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XAGG vs EVHY

Eaton Vance Income Opportunities ETF vs Eaton Vance High Yield ETF

XAGG

Eaton Vance Income Opportunities ETF

Eaton Vance ETFs

Annual cost

0.50%

Fund size

$963M

EVHY

Eaton Vance High Yield ETF

Eaton Vance ETFs

Annual cost

0.48%

Fund size

$34M

Key differences

  • XAGG is significantly larger than EVHY — larger funds tend to be more liquid and less likely to close.
  • XAGG follows a active selection strategy; EVHY uses index tracking.
  • XAGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XAGGEVHY
Annual cost (TER)0.50%0.48%
Fund size (AUM)$963M$34M
Since19972023
Dividend yield6.36%7.27%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.41%
Max drawdown-2.88%-3.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XAGG and EVHY