EVTR vs. FBNDX

In the year-to-date period, EVTR achieves a 1.71% return, which is significantly higher than FBNDX's 1.56% return.

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EVTR has a 0.32% expense ratio, which is lower than FBNDX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and Fidelity Investment Grade Bond Fund (FBNDX). 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 FBNDX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of EVTR and FBNDX, 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%, more than FBNDX's 3.95% yield.

The maximum EVTR drawdown since its inception was -4.08%, smaller than the maximum FBNDX drawdown of -20.16%. Use the drawdown chart below to compare losses from any high point for EVTR and FBNDX. For additional features, visit the drawdowns tool.

Eaton Vance Total Return Bond ETF (EVTR) and Fidelity Investment Grade Bond Fund (FBNDX) have volatilities of 1.42% and 1.49%, 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.