EVT vs. EADOX
Compare and contrast key facts about Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX).
EVT is managed by Eaton Vance. It was launched on Sep 30, 2003. EADOX is managed by Eaton Vance. It was launched on Sep 3, 2015.
Performance
EVT vs. EADOX - Performance Comparison
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EVT vs. EADOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | 0.53% | 13.79% | 17.34% | 5.78% | -17.33% | 33.94% | 1.72% | 44.71% | -11.92% | 21.80% |
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 1.47% | 16.93% | 14.52% | 11.13% | -6.42% | 1.24% | 7.12% | 17.85% | -4.44% | 12.58% |
Returns By Period
In the year-to-date period, EVT achieves a 0.53% return, which is significantly lower than EADOX's 1.47% return. Over the past 10 years, EVT has outperformed EADOX with an annualized return of 10.85%, while EADOX has yielded a comparatively lower 7.58% annualized return.
EVT
- 1D
- 1.14%
- 1M
- -5.00%
- YTD
- 0.53%
- 6M
- 5.87%
- 1Y
- 15.98%
- 3Y*
- 11.98%
- 5Y*
- 6.93%
- 10Y*
- 10.85%
EADOX
- 1D
- 0.12%
- 1M
- -2.42%
- YTD
- 1.47%
- 6M
- 6.71%
- 1Y
- 14.97%
- 3Y*
- 13.94%
- 5Y*
- 7.71%
- 10Y*
- 7.58%
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EVT vs. EADOX - Expense Ratio Comparison
EVT has a 0.01% expense ratio, which is lower than EADOX's 1.11% expense ratio.
Return for Risk
EVT vs. EADOX — Risk / Return Rank
EVT
EADOX
EVT vs. EADOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX). 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 | EADOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 4.12 | -3.21 |
Sortino ratioReturn per unit of downside risk | 1.32 | 5.77 | -4.45 |
Omega ratioGain probability vs. loss probability | 1.21 | 2.06 | -0.85 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 4.06 | -2.85 |
Martin ratioReturn relative to average drawdown | 5.26 | 16.37 | -11.11 |
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 | EADOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 4.12 | -3.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 1.71 | -1.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 1.61 | -1.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.63 | -1.23 |
Correlation
The correlation between EVT and EADOX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EVT vs. EADOX - Dividend Comparison
EVT's dividend yield for the trailing twelve months is around 7.95%, less than EADOX's 10.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | 7.95% | 7.84% | 8.02% | 8.03% | 8.44% | 5.65% | 7.97% | 6.82% | 9.16% | 6.85% | 8.47% | 7.49% |
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 10.84% | 10.51% | 8.27% | 8.73% | 8.87% | 7.56% | 7.42% | 7.57% | 7.83% | 7.61% | 4.04% | 0.00% |
Drawdowns
EVT vs. EADOX - Drawdown Comparison
The maximum EVT drawdown since its inception was -74.01%, which is greater than EADOX's maximum drawdown of -19.15%. Use the drawdown chart below to compare losses from any high point for EVT and EADOX.
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Drawdown Indicators
| EVT | EADOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.01% | -19.15% | -54.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.02% | -3.61% | -9.41% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | -17.56% | -10.67% |
Max Drawdown (10Y)Largest decline over 10 years | -52.03% | -19.15% | -32.88% |
Current DrawdownCurrent decline from peak | -5.21% | -3.50% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -2.56% | -8.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 0.90% | +2.10% |
Volatility
EVT vs. EADOX - Volatility Comparison
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) has a higher volatility of 5.29% compared to Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) at 1.77%. This indicates that EVT's price experiences larger fluctuations and is considered to be riskier than EADOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVT | EADOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 1.77% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 2.67% | +6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.46% | 3.61% | +13.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 4.53% | +12.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.59% | 4.72% | +15.87% |