XAGG vs. RJVI
XAGG (Eaton Vance Income Opportunities ETF) and RJVI (RJ Eagle Vertical Income ETF) are both Multisector Bonds funds. Both are actively managed. Their 0.60 correlation means they have sometimes moved together and sometimes differently. XAGG charges 0.50%/yr vs 0.51%/yr for RJVI.
Performance
XAGG vs. RJVI - Performance Comparison
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Returns By Period
In the year-to-date period, XAGG achieves a 2.19% return, which is significantly higher than RJVI's 1.68% return.
XAGG
- 1D
- -0.20%
- 1M
- -0.34%
- 6M
- 0.48%
- YTD
- 2.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
RJVI
- 1D
- 0.02%
- 1M
- -0.81%
- 6M
- 0.21%
- YTD
- 1.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $400.67K | $233.11K | $109.48K | |
| $9.69M | $13.10M | $11.08M |
XAGG vs. RJVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 2.19% | 1.75% |
RJVI RJ Eagle Vertical Income ETF | 1.68% | 0.89% |
Correlation
The correlation between XAGG and RJVI is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025 | 0.60 |
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Return for Risk
XAGG vs. RJVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) and RJ Eagle Vertical Income ETF (RJVI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
XAGG vs. RJVI - Drawdown Comparison
The maximum XAGG drawdown since its inception was -2.88%, smaller than the maximum RJVI drawdown of -3.12%. Use the drawdown chart below to compare losses from any high point for XAGG and RJVI.
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Drawdown Indicators
| XAGG | RJVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -3.12% | +0.24% |
Current DrawdownCurrent decline from peak | -0.49% | -1.48% | +0.99% |
Average DrawdownAverage peak-to-trough decline | -0.53% | -1.04% | +0.51% |
Volatility
XAGG vs. RJVI - Volatility Comparison
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Volatility by Period
| XAGG | RJVI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 3.42% | 4.10% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.42% | 4.10% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.42% | 4.10% | -0.68% |
XAGG vs. RJVI - Expense Ratio Comparison
XAGG has a 0.50% expense ratio, which is lower than RJVI's 0.51% expense ratio.
Dividends
XAGG vs. RJVI - Dividend Comparison
XAGG's dividend yield for the trailing twelve months is around 5.07%, more than RJVI's 3.35% yield.
| Position | TTM | 2025 |
|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 3.35% | 0.93% |
XAGG Eaton Vance Income Opportunities ETF | 5.07% | 1.02% |
Frequently Asked Questions
XAGG and RJVI have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAGG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAGG is cheaper with a 0.50% expense ratio, compared with 0.51% for RJVI.
XAGG has the higher dividend yield at 5.07%, compared with 3.35% for RJVI.
They also come from different issuers: Eaton Vance and Carillon Tower Advisers. Their fees differ too: 0.50% for XAGG and 0.51% for RJVI.
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