EVF vs FCA

Comparison between Eaton Vance Senior Income Trust (EVF, ETF) and FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF).

5-Year PerformanceFCA has outperformed EVF, delivering a return of +3.8% compared to +3.1%

EVF vs FCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVF(ETF)	FCA(ETF)
Net Assets	$103M	$102M
Expense Ratio	N/A	0.80%
Max Drawdown	71.10%	51.39%
Sharpe Ratio	-0.99	1.18
5Y Beta	0.36	0.62
5Y Dividends CAGR	3.99%	-8.66%

Net Assets

Winner

EVF

$103M

FCA

$102M

Expense Ratio

EVF

N/A

FCA

0.80%

Max Drawdown

EVF

71.10%

Winner

FCA

51.39%

Sharpe Ratio

EVF

-0.99

Winner

FCA

1.18

5Y Beta

Winner

EVF

0.36

FCA

0.62

5Y Dividends CAGR

Winner

EVF

3.99%

FCA

-8.66%

EVF vs FCA - Historical Returns

Returns include dividend reinvestment.

Period	EVF	FCA
1 month	+0.87%	-9.27%
3 months	+1.82%	-7.91%
6 months	-2.06%	+9.19%
1 year	-4.17%	+32.36%
5 years(CAGR)	+3.10%	+3.81%
10 years(CAGR)	+5.84%	+9.69%
Max(CAGR)	+4.65%	+3.49%

Winner

EVF

+0.87%

FCA

-9.27%

Winner

EVF

+1.82%

FCA

-7.91%

EVF

-2.06%

Winner

FCA

+9.19%

EVF

-4.17%

Winner

FCA

+32.36%

5Y(CAGR)

EVF

+3.10%

Winner

FCA

+3.81%

10Y(CAGR)

EVF

+5.84%

Winner

FCA

+9.69%

Max(CAGR)

Winner

EVF

+4.65%

FCA

+3.49%

EVF vs FCA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVF	FCA
2026	-1.87%	+3.83%
2025	-6.55%	+46.63%
2024	+6.62%	+14.89%
2023	+34.75%	-11.07%
2022	-14.85%	-19.20%
2021	+12.31%	-0.35%
2020	+6.15%	+9.99%
2019	+14.33%	+19.40%
2018	-2.25%	-20.75%
2017	+3.08%	+60.19%
2016	+23.76%	-0.94%
2015	-0.80%	-7.81%
2014	-5.16%	-0.40%
2013	-3.77%	-6.05%
2012	+23.69%	+30.30%
2011	-2.72%	-35.23%
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 FCA Drawdown Comparison

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

The maximum drawdown for FCA was -45.59%, occurring on Feb 11, 2016. Recovery took 598 trading sessions.

The current EVF drawdown is -10.72%. The current FCA drawdown is -11.50%.

Rank	EVF	FCA
#1	-62.40% Jun 1, 2007 - Mar 1, 2010	-45.59% May 4, 2015 - Sep 15, 2017
#2	-40.99% Feb 18, 2020 - Nov 25, 2020	-45.41% Apr 21, 2011 - Apr 9, 2015
#3	-23.93% May 31, 2001 - Mar 27, 2003	-42.46% Sep 13, 2021 - Aug 15, 2025
#4	-23.73% Oct 22, 2021 - Nov 2, 2023	-39.97% Jan 26, 2018 - Feb 16, 2021
#5	-21.13% May 24, 2013 - Sep 29, 2016	-13.82% May 13, 2026 - Jun 10, 2026
#6	-19.64% Mar 9, 2011 - Aug 6, 2012	-13.69% Feb 17, 2021 - Jun 1, 2021
#7	-16.86% Feb 13, 2025 - Apr 7, 2025	-11.39% Oct 5, 2017 - Jan 2, 2018
#8	-16.66% Apr 6, 2004 - Jan 11, 2007	-10.09% Jun 28, 2021 - Sep 8, 2021
#9	-14.05% Oct 10, 2000 - Jan 29, 2001	-10.03% Mar 2, 2026 - May 13, 2026
#10	-13.92% Nov 19, 1999 - Aug 30, 2000	-8.34% Sep 21, 2017 - Oct 5, 2017
#11	-13.09% Apr 5, 2018 - Jul 10, 2019	-6.58% Nov 14, 2025 - Jan 5, 2026
#12	-11.13% Apr 13, 2010 - Jul 30, 2010	-6.44% Oct 8, 2025 - Nov 11, 2025
#13	-9.09% Feb 16, 2001 - May 29, 2001	-5.31% Jan 29, 2026 - Feb 10, 2026
#14	-8.43% Aug 14, 2003 - Feb 13, 2004	-4.26% Aug 26, 2025 - Sep 9, 2025
#15	-6.51% Jul 9, 2024 - Nov 7, 2024	-4.02% Jun 14, 2021 - Jun 25, 2021

Correlation

Correlation between EVF and FCA is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

EVF vs FCA dividend yield comparison.

Year	EVF	FCA
2026	4.29%	0.00%
2025	9.58%	2.67%
2024	10.13%	5.17%
2023	10.51%	5.70%
2022	9.45%	6.00%
2021	5.37%	4.91%
2020	6.16%	4.12%
2019	6.58%	3.73%
2018	6.27%	3.10%
2017	5.57%	2.30%
2016	6.06%	2.51%
2015	7.73%	4.13%
2014	5.87%	2.47%
2013	6.69%	2.86%
2012	6.33%	1.46%
2011	6.51%	2.29%
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%