EDF vs EALT
Comparison between Virtus Stone Harbor Emerging Markets Income Fund (EDF, ETF) and Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly (EALT, ETF).
EDF vs EALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EDF
$161M
EALT
$161M
Expense Ratio
EDF
N/A
EALT
0.69%
Max Drawdown
EDF
86.83%
Winner
EALT
14.76%
Sharpe Ratio
Winner
EDF
0.83
EALT
0.51
5Y Beta
Winner
EDF
0.33
EALT
0.59
5Y Dividends CAGR
EDF
-5.19%
EALT
N/A
EDF vs EALT - Historical Returns
Returns include dividend reinvestment.
1M
EDF
-6.92%
Winner
EALT
-0.43%
3M
Winner
EDF
+2.95%
EALT
+1.86%
6M
Winner
EDF
+10.52%
EALT
-0.11%
1Y
Winner
EDF
+19.14%
EALT
+7.23%
5Y(CAGR)
EDF
+5.01%
EALT
N/A
10Y(CAGR)
EDF
+3.83%
EALT
N/A
Max(CAGR)
EDF
+3.23%
Winner
EALT
+12.50%
EDF vs EALT - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EDF | EALT |
|---|---|---|
| 2026 | +10.98% | +0.61% |
| 2025 | +19.95% | +9.58% |
| 2024 | +25.32% | +18.77% |
| 2023 | +17.80% | +6.80% |
| 2022 | -28.32% | N/A |
| 2021 | -6.82% | N/A |
| 2020 | -31.22% | N/A |
| 2019 | +44.37% | N/A |
| 2018 | -19.34% | N/A |
| 2017 | +22.61% | N/A |
| 2016 | +41.18% | N/A |
| 2015 | -9.74% | N/A |
| 2014 | -6.26% | N/A |
| 2013 | -19.19% | N/A |
| 2012 | +25.22% | N/A |
| 2011 | -9.26% | N/A |
| 2010 | -0.04% | N/A |
EDF vs EALT Drawdown Comparison
The maximum drawdown for EDF was -64.13%, occurring on Oct 20, 2022. Recovery took 1614 trading sessions.
The maximum drawdown for EALT was -14.76%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current EDF drawdown is -8.89%. The current EALT drawdown is -1.25%.
| Rank | EDF | EALT |
|---|---|---|
| #1 | -64.13% Jan 15, 2020 - Jun 18, 2026 | -14.76% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -45.74% Feb 20, 2013 - Feb 7, 2017 | -6.66% Jan 28, 2026 - Jul 6, 2026 |
| #3 | -28.36% Jan 26, 2018 - Jun 7, 2019 | -5.81% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -13.72% Sep 6, 2011 - Jan 26, 2012 | -4.07% Oct 16, 2023 - Nov 7, 2023 |
| #5 | -12.48% Oct 11, 2017 - Jan 22, 2018 | -3.90% Apr 1, 2024 - May 15, 2024 |
| #6 | -10.11% Aug 1, 2019 - Dec 24, 2019 | -3.63% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -8.89% Jun 18, 2026 - Jul 23, 2026 | -3.33% Dec 16, 2024 - Feb 13, 2025 |
| #8 | -8.84% May 8, 2012 - Jul 31, 2012 | -3.27% Oct 28, 2025 - Nov 28, 2025 |
| #9 | -7.79% Aug 1, 2011 - Sep 6, 2011 | -2.39% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -7.09% Jun 14, 2017 - Jul 28, 2017 | -1.95% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -6.25% Jan 13, 2011 - Apr 14, 2011 | -1.71% Oct 22, 2024 - Nov 6, 2024 |
| #12 | -4.74% Mar 7, 2017 - Mar 15, 2017 | -1.62% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -4.66% Jul 31, 2017 - Aug 29, 2017 | -1.57% May 21, 2024 - Jun 5, 2024 |
| #14 | -4.54% May 20, 2011 - Jul 26, 2011 | -1.40% Dec 24, 2025 - Jan 12, 2026 |
| #15 | -4.45% Feb 17, 2012 - May 7, 2012 | -1.31% Nov 11, 2024 - Nov 22, 2024 |
Correlation
Correlation between EDF and EALT is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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