EVMO vs. EVTR
Compare and contrast key facts about Eaton Vance Mortgage Opportunities ETF (EVMO) and Eaton Vance Total Return Bond ETF (EVTR).
EVMO and EVTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EVMO is an actively managed fund by Eaton Vance. It was launched on Aug 4, 2025. EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984.
Performance
EVMO vs. EVTR - Performance Comparison
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EVMO vs. EVTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EVMO Eaton Vance Mortgage Opportunities ETF | 0.38% | 3.33% |
EVTR Eaton Vance Total Return Bond ETF | -0.22% | 2.73% |
Returns By Period
In the year-to-date period, EVMO achieves a 0.38% return, which is significantly higher than EVTR's -0.22% return.
EVMO
- 1D
- 0.00%
- 1M
- -1.11%
- YTD
- 0.38%
- 6M
- 2.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EVTR
- 1D
- 0.09%
- 1M
- -1.50%
- YTD
- -0.22%
- 6M
- 0.78%
- 1Y
- 4.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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EVMO vs. EVTR - Expense Ratio Comparison
EVMO has a 0.45% expense ratio, which is higher than EVTR's 0.32% expense ratio.
Return for Risk
EVMO vs. EVTR — Risk / Return Rank
EVMO
EVTR
EVMO vs. EVTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Mortgage Opportunities ETF (EVMO) and Eaton Vance Total Return Bond ETF (EVTR). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| EVMO | EVTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.24 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.06 | 1.38 | +0.68 |
Correlation
The correlation between EVMO and EVTR is 0.49, 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.
Dividends
EVMO vs. EVTR - Dividend Comparison
EVMO's dividend yield for the trailing twelve months is around 3.17%, less than EVTR's 4.63% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
EVMO Eaton Vance Mortgage Opportunities ETF | 3.17% | 1.95% | 0.00% |
EVTR Eaton Vance Total Return Bond ETF | 4.63% | 4.51% | 4.26% |
Drawdowns
EVMO vs. EVTR - Drawdown Comparison
The maximum EVMO drawdown since its inception was -1.89%, smaller than the maximum EVTR drawdown of -4.08%. Use the drawdown chart below to compare losses from any high point for EVMO and EVTR.
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Drawdown Indicators
| EVMO | EVTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.89% | -4.08% | +2.19% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.85% | — |
Current DrawdownCurrent decline from peak | -1.26% | -1.94% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -0.25% | -0.92% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.83% | — |
Volatility
EVMO vs. EVTR - Volatility Comparison
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Volatility by Period
| EVMO | EVTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.66% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.42% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.78% | 3.90% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 4.30% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.78% | 4.30% | -1.52% |