EVT vs VXUS
Eaton Vance Tax-Advantaged Dividend Income Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. EVT delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | EVT | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.59% | 0.05% | |
| AUM | $1.8B | $158.1B | |
| Dividend Yield | 6.48% | 2.59% | |
| Holdings | 152 | 8,747 | |
| YTD Return | +22.26% | +15.22% | |
| 1Y Return | +32.06% | +26.86% | |
| 3Y Return (annualized) | +18.13% | +20.34% | |
| 5Y Return (annualized) | +8.70% | +9.38% | |
| Volatility (annualized) | 20.8% | 15.1% | |
| Max Drawdown | -77.9% | -39.9% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Sep 30, 2003 | Jan 26, 2011 |
EVT vs VXUS Performance
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) is a ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EVT returned +32.06% while VXUS returned +26.86%. Year to date, EVT is up 22.26% versus a gain of 15.22% for VXUS.
Over three years, EVT compounded at +18.13% per year against +20.34% for VXUS; over five years the annualized figures are +8.70% and +9.38% respectively. Across the full 16-year window we track, VXUS has the edge at +4.89% annualized vs +3.62%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVT has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 15.1% for VXUS. 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 -77.9% for EVT and -39.9% for VXUS. 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVT charges 1.59% per year while VXUS charges 0.05%. On a $10,000 position that is $159 vs $5 annually, a gap of $154 per year that compounds over a long holding period. On income, EVT currently yields 6.48% against 2.59% for VXUS.
Holdings Overlap
EVT and VXUS share 26 holdings out of 7962 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVT or VXUS?
EVT has an expense ratio of 1.59% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $154 per year of difference.
Which performed better, EVT or VXUS?
Over the past year EVT returned +32.06% vs +26.86% for VXUS, so EVT leads on 1-year performance. Over the longest common window we track (16 years), EVT annualized +3.62% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, EVT or VXUS?
EVT has been the more volatile fund at 20.8% annualized versus 15.1% for VXUS. Worst drawdown: EVT -77.9% vs VXUS -39.9%.
Should I hold both EVT and VXUS?
EVT and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVT and VXUS?
EVT and VXUS share 26 common holdings with a 3.7% weight overlap. Combined, they hold 7962 unique securities.
Which pays a higher dividend, EVT or VXUS?
EVT yields 6.48% while VXUS yields 2.59%, so EVT currently pays the higher dividend yield.
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