EVF vs IQM

Comparison between Eaton Vance Senior Income Trust (EVF, ETF) and FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF).

5-Year PerformanceIQM has outperformed EVF, delivering a return of +16.6% compared to +2.6%

EVF vs IQM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVF(ETF)	IQM(ETF)
Net Assets	$102M	$103M
Expense Ratio	N/A	0.50%
Max Drawdown	71.10%	45.01%
Sharpe Ratio	-0.83	0.90
5Y Beta	0.33	1.71
P/E Ratio	N/A	51.01
Forward P/E	N/A	28.56
PEG Ratio	N/A	0.36
5Y Dividends CAGR	2.79%	N/A
5Y EPS CAGR	N/A	36.28%
P/S Ratio	N/A	2.77
P/B Ratio	N/A	13.69

Net Assets

EVF

$102M

Winner

IQM

$103M

Expense Ratio

EVF

N/A

IQM

0.50%

Max Drawdown

EVF

71.10%

Winner

IQM

45.01%

Sharpe Ratio

EVF

-0.83

Winner

IQM

0.90

5Y Beta

Winner

EVF

0.33

IQM

1.71

P/E Ratio

EVF

N/A

IQM

51.01

Forward P/E

EVF

N/A

IQM

28.56

PEG Ratio

EVF

N/A

IQM

0.36

5Y Dividends CAGR

EVF

2.79%

IQM

N/A

5Y EPS CAGR

EVF

N/A

IQM

36.28%

P/S Ratio

EVF

N/A

IQM

2.77

P/B Ratio

EVF

N/A

IQM

13.69

EVF vs IQM - Historical Returns

Returns include dividend reinvestment.

Period	EVF	IQM
1 month	+0.24%	-3.66%
3 months	+1.51%	-6.61%
6 months	-1.32%	+11.56%
1 year	-2.69%	+36.05%
5 years(CAGR)	+2.65%	+16.56%
10 years(CAGR)	+5.48%	N/A
Max(CAGR)	+4.66%	+25.45%

Winner

EVF

+0.24%

IQM

-3.66%

Winner

EVF

+1.51%

IQM

-6.61%

EVF

-1.32%

Winner

IQM

+11.56%

EVF

-2.69%

Winner

IQM

+36.05%

5Y(CAGR)

EVF

+2.65%

Winner

IQM

+16.56%

10Y(CAGR)

EVF

+5.48%

IQM

N/A

Max(CAGR)

EVF

+4.66%

Winner

IQM

+25.45%

EVF vs IQM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVF	IQM
2026	-0.81%	+18.35%
2025	-6.55%	+30.98%
2024	+6.62%	+34.91%
2023	+34.75%	+42.59%
2022	-14.85%	-33.76%
2021	+12.31%	+26.37%
2020	+6.15%	+78.48%
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 IQM Drawdown Comparison

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

The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.

The current EVF drawdown is -9.75%. The current IQM drawdown is -16.17%.

Rank	EVF	IQM
#1	-62.40% Jun 1, 2007 - Mar 1, 2010	-44.91% Nov 19, 2021 - Mar 1, 2024
#2	-40.99% Feb 18, 2020 - Nov 25, 2020	-30.42% Jan 23, 2025 - Jun 24, 2025
#3	-23.93% May 31, 2001 - Mar 27, 2003	-30.17% Mar 4, 2020 - May 8, 2020
#4	-23.73% Oct 22, 2021 - Nov 2, 2023	-25.28% Jun 22, 2026 - Jul 29, 2026
#5	-21.13% May 24, 2013 - Sep 29, 2016	-19.70% Feb 12, 2021 - Aug 3, 2021
#6	-19.64% Mar 9, 2011 - Aug 6, 2012	-18.59% Jul 8, 2024 - Nov 8, 2024
#7	-16.86% Feb 13, 2025 - Apr 7, 2025	-14.71% Oct 29, 2025 - Jan 16, 2026
#8	-16.66% Apr 6, 2004 - Jan 11, 2007	-13.95% Feb 25, 2026 - Apr 10, 2026
#9	-14.05% Oct 10, 2000 - Jan 29, 2001	-11.91% Sep 2, 2020 - Oct 12, 2020
#10	-13.92% Nov 19, 1999 - Aug 30, 2000	-11.57% Mar 7, 2024 - May 21, 2024
#11	-13.09% Apr 5, 2018 - Jul 10, 2019	-11.50% Jun 2, 2026 - Jun 18, 2026
#12	-11.13% Apr 13, 2010 - Jul 30, 2010	-10.10% Jan 16, 2026 - Feb 25, 2026
#13	-9.09% Feb 16, 2001 - May 29, 2001	-8.35% Sep 7, 2021 - Oct 25, 2021
#14	-8.43% Aug 14, 2003 - Feb 13, 2004	-8.30% Oct 13, 2020 - Nov 5, 2020
#15	-6.51% Jul 9, 2024 - Nov 7, 2024	-7.14% May 14, 2026 - May 26, 2026

Correlation

Correlation between EVF and IQM is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

EVF vs IQM dividend yield comparison.

Year	EVF	IQM
2026	5.60%	0.00%
2025	9.58%	0.00%
2024	10.13%	0.00%
2023	10.51%	0.00%
2022	9.45%	0.00%
2021	5.37%	0.17%
2020	6.16%	0.01%
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%