EVTR vs. DODLX
Compare and contrast key facts about Eaton Vance Total Return Bond ETF (EVTR) and Dodge & Cox Global Bond Fund (DODLX).
EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTR or DODLX.
Key characteristics
| EVTR | DODLX | |
|---|---|---|
| Daily Std Dev | 4.96% | 5.77% |
| Max Drawdown | -3.21% | -17.05% |
| Current Drawdown | -3.09% | -3.98% |
Correlation
The correlation between EVTR and DODLX 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. DODLX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVTR vs. DODLX - Expense Ratio Comparison
EVTR has a 0.32% expense ratio, which is lower than DODLX's 0.45% expense ratio.
Risk-Adjusted Performance
EVTR vs. DODLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and Dodge & Cox Global Bond Fund (DODLX). 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. DODLX - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 3.39%, less than DODLX's 4.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | 3.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODLX Dodge & Cox Global Bond Fund | 4.20% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
Drawdowns
EVTR vs. DODLX - Drawdown Comparison
The maximum EVTR drawdown since its inception was -3.21%, smaller than the maximum DODLX drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for EVTR and DODLX. For additional features, visit the drawdowns tool.
Volatility
EVTR vs. DODLX - Volatility Comparison
The current volatility for Eaton Vance Total Return Bond ETF (EVTR) is 1.50%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 1.73%. This indicates that EVTR experiences smaller price fluctuations and is considered to be less risky than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.