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VTI▼ −0.4%VOO▼ −0.5%IVV▼ −0.5%SPY▼ −0.5%VXUS▲ +0.3%QQQ▼ −1.4%VUG▼ −1.2%BND▼ −0.3%VEA▲ +0.2%VTV▲ +0.2%VO▲ +0.2%IEFA▲ +0.3%SPYM▼ −0.5%VGT▼ −2.7%VB▲ +0.6%VWO▲ +0.3%IEMG▲ +0.2%AGG▼ −0.2%GLD▲ +1.6%VIG▲ +0.2%XLK▼ −2.9%IJH▲ +0.8%BNDX▼ −0.1%SCHD▲ +0.3%IWF▼ −1.2%SGOV▼ −0.3%IJR▲ +0.8%QQQM▼ −1.4%VT▼ −0.1%RSP▲ +0.8%
Fidelity made investors more money ($8.3B). Eaton Vance had more funds that made money (94%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape
EATON VANCE LEADS6of 10 matchups called
- Win %
- Bonds & cash
- US stocks
- International
- +2 more
Tale of the tape 1Y · lower fee wins
22Fundsin total84
16–1Made moneymade–lost, 1 year58–16
94%Win %funds that made money78%
$430MMoney madefor investors, 1 year$8.3B
+3.6%Typical returnmiddle fund, 1 year+10.4%
4Launchesnew funds in 202610
$18.5BAssetsmoney invested$189B
$0.33Fee per $100paid each year · lower wins$0.23
FIDELITY LEADS4of 10 matchups called
- Money made
- Typical return
- Fee per $100
- Buffered
Who wins each category · share of its funds that made money · 1Y
Eaton Vance 5 · Fidelity 1Bonds & cash
89%8 of 9
◀67%8 of 12
$52MMADE−$48M+1.8%TYPICAL+1.0%EVSB+3.6%BESTFLDB+3.5%Open 25 funds →US stockssmall sample100%1 of 1
◀100%16 of 16
$21MMADE$5.0B+22.6%TYPICAL+15.1%CVMC+22.6%BESTFBCV+31.2%Opened below ↓Internationalsmall sample100%1 of 1
◀100%8 of 8
$77MMADE$1.8B+18.2%TYPICAL+15.8%CVIE+18.2%BESTFIVA+23.5%Open 9 funds →Income100%1 of 1
◀80%4 of 5
$96MMADE$1.5B+21.3%TYPICAL+14.3%PAPI+21.3%BESTFIDI+22.9%Open 9 funds →Low-cost coresmall sample100%2 of 2
◀67%2 of 3
$109MMADE$1.7B+15.4%TYPICAL+13.4%CDEI+15.4%BESTFELV+30.4%Open 5 funds →Cryptosmall sample—0 of 0
0%0 of 3
—MADE−$7.2B—TYPICAL−36.3%—BESTFBTC−28.2%Open 5 funds →Bufferedsmall sample100%1 of 1
▶100%2 of 2
$13MMADE$69M+9.6%TYPICAL+10.0%PHEQ+9.6%BESTFBUF+10.0%Open 3 funds →US stocks: Eaton Vance wins, 100% to 100% of funds made money
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · US STOCKS | Eaton Vance | Fidelity |
|---|---|---|
| Funds in the category | 1 | 21 |
| Made money (W–L) | 1–0 | 16–0 |
| Win % | 100% | 100% |
| Money made | $21M | $5.0B |
| Typical return | +22.6% | +15.1% |
| Launches · 2026 | 0 | 5 |
| Assets | $113M | $46.5B |
| Fee per $100 | $0.15 | $0.28 |
The biggest us stocks funds on each side
Eaton Vance
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| CVMC | Calvert US Mid-Cap Core Responsible Index ETF | $113M | +22.6% ✓ |
Fidelity
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| ONEQ | Fidelity Nasdaq Composite Index ETF | $10.9B | +7.6% ✓ |
| FMDE | Fidelity Enhanced Mid Cap ETF | $8.1B | +18.9% ✓ |
| FBCG | Fidelity Blue Chip Growth ETF | $7.6B | +4.4% ✓ |
| FESM | Fidelity Enhanced Small Cap ETF | $6.4B | +24.1% ✓ |
| FSMD | Fidelity Small-Mid Multifactor ETF | $2.5B | +18.5% ✓ |
| FINA | Fidelity MSCI North American Subset Index ETF | $2.1B | — |
Twin funds: Eaton Vance is cheaper in 6 of 7. 1-year returns split evenly.
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
CHEAPER6 – 10 tieBETTER 1Y1 – 11 tieBETTER 5Y0 – 00 tie
Bonds & cash · 3
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.