ETY vs PFXF
Comparison between Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformanceETY has outperformed PFXF, delivering a return of +8.8% compared to +3.2%
ETY vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ETY vs PFXF - Historical Returns
Returns include dividend reinvestment.
ETY vs PFXF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | ETY | PFXF |
|---|---|---|
| 2026 | -0.78% | +1.88% |
| 2025 | +11.01% | +8.88% |
| 2024 | +35.10% | +8.29% |
| 2023 | +21.52% | +10.52% |
| 2022 | -20.72% | -18.62% |
| 2021 | +34.82% | +12.47% |
| 2020 | +6.29% | +7.34% |
| 2019 | +31.23% | +19.71% |
| 2018 | -10.18% | -3.18% |
| 2017 | +29.36% | +7.69% |
| 2016 | +4.62% | +5.79% |
| 2015 | +9.12% | -2.03% |
| 2014 | +12.87% | +15.44% |
| 2013 | +25.11% | -2.29% |
| 2012 | +16.30% | +4.44% |
| 2011 | -13.08% | N/A |
| 2010 | -2.81% | N/A |
| 2009 | +36.46% | N/A |
| 2008 | -25.83% | N/A |
| 2007 | -8.21% | N/A |
| 2006 | +0.25% | N/A |
ETY vs PFXF Drawdown Comparison
The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current ETY drawdown is -3.33%. The current PFXF drawdown is -5.81%.
| Rank | ETY | PFXF |
|---|---|---|
| #1 | -52.91% Jun 1, 2007 - Jan 18, 2013 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -42.40% Feb 12, 2020 - Nov 17, 2020 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -24.43% Sep 13, 2018 - Jun 20, 2019 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -24.03% Dec 31, 2021 - Feb 5, 2024 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -21.28% Feb 19, 2025 - Jun 25, 2025 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -14.39% Sep 22, 2025 - Mar 30, 2026 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -13.90% Nov 3, 2015 - Aug 5, 2016 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -12.52% Sep 3, 2014 - Nov 5, 2014 | -6.55% Jun 2, 2026 - Jul 13, 2026 |
| #9 | -11.93% Jul 20, 2015 - Nov 3, 2015 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #10 | -8.97% Jan 26, 2018 - May 8, 2018 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #11 | -8.63% Sep 8, 2016 - Jan 26, 2017 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #12 | -8.09% May 21, 2013 - Jul 15, 2013 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #13 | -7.21% Jul 10, 2024 - Aug 30, 2024 | -3.44% May 11, 2026 - May 29, 2026 |
| #14 | -6.77% Nov 28, 2014 - Feb 27, 2015 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #15 | -6.17% Jan 22, 2014 - Feb 18, 2014 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
Correlation
Correlation between ETY and PFXF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
ETY vs PFXF dividend yield comparison.
| Year | ETY | PFXF |
|---|---|---|
| 2026 | 4.09% | 2.77% |
| 2025 | 7.76% | 6.72% |
| 2024 | 7.59% | 7.82% |
| 2023 | 7.92% | 7.88% |
| 2022 | 10.04% | 6.74% |
| 2021 | 7.01% | 4.66% |
| 2020 | 8.26% | 5.19% |
| 2019 | 8.08% | 5.35% |
| 2018 | 9.92% | 6.56% |
| 2017 | 8.30% | 5.93% |
| 2016 | 9.77% | 5.81% |
| 2015 | 9.03% | 5.99% |
| 2014 | 9.06% | 5.91% |
| 2013 | 9.26% | 6.51% |
| 2012 | 11.19% | 2.56% |
| 2011 | 13.06% | 0.00% |
| 2010 | 14.35% | 0.00% |
| 2009 | 14.09% | 0.00% |
| 2008 | 17.11% | 0.00% |
| 2007 | 11.13% | 0.00% |
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