EQTY vs EVLN
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
EQTY vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.40B
EVLN
$1.40B
Expense Ratio
EQTY
0.99%
Winner
EVLN
0.60%
Max Drawdown
EQTY
17.28%
Winner
EVLN
5.27%
Sharpe Ratio
Winner
EQTY
1.01
EVLN
0.29
5Y Beta
EQTY
0.83
Winner
EVLN
0.09
P/E Ratio
EQTY
27.41
EVLN
N/A
Forward P/E
EQTY
20.72
EVLN
N/A
PEG Ratio
EQTY
0.55
EVLN
N/A
5Y EPS CAGR
EQTY
14.91%
EVLN
N/A
Debt to Equity
EQTY
58.07%
EVLN
N/A
P/S Ratio
EQTY
3.57
EVLN
N/A
P/B Ratio
EQTY
4.21
EVLN
N/A
EQTY vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQTY
+4.89%
EVLN
+0.65%
3M
Winner
EQTY
+8.74%
EVLN
+1.39%
6M
Winner
EQTY
+8.07%
EVLN
+2.64%
1Y
Winner
EQTY
+17.40%
EVLN
+4.43%
Max(CAGR)
Winner
EQTY
+18.20%
EVLN
+6.12%
EQTY vs EVLN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | EVLN |
|---|---|---|
| 2026 | +10.78% | +2.46% |
| 2025 | +13.71% | +5.58% |
| 2024 | +20.68% | +7.28% |
| 2023 | +26.48% | N/A |
| 2022 | -3.83% | N/A |
EQTY vs EVLN Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
| Rank | EQTY | EVLN |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -11.85% Jan 28, 2026 - Jul 1, 2026 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between EQTY and EVLN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
EQTY vs EVLN dividend yield comparison.
| Year | EQTY | EVLN |
|---|---|---|
| 2026 | 0.00% | 3.82% |
| 2025 | 0.02% | 7.28% |
| 2024 | 0.33% | 6.41% |
| 2023 | 0.26% | 0.00% |
| 2022 | 0.08% | 0.00% |
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