AVSE vs ETX
Comparison between AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF (AVSE, ETF) and Eaton Vance Municipal Income 2028 Term Trust (ETX, ETF).
AVSE vs ETX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVSE
$201M
ETX
$199M
Expense Ratio
AVSE
0.33%
ETX
N/A
Max Drawdown
Winner
AVSE
26.52%
ETX
32.76%
Sharpe Ratio
Winner
AVSE
1.56
ETX
0.57
5Y Beta
AVSE
0.82
Winner
ETX
0.09
5Y Dividends CAGR
AVSE
N/A
ETX
3.62%
AVSE vs ETX - Historical Returns
Returns include dividend reinvestment.
1M
AVSE
-0.19%
Winner
ETX
+0.89%
3M
Winner
AVSE
+12.31%
ETX
+0.35%
6M
Winner
AVSE
+19.69%
ETX
+1.13%
1Y
Winner
AVSE
+39.28%
ETX
+9.58%
5Y(CAGR)
Winner
AVSE
+13.44%
ETX
+1.15%
10Y(CAGR)
AVSE
N/A
ETX
+3.59%
Max(CAGR)
Winner
AVSE
+13.44%
ETX
+4.12%
AVSE vs ETX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AVSE | ETX |
|---|---|---|
| 2026 | +15.39% | +2.70% |
| 2025 | +32.37% | +11.55% |
| 2024 | +9.98% | +6.08% |
| 2023 | +15.41% | -0.69% |
| 2022 | -13.84% | -13.36% |
| 2021 | N/A | -4.59% |
| 2020 | N/A | +12.33% |
| 2019 | N/A | +17.34% |
| 2018 | N/A | -3.05% |
| 2017 | N/A | +9.16% |
| 2016 | N/A | +8.96% |
| 2015 | N/A | +10.25% |
| 2014 | N/A | +24.43% |
| 2013 | N/A | -24.56% |
AVSE vs ETX Drawdown Comparison
The maximum drawdown for AVSE was -26.28%, occurring on Oct 24, 2022. Recovery took 483 trading sessions.
The maximum drawdown for ETX was -32.09%, occurring on Aug 16, 2013. Recovery took 649 trading sessions.
The current AVSE drawdown is -8.28%. The current ETX drawdown is -1.31%.
| Rank | AVSE | ETX |
|---|---|---|
| #1 | -26.28% Apr 4, 2022 - Mar 7, 2024 | -32.09% May 3, 2013 - Nov 30, 2015 |
| #2 | -17.67% Oct 7, 2024 - May 16, 2025 | -25.15% Dec 5, 2019 - Aug 3, 2020 |
| #3 | -14.17% Feb 25, 2026 - Apr 30, 2026 | -24.19% Jun 29, 2021 - Oct 28, 2025 |
| #4 | -9.25% Jul 12, 2024 - Sep 24, 2024 | -11.85% Aug 22, 2016 - Aug 29, 2017 |
| #5 | -8.28% Jun 2, 2026 - Jun 5, 2026 | -9.62% Oct 2, 2018 - Jan 24, 2019 |
| #6 | -5.90% May 11, 2026 - May 26, 2026 | -8.40% Sep 15, 2017 - Oct 2, 2018 |
| #7 | -5.05% Apr 9, 2024 - May 2, 2024 | -7.93% Mar 22, 2021 - Jun 29, 2021 |
| #8 | -4.59% Oct 6, 2025 - Oct 20, 2025 | -6.85% Dec 31, 2020 - Mar 22, 2021 |
| #9 | -4.54% Oct 29, 2025 - Dec 26, 2025 | -6.85% Sep 9, 2020 - Nov 25, 2020 |
| #10 | -4.46% May 17, 2024 - Jul 3, 2024 | -6.76% Sep 10, 2019 - Oct 8, 2019 |
| #11 | -3.60% Jul 23, 2025 - Aug 13, 2025 | -5.69% Oct 8, 2019 - Dec 5, 2019 |
| #12 | -2.73% Jun 12, 2025 - Jun 24, 2025 | -4.93% Oct 28, 2025 - May 19, 2026 |
| #13 | -2.45% Jan 28, 2026 - Feb 9, 2026 | -4.14% Jul 7, 2016 - Aug 8, 2016 |
| #14 | -1.97% Mar 12, 2024 - Apr 5, 2024 | -3.40% May 16, 2016 - Jun 3, 2016 |
| #15 | -1.94% Sep 17, 2025 - Oct 1, 2025 | -3.09% Dec 2, 2020 - Dec 29, 2020 |
Correlation
Correlation between AVSE and ETX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2013 - 2026)
AVSE vs ETX dividend yield comparison.
| Year | AVSE | ETX |
|---|---|---|
| 2026 | 0.07% | 2.07% |
| 2025 | 2.68% | 5.02% |
| 2024 | 3.03% | 5.33% |
| 2023 | 3.20% | 4.15% |
| 2022 | 1.27% | 4.62% |
| 2021 | 0.00% | 3.96% |
| 2020 | 0.00% | 3.60% |
| 2019 | 0.00% | 3.88% |
| 2018 | 0.00% | 4.46% |
| 2017 | 0.00% | 4.11% |
| 2016 | 0.00% | 4.33% |
| 2015 | 0.00% | 4.59% |
| 2014 | 0.00% | 5.26% |
| 2013 | 0.00% | 3.39% |
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