EVTMX vs. BST
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and BlackRock Science and Technology Trust (BST).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTMX or BST.
Correlation
The correlation between EVTMX and BST is 0.61, 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.
Performance
EVTMX vs. BST - Performance Comparison
Key characteristics
EVTMX:
0.17
BST:
0.07
EVTMX:
0.30
BST:
0.21
EVTMX:
1.04
BST:
1.03
EVTMX:
0.10
BST:
0.05
EVTMX:
0.47
BST:
0.21
EVTMX:
4.76%
BST:
6.29%
EVTMX:
12.96%
BST:
20.02%
EVTMX:
-65.04%
BST:
-46.58%
EVTMX:
-17.18%
BST:
-21.19%
Returns By Period
In the year-to-date period, EVTMX achieves a 0.85% return, which is significantly higher than BST's -5.42% return. Over the past 10 years, EVTMX has underperformed BST with an annualized return of 2.70%, while BST has yielded a comparatively higher 14.45% annualized return.
EVTMX
0.85%
-1.41%
-4.88%
2.74%
7.71%
2.70%
BST
-5.42%
-3.34%
0.56%
1.95%
12.97%
14.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EVTMX vs. BST — Risk-Adjusted Performance Rank
EVTMX
BST
EVTMX vs. BST - Risk-Adjusted Performance 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.
Dividends
EVTMX vs. BST - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 1.53%, less than BST's 8.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 1.53% | 1.67% | 1.58% | 2.42% | 1.73% | 1.55% | 1.69% | 2.11% | 1.81% | 1.95% | 1.80% | 1.37% |
BST BlackRock Science and Technology Trust | 8.86% | 8.21% | 8.91% | 10.57% | 8.53% | 3.85% | 5.46% | 6.41% | 4.80% | 6.69% | 6.93% | 0.57% |
Drawdowns
EVTMX vs. BST - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -65.04%, which is greater than BST's maximum drawdown of -46.58%. Use the drawdown chart below to compare losses from any high point for EVTMX and BST. For additional features, visit the drawdowns tool.
Volatility
EVTMX vs. BST - Volatility Comparison
The current volatility for Eaton Vance Dividend Builder Fund (EVTMX) is 4.48%, while BlackRock Science and Technology Trust (BST) has a volatility of 7.16%. 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.