AVGV vs EVN

Comparison between AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF) and Eaton Vance Municipal Income Trust (EVN, ETF).

AVGV vs EVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVGV(ETF)	EVN(ETF)
Net Assets	$425M	$423M
Expense Ratio	0.26%	N/A
Max Drawdown	18.05%	62.55%
Sharpe Ratio	1.80	0.45
5Y Beta	0.82	0.19
5Y Dividends CAGR	N/A	3.09%

Net Assets

Winner

AVGV

$425M

EVN

$423M

Expense Ratio

AVGV

0.26%

EVN

N/A

Max Drawdown

Winner

AVGV

18.05%

EVN

62.55%

Sharpe Ratio

Winner

AVGV

1.80

EVN

0.45

5Y Beta

AVGV

0.82

Winner

EVN

0.19

5Y Dividends CAGR

AVGV

N/A

EVN

3.09%

AVGV vs EVN - Historical Returns

Returns include dividend reinvestment.

Period	AVGV	EVN
1 month	+3.18%	+1.71%
3 months	+3.96%	+1.41%
6 months	+8.62%	-0.36%
1 year	+29.61%	+8.41%
5 years(CAGR)	N/A	-0.58%
10 years(CAGR)	N/A	+1.97%
Max(CAGR)	+21.39%	+5.77%

Winner

AVGV

+3.18%

EVN

+1.71%

Winner

AVGV

+3.96%

EVN

+1.41%

Winner

AVGV

+8.62%

EVN

-0.36%

Winner

AVGV

+29.61%

EVN

+8.41%

5Y(CAGR)

AVGV

N/A

EVN

-0.58%

10Y(CAGR)

AVGV

N/A

EVN

+1.97%

Max(CAGR)

Winner

AVGV

+21.39%

EVN

+5.77%

AVGV vs EVN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AVGV	EVN
2026	+19.96%	+3.92%
2025	+22.51%	+12.50%
2024	+11.94%	+8.33%
2023	+11.38%	+3.00%
2022	N/A	-25.04%
2021	N/A	+7.73%
2020	N/A	+10.09%
2019	N/A	+15.59%
2018	N/A	-3.88%
2017	N/A	+4.85%
2016	N/A	-3.37%
2015	N/A	+9.71%
2014	N/A	+35.72%
2013	N/A	-19.33%
2012	N/A	+16.12%
2011	N/A	+23.98%
2010	N/A	+3.83%
2009	N/A	+56.76%
2008	N/A	-39.77%
2007	N/A	-9.13%
2006	N/A	+14.02%
2005	N/A	-1.43%
2004	N/A	+11.85%
2003	N/A	+18.50%
2002	N/A	+11.13%
2001	N/A	+19.65%
2000	N/A	+4.37%
1999	N/A	-3.08%

AVGV vs EVN Drawdown Comparison

The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.

The maximum drawdown for EVN was -56.82%, occurring on Dec 16, 2008. Recovery took 812 trading sessions.

The current AVGV drawdown is -0.60%. The current EVN drawdown is -4.09%.

Rank	AVGV	EVN
#1	-17.03% Nov 29, 2024 - Jun 6, 2025	-56.82% May 11, 2007 - Aug 2, 2010
#2	-10.54% Jul 31, 2023 - Dec 13, 2023	-32.80% Sep 21, 2021 - Jun 29, 2026
#3	-8.35% Jul 16, 2024 - Sep 19, 2024	-27.63% Feb 21, 2020 - Nov 19, 2020
#4	-8.12% Feb 20, 2026 - Apr 17, 2026	-27.40% Mar 6, 2013 - Sep 9, 2014
#5	-4.77% Mar 28, 2024 - May 14, 2024	-19.70% Nov 16, 1999 - Jan 3, 2001
#6	-4.42% Nov 12, 2025 - Nov 26, 2025	-18.58% Jul 11, 2016 - Aug 8, 2019
#7	-4.32% Dec 27, 2023 - Feb 12, 2024	-17.26% Sep 7, 2010 - Jul 5, 2011
#8	-3.82% Oct 6, 2025 - Oct 24, 2025	-14.82% Apr 1, 2004 - Aug 27, 2004
#9	-3.77% May 15, 2024 - Jul 11, 2024	-11.51% Sep 24, 2002 - Mar 7, 2003
#10	-3.70% Jul 23, 2025 - Aug 12, 2025	-11.30% Feb 3, 2015 - Nov 30, 2015
#11	-2.65% Oct 18, 2024 - Nov 6, 2024	-10.92% Jun 17, 2003 - Oct 31, 2003
#12	-2.53% Jun 2, 2026 - Jun 12, 2026	-9.84% Sep 5, 2001 - Oct 9, 2001
#13	-2.43% Oct 27, 2025 - Nov 11, 2025	-9.44% Jun 28, 2005 - Jul 31, 2006
#14	-2.38% Jul 3, 2023 - Jul 11, 2023	-9.33% Mar 4, 2005 - May 25, 2005
#15	-2.23% Nov 7, 2024 - Nov 25, 2024	-8.39% Jul 12, 2011 - Sep 13, 2011

Correlation

Correlation between AVGV and EVN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2000 - 2026)

AVGV vs EVN dividend yield comparison.

Year	AVGV	EVN
2026	0.75%	3.83%
2025	1.98%	5.72%
2024	2.32%	5.78%
2023	1.14%	4.80%
2022	0.00%	5.60%
2021	0.00%	4.14%
2020	0.00%	4.20%
2019	0.00%	4.46%
2018	0.00%	5.50%
2017	0.00%	5.37%
2016	0.00%	6.06%
2015	0.00%	6.46%
2014	0.00%	6.71%
2013	0.00%	8.81%
2012	0.00%	6.92%
2011	0.00%	7.76%
2010	0.00%	8.54%
2009	0.00%	7.54%
2008	0.00%	10.42%
2007	0.00%	5.76%
2006	0.00%	5.39%
2005	0.00%	7.24%
2004	0.00%	7.26%
2003	0.00%	7.19%
2002	0.00%	7.35%
2001	0.00%	5.71%
2000	0.00%	2.07%