EVF vs BAMV

Comparison between Eaton Vance Senior Income Trust (EVF, ETF) and Brookstone Value Stock ETF (BAMV, ETF).

EVF vs BAMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVF(ETF)	BAMV(ETF)
Net Assets	$103M	$102M
Expense Ratio	N/A	0.91%
Max Drawdown	71.10%	17.03%
Sharpe Ratio	-0.99	0.75
5Y Beta	0.36	0.69
P/E Ratio	N/A	15.90
Forward P/E	N/A	14.34
PEG Ratio	N/A	0.22
5Y Dividends CAGR	3.99%	N/A
5Y EPS CAGR	N/A	16.29%
Debt to Equity	N/A	66.81%
P/S Ratio	N/A	2.43
P/B Ratio	N/A	2.79

Net Assets

Winner

EVF

$103M

BAMV

$102M

Expense Ratio

EVF

N/A

BAMV

0.91%

Max Drawdown

EVF

71.10%

Winner

BAMV

17.03%

Sharpe Ratio

EVF

-0.99

Winner

BAMV

0.75

5Y Beta

Winner

EVF

0.36

BAMV

0.69

P/E Ratio

EVF

N/A

BAMV

15.90

Forward P/E

EVF

N/A

BAMV

14.34

PEG Ratio

EVF

N/A

BAMV

0.22

5Y Dividends CAGR

EVF

3.99%

BAMV

N/A

5Y EPS CAGR

EVF

N/A

BAMV

16.29%

Debt to Equity

EVF

N/A

BAMV

66.81%

P/S Ratio

EVF

N/A

BAMV

2.43

P/B Ratio

EVF

N/A

BAMV

2.79

EVF vs BAMV - Historical Returns

Returns include dividend reinvestment.

Period	EVF	BAMV
1 month	+0.87%	+3.15%
3 months	+1.82%	+10.67%
6 months	-2.06%	+9.18%
1 year	-4.17%	+14.24%
5 years(CAGR)	+3.10%	N/A
10 years(CAGR)	+5.84%	N/A
Max(CAGR)	+4.65%	+16.56%

EVF

+0.87%

Winner

BAMV

+3.15%

EVF

+1.82%

Winner

BAMV

+10.67%

EVF

-2.06%

Winner

BAMV

+9.18%

EVF

-4.17%

Winner

BAMV

+14.24%

5Y(CAGR)

EVF

+3.10%

BAMV

N/A

10Y(CAGR)

EVF

+5.84%

BAMV

N/A

Max(CAGR)

EVF

+4.65%

Winner

BAMV

+16.56%

EVF vs BAMV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVF	BAMV
2026	-1.87%	+9.34%
2025	-6.55%	+8.08%
2024	+6.62%	+12.49%
2023	+34.75%	+13.82%
2022	-14.85%	N/A
2021	+12.31%	N/A
2020	+6.15%	N/A
2019	+14.33%	N/A
2018	-2.25%	N/A
2017	+3.08%	N/A
2016	+23.76%	N/A
2015	-0.80%	N/A
2014	-5.16%	N/A
2013	-3.77%	N/A
2012	+23.69%	N/A
2011	-2.72%	N/A
2010	+22.43%	N/A
2009	+84.50%	N/A
2008	-47.93%	N/A
2007	-7.25%	N/A
2006	+15.13%	N/A
2005	-4.71%	N/A
2004	-0.47%	N/A
2003	+27.14%	N/A
2002	+5.73%	N/A
2001	+0.00%	N/A
2000	-6.12%	N/A
1999	-2.60%	N/A

EVF vs BAMV Drawdown Comparison

The maximum drawdown for EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 691 trading sessions.

The maximum drawdown for BAMV was -14.55%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The current EVF drawdown is -10.72%. The current BAMV drawdown is -0.62%.

Rank	EVF	BAMV
#1	-62.40% Jun 1, 2007 - Mar 1, 2010	-14.55% Nov 29, 2024 - Jul 3, 2025
#2	-40.99% Feb 18, 2020 - Nov 25, 2020	-6.23% Oct 27, 2025 - Jan 6, 2026
#3	-23.93% May 31, 2001 - Mar 27, 2003	-5.80% Feb 6, 2026 - Apr 15, 2026
#4	-23.73% Oct 22, 2021 - Nov 2, 2023	-5.33% Mar 28, 2024 - Jul 17, 2024
#5	-21.13% May 24, 2013 - Sep 29, 2016	-4.94% Oct 17, 2023 - Nov 2, 2023
#6	-19.64% Mar 9, 2011 - Aug 6, 2012	-4.90% Jul 30, 2024 - Aug 19, 2024
#7	-16.86% Feb 13, 2025 - Apr 7, 2025	-3.85% Aug 22, 2025 - Oct 8, 2025
#8	-16.66% Apr 6, 2004 - Jan 11, 2007	-3.81% Oct 18, 2024 - Nov 11, 2024
#9	-14.05% Oct 10, 2000 - Jan 29, 2001	-3.56% Jul 28, 2025 - Aug 22, 2025
#10	-13.92% Nov 19, 1999 - Aug 30, 2000	-3.51% Aug 30, 2024 - Sep 23, 2024
#11	-13.09% Apr 5, 2018 - Jul 10, 2019	-3.13% Oct 8, 2025 - Oct 24, 2025
#12	-11.13% Apr 13, 2010 - Jul 30, 2010	-3.13% Jun 4, 2026 - Jun 10, 2026
#13	-9.09% Feb 16, 2001 - May 29, 2001	-2.37% Dec 28, 2023 - Jan 29, 2024
#14	-8.43% Aug 14, 2003 - Feb 13, 2004	-2.25% Sep 29, 2023 - Oct 10, 2023
#15	-6.51% Jul 9, 2024 - Nov 7, 2024	-2.04% Jul 17, 2024 - Jul 30, 2024

Correlation

Correlation between EVF and BAMV is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (2000 - 2026)

EVF vs BAMV dividend yield comparison.

Year	EVF	BAMV
2026	4.29%	0.56%
2025	9.58%	1.32%
2024	10.13%	3.66%
2023	10.51%	0.19%
2022	9.45%	0.00%
2021	5.37%	0.00%
2020	6.16%	0.00%
2019	6.58%	0.00%
2018	6.27%	0.00%
2017	5.57%	0.00%
2016	6.06%	0.00%
2015	7.73%	0.00%
2014	5.87%	0.00%
2013	6.69%	0.00%
2012	6.33%	0.00%
2011	6.51%	0.00%
2010	6.10%	0.00%
2009	6.07%	0.00%
2008	14.60%	0.00%
2007	8.88%	0.00%
2006	7.63%	0.00%
2005	6.62%	0.00%
2004	4.95%	0.00%
2003	5.22%	0.00%
2002	7.07%	0.00%
2001	8.66%	0.00%
2000	5.48%	0.00%