EVF vs INEQ

Comparison between Eaton Vance Senior Income Trust (EVF, ETF) and COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF).

5-Year PerformanceINEQ has outperformed EVF, delivering a return of +14.0% compared to +2.6%

EVF vs INEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVF(ETF)	INEQ(ETF)
Net Assets	$102M	$103M
Expense Ratio	N/A	0.45%
Max Drawdown	71.10%	47.22%
Sharpe Ratio	-0.83	1.40
5Y Beta	0.33	0.64
5Y Dividends CAGR	2.79%	38.17%

Net Assets

EVF

$102M

Winner

INEQ

$103M

Expense Ratio

EVF

N/A

INEQ

0.45%

Max Drawdown

EVF

71.10%

Winner

INEQ

47.22%

Sharpe Ratio

EVF

-0.83

Winner

INEQ

1.40

5Y Beta

Winner

EVF

0.33

INEQ

0.64

5Y Dividends CAGR

EVF

2.79%

Winner

INEQ

38.17%

EVF vs INEQ - Historical Returns

Returns include dividend reinvestment.

Period	EVF	INEQ
1 month	+0.24%	+5.59%
3 months	+1.51%	+5.64%
6 months	-1.32%	+4.42%
1 year	-2.69%	+24.63%
5 years(CAGR)	+2.65%	+14.05%
10 years(CAGR)	+5.48%	+10.04%
Max(CAGR)	+4.66%	+10.41%

EVF

+0.24%

Winner

INEQ

+5.59%

EVF

+1.51%

Winner

INEQ

+5.64%

EVF

-1.32%

Winner

INEQ

+4.42%

EVF

-2.69%

Winner

INEQ

+24.63%

5Y(CAGR)

EVF

+2.65%

Winner

INEQ

+14.05%

10Y(CAGR)

EVF

+5.48%

Winner

INEQ

+10.04%

Max(CAGR)

EVF

+4.66%

Winner

INEQ

+10.41%

EVF vs INEQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVF	INEQ
2026	-0.81%	+14.96%
2025	-6.55%	+40.20%
2024	+6.62%	+6.96%
2023	+34.75%	+20.41%
2022	-14.85%	-6.27%
2021	+12.31%	+10.37%
2020	+6.15%	-1.43%
2019	+14.33%	+16.08%
2018	-2.25%	-18.12%
2017	+3.08%	+24.64%
2016	+23.76%	+8.86%
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 INEQ Drawdown Comparison

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

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The current EVF drawdown is -9.75%.

Rank	EVF	INEQ
#1	-62.40% Jun 1, 2007 - Mar 1, 2010	-41.56% Jan 29, 2018 - May 6, 2021
#2	-40.99% Feb 18, 2020 - Nov 25, 2020	-24.52% Sep 13, 2021 - Apr 21, 2023
#3	-23.93% May 31, 2001 - Mar 27, 2003	-14.38% Mar 19, 2025 - May 12, 2025
#4	-23.73% Oct 22, 2021 - Nov 2, 2023	-9.56% Feb 27, 2026 - Jul 30, 2026
#5	-21.13% May 24, 2013 - Sep 29, 2016	-8.76% Jul 13, 2023 - Dec 1, 2023
#6	-19.64% Mar 9, 2011 - Aug 6, 2012	-8.62% Aug 27, 2024 - Feb 18, 2025
#7	-16.86% Feb 13, 2025 - Apr 7, 2025	-6.50% Jul 12, 2024 - Aug 19, 2024
#8	-16.66% Apr 6, 2004 - Jan 11, 2007	-5.17% Jun 7, 2021 - Sep 3, 2021
#9	-14.05% Oct 10, 2000 - Jan 29, 2001	-4.35% Apr 9, 2024 - May 10, 2024
#10	-13.92% Nov 19, 1999 - Aug 30, 2000	-4.30% Jun 3, 2024 - Jul 12, 2024
#11	-13.09% Apr 5, 2018 - Jul 10, 2019	-4.15% Jun 15, 2023 - Jul 13, 2023
#12	-11.13% Apr 13, 2010 - Jul 30, 2010	-4.10% Nov 12, 2025 - Dec 3, 2025
#13	-9.09% Feb 16, 2001 - May 29, 2001	-3.66% Sep 6, 2016 - Dec 9, 2016
#14	-8.43% Aug 14, 2003 - Feb 13, 2004	-3.60% May 10, 2021 - Jun 4, 2021
#15	-6.51% Jul 9, 2024 - Nov 7, 2024	-3.54% Jul 23, 2025 - Aug 8, 2025

Correlation

Correlation between EVF and INEQ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

EVF vs INEQ dividend yield comparison.

Year	EVF	INEQ
2026	5.60%	1.60%
2025	9.58%	9.76%
2024	10.13%	3.11%
2023	10.51%	3.27%
2022	9.45%	3.58%
2021	5.37%	3.43%
2020	6.16%	2.64%
2019	6.58%	3.34%
2018	6.27%	7.25%
2017	5.57%	4.63%
2016	6.06%	2.52%
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%