ETX vs AVSE
Comparison between Eaton Vance Municipal Income 2028 Term Trust (ETX, ETF) and AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF (AVSE, ETF).
ETX vs AVSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ETX
$199M
Winner
AVSE
$201M
Expense Ratio
ETX
N/A
AVSE
0.33%
Max Drawdown
ETX
32.76%
Winner
AVSE
26.52%
Sharpe Ratio
ETX
0.57
Winner
AVSE
1.56
5Y Beta
Winner
ETX
0.09
AVSE
0.82
5Y Dividends CAGR
ETX
3.62%
AVSE
N/A
ETX vs AVSE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ETX
+0.89%
AVSE
-0.19%
3M
ETX
+0.35%
Winner
AVSE
+12.31%
6M
ETX
+1.13%
Winner
AVSE
+19.69%
1Y
ETX
+9.58%
Winner
AVSE
+39.28%
5Y(CAGR)
ETX
+1.15%
Winner
AVSE
+13.44%
10Y(CAGR)
ETX
+3.59%
AVSE
N/A
Max(CAGR)
ETX
+4.12%
Winner
AVSE
+13.44%
ETX vs AVSE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ETX | AVSE |
|---|---|---|
| 2026 | +2.70% | +15.39% |
| 2025 | +11.55% | +32.37% |
| 2024 | +6.08% | +9.98% |
| 2023 | -0.69% | +15.41% |
| 2022 | -13.36% | -13.84% |
| 2021 | -4.59% | N/A |
| 2020 | +12.33% | N/A |
| 2019 | +17.34% | N/A |
| 2018 | -3.05% | N/A |
| 2017 | +9.16% | N/A |
| 2016 | +8.96% | N/A |
| 2015 | +10.25% | N/A |
| 2014 | +24.43% | N/A |
| 2013 | -24.56% | N/A |
ETX vs AVSE Drawdown Comparison
The maximum drawdown for ETX was -32.09%, occurring on Aug 16, 2013. Recovery took 649 trading sessions.
The maximum drawdown for AVSE was -26.28%, occurring on Oct 24, 2022. Recovery took 483 trading sessions.
The current ETX drawdown is -1.31%. The current AVSE drawdown is -8.28%.
| Rank | ETX | AVSE |
|---|---|---|
| #1 | -32.09% May 3, 2013 - Nov 30, 2015 | -26.28% Apr 4, 2022 - Mar 7, 2024 |
| #2 | -25.15% Dec 5, 2019 - Aug 3, 2020 | -17.67% Oct 7, 2024 - May 16, 2025 |
| #3 | -24.19% Jun 29, 2021 - Oct 28, 2025 | -14.17% Feb 25, 2026 - Apr 30, 2026 |
| #4 | -11.85% Aug 22, 2016 - Aug 29, 2017 | -9.25% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -9.62% Oct 2, 2018 - Jan 24, 2019 | -8.28% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -8.40% Sep 15, 2017 - Oct 2, 2018 | -5.90% May 11, 2026 - May 26, 2026 |
| #7 | -7.93% Mar 22, 2021 - Jun 29, 2021 | -5.05% Apr 9, 2024 - May 2, 2024 |
| #8 | -6.85% Dec 31, 2020 - Mar 22, 2021 | -4.59% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -6.85% Sep 9, 2020 - Nov 25, 2020 | -4.54% Oct 29, 2025 - Dec 26, 2025 |
| #10 | -6.76% Sep 10, 2019 - Oct 8, 2019 | -4.46% May 17, 2024 - Jul 3, 2024 |
| #11 | -5.69% Oct 8, 2019 - Dec 5, 2019 | -3.60% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -4.93% Oct 28, 2025 - May 19, 2026 | -2.73% Jun 12, 2025 - Jun 24, 2025 |
| #13 | -4.14% Jul 7, 2016 - Aug 8, 2016 | -2.45% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -3.40% May 16, 2016 - Jun 3, 2016 | -1.97% Mar 12, 2024 - Apr 5, 2024 |
| #15 | -3.09% Dec 2, 2020 - Dec 29, 2020 | -1.94% Sep 17, 2025 - Oct 1, 2025 |
Correlation
Correlation between ETX and AVSE is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2013 - 2026)
ETX vs AVSE dividend yield comparison.
| Year | ETX | AVSE |
|---|---|---|
| 2026 | 2.07% | 0.07% |
| 2025 | 5.02% | 2.68% |
| 2024 | 5.33% | 3.03% |
| 2023 | 4.15% | 3.20% |
| 2022 | 4.62% | 1.27% |
| 2021 | 3.96% | 0.00% |
| 2020 | 3.60% | 0.00% |
| 2019 | 3.88% | 0.00% |
| 2018 | 4.46% | 0.00% |
| 2017 | 4.11% | 0.00% |
| 2016 | 4.33% | 0.00% |
| 2015 | 4.59% | 0.00% |
| 2014 | 5.26% | 0.00% |
| 2013 | 3.39% | 0.00% |
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