EVF vs. SPYI

In the year-to-date period, EVF achieves a -4.57% return, which is significantly lower than SPYI's 1.48% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Income Trust (EVF) and NEOS S&P 500 High Income ETF (SPYI). 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 EVF Sharpe Ratio is -0.18, which is lower than the SPYI Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of EVF and SPYI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EVF's dividend yield for the trailing twelve months is around 10.66%, less than SPYI's 12.54% yield.

The maximum EVF drawdown since its inception was -62.17%, which is greater than SPYI's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for EVF and SPYI.

The current volatility for Eaton Vance Senior Income Trust (EVF) is 2.55%, while NEOS S&P 500 High Income ETF (SPYI) has a volatility of 3.21%. This indicates that EVF experiences smaller price fluctuations and is considered to be less risky than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.