EVTR vs. CDX

In the year-to-date period, EVTR achieves a 1.71% return, which is significantly lower than CDX's 8.16% return.

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EVTR has a 0.32% expense ratio, which is higher than CDX's 0.26% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and Simplify High Yield PLUS Credit Hedge ETF (CDX). 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.

The current EVTR Sharpe Ratio is 1.25, which is higher than the CDX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of EVTR and CDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EVTR's dividend yield for the trailing twelve months is around 4.87%, less than CDX's 11.42% yield.

The maximum EVTR drawdown since its inception was -4.08%, smaller than the maximum CDX drawdown of -13.24%. Use the drawdown chart below to compare losses from any high point for EVTR and CDX. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Total Return Bond ETF (EVTR) is 1.42%, while Simplify High Yield PLUS Credit Hedge ETF (CDX) has a volatility of 2.13%. This indicates that EVTR experiences smaller price fluctuations and is considered to be less risky than CDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.