EVF vs PGJ

Comparison between Eaton Vance Senior Income Trust (EVF, ETF) and INVESCO GOLDEN DRAGON CHINA ETF (PGJ, ETF).

5-Year PerformanceEVF has outperformed PGJ, delivering a return of +3.1% compared to -13.9%

EVF vs PGJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVF(ETF)	PGJ(ETF)
Net Assets	$103M	$102M
Expense Ratio	N/A	0.70%
Max Drawdown	71.10%	78.47%
Sharpe Ratio	-1.04	-0.62
5Y Beta	0.36	0.81
P/E Ratio	N/A	-11.55
Forward P/E	N/A	10.54
5Y Dividends CAGR	3.99%	38.30%
5Y EPS CAGR	N/A	-5.93%
Debt to Equity	N/A	30.45%
P/S Ratio	N/A	0.14
P/B Ratio	N/A	1.38

Net Assets

Winner

EVF

$103M

PGJ

$102M

Expense Ratio

EVF

N/A

PGJ

0.70%

Max Drawdown

Winner

EVF

71.10%

PGJ

78.47%

Sharpe Ratio

EVF

-1.04

Winner

PGJ

-0.62

5Y Beta

Winner

EVF

0.36

PGJ

0.81

P/E Ratio

EVF

N/A

PGJ

-11.55

Forward P/E

EVF

N/A

PGJ

10.54

5Y Dividends CAGR

EVF

3.99%

Winner

PGJ

38.30%

5Y EPS CAGR

EVF

N/A

PGJ

-5.93%

Debt to Equity

EVF

N/A

PGJ

30.45%

P/S Ratio

EVF

N/A

PGJ

0.14

P/B Ratio

EVF

N/A

PGJ

1.38

EVF vs PGJ - Historical Returns

Returns include dividend reinvestment.

Period	EVF	PGJ
1 month	+1.44%	-6.93%
3 months	+2.14%	-11.13%
6 months	-1.95%	-15.24%
1 year	-3.34%	-12.12%
5 years(CAGR)	+3.15%	-13.91%
10 years(CAGR)	+5.88%	+0.52%
Max(CAGR)	+4.66%	+3.83%

Winner

EVF

+1.44%

PGJ

-6.93%

Winner

EVF

+2.14%

PGJ

-11.13%

Winner

EVF

-1.95%

PGJ

-15.24%

Winner

EVF

-3.34%

PGJ

-12.12%

5Y(CAGR)

Winner

EVF

+3.15%

PGJ

-13.91%

10Y(CAGR)

Winner

EVF

+5.88%

PGJ

+0.52%

Max(CAGR)

Winner

EVF

+4.66%

PGJ

+3.83%

EVF vs PGJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVF	PGJ
2026	-1.67%	-18.23%
2025	-6.55%	+15.56%
2024	+6.62%	+9.59%
2023	+34.75%	-6.02%
2022	-14.85%	-24.43%
2021	+12.31%	-42.37%
2020	+6.15%	+45.33%
2019	+14.33%	+32.03%
2018	-2.25%	-32.36%
2017	+3.08%	+58.40%
2016	+23.76%	-7.14%
2015	-0.80%	+16.99%
2014	-5.16%	-8.01%
2013	-3.77%	+56.82%
2012	+23.69%	-3.61%
2011	-2.72%	-26.11%
2010	+22.43%	+7.70%
2009	+84.50%	+54.14%
2008	-47.93%	-55.93%
2007	-7.25%	+57.31%
2006	+15.13%	+50.07%
2005	-4.71%	-2.55%
2004	-0.47%	-0.75%
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 PGJ Drawdown Comparison

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

The maximum drawdown for PGJ was -78.37%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current EVF drawdown is -10.54%. The current PGJ drawdown is -67.48%.

Rank	EVF	PGJ
#1	-62.40% Jun 1, 2007 - Mar 1, 2010	-78.37% Feb 16, 2021 - Oct 24, 2022
#2	-40.99% Feb 18, 2020 - Nov 25, 2020	-71.38% Oct 31, 2007 - Jun 11, 2015
#3	-23.93% May 31, 2001 - Mar 27, 2003	-39.54% Jan 26, 2018 - Jul 2, 2020
#4	-23.73% Oct 22, 2021 - Nov 2, 2023	-31.73% Jun 12, 2015 - Apr 25, 2017
#5	-21.13% May 24, 2013 - Sep 29, 2016	-20.75% May 8, 2006 - Nov 14, 2006
#6	-19.64% Mar 9, 2011 - Aug 6, 2012	-19.01% Jul 13, 2007 - Aug 27, 2007
#7	-16.86% Feb 13, 2025 - Apr 7, 2025	-14.90% Jan 3, 2007 - Apr 16, 2007
#8	-16.66% Apr 6, 2004 - Jan 11, 2007	-13.98% Dec 15, 2004 - Aug 3, 2005
#9	-14.05% Oct 10, 2000 - Jan 29, 2001	-13.52% Aug 15, 2005 - Jan 9, 2006
#10	-13.92% Nov 19, 1999 - Aug 30, 2000	-8.73% Jul 9, 2020 - Aug 26, 2020
#11	-13.09% Apr 5, 2018 - Jul 10, 2019	-8.64% Sep 1, 2020 - Oct 12, 2020
#12	-11.13% Apr 13, 2010 - Jul 30, 2010	-8.39% Nov 22, 2017 - Jan 2, 2018
#13	-9.09% Feb 16, 2001 - May 29, 2001	-8.31% Oct 16, 2017 - Nov 17, 2017
#14	-8.43% Aug 14, 2003 - Feb 13, 2004	-7.43% Jun 7, 2017 - Jul 18, 2017
#15	-6.51% Jul 9, 2024 - Nov 7, 2024	-7.34% Oct 17, 2007 - Oct 31, 2007

Correlation

Correlation between EVF and PGJ is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2000 - 2026)

EVF vs PGJ dividend yield comparison.

Year	EVF	PGJ
2026	4.29%	0.04%
2025	9.58%	3.38%
2024	10.13%	4.70%
2023	10.51%	2.50%
2022	9.45%	0.84%
2021	5.37%	0.00%
2020	6.16%	0.30%
2019	6.58%	0.17%
2018	6.27%	0.31%
2017	5.57%	2.05%
2016	6.06%	1.94%
2015	7.73%	0.37%
2014	5.87%	0.89%
2013	6.69%	0.96%
2012	6.33%	2.40%
2011	6.51%	2.32%
2010	6.10%	0.67%
2009	6.07%	0.82%
2008	14.60%	1.15%
2007	8.88%	0.62%
2006	7.63%	1.00%
2005	6.62%	1.17%
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%