EVIFX vs. VOO
Compare and contrast key facts about Eaton Vance Balanced Fund (EVIFX) and Vanguard S&P 500 ETF (VOO).
EVIFX is managed by Eaton Vance. It was launched on Apr 1, 1932. 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.
Performance
EVIFX vs. VOO - Performance Comparison
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EVIFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVIFX Eaton Vance Balanced Fund | -4.13% | 11.01% | 19.05% | 16.05% | -15.61% | 13.97% | 14.22% | 26.25% | -3.42% | 13.53% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, EVIFX achieves a -4.13% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, EVIFX has underperformed VOO with an annualized return of 8.66%, while VOO has yielded a comparatively higher 14.14% annualized return.
EVIFX
- 1D
- 1.97%
- 1M
- -3.90%
- YTD
- -4.13%
- 6M
- -2.91%
- 1Y
- 8.36%
- 3Y*
- 12.03%
- 5Y*
- 6.58%
- 10Y*
- 8.66%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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EVIFX vs. VOO - Expense Ratio Comparison
EVIFX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
EVIFX vs. VOO — Risk / Return Rank
EVIFX
VOO
EVIFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Balanced Fund (EVIFX) 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.
| EVIFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.01 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.53 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.55 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.86 | 7.31 | -2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVIFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.01 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.71 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.79 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.35 |
Correlation
The correlation between EVIFX and VOO is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EVIFX vs. VOO - Dividend Comparison
EVIFX's dividend yield for the trailing twelve months is around 5.35%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVIFX Eaton Vance Balanced Fund | 5.35% | 5.13% | 5.48% | 2.01% | 5.77% | 8.22% | 2.71% | 5.84% | 6.50% | 4.68% | 1.84% | 6.07% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
EVIFX vs. VOO - Drawdown Comparison
The maximum EVIFX drawdown since its inception was -42.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EVIFX and VOO.
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Drawdown Indicators
| EVIFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.70% | -33.99% | -8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.76% | -11.98% | +4.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -24.52% | -0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -24.94% | -33.99% | +9.05% |
Current DrawdownCurrent decline from peak | -5.35% | -5.55% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -3.72% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.55% | -0.63% |
Volatility
EVIFX vs. VOO - Volatility Comparison
The current volatility for Eaton Vance Balanced Fund (EVIFX) is 4.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that EVIFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVIFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 5.34% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 9.47% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.54% | 18.11% | -6.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.07% | 16.82% | -4.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.61% | 17.99% | -6.38% |