AOK vs EVSM
Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF).
AOK vs EVSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AOK
$782M
EVSM
$781M
Expense Ratio
Winner
AOK
0.15%
EVSM
0.19%
Max Drawdown
AOK
20.42%
Winner
EVSM
2.12%
Sharpe Ratio
Winner
AOK
0.82
EVSM
-0.93
5Y Beta
AOK
0.31
Winner
EVSM
0.01
5Y Dividends CAGR
AOK
16.01%
EVSM
N/A
AOK vs EVSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOK
+1.51%
EVSM
+0.50%
3M
Winner
AOK
+1.22%
EVSM
+0.73%
6M
Winner
AOK
+1.88%
EVSM
+0.21%
1Y
Winner
AOK
+8.33%
EVSM
+2.59%
5Y(CAGR)
AOK
+3.53%
EVSM
N/A
10Y(CAGR)
AOK
+4.90%
EVSM
N/A
Max(CAGR)
Winner
AOK
+5.37%
EVSM
+3.36%
AOK vs EVSM - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOK | EVSM |
|---|---|---|
| 2026 | +4.29% | +1.32% |
| 2025 | +11.44% | +4.30% |
| 2024 | +7.10% | +2.52% |
| 2023 | +10.30% | N/A |
| 2022 | -13.75% | N/A |
| 2021 | +5.03% | N/A |
| 2020 | +8.81% | N/A |
| 2019 | +13.65% | N/A |
| 2018 | -3.25% | N/A |
| 2017 | +9.60% | N/A |
| 2016 | +5.60% | N/A |
| 2015 | -1.07% | N/A |
| 2014 | +4.47% | N/A |
| 2013 | +6.05% | N/A |
| 2012 | +6.34% | N/A |
| 2011 | +4.24% | N/A |
| 2010 | +6.63% | N/A |
| 2009 | +8.46% | N/A |
| 2008 | +4.06% | N/A |
AOK vs EVSM Drawdown Comparison
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.
The current AOK drawdown is -0.57%. The current EVSM drawdown is -0.11%.
| Rank | AOK | EVSM |
|---|---|---|
| #1 | -18.94% Nov 5, 2021 - Jul 16, 2024 | -1.50% Apr 4, 2025 - Jun 3, 2025 |
| #2 | -14.55% Feb 19, 2020 - Jun 8, 2020 | -1.07% Feb 27, 2026 - Jun 5, 2026 |
| #3 | -10.84% Nov 25, 2008 - Dec 9, 2008 | -0.81% Oct 15, 2024 - Dec 4, 2024 |
| #4 | -9.06% Dec 19, 2008 - May 8, 2009 | -0.68% Dec 6, 2024 - Jan 27, 2025 |
| #5 | -6.42% Apr 24, 2015 - Jun 3, 2016 | -0.62% Jul 6, 2026 - Jul 24, 2026 |
| #6 | -6.15% Jan 26, 2018 - Mar 15, 2019 | -0.54% May 15, 2024 - Jun 13, 2024 |
| #7 | -5.02% Nov 14, 2008 - Nov 25, 2008 | -0.52% Apr 1, 2024 - May 7, 2024 |
| #8 | -4.96% Feb 26, 2025 - May 13, 2025 | -0.49% Feb 26, 2025 - Apr 4, 2025 |
| #9 | -4.50% Feb 25, 2026 - Apr 17, 2026 | -0.42% Jul 24, 2024 - Aug 1, 2024 |
| #10 | -4.43% May 21, 2013 - Sep 18, 2013 | -0.38% Feb 6, 2025 - Feb 25, 2025 |
| #11 | -3.79% May 8, 2009 - Jun 12, 2009 | -0.36% Jul 16, 2024 - Jul 24, 2024 |
| #12 | -3.68% Jul 22, 2011 - Oct 28, 2011 | -0.34% Aug 5, 2024 - Aug 23, 2024 |
| #13 | -3.64% Jun 12, 2009 - Aug 4, 2009 | -0.34% Sep 17, 2025 - Oct 13, 2025 |
| #14 | -3.50% Dec 6, 2024 - Feb 26, 2025 | -0.26% Oct 2, 2024 - Oct 15, 2024 |
| #15 | -3.41% Sep 7, 2016 - Feb 23, 2017 | -0.26% Nov 11, 2025 - Dec 11, 2025 |
Correlation
Correlation between AOK and EVSM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
AOK vs EVSM dividend yield comparison.
| Year | AOK | EVSM |
|---|---|---|
| 2026 | 1.79% | 1.75% |
| 2025 | 3.28% | 3.12% |
| 2024 | 3.23% | 2.99% |
| 2023 | 2.93% | 0.00% |
| 2022 | 2.25% | 0.00% |
| 2021 | 1.55% | 0.00% |
| 2020 | 2.10% | 0.00% |
| 2019 | 2.71% | 0.00% |
| 2018 | 2.68% | 0.00% |
| 2017 | 2.91% | 0.00% |
| 2016 | 2.14% | 0.00% |
| 2015 | 2.02% | 0.00% |
| 2014 | 2.08% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.05% | 0.00% |
| 2011 | 2.35% | 0.00% |
| 2010 | 1.78% | 0.00% |
| 2009 | 2.33% | 0.00% |
| 2008 | 0.44% | 0.00% |
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