EVTR vs CGCB
Comparison between EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF) and CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF).
EVTR vs CGCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVTR
$5.60B
CGCB
$5.60B
Expense Ratio
EVTR
0.32%
Winner
CGCB
0.27%
Max Drawdown
Winner
EVTR
5.57%
CGCB
6.57%
Sharpe Ratio
Winner
EVTR
0.33
CGCB
0.20
5Y Beta
EVTR
0.04
Winner
CGCB
0.03
EVTR vs CGCB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVTR
-0.43%
CGCB
-0.50%
3M
Winner
EVTR
-0.11%
CGCB
-0.34%
6M
Winner
EVTR
+0.22%
CGCB
+0.04%
1Y
Winner
EVTR
+4.86%
CGCB
+4.25%
Max(CAGR)
EVTR
+5.43%
Winner
CGCB
+5.57%
EVTR vs CGCB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EVTR | CGCB |
|---|---|---|
| 2026 | +0.53% | +0.27% |
| 2025 | +8.06% | +7.28% |
| 2024 | +4.07% | +1.88% |
| 2023 | N/A | +6.80% |
EVTR vs CGCB Drawdown Comparison
The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.
The maximum drawdown for CGCB was -5.17%, occurring on Jan 13, 2025. Recovery took 219 trading sessions.
The current EVTR drawdown is -1.30%. The current CGCB drawdown is -1.75%.
| Rank | EVTR | CGCB |
|---|---|---|
| #1 | -4.08% Sep 17, 2024 - Apr 3, 2025 | -5.17% Sep 16, 2024 - Aug 1, 2025 |
| #2 | -2.86% Feb 27, 2026 - May 19, 2026 | -3.96% Dec 27, 2023 - Jul 11, 2024 |
| #3 | -2.77% Mar 27, 2024 - May 15, 2024 | -2.98% Feb 27, 2026 - May 19, 2026 |
| #4 | -2.37% Apr 3, 2025 - Jun 23, 2025 | -2.50% Oct 11, 2023 - Nov 3, 2023 |
| #5 | -1.26% May 15, 2024 - Jun 4, 2024 | -1.54% Sep 29, 2023 - Oct 11, 2023 |
| #6 | -0.99% Jun 30, 2025 - Jul 29, 2025 | -1.16% Aug 5, 2024 - Aug 20, 2024 |
| #7 | -0.91% Oct 27, 2025 - Nov 26, 2025 | -1.14% Nov 26, 2025 - Feb 5, 2026 |
| #8 | -0.89% Jun 14, 2024 - Jul 5, 2024 | -0.90% Oct 21, 2025 - Nov 26, 2025 |
| #9 | -0.88% Aug 2, 2024 - Aug 20, 2024 | -0.78% Sep 11, 2025 - Oct 10, 2025 |
| #10 | -0.87% Jun 6, 2024 - Jun 13, 2024 | -0.76% Jul 17, 2024 - Jul 29, 2024 |
| #11 | -0.77% Nov 26, 2025 - Dec 30, 2025 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #12 | -0.77% Jul 17, 2024 - Jul 30, 2024 | -0.61% Aug 13, 2025 - Aug 27, 2025 |
| #13 | -0.75% Sep 16, 2025 - Oct 13, 2025 | -0.54% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -0.54% Jan 14, 2026 - Jan 26, 2026 | -0.45% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -0.45% Aug 13, 2025 - Aug 22, 2025 | -0.44% Dec 14, 2023 - Dec 20, 2023 |
Correlation
Correlation between EVTR and CGCB is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2023 - 2026)
EVTR vs CGCB dividend yield comparison.
| Year | EVTR | CGCB |
|---|---|---|
| 2026 | 2.38% | 1.93% |
| 2025 | 4.51% | 4.22% |
| 2024 | 4.26% | 3.99% |
| 2023 | 0.00% | 0.95% |
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