ETY vs JHCR
Comparison between Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF) and JOHN HANCOCK CORE BOND ETF (JHCR, ETF).
ETY vs JHCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ETY
$2.50B
JHCR
$2.50B
Expense Ratio
ETY
N/A
JHCR
0.29%
Max Drawdown
ETY
64.57%
Winner
JHCR
4.05%
Sharpe Ratio
Winner
ETY
-0.18
JHCR
-0.21
5Y Beta
ETY
0.92
Winner
JHCR
0.06
5Y Dividends CAGR
ETY
4.98%
JHCR
N/A
ETY vs JHCR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ETY
+1.37%
JHCR
-0.16%
3M
Winner
ETY
+0.47%
JHCR
+0.01%
6M
Winner
ETY
+1.39%
JHCR
-0.10%
1Y
ETY
+0.74%
Winner
JHCR
+2.93%
5Y(CAGR)
ETY
+8.81%
JHCR
N/A
10Y(CAGR)
ETY
+12.31%
JHCR
N/A
Max(CAGR)
Winner
ETY
+8.58%
JHCR
+4.65%
ETY vs JHCR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | ETY | JHCR |
|---|---|---|
| 2026 | +0.52% | +0.48% |
| 2025 | +11.01% | +7.59% |
| 2024 | +35.10% | -0.28% |
| 2023 | +21.52% | N/A |
| 2022 | -20.72% | N/A |
| 2021 | +34.82% | N/A |
| 2020 | +6.29% | N/A |
| 2019 | +31.23% | N/A |
| 2018 | -10.18% | N/A |
| 2017 | +29.36% | N/A |
| 2016 | +4.62% | N/A |
| 2015 | +9.12% | N/A |
| 2014 | +12.87% | N/A |
| 2013 | +25.11% | N/A |
| 2012 | +16.30% | N/A |
| 2011 | -13.08% | N/A |
| 2010 | -2.81% | N/A |
| 2009 | +36.46% | N/A |
| 2008 | -25.83% | N/A |
| 2007 | -8.21% | N/A |
| 2006 | +0.25% | N/A |
ETY vs JHCR Drawdown Comparison
The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.
The maximum drawdown for JHCR was -2.85%, occurring on Apr 11, 2025. Recovery took 56 trading sessions.
The current ETY drawdown is -2.07%. The current JHCR drawdown is -1.51%.
| Rank | ETY | JHCR |
|---|---|---|
| #1 | -52.91% Jun 1, 2007 - Jan 18, 2013 | -2.85% Apr 4, 2025 - Jun 26, 2025 |
| #2 | -42.40% Feb 12, 2020 - Nov 17, 2020 | -2.84% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -24.43% Sep 13, 2018 - Jun 20, 2019 | -1.56% Dec 18, 2024 - Jan 21, 2025 |
| #4 | -24.03% Dec 31, 2021 - Feb 5, 2024 | -1.14% Oct 27, 2025 - Feb 6, 2026 |
| #5 | -21.28% Feb 19, 2025 - Jun 25, 2025 | -1.12% Feb 5, 2025 - Feb 21, 2025 |
| #6 | -14.39% Sep 22, 2025 - Mar 30, 2026 | -1.11% Jun 30, 2025 - Jul 29, 2025 |
| #7 | -13.90% Nov 3, 2015 - Aug 5, 2016 | -1.11% Mar 3, 2025 - Apr 3, 2025 |
| #8 | -12.52% Sep 3, 2014 - Nov 5, 2014 | -0.83% Sep 16, 2025 - Oct 14, 2025 |
| #9 | -11.93% Jul 20, 2015 - Nov 3, 2015 | -0.43% Aug 13, 2025 - Aug 22, 2025 |
| #10 | -8.97% Jan 26, 2018 - May 8, 2018 | -0.40% Jan 21, 2025 - Jan 27, 2025 |
| #11 | -8.63% Sep 8, 2016 - Jan 26, 2017 | -0.36% Aug 4, 2025 - Aug 13, 2025 |
| #12 | -8.09% May 21, 2013 - Jul 15, 2013 | -0.25% Sep 8, 2025 - Sep 11, 2025 |
| #13 | -7.21% Jul 10, 2024 - Aug 30, 2024 | -0.24% Aug 28, 2025 - Sep 3, 2025 |
| #14 | -6.77% Nov 28, 2014 - Feb 27, 2015 | -0.24% Jul 29, 2025 - Aug 1, 2025 |
| #15 | -6.17% Jan 22, 2014 - Feb 18, 2014 | -0.23% Oct 21, 2025 - Oct 27, 2025 |
Correlation
Correlation between ETY and JHCR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2007 - 2026)
ETY vs JHCR dividend yield comparison.
| Year | ETY | JHCR |
|---|---|---|
| 2026 | 4.74% | 1.98% |
| 2025 | 7.76% | 4.65% |
| 2024 | 7.59% | 0.20% |
| 2023 | 7.92% | 0.00% |
| 2022 | 10.04% | 0.00% |
| 2021 | 7.01% | 0.00% |
| 2020 | 8.26% | 0.00% |
| 2019 | 8.08% | 0.00% |
| 2018 | 9.92% | 0.00% |
| 2017 | 8.30% | 0.00% |
| 2016 | 9.77% | 0.00% |
| 2015 | 9.03% | 0.00% |
| 2014 | 9.06% | 0.00% |
| 2013 | 9.26% | 0.00% |
| 2012 | 11.19% | 0.00% |
| 2011 | 13.06% | 0.00% |
| 2010 | 14.35% | 0.00% |
| 2009 | 14.09% | 0.00% |
| 2008 | 17.11% | 0.00% |
| 2007 | 11.13% | 0.00% |
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