EVMO vs. IMTG
EVMO (Eaton Vance Mortgage Opportunities ETF) and IMTG (Invesco Agency MBS ETF) are both Mortgage Backed Securities funds. Both are actively managed. Their correlation of 0.89 means they have usually moved in the same direction. EVMO charges 0.45%/yr vs 0.22%/yr for IMTG.
Performance
EVMO vs. IMTG - Performance Comparison
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Returns By Period
EVMO
- 1D
- -0.29%
- 1M
- -0.53%
- 6M
- 0.19%
- YTD
- 0.65%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IMTG
- 1D
- -0.42%
- 1M
- -1.29%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.64M | $3.32M | $3.09M | |
| $309.83 | $315.20 | $1.29K |
EVMO vs. IMTG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EVMO Eaton Vance Mortgage Opportunities ETF | -0.74% |
IMTG Invesco Agency MBS ETF | -2.00% |
Correlation
The correlation between EVMO and IMTG is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 25, 2026 | 0.89 |
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Return for Risk
EVMO vs. IMTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Mortgage Opportunities ETF (EVMO) and Invesco Agency MBS ETF (IMTG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
EVMO vs. IMTG - Drawdown Comparison
The maximum EVMO drawdown since its inception was -1.89%, smaller than the maximum IMTG drawdown of -2.85%. Use the drawdown chart below to compare losses from any high point for EVMO and IMTG.
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Drawdown Indicators
| EVMO | IMTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.89% | -2.85% | +0.96% |
Current DrawdownCurrent decline from peak | -0.99% | -2.38% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -0.45% | -1.43% | +0.98% |
Volatility
EVMO vs. IMTG - Volatility Comparison
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Volatility by Period
| EVMO | IMTG | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 2.90% | 4.56% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.90% | 4.56% | -1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.90% | 4.56% | -1.66% |
EVMO vs. IMTG - Expense Ratio Comparison
EVMO has a 0.45% expense ratio, which is higher than IMTG's 0.22% expense ratio.
Dividends
EVMO vs. IMTG - Dividend Comparison
EVMO's dividend yield for the trailing twelve months is around 4.99%, more than IMTG's 1.74% yield.
| Position | TTM | 2025 |
|---|---|---|
EVMO Eaton Vance Mortgage Opportunities ETF | 4.99% | 1.95% |
IMTG Invesco Agency MBS ETF | 1.74% | 0.00% |
Frequently Asked Questions
EVMO and IMTG have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMTG is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMTG is cheaper with a 0.22% expense ratio, compared with 0.45% for EVMO.
EVMO has the higher dividend yield at 4.99%, compared with 1.74% for IMTG.
They also come from different issuers: Eaton Vance and Invesco. Their fees differ too: 0.45% for EVMO and 0.22% for IMTG.
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