EFR vs DJUN

Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE (DJUN, ETF).

5-Year PerformanceDJUN has outperformed EFR, delivering a return of +8.1% compared to +3.4%

EFR vs DJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFR(ETF)	DJUN(ETF)
Net Assets	$349M	$347M
Expense Ratio	N/A	0.85%
Max Drawdown	66.83%	11.96%
Sharpe Ratio	-0.64	1.11
5Y Beta	0.36	0.49
5Y Dividends CAGR	3.88%	N/A

Net Assets

Winner

EFR

$349M

DJUN

$347M

Expense Ratio

EFR

N/A

DJUN

0.85%

Max Drawdown

EFR

66.83%

Winner

DJUN

11.96%

Sharpe Ratio

EFR

-0.64

Winner

DJUN

1.11

5Y Beta

Winner

EFR

0.36

DJUN

0.49

5Y Dividends CAGR

EFR

3.88%

DJUN

N/A

EFR vs DJUN - Historical Returns

Returns include dividend reinvestment.

Period	EFR	DJUN
1 month	+1.22%	+1.97%
3 months	+3.01%	+2.06%
6 months	+2.66%	+4.95%
1 year	-1.38%	+9.16%
5 years(CAGR)	+3.44%	+8.14%
10 years(CAGR)	+5.48%	N/A
Max(CAGR)	+4.75%	+8.36%

EFR

+1.22%

Winner

DJUN

+1.97%

Winner

EFR

+3.01%

DJUN

+2.06%

EFR

+2.66%

Winner

DJUN

+4.95%

EFR

-1.38%

Winner

DJUN

+9.16%

5Y(CAGR)

EFR

+3.44%

Winner

DJUN

+8.14%

10Y(CAGR)

EFR

+5.48%

DJUN

N/A

Max(CAGR)

EFR

+4.75%

Winner

DJUN

+8.36%

EFR vs DJUN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EFR	DJUN
2026	+0.85%	+5.67%
2025	-5.47%	+9.47%
2024	+10.08%	+14.20%
2023	+27.98%	+17.75%
2022	-18.89%	-6.36%
2021	+23.56%	+6.90%
2020	+0.78%	+6.48%
2019	+14.57%	N/A
2018	-6.37%	N/A
2017	+3.58%	N/A
2016	+28.01%	N/A
2015	-3.00%	N/A
2014	-3.32%	N/A
2013	-1.25%	N/A
2012	+15.36%	N/A
2011	-5.92%	N/A
2010	+19.21%	N/A
2009	+90.44%	N/A
2008	-45.18%	N/A
2007	-8.68%	N/A
2006	+17.21%	N/A
2005	-8.65%	N/A
2004	+6.89%	N/A
2003	-1.32%	N/A

EFR vs DJUN Drawdown Comparison

The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.

The maximum drawdown for DJUN was -11.96%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.

The current EFR drawdown is -8.87%. The current DJUN drawdown is -0.59%.

Rank	EFR	DJUN
#1	-60.57% Jun 22, 2007 - Jan 22, 2010	-11.96% Feb 19, 2025 - Jun 10, 2025
#2	-42.01% Jan 22, 2020 - Dec 2, 2020	-10.75% Mar 29, 2022 - Apr 28, 2023
#3	-25.06% Nov 16, 2021 - Dec 15, 2023	-5.87% Aug 1, 2023 - Nov 20, 2023
#4	-24.17% Mar 1, 2011 - Sep 10, 2012	-4.43% Jul 16, 2024 - Aug 21, 2024
#5	-22.93% Apr 24, 2013 - Oct 3, 2016	-3.66% Jan 4, 2022 - Mar 29, 2022
#6	-18.31% Jan 31, 2025 - Apr 7, 2025	-3.15% Feb 25, 2026 - Apr 8, 2026
#7	-15.42% Apr 18, 2018 - Dec 17, 2019	-2.49% Sep 2, 2020 - Oct 12, 2020
#8	-14.85% May 3, 2010 - Nov 8, 2010	-2.46% Oct 12, 2020 - Nov 5, 2020
#9	-13.23% Mar 4, 2005 - Jul 24, 2006	-2.41% Aug 30, 2024 - Sep 16, 2024
#10	-10.10% Feb 3, 2010 - Mar 25, 2010	-1.95% Dec 6, 2024 - Jan 21, 2025
#11	-6.73% Apr 5, 2010 - Apr 29, 2010	-1.95% Apr 1, 2024 - May 3, 2024
#12	-6.69% Oct 4, 2012 - Nov 23, 2012	-1.78% May 1, 2023 - May 17, 2023
#13	-6.36% Jul 3, 2024 - Nov 7, 2024	-1.57% Nov 24, 2021 - Dec 27, 2021
#14	-6.25% Mar 17, 2017 - Mar 28, 2018	-1.52% Jul 15, 2026 - Aug 3, 2026
#15	-5.48% Oct 19, 2021 - Nov 16, 2021	-1.49% Oct 28, 2025 - Nov 26, 2025