EVTR vs. IUSB
Compare and contrast key facts about Eaton Vance Total Return Bond ETF (EVTR) and iShares Core Universal USD Bond ETF (IUSB).
EVTR and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
EVTR vs. IUSB - Performance Comparison
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EVTR vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | -0.31% | 8.10% | 4.07% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.85% |
Returns By Period
In the year-to-date period, EVTR achieves a -0.31% return, which is significantly lower than IUSB's -0.07% return.
EVTR
- 1D
- 0.28%
- 1M
- -2.03%
- YTD
- -0.31%
- 6M
- 0.96%
- 1Y
- 4.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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EVTR vs. IUSB - Expense Ratio Comparison
EVTR has a 0.32% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Return for Risk
EVTR vs. IUSB — Risk / Return Rank
EVTR
IUSB
EVTR vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and iShares Core Universal USD Bond ETF (IUSB). 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.
| EVTR | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.11 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.56 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.92 | -0.12 |
Martin ratioReturn relative to average drawdown | 6.21 | 5.96 | +0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVTR | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.11 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.37 | 0.46 | +0.91 |
Correlation
The correlation between EVTR and IUSB is 0.94, 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.
Dividends
EVTR vs. IUSB - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 4.63%, more than IUSB's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | 4.63% | 4.51% | 4.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
EVTR vs. IUSB - Drawdown Comparison
The maximum EVTR drawdown since its inception was -4.08%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for EVTR and IUSB.
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Drawdown Indicators
| EVTR | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.08% | -17.90% | +13.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -2.49% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -2.03% | -1.81% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -0.92% | -3.62% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.80% | +0.02% |
Volatility
EVTR vs. IUSB - Volatility Comparison
Eaton Vance Total Return Bond ETF (EVTR) and iShares Core Universal USD Bond ETF (IUSB) have volatilities of 1.66% and 1.62%, 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 | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.62% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.41% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.91% | 4.13% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.31% | 5.77% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.31% | 5.03% | -0.72% |