XAGG vs. SIFI
XAGG (Eaton Vance Income Opportunities ETF) and SIFI (Harbor Scientific Alpha Income ETF) are both Multisector Bonds funds. Both are actively managed. A 0.65 correlation means they provide meaningful diversification when combined. Both charge a 0.50% expense ratio.
Performance
XAGG vs. SIFI - Performance Comparison
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Returns By Period
In the year-to-date period, XAGG achieves a 1.93% return, which is significantly higher than SIFI's 1.12% return.
XAGG
- 1D
- -0.15%
- 1M
- 0.41%
- YTD
- 1.93%
- 6M
- 2.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SIFI
- 1D
- -0.14%
- 1M
- 0.38%
- YTD
- 1.12%
- 6M
- 1.44%
- 1Y
- 7.30%
- 3Y*
- 7.13%
- 5Y*
- —
- 10Y*
- —
XAGG vs. SIFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 1.93% | 1.61% |
SIFI Harbor Scientific Alpha Income ETF | 1.12% | 1.07% |
Correlation
The correlation between XAGG and SIFI is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 11, 2025 | 0.65 |
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Return for Risk
XAGG vs. SIFI — Risk / Return Rank
XAGG
SIFI
XAGG vs. SIFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) and Harbor Scientific Alpha Income ETF (SIFI). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| XAGG | SIFI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.16 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.88 | 0.47 | +1.42 |
Drawdowns
XAGG vs. SIFI - Drawdown Comparison
The maximum XAGG drawdown since its inception was -2.88%, smaller than the maximum SIFI drawdown of -14.68%. Use the drawdown chart below to compare losses from any high point for XAGG and SIFI.
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Drawdown Indicators
| XAGG | SIFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -14.68% | +11.80% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.71% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.46% | — |
Current DrawdownCurrent decline from peak | -0.49% | -0.20% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -0.57% | -4.82% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.66% | — |
Volatility
XAGG vs. SIFI - Volatility Comparison
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Volatility by Period
| XAGG | SIFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.02% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.47% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 3.39% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.48% | 4.93% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.48% | 4.93% | -1.45% |
XAGG vs. SIFI - Expense Ratio Comparison
Both XAGG and SIFI have an expense ratio of 0.50%.
Dividends
XAGG vs. SIFI - Dividend Comparison
XAGG's dividend yield for the trailing twelve months is around 3.86%, less than SIFI's 6.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
SIFI Harbor Scientific Alpha Income ETF | 6.45% | 6.57% | 5.87% | 5.71% | 3.88% | 0.86% |
XAGG Eaton Vance Income Opportunities ETF | 3.86% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XAGG and SIFI have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.50% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
XAGG and SIFI have the same expense ratio: 0.50% per year.
SIFI has the higher dividend yield at 6.45%, compared with 3.86% for XAGG.
They also come from different issuers: Eaton Vance and Harbor.
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