EVTMX vs. FSKAX
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and Fidelity Total Market Index Fund (FSKAX).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981. FSKAX is managed by Fidelity.
Performance
EVTMX vs. FSKAX - Performance Comparison
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EVTMX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | -1.15% | 8.33% | 14.27% | 11.16% | -9.94% | 24.40% | 12.33% | 36.21% | -5.39% | 18.90% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, EVTMX achieves a -1.15% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, EVTMX has underperformed FSKAX with an annualized return of 10.83%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
EVTMX
- 1D
- -0.19%
- 1M
- -6.95%
- YTD
- -1.15%
- 6M
- -3.17%
- 1Y
- 7.11%
- 3Y*
- 10.71%
- 5Y*
- 7.71%
- 10Y*
- 10.83%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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EVTMX vs. FSKAX - Expense Ratio Comparison
EVTMX has a 0.99% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
EVTMX vs. FSKAX — Risk / Return Rank
EVTMX
FSKAX
EVTMX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and Fidelity Total Market Index Fund (FSKAX). 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.
| EVTMX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.83 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.29 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.04 | -0.44 |
Martin ratioReturn relative to average drawdown | 2.61 | 5.05 | -2.44 |
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
| EVTMX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.83 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.59 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.72 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.78 | -0.10 |
Correlation
The correlation between EVTMX and FSKAX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EVTMX vs. FSKAX - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 9.38%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 9.38% | 9.07% | 7.40% | 3.25% | 29.74% | 6.44% | 2.62% | 8.36% | 10.71% | 9.99% | 5.81% | 11.41% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
EVTMX vs. FSKAX - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -53.74%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for EVTMX and FSKAX.
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Drawdown Indicators
| EVTMX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -35.01% | -18.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -12.42% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -25.39% | +5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -35.01% | +0.08% |
Current DrawdownCurrent decline from peak | -6.95% | -8.92% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -4.05% | -5.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.57% | -0.03% |
Volatility
EVTMX vs. FSKAX - Volatility Comparison
The current volatility for Eaton Vance Dividend Builder Fund (EVTMX) is 3.63%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that EVTMX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVTMX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 4.42% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 9.40% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 18.50% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 17.38% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 18.42% | -2.04% |