EVTR vs. EIBAX
Compare and contrast key facts about Eaton Vance Total Return Bond ETF (EVTR) and Eaton Vance Total Return Bond Fund (EIBAX).
EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984. EIBAX is managed by Eaton Vance. It was launched on Nov 17, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTR or EIBAX.
Correlation
The correlation between EVTR and EIBAX is 0.11, 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. EIBAX - Performance Comparison
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Key characteristics
EVTR:
1.25
EIBAX:
1.24
EVTR:
1.88
EIBAX:
1.84
EVTR:
1.23
EIBAX:
1.22
EVTR:
1.45
EIBAX:
0.73
EVTR:
3.51
EIBAX:
3.88
EVTR:
1.69%
EIBAX:
1.58%
EVTR:
4.68%
EIBAX:
4.98%
EVTR:
-4.08%
EIBAX:
-17.38%
EVTR:
-1.60%
EIBAX:
-1.81%
Returns By Period
In the year-to-date period, EVTR achieves a 1.71% return, which is significantly lower than EIBAX's 2.00% return.
EVTR
1.71%
0.18%
1.74%
5.81%
N/A
N/A
N/A
EIBAX
2.00%
0.51%
2.39%
6.13%
3.15%
2.90%
2.71%
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EVTR vs. EIBAX - Expense Ratio Comparison
EVTR has a 0.32% expense ratio, which is lower than EIBAX's 0.49% expense ratio.
Risk-Adjusted Performance
EVTR vs. EIBAX — Risk-Adjusted Performance Rank
EVTR
EIBAX
EVTR vs. EIBAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and Eaton Vance Total Return Bond Fund (EIBAX). 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. EIBAX - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 4.87%, less than EIBAX's 5.40% 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% |
EIBAX Eaton Vance Total Return Bond Fund | 5.40% | 5.57% | 5.38% | 4.07% | 2.89% | 3.60% | 3.89% | 4.17% | 3.57% | 3.91% | 4.30% | 4.58% |
Drawdowns
EVTR vs. EIBAX - Drawdown Comparison
The maximum EVTR drawdown since its inception was -4.08%, smaller than the maximum EIBAX drawdown of -17.38%. Use the drawdown chart below to compare losses from any high point for EVTR and EIBAX. For additional features, visit the drawdowns tool.
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Volatility
EVTR vs. EIBAX - Volatility Comparison
Eaton Vance Total Return Bond ETF (EVTR) and Eaton Vance Total Return Bond Fund (EIBAX) have volatilities of 1.42% and 1.45%, 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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