EFR vs PDN
Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF).
5-Year PerformancePDN has outperformed EFR, delivering a return of +6.5% compared to +3.6%
EFR vs PDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFR vs PDN - Historical Returns
Returns include dividend reinvestment.
EFR vs PDN - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EFR | PDN |
|---|---|---|
| 2026 | -0.18% | +7.13% |
| 2025 | -5.47% | +38.01% |
| 2024 | +10.08% | +1.90% |
| 2023 | +27.98% | +13.05% |
| 2022 | -18.89% | -17.78% |
| 2021 | +23.56% | +8.57% |
| 2020 | +0.78% | +9.69% |
| 2019 | +14.57% | +18.83% |
| 2018 | -6.37% | -18.83% |
| 2017 | +3.58% | +29.71% |
| 2016 | +28.01% | +8.84% |
| 2015 | -3.00% | +2.02% |
| 2014 | -3.32% | -3.77% |
| 2013 | -1.25% | +19.38% |
| 2012 | +15.36% | +14.16% |
| 2011 | -5.92% | -15.10% |
| 2010 | +19.21% | +14.90% |
| 2009 | +90.44% | +51.56% |
| 2008 | -45.18% | -40.50% |
| 2007 | -8.68% | -4.91% |
| 2006 | +17.21% | N/A |
| 2005 | -8.65% | N/A |
| 2004 | +6.89% | N/A |
| 2003 | -1.32% | N/A |
EFR vs PDN Drawdown Comparison
The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The current EFR drawdown is -9.80%. The current PDN drawdown is -4.72%.
| Rank | EFR | PDN |
|---|---|---|
| #1 | -60.57% Jun 22, 2007 - Jan 22, 2010 | -59.30% Nov 1, 2007 - Jan 3, 2011 |
| #2 | -42.01% Jan 22, 2020 - Dec 2, 2020 | -41.92% Jan 26, 2018 - Dec 15, 2020 |
| #3 | -25.06% Nov 16, 2021 - Dec 15, 2023 | -33.67% Sep 3, 2021 - May 5, 2025 |
| #4 | -24.17% Mar 1, 2011 - Sep 10, 2012 | -24.21% May 2, 2011 - Apr 25, 2013 |
| #5 | -22.93% Apr 24, 2013 - Oct 3, 2016 | -20.59% May 15, 2015 - Feb 10, 2017 |
| #6 | -18.31% Jan 31, 2025 - Apr 7, 2025 | -14.31% Jul 3, 2014 - May 15, 2015 |
| #7 | -15.42% Apr 18, 2018 - Dec 17, 2019 | -11.26% Feb 27, 2026 - May 6, 2026 |
| #8 | -14.85% May 3, 2010 - Nov 8, 2010 | -10.18% Feb 7, 2011 - Apr 26, 2011 |
| #9 | -13.23% Mar 4, 2005 - Jul 24, 2006 | -9.84% May 21, 2013 - Aug 2, 2013 |
| #10 | -10.10% Feb 3, 2010 - Mar 25, 2010 | -6.89% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -6.73% Apr 5, 2010 - Apr 29, 2010 | -6.02% Jun 8, 2021 - Sep 2, 2021 |
| #12 | -6.69% Oct 4, 2012 - Nov 23, 2012 | -5.54% May 8, 2026 - Jun 10, 2026 |
| #13 | -6.36% Jul 3, 2024 - Nov 7, 2024 | -5.04% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -6.25% Mar 17, 2017 - Mar 28, 2018 | -4.33% Mar 6, 2014 - May 29, 2014 |
| #15 | -5.48% Oct 19, 2021 - Nov 16, 2021 | -4.28% Aug 14, 2013 - Sep 9, 2013 |
Correlation
Correlation between EFR and PDN is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
EFR vs PDN dividend yield comparison.
| Year | EFR | PDN |
|---|---|---|
| 2026 | 4.67% | 1.56% |
| 2025 | 9.53% | 3.36% |
| 2024 | 9.76% | 3.36% |
| 2023 | 10.37% | 3.16% |
| 2022 | 10.39% | 2.68% |
| 2021 | 5.62% | 2.42% |
| 2020 | 6.39% | 1.79% |
| 2019 | 7.34% | 2.60% |
| 2018 | 7.46% | 2.21% |
| 2017 | 5.42% | 2.42% |
| 2016 | 5.82% | 2.16% |
| 2015 | 6.95% | 2.06% |
| 2014 | 6.14% | 1.95% |
| 2013 | 7.03% | 2.15% |
| 2012 | 6.17% | 2.31% |
| 2011 | 6.39% | 2.42% |
| 2010 | 6.68% | 1.80% |
| 2009 | 6.43% | 3.37% |
| 2008 | 15.40% | 2.44% |
| 2007 | 9.96% | 0.14% |
| 2006 | 8.44% | 0.00% |
| 2005 | 7.46% | 0.00% |
| 2004 | 5.04% | 0.00% |
| 2003 | 0.45% | 0.00% |
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