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
Drawdowns
EVF vs. HDV - Drawdown Comparison
The maximum EVF drawdown since its inception was -62.17%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for EVF and HDV.
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Volatility
EVF vs. HDV - Volatility Comparison
The current volatility for Eaton Vance Senior Income Trust (EVF) is 2.58%, while iShares Core High Dividend ETF (HDV) has a volatility of 3.62%. This indicates that EVF experiences smaller price fluctuations and is considered to be less risky than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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