EVTR vs VOO
EVTR vs VOO
Eaton Vance Total Return Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EVTR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.03% | |
| AUM | $5.7B | $979.0B | |
| Dividend Yield | 4.64% | 1.09% | |
| Holdings | 666 | 509 | |
| YTD Return | -0.75% | +9.95% | |
| 1Y Return | +2.74% | +19.58% | |
| 3Y Return (annualized) | - | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 4.5% | 14.2% | |
| Max Drawdown | -4.1% | -34.3% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 25, 2024 | Sep 7, 2010 |
EVTR vs VOO Performance
Eaton Vance Total Return Bond ETF (EVTR) is a ETF from Eaton Vance and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EVTR returned +2.74% while VOO returned +19.58%. Year to date, EVTR is down 0.75% versus a gain of 9.95% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 4.5% for EVTR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -4.1% for EVTR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVTR charges 0.32% per year while VOO charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, EVTR currently yields 4.64% against 1.09% for VOO.
Holdings Overlap
EVTR and VOO share 0 holdings out of 745 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVTR or VOO?
EVTR has an expense ratio of 0.32% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, EVTR or VOO?
Over the past year EVTR returned +2.74% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), EVTR annualized +4.77% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, EVTR or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 4.5% for EVTR. Worst drawdown: EVTR -4.1% vs VOO -34.3%.
Should I hold both EVTR and VOO?
EVTR and VOO have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVTR and VOO?
EVTR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 745 unique securities.
Which pays a higher dividend, EVTR or VOO?
EVTR yields 4.64% while VOO yields 1.09%, so EVTR currently pays the higher dividend yield.
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