EVGOX vs. BSV
Compare and contrast key facts about Eaton Vance Government Opportunities Fund (EVGOX) and Vanguard Short-Term Bond ETF (BSV).
EVGOX is managed by Eaton Vance. It was launched on Aug 23, 1984. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVGOX or BSV.
Correlation
The correlation between EVGOX and BSV is 0.56, 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
EVGOX vs. BSV - Performance Comparison
Key characteristics
EVGOX:
0.15
BSV:
1.71
EVGOX:
0.25
BSV:
2.52
EVGOX:
1.03
BSV:
1.32
EVGOX:
0.12
BSV:
1.43
EVGOX:
0.33
BSV:
5.64
EVGOX:
3.18%
BSV:
0.72%
EVGOX:
7.24%
BSV:
2.37%
EVGOX:
-17.65%
BSV:
-8.54%
EVGOX:
-5.14%
BSV:
-0.79%
Returns By Period
In the year-to-date period, EVGOX achieves a -0.77% return, which is significantly lower than BSV's 0.06% return. Over the past 10 years, EVGOX has underperformed BSV with an annualized return of 0.68%, while BSV has yielded a comparatively higher 1.56% annualized return.
EVGOX
-0.77%
-0.48%
-0.28%
1.62%
0.37%
0.68%
BSV
0.06%
0.31%
2.09%
4.08%
1.23%
1.56%
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EVGOX vs. BSV - Expense Ratio Comparison
EVGOX has a 1.05% expense ratio, which is higher than BSV's 0.04% expense ratio.
Risk-Adjusted Performance
EVGOX vs. BSV — Risk-Adjusted Performance Rank
EVGOX
BSV
EVGOX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Government Opportunities Fund (EVGOX) and Vanguard Short-Term Bond ETF (BSV). 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
EVGOX vs. BSV - Dividend Comparison
EVGOX's dividend yield for the trailing twelve months is around 5.74%, more than BSV's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVGOX Eaton Vance Government Opportunities Fund | 5.74% | 5.69% | 5.47% | 2.77% | 1.78% | 2.18% | 3.26% | 3.35% | 3.55% | 3.30% | 3.81% | 4.16% |
BSV Vanguard Short-Term Bond ETF | 3.38% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
EVGOX vs. BSV - Drawdown Comparison
The maximum EVGOX drawdown since its inception was -17.65%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for EVGOX and BSV. For additional features, visit the drawdowns tool.
Volatility
EVGOX vs. BSV - Volatility Comparison
Eaton Vance Government Opportunities Fund (EVGOX) has a higher volatility of 2.21% compared to Vanguard Short-Term Bond ETF (BSV) at 0.68%. This indicates that EVGOX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.