EVTR vs VXUS
Eaton Vance Total Return Bond ETF vs Vanguard Total International Stock ETF
Which is better, EVTR or VXUS?
Investment Grade Bond against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EVTR | VXUS |
|---|---|---|
| Expense Ratio | 0.32% | 0.05%Best |
| AUM | $6.0B | $158.1B |
| Dividend Yield | 4.83% | 2.51% |
| Holdings | 936 | 8,747 |
| YTD Return | -1.04% | +14.48%Best |
| 1Y Return | -0.38% | +22.28%Best |
| 3Y Return (annualized) | - | +20.00% |
| 5Y Return (annualized) | - | +8.91% |
| Volatility (annualized) | 4.4%Best | 11.3% |
| Max Drawdown | -4.1%Best | -13.6% |
| $10,000 over 2.5 years | $11,139 | $15,650Best |
| Fund Family | Eaton Vance | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Mar 25, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 25, 2024 to Sep 11, 2026 (2.5 years).
EVTR vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
EVTR vs VXUS Performance
Eaton Vance Total Return Bond ETF (EVTR) is an ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVTR returned -0.38% while VXUS returned +22.28%. Year to date, EVTR is down 1.04% versus a gain of 14.48% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 4.4% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EVTR charges 0.32% per year while VXUS charges 0.05%. On a $10,000 position that is $32 vs $5 annually, a gap of $27 per year that compounds over a long holding period. On income, EVTR currently yields 4.83% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 235 holdings in EVTR and 8,091 in VXUS, totalling 81.1% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 235 positions we hold weights for in EVTR and 8,091 in VXUS, against full books of 936 and 8,747.
You are not choosing between two funds in isolation.
Whichever of EVTR and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EVTR or VXUS?
EVTR has an expense ratio of 0.32% while VXUS charges 0.05%. VXUS is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, EVTR or VXUS?
Over the past year EVTR returned -0.38% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVTR or VXUS?
VXUS has been the more volatile fund at 11.3% annualized versus 4.4% for EVTR. Worst drawdown: EVTR -4.1% vs VXUS -13.6%.
Should I hold both EVTR and VXUS?
EVTR and VXUS have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EVTR or VXUS?
EVTR yields 4.83% while VXUS yields 2.51%, so EVTR currently pays the higher dividend yield.
Is VXUS better than EVTR?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.