EVHY vs. IDV
Compare and contrast key facts about Eaton Vance High Yield ETF (EVHY) and iShares International Select Dividend ETF (IDV).
EVHY and IDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EVHY is an actively managed fund by Eaton Vance. It was launched on Oct 16, 2023. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVHY or IDV.
Correlation
The correlation between EVHY and IDV 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
EVHY vs. IDV - Performance Comparison
Key characteristics
EVHY:
1.60
IDV:
1.40
EVHY:
2.42
IDV:
1.88
EVHY:
1.34
IDV:
1.27
EVHY:
2.10
IDV:
1.89
EVHY:
11.58
IDV:
4.96
EVHY:
0.67%
IDV:
4.53%
EVHY:
4.88%
IDV:
16.08%
EVHY:
-3.71%
IDV:
-70.14%
EVHY:
-1.26%
IDV:
-1.33%
Returns By Period
In the year-to-date period, EVHY achieves a 0.99% return, which is significantly lower than IDV's 14.30% return.
EVHY
0.99%
-1.02%
0.83%
7.82%
N/A
N/A
IDV
14.30%
-1.30%
6.92%
21.16%
12.70%
4.84%
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EVHY vs. IDV - Expense Ratio Comparison
EVHY has a 0.48% expense ratio, which is lower than IDV's 0.49% expense ratio.
Risk-Adjusted Performance
EVHY vs. IDV — Risk-Adjusted Performance Rank
EVHY
IDV
EVHY vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance High Yield ETF (EVHY) and iShares International Select Dividend ETF (IDV). 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
EVHY vs. IDV - Dividend Comparison
EVHY's dividend yield for the trailing twelve months is around 7.70%, more than IDV's 5.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVHY Eaton Vance High Yield ETF | 7.70% | 7.66% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDV iShares International Select Dividend ETF | 5.53% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% |
Drawdowns
EVHY vs. IDV - Drawdown Comparison
The maximum EVHY drawdown since its inception was -3.71%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for EVHY and IDV. For additional features, visit the drawdowns tool.
Volatility
EVHY vs. IDV - Volatility Comparison
The current volatility for Eaton Vance High Yield ETF (EVHY) is 3.54%, while iShares International Select Dividend ETF (IDV) has a volatility of 10.28%. This indicates that EVHY experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.