EVTMX vs. BST
EVTMX (Eaton Vance Dividend Builder Fund) is Large Cap Blend Equities fund managed by Eaton Vance, while BST (BlackRock Science and Technology Trust) is a stock. Over the past 10 years, EVTMX returned 11.51%/yr vs 19.04%/yr for BST. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
EVTMX vs. BST - Performance Comparison
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Returns By Period
In the year-to-date period, EVTMX achieves a 10.22% return, which is significantly lower than BST's 18.86% return. Over the past 10 years, EVTMX has underperformed BST with an annualized return of 11.51%, while BST has yielded a comparatively higher 19.04% annualized return.
EVTMX
- 1D
- 0.47%
- 1M
- 0.47%
- 6M
- 7.18%
- YTD
- 10.22%
- 1Y
- 13.45%
- 3Y*
- 12.22%
- 5Y*
- 8.03%
- 10Y*
- 11.51%
- ALL TIME*
- 10.46%
BST
- 1D
- 1.29%
- 1M
- -4.12%
- 6M
- 16.98%
- YTD
- 18.86%
- 1Y
- 33.10%
- 3Y*
- 19.80%
- 5Y*
- 5.79%
- 10Y*
- 19.04%
- ALL TIME*
- 15.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.06M | $3.83M | $5.22M | |
| $0.00 | $0.00 | $0.00 |
EVTMX vs. BST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 10.22% | 8.33% | 14.27% | 11.16% | -9.94% | 24.40% | 12.33% | 36.21% | -5.39% | 18.90% |
BST BlackRock Science and Technology Trust | 18.86% | 23.65% | 17.96% | 30.07% | -38.28% | -0.35% | 69.27% | 34.57% | 8.84% | 57.43% |
Correlation
The correlation between EVTMX and BST is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2014 | 0.60 |
The correlation between EVTMX and BST shifts across timeframes, from 0.50 (1 year) to 0.61 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
EVTMX vs. BST — Risk / Return Rank
EVTMX
BST
EVTMX vs. BST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and BlackRock Science and Technology Trust (BST). 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.
| EVTMX | BST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.04 | -0.34 |
| Martin ratioReturn relative to average drawdown | 5.97 | 5.79 | +0.18 |
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Drawdowns
EVTMX vs. BST - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -53.74%, which is greater than BST's maximum drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for EVTMX and BST.
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Drawdown Indicators
| EVTMX | BST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -47.72% | -6.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -15.31% | +8.36% |
Max Drawdown (3Y)Largest decline over 3 years | -14.73% | -23.37% | +8.64% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -45.17% | +24.78% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -47.72% | +12.79% |
Current DrawdownCurrent decline from peak | -0.75% | -8.30% | +7.55% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -12.88% | +3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 5.37% | -3.39% |
Volatility
EVTMX vs. BST - Volatility Comparison
The current volatility for Eaton Vance Dividend Builder Fund (EVTMX) is 2.31%, while BlackRock Science and Technology Trust (BST) has a volatility of 8.49%. This indicates that EVTMX experiences smaller price fluctuations and is considered to be less risky than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVTMX | BST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.31% | 8.49% | -6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 19.26% | -11.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.43% | 22.03% | -11.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 24.03% | -9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 25.99% | -9.62% |
Dividends
EVTMX vs. BST - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 8.38%, less than BST's 9.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 9.08% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
EVTMX Eaton Vance Dividend Builder Fund | 8.38% | 9.07% | 7.40% | 3.25% | 29.74% | 6.44% | 2.62% | 8.36% | 10.71% | 9.99% | 5.81% | 11.41% |
Frequently Asked Questions
EVTMX and BST have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BST has higher volatility (8.49%) compared to EVTMX (2.31%). In terms of maximum drawdown, EVTMX dropped -53.74% vs BST's -47.72%.
BST currently has the higher Sharpe Ratio (1.42 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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