EVT vs HTRB

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceEVT has outperformed HTRB, delivering a return of +7.4% compared to +0.4%

EVT vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVT(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	N/A	0.29%
Max Drawdown	77.86%	26.85%
Sharpe Ratio	1.47	0.35
5Y Beta	0.73	0.04
5Y Dividends CAGR	4.22%	-3.29%

Net Assets

EVT

$2.20B

HTRB

$2.20B

Expense Ratio

EVT

N/A

HTRB

0.29%

Max Drawdown

EVT

77.86%

Winner

HTRB

26.85%

Sharpe Ratio

Winner

EVT

1.47

HTRB

0.35

5Y Beta

EVT

0.73

Winner

HTRB

0.04

5Y Dividends CAGR

Winner

EVT

4.22%

HTRB

-3.29%

EVT vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	EVT	HTRB
1 month	+0.27%	+0.79%
3 months	+11.58%	+1.02%
6 months	+11.27%	+0.69%
1 year	+22.10%	+4.83%
5 years(CAGR)	+7.42%	+0.36%
10 years(CAGR)	+11.08%	+2.21%
Max(CAGR)	+9.21%	+2.21%

EVT

+0.27%

Winner

HTRB

+0.79%

Winner

EVT

+11.58%

HTRB

+1.02%

Winner

EVT

+11.27%

HTRB

+0.69%

Winner

EVT

+22.10%

HTRB

+4.83%

5Y(CAGR)

Winner

EVT

+7.42%

HTRB

+0.36%

10Y(CAGR)

Winner

EVT

+11.08%

HTRB

+2.21%

Max(CAGR)

Winner

EVT

+9.21%

HTRB

+2.21%

EVT vs HTRB - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVT	HTRB
2026	+8.98%	+0.61%
2025	+14.39%	+7.27%
2024	+17.26%	+2.79%
2023	+5.41%	+6.64%
2022	-16.80%	-14.11%
2021	+36.90%	-1.01%
2020	+2.03%	+8.64%
2019	+42.47%	+10.21%
2018	-12.55%	-0.88%
2017	+20.76%	+1.02%
2016	+17.62%	N/A
2015	+1.23%	N/A
2014	+17.91%	N/A
2013	+19.63%	N/A
2012	+19.81%	N/A
2011	-6.01%	N/A
2010	+11.23%	N/A
2009	+43.63%	N/A
2008	-52.24%	N/A
2007	+6.32%	N/A
2006	+31.17%	N/A
2005	+12.81%	N/A
2004	+13.55%	N/A
2003	+2.82%	N/A

EVT vs HTRB Drawdown Comparison

The maximum drawdown for EVT was -73.95%, occurring on Mar 9, 2009. Recovery took 1482 trading sessions.

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current EVT drawdown is -1.76%. The current HTRB drawdown is -1.29%.

Rank	EVT	HTRB
#1	-73.95% Jun 4, 2007 - Apr 23, 2013	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-52.00% Feb 20, 2020 - Jan 14, 2021	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-28.20% Jan 14, 2022 - Aug 29, 2024	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-27.47% Oct 3, 2018 - Apr 30, 2019	-2.82% Feb 27, 2026 - May 19, 2026
#5	-19.91% Mar 5, 2004 - Nov 12, 2004	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-18.70% Nov 29, 2024 - Aug 22, 2025	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-14.79% Nov 3, 2015 - Apr 1, 2016	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-13.17% May 21, 2013 - Jan 16, 2014	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-10.94% May 21, 2015 - Nov 3, 2015	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-10.20% Aug 19, 2016 - Dec 20, 2016	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-9.93% Jan 23, 2018 - Jun 12, 2018	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-9.83% Mar 4, 2005 - Jul 12, 2005	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-9.23% Feb 26, 2026 - Apr 29, 2026	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-8.44% Dec 28, 2006 - Apr 3, 2007	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-8.35% Sep 19, 2014 - Nov 10, 2014	-0.61% Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between EVT and HTRB is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2003 - 2026)

EVT vs HTRB dividend yield comparison.

Year	EVT	HTRB
2026	3.72%	1.71%
2025	7.84%	4.66%
2024	8.02%	4.45%
2023	8.03%	3.87%
2022	8.44%	3.08%
2021	5.65%	4.22%
2020	7.97%	4.79%
2019	6.82%	6.30%
2018	9.16%	2.37%
2017	6.85%	0.96%
2016	8.47%	0.00%
2015	7.49%	0.00%
2014	6.52%	0.00%
2013	6.22%	0.00%
2012	7.17%	0.00%
2011	8.10%	0.00%
2010	7.15%	0.00%
2009	7.49%	0.00%
2008	15.31%	0.00%
2007	6.57%	0.00%
2006	5.12%	0.00%
2005	5.96%	0.00%
2004	6.03%	0.00%
2003	1.06%	0.00%