EVF vs VOO
Eaton Vance Senior Income Trust 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 509 holdings.
Side-by-Side Comparison
| Metric | EVF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 2.38% | 0.03% | |
| AUM | $108M | $997.4B | |
| Dividend Yield | 7.85% | 1.08% | |
| Holdings | 462 | 509 | |
| YTD Return | -0.59% | +14.27% | |
| 1Y Return | -2.13% | +21.79% | |
| 3Y Return (annualized) | +5.54% | +22.19% | |
| 5Y Return (annualized) | +2.43% | +13.28% | |
| Volatility (annualized) | 14.1% | 14.2% | |
| Max Drawdown | -71.3% | -34.3% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 30, 1998 | Sep 7, 2010 |
EVF vs VOO Performance
Eaton Vance Senior Income Trust (EVF) is a ETF from Eaton Vance and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EVF returned -2.13% while VOO returned +21.79%. Year to date, EVF is down 0.59% versus a gain of 14.27% for VOO.
Over three years, EVF compounded at +5.54% per year against +22.19% for VOO; over five years the annualized figures are +2.43% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs -0.75%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 14.1% for EVF. 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 -71.3% for EVF 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVF charges 2.38% per year while VOO charges 0.03%. On a $10,000 position that is $238 vs $3 annually, a gap of $235 per year that compounds over a long holding period. On income, EVF currently yields 7.85% against 1.08% for VOO.
Holdings Overlap
EVF and VOO share 0 holdings out of 713 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, EVF or VOO?
EVF has an expense ratio of 2.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $235 per year of difference.
Which performed better, EVF or VOO?
Over the past year EVF returned -2.13% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EVF annualized -0.75% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, EVF or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 14.1% for EVF. Worst drawdown: EVF -71.3% vs VOO -34.3%.
Should I hold both EVF and VOO?
EVF and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVF and VOO?
EVF and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 713 unique securities.
Which pays a higher dividend, EVF or VOO?
EVF yields 7.85% while VOO yields 1.08%, so EVF currently pays the higher dividend yield.
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