EVTR vs SCHC
Comparison between EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).
EVTR vs SCHC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVTR
$4.90B
Winner
SCHC
$5B
Expense Ratio
EVTR
0.32%
Winner
SCHC
0.08%
Max Drawdown
Winner
EVTR
5.57%
SCHC
47.07%
Sharpe Ratio
EVTR
0.63
Winner
SCHC
2.00
5Y Beta
Winner
EVTR
0.04
SCHC
0.71
5Y Dividends CAGR
EVTR
N/A
SCHC
12.66%
EVTR vs SCHC - Holdings Comparison
EVTR and SCHC have 1 common holdings. Overlap is -0.06%
EVTR's top 25 holdings weight is 50.80%. SCHC's top 25 holdings weight is 7.80%.
| Rank | EVTR | SCHC |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.82% | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.49% |
| #2 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 5.80% | SAMCHUNDANG PHARM CO LTD (n/a) - 0.47% |
| #3 | UNITED STATES TREASURY BONDS 2.875% (n/a) - 5.73% | ENAGAS SA (n/a) - 0.36% |
| #4 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 4.70% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.34% |
| #5 | UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.59% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.34% |
| #6 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.37% | FINNING INTERNATIONAL INC (FINGF) - 0.33% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 3.35% | GAMES WORKSHOP GROUP PLC (n/a) - 0.32% |
| #8 | n/a (n/a) - 3.12% | ARITZIA INC SHS SUBORD VOTING (ATZAF) - 0.31% |
| #9 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 2.00% | HUDBAY MINERALS INC (n/a) - 0.30% |
| #10 | UNITED STATES TREASURY BONDS 3% (n/a) - 1.58% | CAPITAL POWER CORP (CPXWF) - 0.30% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.45% | STOREBRAND ASA (n/a) - 0.30% |
| #12 | n/a (n/a) - 1.17% | SOUTH BOW CORP (SOBO) - 0.29% |
| #13 | NYKREDIT REALKREDIT A/S 3.5% (n/a) - 1.16% | DUNDEE PRECIOUS METALS INC (n/a) - 0.29% |
| #14 | UNITED STATES TREASURY NOTES 4% (n/a) - 0.83% | OCEANAGOLD CORP (OGC) - 0.28% |
| #15 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.77% | VALIANT HOLDING AG (n/a) - 0.28% |
| #16 | UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.66% | TUI AG (n/a) - 0.28% |
| #17 | UNITED STATES TREASURY BONDS 1.125% (n/a) - 0.63% | NKT AS (n/a) - 0.28% |
| #18 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.59% | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 0.28% |
| #19 | n/a (n/a) - 0.57% | OR ROYALTIES INC (OR) - 0.28% |
| #20 | EATON VANCE FLOATING-RATE ETF (EVLN) - 0.56% | K&S AG (n/a) - 0.28% |
| #21 | JPMORGAN CHASE & CO. 4.622% (n/a) - 0.55% | SUBSEA 7 SA (n/a) - 0.28% |
| #22 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.54% | WPP PLC (n/a) - 0.28% |
| #23 | CI FINANCIAL CORP 7.5% (n/a) - 0.47% | AEDIFICA SA (n/a) - 0.28% |
| #24 | n/a (n/a) - 0.40% | LOTTOMATICA GROUP SPA (n/a) - 0.28% |
| #25 | AMERICAN NATIONAL GROUP INC. 6% (n/a) - 0.39% | THE BOYD GROUP INC COMMON STOCK (n/a) - 0.28% |
| Total Holdings | 538 | 2250 |
EVTR vs SCHC - Historical Returns
Returns include dividend reinvestment.
1M
EVTR
+0.27%
Winner
SCHC
+4.23%
3M
EVTR
-0.08%
Winner
SCHC
+2.13%
6M
EVTR
+1.28%
Winner
SCHC
+19.34%
1Y
EVTR
+6.38%
Winner
SCHC
+38.39%
5Y(CAGR)
EVTR
N/A
SCHC
+7.13%
10Y(CAGR)
EVTR
N/A
SCHC
+8.72%
Max(CAGR)
EVTR
+6.03%
Winner
SCHC
+7.46%
EVTR vs SCHC - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EVTR | SCHC |
|---|---|---|
| 2026 | +0.73% | +11.74% |
| 2025 | +8.06% | +37.73% |
| 2024 | +4.07% | +3.59% |
| 2023 | N/A | +14.09% |
| 2022 | N/A | -22.33% |
| 2021 | N/A | +11.61% |
| 2020 | N/A | +9.68% |
| 2019 | N/A | +22.91% |
| 2018 | N/A | -19.47% |
| 2017 | N/A | +28.59% |
| 2016 | N/A | +4.30% |
| 2015 | N/A | +2.06% |
| 2014 | N/A | -6.00% |
| 2013 | N/A | +19.07% |
| 2012 | N/A | +15.92% |
| 2011 | N/A | -14.43% |
| 2010 | N/A | +17.14% |
EVTR vs SCHC Drawdown Comparison
The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current EVTR drawdown is -1.11%. The current SCHC drawdown is -0.47%.
| Rank | EVTR | SCHC |
|---|---|---|
| #1 | -4.08% Sep 17, 2024 - Apr 3, 2025 | -43.97% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -2.85% Feb 27, 2026 - Mar 27, 2026 | -36.48% Sep 3, 2021 - May 19, 2025 |
| #3 | -2.77% Mar 27, 2024 - May 15, 2024 | -28.31% Apr 29, 2011 - May 3, 2013 |
| #4 | -2.37% Apr 3, 2025 - Jun 23, 2025 | -23.68% Jul 3, 2014 - May 2, 2017 |
| #5 | -1.26% May 15, 2024 - Jun 4, 2024 | -18.51% Apr 14, 2010 - Sep 28, 2010 |
| #6 | -0.99% Jun 30, 2025 - Jul 29, 2025 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -0.91% Oct 27, 2025 - Nov 26, 2025 | -12.17% Jan 14, 2010 - Apr 1, 2010 |
| #8 | -0.89% Jun 14, 2024 - Jul 5, 2024 | -10.36% May 8, 2013 - Aug 2, 2013 |
| #9 | -0.88% Aug 2, 2024 - Aug 20, 2024 | -9.35% Mar 3, 2011 - Apr 1, 2011 |
| #10 | -0.87% Jun 6, 2024 - Jun 13, 2024 | -6.61% Nov 4, 2010 - Dec 13, 2010 |
| #11 | -0.77% Nov 26, 2025 - Dec 30, 2025 | -6.51% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -0.77% Jul 17, 2024 - Jul 30, 2024 | -5.70% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -0.75% Sep 16, 2025 - Oct 13, 2025 | -5.63% Jun 8, 2021 - Aug 5, 2021 |
| #14 | -0.54% Jan 14, 2026 - Jan 26, 2026 | -4.31% Apr 9, 2014 - Jun 4, 2014 |
| #15 | -0.45% Aug 13, 2025 - Aug 22, 2025 | -4.08% Oct 22, 2013 - Dec 30, 2013 |
Correlation
Correlation between EVTR and SCHC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2010 - 2026)
EVTR vs SCHC dividend yield comparison.
| Year | EVTR | SCHC |
|---|---|---|
| 2026 | 1.56% | 0.00% |
| 2025 | 4.51% | 3.66% |
| 2024 | 4.26% | 3.72% |
| 2023 | 0.00% | 2.94% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 3.02% |
| 2020 | 0.00% | 1.62% |
| 2019 | 0.00% | 3.23% |
| 2018 | 0.00% | 2.51% |
| 2017 | 0.00% | 2.73% |
| 2016 | 0.00% | 2.01% |
| 2015 | 0.00% | 2.34% |
| 2014 | 0.00% | 2.59% |
| 2013 | 0.00% | 2.81% |
| 2012 | 0.00% | 3.00% |
| 2011 | 0.00% | 7.05% |
| 2010 | 0.00% | 2.28% |
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