CDC vs EVSM

Comparison between VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF) and EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF).

CDC vs EVSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CDC(ETF)	EVSM(ETF)
Net Assets	$720M	$718M
Expense Ratio	0.35%	0.19%
Max Drawdown	25.69%	2.12%
Sharpe Ratio	1.66	0.11
5Y Beta	0.43	0.00
P/E Ratio	17.37	N/A
Forward P/E	13.89	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	11.23%	N/A
5Y EPS CAGR	5.65%	N/A
Debt to Equity	-40.59%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	2.23	N/A

Net Assets

Winner

CDC

$720M

EVSM

$718M

Expense Ratio

CDC

0.35%

Winner

EVSM

0.19%

Max Drawdown

CDC

25.69%

Winner

EVSM

2.12%

Sharpe Ratio

Winner

CDC

1.66

EVSM

0.11

5Y Beta

CDC

0.43

Winner

EVSM

0.00

P/E Ratio

CDC

17.37

EVSM

N/A

Forward P/E

CDC

13.89

EVSM

N/A

PEG Ratio

CDC

0.44

EVSM

N/A

5Y Dividends CAGR

CDC

11.23%

EVSM

N/A

5Y EPS CAGR

CDC

5.65%

EVSM

N/A

Debt to Equity

CDC

-40.59%

EVSM

N/A

P/S Ratio

CDC

1.59

EVSM

N/A

P/B Ratio

CDC

2.23

EVSM

N/A

CDC vs EVSM - Historical Returns

Returns include dividend reinvestment.

Period	CDC	EVSM
1 month	+3.88%	+0.64%
3 months	+4.45%	+0.44%
6 months	+12.47%	+1.41%
1 year	+21.10%	+3.85%
5 years(CAGR)	+5.90%	N/A
10 years(CAGR)	+10.42%	N/A
Max(CAGR)	+9.97%	+3.58%

Winner

CDC

+3.88%

EVSM

+0.64%

Winner

CDC

+4.45%

EVSM

+0.44%

Winner

CDC

+12.47%

EVSM

+1.41%

Winner

CDC

+21.10%

EVSM

+3.85%

5Y(CAGR)

CDC

+5.90%

EVSM

N/A

10Y(CAGR)

CDC

+10.42%

EVSM

N/A

Max(CAGR)

Winner

CDC

+9.97%

EVSM

+3.58%

CDC vs EVSM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CDC	EVSM
2026	+13.09%	+1.16%
2025	+8.93%	+4.30%
2024	+13.99%	+2.52%
2023	-5.55%	N/A
2022	-8.07%	N/A
2021	+35.17%	N/A
2020	+12.93%	N/A
2019	+19.64%	N/A
2018	-6.07%	N/A
2017	+15.43%	N/A
2016	+21.97%	N/A
2015	-0.32%	N/A
2014	+7.22%	N/A

CDC vs EVSM Drawdown Comparison

The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.

The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.

The current CDC drawdown is -0.60%. The current EVSM drawdown is -0.04%.

Rank	CDC	EVSM
#1	-21.36% Apr 20, 2022 - Nov 25, 2024	-1.50% Apr 4, 2025 - Jun 3, 2025
#2	-18.27% Jan 17, 2020 - Jun 5, 2020	-1.07% Feb 27, 2026 - Jun 5, 2026
#3	-15.13% Sep 14, 2018 - Oct 23, 2019	-0.81% Oct 15, 2024 - Dec 4, 2024
#4	-12.70% Nov 29, 2024 - Aug 13, 2025	-0.68% Dec 6, 2024 - Jan 27, 2025
#5	-10.88% Jun 8, 2020 - Nov 9, 2020	-0.54% May 15, 2024 - Jun 13, 2024
#6	-9.89% Oct 22, 2015 - Mar 3, 2016	-0.52% Apr 1, 2024 - May 7, 2024
#7	-9.76% Dec 29, 2014 - Oct 22, 2015	-0.49% Feb 26, 2025 - Apr 4, 2025
#8	-9.29% Jan 26, 2018 - Aug 17, 2018	-0.42% Jul 24, 2024 - Aug 1, 2024
#9	-5.67% Mar 2, 2026 - Apr 30, 2026	-0.38% Feb 6, 2025 - Feb 25, 2025
#10	-5.49% May 10, 2021 - Aug 11, 2021	-0.36% Jul 16, 2024 - Jul 24, 2024
#11	-5.42% Jan 14, 2022 - Mar 25, 2022	-0.34% Aug 5, 2024 - Aug 23, 2024
#12	-4.81% Nov 15, 2021 - Dec 15, 2021	-0.34% Sep 17, 2025 - Oct 13, 2025
#13	-4.80% Jan 14, 2021 - Feb 8, 2021	-0.26% Oct 2, 2024 - Oct 15, 2024
#14	-4.68% Jun 23, 2016 - Jul 1, 2016	-0.26% Nov 11, 2025 - Dec 11, 2025
#15	-4.61% Sep 2, 2021 - Oct 20, 2021	-0.24% Oct 13, 2025 - Nov 11, 2025

Correlation

Correlation between CDC and EVSM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

CDC vs EVSM dividend yield comparison.

Year	CDC	EVSM
2026	1.37%	1.23%
2025	3.36%	3.12%
2024	3.32%	2.99%
2023	4.24%	0.00%
2022	3.48%	0.00%
2021	2.65%	0.00%
2020	2.48%	0.00%
2019	3.04%	0.00%
2018	3.37%	0.00%
2017	2.81%	0.00%
2016	2.99%	0.00%
2015	3.17%	0.00%
2014	1.20%	0.00%