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.
Correlation
The correlation between EVTR and DODLX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EVTR vs. DODLX - Performance Comparison
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Key characteristics
EVTR:
1.25
DODLX:
1.07
EVTR:
1.88
DODLX:
1.53
EVTR:
1.23
DODLX:
1.19
EVTR:
1.45
DODLX:
0.88
EVTR:
3.51
DODLX:
2.18
EVTR:
1.69%
DODLX:
2.51%
EVTR:
4.68%
DODLX:
5.26%
EVTR:
-4.08%
DODLX:
-17.05%
EVTR:
-1.60%
DODLX:
-1.06%
Returns By Period
In the year-to-date period, EVTR achieves a 1.71% return, which is significantly lower than DODLX's 4.38% return.
EVTR
1.71%
0.18%
1.74%
5.81%
N/A
N/A
N/A
DODLX
4.38%
0.55%
2.94%
5.59%
5.91%
3.39%
3.67%
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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 Rank
EVTR
DODLX
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.
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Dividends
EVTR vs. DODLX - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 4.87%, more than DODLX's 4.62% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | 4.87% | 4.26% | 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 | 4.62% | 4.73% | 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 -4.08%, 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.
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Volatility
EVTR vs. DODLX - Volatility Comparison
Eaton Vance Total Return Bond ETF (EVTR) and Dodge & Cox Global Bond Fund (DODLX) have volatilities of 1.42% and 1.43%, 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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