EVTR vs. VCOBX
Compare and contrast key facts about Eaton Vance Total Return Bond ETF (EVTR) and Vanguard Core Bond Fund Admiral Shares (VCOBX).
EVTR is an actively managed fund by Eaton Vance. It was launched on Nov 14, 1984. VCOBX is managed by Vanguard. It was launched on Mar 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTR or VCOBX.
Key characteristics
| EVTR | VCOBX | |
|---|---|---|
| Daily Std Dev | 4.96% | 5.65% |
| Max Drawdown | -3.21% | -18.91% |
| Current Drawdown | -3.09% | -8.30% |
Correlation
The correlation between EVTR and VCOBX 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.
Performance
EVTR vs. VCOBX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EVTR vs. VCOBX - Expense Ratio Comparison
EVTR has a 0.32% expense ratio, which is higher than VCOBX's 0.10% expense ratio.
Risk-Adjusted Performance
EVTR vs. VCOBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond ETF (EVTR) and Vanguard Core Bond Fund Admiral Shares (VCOBX). 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.
Not enough dataDividends
EVTR vs. VCOBX - Dividend Comparison
EVTR's dividend yield for the trailing twelve months is around 3.39%, less than VCOBX's 4.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
EVTR Eaton Vance Total Return Bond ETF | 3.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VCOBX Vanguard Core Bond Fund Admiral Shares | 4.61% | 4.10% | 3.02% | 1.22% | 1.80% | 3.09% | 3.11% | 2.20% | 1.68% |
Drawdowns
EVTR vs. VCOBX - Drawdown Comparison
The maximum EVTR drawdown since its inception was -3.21%, smaller than the maximum VCOBX drawdown of -18.91%. Use the drawdown chart below to compare losses from any high point for EVTR and VCOBX. For additional features, visit the drawdowns tool.
Volatility
EVTR vs. VCOBX - Volatility Comparison
The current volatility for Eaton Vance Total Return Bond ETF (EVTR) is 1.50%, while Vanguard Core Bond Fund Admiral Shares (VCOBX) has a volatility of 1.67%. This indicates that EVTR experiences smaller price fluctuations and is considered to be less risky than VCOBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.