EVTR vs. AGG
Compare and contrast key facts about Eaton Vance Total Return Bond ETF (EVTR) and iShares Core U.S. Aggregate Bond ETF (AGG).
EVTR and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTR or AGG.
Key characteristics
| EVTR | AGG | |
|---|---|---|
| Daily Std Dev | 5.04% | 6.52% |
| Max Drawdown | -2.77% | -18.43% |
| Current Drawdown | -0.21% | -5.45% |
Correlation
The correlation between EVTR and AGG is 0.92, 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.
Performance
EVTR vs. AGG - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EVTR vs. AGG - Expense Ratio Comparison
EVTR has a 0.32% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
EVTR vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
Not enough dataDividends
EVTR vs. AGG - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 2.56%, less than AGG's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | 2.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.42% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
Drawdowns
EVTR vs. AGG - Drawdown Comparison
The maximum EVTR drawdown since its inception was -2.77%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for EVTR and AGG. For additional features, visit the drawdowns tool.
Volatility
EVTR vs. AGG - Volatility Comparison
The current volatility for Eaton Vance Total Return Bond ETF (EVTR) is 0.85%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.28%. This indicates that EVTR experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.