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EVT vs QGRO

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and AMERICAN CENTURY U.S. QUALITY GROWTH ETF (QGRO, ETF).

5-Year PerformanceQGRO has outperformed EVT, delivering a return of +11.7% compared to +7.0%

EVT vs QGRO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVT
$2.20B
QGRO
$2.20B
Expense Ratio
EVT
N/A
QGRO
0.29%
Max Drawdown
EVT
77.86%
Winner
QGRO
32.56%
Sharpe Ratio
Winner
EVT
1.41
QGRO
0.44
5Y Beta
Winner
EVT
0.73
QGRO
1.10
P/E Ratio
EVT
N/A
QGRO
31.63
Forward P/E
EVT
N/A
QGRO
24.91
5Y Dividends CAGR
EVT
4.22%
Winner
QGRO
16.22%
5Y EPS CAGR
EVT
N/A
QGRO
28.61%
Debt to Equity
EVT
N/A
QGRO
47.72%
P/S Ratio
EVT
N/A
QGRO
3.12
P/B Ratio
EVT
N/A
QGRO
9.68

EVT vs QGRO - Historical Returns

Returns include dividend reinvestment.

1M
EVT
+1.58%
Winner
QGRO
+3.06%
3M
Winner
EVT
+9.09%
QGRO
+8.61%
6M
Winner
EVT
+12.76%
QGRO
+1.34%
1Y
Winner
EVT
+22.20%
QGRO
+9.71%
5Y(CAGR)
EVT
+7.03%
Winner
QGRO
+11.73%
10Y(CAGR)
EVT
+11.29%
QGRO
N/A
Max(CAGR)
EVT
+9.23%
Winner
QGRO
+15.02%

EVT vs QGRO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearEVTQGRO
2026+9.13%+1.40%
2025+14.39%+14.52%
2024+17.26%+33.31%
2023+5.41%+33.52%
2022-16.80%-24.13%
2021+36.90%+26.09%
2020+2.03%+36.42%
2019+42.47%+34.88%
2018-12.55%-16.85%
2017+20.76%N/A
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 QGRO Drawdown Comparison

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

The maximum drawdown for QGRO was -32.56%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.

The current EVT drawdown is -1.62%. The current QGRO drawdown is -1.54%.

RankEVTQGRO
#1-73.95%
Jun 4, 2007 - Apr 23, 2013
-32.56%
Feb 19, 2020 - Jun 2, 2020
#2-52.00%
Feb 20, 2020 - Jan 14, 2021
-31.86%
Nov 16, 2021 - Jan 22, 2024
#3-28.20%
Jan 14, 2022 - Aug 29, 2024
-23.82%
Feb 18, 2025 - Jul 25, 2025
#4-27.47%
Oct 3, 2018 - Apr 30, 2019
-22.89%
Sep 14, 2018 - Apr 3, 2019
#5-19.91%
Mar 5, 2004 - Nov 12, 2004
-13.54%
Jan 7, 2026 - Jun 1, 2026
#6-18.70%
Nov 29, 2024 - Aug 22, 2025
-10.29%
Feb 12, 2021 - Apr 8, 2021
#7-14.79%
Nov 3, 2015 - Apr 1, 2016
-9.74%
Sep 2, 2020 - Oct 12, 2020
#8-13.17%
May 21, 2013 - Jan 16, 2014
-9.32%
Jul 16, 2024 - Aug 23, 2024
#9-10.94%
May 21, 2015 - Nov 3, 2015
-8.69%
Oct 13, 2020 - Nov 6, 2020
#10-10.20%
Aug 19, 2016 - Dec 20, 2016
-8.19%
Aug 30, 2021 - Oct 29, 2021
#11-9.93%
Jan 23, 2018 - Jun 12, 2018
-8.16%
Mar 21, 2024 - Jun 17, 2024
#12-9.83%
Mar 4, 2005 - Jul 12, 2005
-7.50%
Apr 26, 2021 - Jun 22, 2021
#13-9.23%
Feb 26, 2026 - Apr 29, 2026
-7.50%
Oct 27, 2025 - Jan 6, 2026
#14-8.44%
Dec 28, 2006 - Apr 3, 2007
-7.38%
May 3, 2019 - Jun 20, 2019
#15-8.35%
Sep 19, 2014 - Nov 10, 2014
-7.30%
Jul 24, 2019 - Nov 14, 2019

Correlation

Correlation between EVT and QGRO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2003 - 2026)

EVT vs QGRO dividend yield comparison.

YearEVTQGRO
20263.08%0.08%
20257.84%0.25%
20248.02%0.25%
20238.03%0.41%
20228.44%0.46%
20215.65%0.31%
20207.97%0.22%
20196.82%0.38%
20189.16%0.13%
20176.85%0.00%
20168.47%0.00%
20157.49%0.00%
20146.52%0.00%
20136.22%0.00%
20127.17%0.00%
20118.10%0.00%
20107.15%0.00%
20097.49%0.00%
200815.31%0.00%
20076.57%0.00%
20065.12%0.00%
20055.96%0.00%
20046.03%0.00%
20031.06%0.00%

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