EVT vs. BND
Compare and contrast key facts about Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and Vanguard Total Bond Market ETF (BND).
EVT is managed by Eaton Vance. It was launched on Sep 30, 2003. BND is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
EVT vs. BND - Performance Comparison
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EVT vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | -0.60% | 13.79% | 17.34% | 5.78% | -17.33% | 33.94% | 1.72% | 44.71% | -11.92% | 21.80% |
BND Vanguard Total Bond Market ETF | 0.05% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 3.57% |
Returns By Period
In the year-to-date period, EVT achieves a -0.60% return, which is significantly lower than BND's 0.05% return. Over the past 10 years, EVT has outperformed BND with an annualized return of 10.72%, while BND has yielded a comparatively lower 1.67% annualized return.
EVT
- 1D
- 2.55%
- 1M
- -6.14%
- YTD
- -0.60%
- 6M
- 4.46%
- 1Y
- 14.47%
- 3Y*
- 11.56%
- 5Y*
- 6.69%
- 10Y*
- 10.72%
BND
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- 0.05%
- 6M
- 0.95%
- 1Y
- 4.24%
- 3Y*
- 3.59%
- 5Y*
- 0.24%
- 10Y*
- 1.67%
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EVT vs. BND - Expense Ratio Comparison
EVT has a 0.01% expense ratio, which is lower than BND's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
EVT vs. BND — Risk / Return Rank
EVT
BND
EVT vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and Vanguard Total Bond Market ETF (BND). 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.
| EVT | BND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.99 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.41 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.81 | -0.66 |
Martin ratioReturn relative to average drawdown | 5.04 | 4.98 | +0.06 |
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
| EVT | BND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.99 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.04 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.30 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.59 | -0.19 |
Correlation
The correlation between EVT and BND is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
EVT vs. BND - Dividend Comparison
EVT's dividend yield for the trailing twelve months is around 8.05%, more than BND's 3.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | 8.05% | 7.84% | 8.02% | 8.03% | 8.44% | 5.65% | 7.97% | 6.82% | 9.16% | 6.85% | 8.47% | 7.49% |
BND Vanguard Total Bond Market ETF | 3.91% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
Drawdowns
EVT vs. BND - Drawdown Comparison
The maximum EVT drawdown since its inception was -74.01%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for EVT and BND.
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Drawdown Indicators
| EVT | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.01% | -18.58% | -55.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.02% | -2.44% | -10.58% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | -17.91% | -10.32% |
Max Drawdown (10Y)Largest decline over 10 years | -52.03% | -18.58% | -33.45% |
Current DrawdownCurrent decline from peak | -6.28% | -2.58% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -3.07% | -8.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 0.89% | +2.09% |
Volatility
EVT vs. BND - Volatility Comparison
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) has a higher volatility of 5.20% compared to Vanguard Total Bond Market ETF (BND) at 1.63%. This indicates that EVT's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVT | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 1.63% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 2.52% | +6.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 4.30% | +13.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 6.00% | +11.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 5.52% | +15.08% |