EVTR vs. DODLX
EVTR (Eaton Vance Total Return Bond ETF) and DODLX (Dodge & Cox Global Bond Fund Class I) are both funds - EVTR is a Intermediate Core-Plus Bond fund actively managed by Eaton Vance, while DODLX is a Global Bonds fund managed by Dodge & Cox. Over the past year, EVTR returned 2.53% vs 4.00% for DODLX. Their correlation of 0.87 means they have usually moved in the same direction. EVTR charges 0.32%/yr vs 0.45%/yr for DODLX.
Performance
EVTR vs. DODLX - Performance Comparison
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Returns By Period
In the year-to-date period, EVTR achieves a -0.42% return, which is significantly lower than DODLX's 0.79% return.
EVTR
- 1D
- -0.28%
- 1M
- -1.24%
- 6M
- -0.76%
- YTD
- -0.42%
- 1Y
- 2.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.94%
DODLX
- 1D
- 0.27%
- 1M
- -0.45%
- 6M
- -0.36%
- YTD
- 0.79%
- 1Y
- 4.00%
- 3Y*
- 5.93%
- 5Y*
- 2.84%
- 10Y*
- 4.56%
- ALL TIME*
- 3.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $24.87M | $22.94M | $25.52M |
EVTR vs. DODLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | -0.42% | 8.10% | 4.03% |
DODLX Dodge & Cox Global Bond Fund Class I | 0.79% | 11.51% | 1.19% |
Correlation
The correlation between EVTR and DODLX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2024 | 0.87 |
The correlation between EVTR and DODLX has been stable across timeframes, ranging from 0.84 to 0.87 - a consistent structural relationship.
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Return for Risk
EVTR vs. DODLX — Risk / Return Rank
EVTR
DODLX
EVTR vs. DODLX - Risk-Adjusted Trends 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 Class I (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVTR | DODLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.33 | -0.21 |
| Martin ratioReturn relative to average drawdown | 3.02 | 3.64 | -0.62 |
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Drawdowns
EVTR vs. DODLX - Drawdown Comparison
The maximum EVTR drawdown since its inception was -4.08%, smaller than the maximum DODLX drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for EVTR and DODLX.
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Drawdown Indicators
| EVTR | DODLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.08% | -16.30% | +12.22% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -3.67% | +0.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.30% | — |
Current DrawdownCurrent decline from peak | -2.14% | -1.91% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -0.99% | -3.02% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.33% | -0.27% |
Volatility
EVTR vs. DODLX - Volatility Comparison
Eaton Vance Total Return Bond ETF (EVTR) and Dodge & Cox Global Bond Fund Class I (DODLX) have volatilities of 1.08% and 1.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVTR | DODLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.10% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 3.59% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.76% | 4.33% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.30% | 5.29% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.30% | 4.81% | -0.51% |
EVTR vs. DODLX - Expense Ratio Comparison
EVTR has a 0.32% expense ratio, which is lower than DODLX's 0.45% expense ratio.
Dividends
EVTR vs. DODLX - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 4.81%, more than DODLX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund Class I | 4.15% | 4.07% | 4.73% | 3.31% | 5.05% | 3.86% | 2.66% | 3.40% | 5.19% | 2.45% | 1.69% |
EVTR Eaton Vance Total Return Bond ETF | 4.81% | 4.51% | 4.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EVTR and DODLX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DODLX has higher volatility (1.10%) compared to EVTR (1.08%). In terms of maximum drawdown, EVTR dropped -4.08% vs DODLX's -16.30%.
DODLX currently has the higher Sharpe Ratio (1.13 vs 0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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