CEV vs BBP

Comparison between Eaton Vance California Municipal Income Trust (CEV, ETF) and VIRTUS BIOTECH ETF (BBP, ETF).

5-Year PerformanceBBP has outperformed CEV, delivering a return of +9.6% compared to -0.8%

CEV vs BBP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CEV(ETF)	BBP(ETF)
Net Assets	$78M	$78M
Expense Ratio	N/A	0.34%
Max Drawdown	61.83%	44.32%
Sharpe Ratio	0.93	1.47
5Y Beta	0.13	0.86
P/E Ratio	N/A	-33.91
Forward P/E	N/A	13.79
5Y Dividends CAGR	1.20%	N/A
5Y EPS CAGR	N/A	2.22%
Debt to Equity	N/A	36.59%
P/S Ratio	N/A	5.30
P/B Ratio	N/A	4.03

Net Assets

CEV

$78M

Winner

BBP

$78M

Expense Ratio

CEV

N/A

BBP

0.34%

Max Drawdown

CEV

61.83%

Winner

BBP

44.32%

Sharpe Ratio

CEV

0.93

Winner

BBP

1.47

5Y Beta

Winner

CEV

0.13

BBP

0.86

P/E Ratio

CEV

N/A

BBP

-33.91

Forward P/E

CEV

N/A

BBP

13.79

5Y Dividends CAGR

CEV

1.20%

BBP

N/A

5Y EPS CAGR

CEV

N/A

BBP

2.22%

Debt to Equity

CEV

N/A

BBP

36.59%

P/S Ratio

CEV

N/A

BBP

5.30

P/B Ratio

CEV

N/A

BBP

4.03

CEV vs BBP - Historical Returns

Returns include dividend reinvestment.

Period	CEV	BBP
1 month	-0.96%	-4.70%
3 months	-1.10%	-1.59%
6 months	+1.07%	+7.53%
1 year	+13.89%	+39.07%
5 years(CAGR)	-0.77%	+9.56%
10 years(CAGR)	+1.47%	+11.61%
Max(CAGR)	+5.07%	+10.90%

Winner

CEV

-0.96%

BBP

-4.70%

Winner

CEV

-1.10%

BBP

-1.59%

CEV

+1.07%

Winner

BBP

+7.53%

CEV

+13.89%

Winner

BBP

+39.07%

5Y(CAGR)

CEV

-0.77%

Winner

BBP

+9.56%

10Y(CAGR)

CEV

+1.47%

Winner

BBP

+11.61%

Max(CAGR)

CEV

+5.07%

Winner

BBP

+10.90%

CEV vs BBP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CEV	BBP
2026	+4.38%	+5.54%
2025	+5.19%	+31.60%
2024	+1.93%	+1.76%
2023	+8.06%	+19.51%
2022	-24.31%	-0.92%
2021	+2.98%	-8.54%
2020	+6.21%	+23.26%
2019	+25.02%	+23.60%
2018	-4.89%	-15.04%
2017	+2.64%	+24.38%
2016	-3.39%	+10.01%
2015	+7.78%	+17.91%
2014	+22.63%	+0.27%
2013	-17.98%	N/A
2012	+16.53%	N/A
2011	+23.43%	N/A
2010	+4.71%	N/A
2009	+60.06%	N/A
2008	-39.27%	N/A
2007	-7.13%	N/A
2006	+12.80%	N/A
2005	-2.30%	N/A
2004	+7.28%	N/A
2003	+15.22%	N/A
2002	+5.14%	N/A
2001	+21.58%	N/A
2000	+13.59%	N/A
1999	-7.78%	N/A

CEV vs BBP Drawdown Comparison

The maximum drawdown for CEV was -58.45%, occurring on Dec 16, 2008. Recovery took 764 trading sessions.

The maximum drawdown for BBP was -44.32%, occurring on May 9, 2022. Recovery took 767 trading sessions.

The current CEV drawdown is -9.94%. The current BBP drawdown is -6.96%.

Rank	CEV	BBP
#1	-58.45% May 21, 2007 - Jun 2, 2010	-44.32% Feb 8, 2021 - Feb 27, 2024
#2	-32.99% Nov 12, 2021 - Oct 31, 2022	-40.50% Jul 20, 2015 - Feb 9, 2017
#3	-26.49% Feb 12, 2013 - Jan 29, 2015	-32.25% Jul 13, 2018 - May 11, 2020
#4	-25.93% Feb 19, 2020 - Jul 31, 2020	-26.09% Nov 8, 2024 - Sep 2, 2025
#5	-19.14% Apr 6, 2016 - Aug 2, 2019	-19.84% Feb 27, 2024 - Jul 15, 2024
#6	-18.74% Sep 7, 2010 - Aug 22, 2011	-12.40% Jan 29, 2018 - Jun 19, 2018
#7	-14.62% Nov 9, 1999 - Apr 12, 2000	-11.75% Jul 20, 2020 - Oct 7, 2020
#8	-14.25% Apr 13, 2000 - Aug 21, 2000	-11.54% Apr 23, 2015 - Jun 5, 2015
#9	-13.63% Mar 17, 2004 - Sep 14, 2004	-10.58% Jul 16, 2024 - Nov 6, 2024
#10	-12.41% Jul 2, 2003 - Dec 19, 2003	-10.39% Oct 5, 2017 - Jan 22, 2018
#11	-11.73% Oct 8, 2002 - May 14, 2003	-10.09% Jul 24, 2017 - Sep 29, 2017
#12	-11.55% Feb 14, 2005 - Mar 1, 2006	-9.28% Feb 24, 2026 - Apr 14, 2026
#13	-11.18% May 11, 2006 - Dec 1, 2006	-8.86% Mar 3, 2017 - Jun 20, 2017
#14	-10.25% Nov 12, 2001 - Feb 6, 2002	-7.56% May 6, 2026 - Jun 2, 2026
#15	-9.96% Feb 7, 2001 - Aug 1, 2001	-7.56% Jun 23, 2015 - Jul 14, 2015

Correlation

Correlation between CEV and BBP is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (1999 - 2026)

CEV vs BBP dividend yield comparison.

Year	CEV	BBP
2026	2.44%	0.00%
2025	5.98%	0.00%
2024	5.58%	0.00%
2023	4.14%	0.00%
2022	5.24%	0.00%
2021	4.17%	0.00%
2020	4.00%	0.00%
2019	3.95%	0.00%
2018	4.25%	0.00%
2017	4.01%	0.18%
2016	4.81%	0.00%
2015	5.46%	1.29%
2014	5.75%	0.00%
2013	7.07%	0.00%
2012	5.84%	0.00%
2011	6.78%	0.00%
2010	7.57%	0.00%
2009	6.69%	0.00%
2008	8.81%	0.00%
2007	5.06%	0.00%
2006	4.87%	0.00%
2005	6.29%	0.00%
2004	6.81%	0.00%
2003	6.34%	0.00%
2002	6.71%	0.00%
2001	5.33%	0.00%
2000	5.99%	0.00%
1999	1.16%	0.00%