StockComparison Logo
vs

EVF vs SPY

Comparison between Eaton Vance Senior Income Trust (EVF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EVF, delivering a return of +13.3% compared to +3.1%

EVF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVF
$103M
Winner
SPY
$735B
Expense Ratio
EVF
N/A
SPY
0.09%
Max Drawdown
EVF
71.10%
Winner
SPY
56.47%
Sharpe Ratio
EVF
-0.99
Winner
SPY
1.62
5Y Beta
Winner
EVF
0.36
SPY
1.00
P/E Ratio
EVF
N/A
SPY
28.99
Forward P/E
EVF
N/A
SPY
22.37
5Y Dividends CAGR
EVF
3.01%
Winner
SPY
5.43%
5Y EPS CAGR
EVF
N/A
SPY
26.05%
Debt to Equity
EVF
N/A
SPY
32.40%
P/S Ratio
EVF
N/A
SPY
3.74
P/B Ratio
EVF
N/A
SPY
5.61

EVF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EVF
+0.04%
Winner
SPY
+1.90%
3M
EVF
-0.31%
Winner
SPY
+8.55%
6M
EVF
-3.05%
Winner
SPY
+8.18%
1Y
EVF
-3.75%
Winner
SPY
+25.79%
5Y(CAGR)
EVF
+3.07%
Winner
SPY
+13.32%
10Y(CAGR)
EVF
+5.89%
Winner
SPY
+15.19%
Max(CAGR)
EVF
+4.63%
Winner
SPY
+8.47%

EVF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVFSPY
2026-2.48%+8.26%
2025-6.55%+18.00%
2024+6.62%+25.59%
2023+34.75%+26.72%
2022-14.85%-18.64%
2021+12.31%+30.52%
2020+6.15%+17.28%
2019+14.33%+31.09%
2018-2.25%-5.24%
2017+3.08%+20.78%
2016+23.76%+13.59%
2015-0.80%+1.31%
2014-5.16%+14.56%
2013-3.77%+29.00%
2012+23.69%+14.17%
2011-2.72%+0.85%
2010+22.43%+13.14%
2009+84.50%+22.67%
2008-47.93%-36.25%
2007-7.25%+5.32%
2006+15.13%+13.85%
2005-4.71%+5.32%
2004-0.47%+10.75%
2003+27.14%+24.18%
2002+5.73%-22.42%
2001+0.00%-10.13%
2000-6.12%-8.84%
1999-2.60%+8.61%

EVF vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EVF drawdown is -11.27%. The current SPY drawdown is -2.90%.

RankEVFSPY
#1-62.40%
Jun 1, 2007 - Mar 1, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.99%
Feb 18, 2020 - Nov 25, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.93%
May 31, 2001 - Mar 27, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.73%
Oct 22, 2021 - Nov 2, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.13%
May 24, 2013 - Sep 29, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.64%
Mar 9, 2011 - Aug 6, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.86%
Feb 13, 2025 - Apr 7, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.66%
Apr 6, 2004 - Jan 11, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.05%
Oct 10, 2000 - Jan 29, 2001		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.92%
Nov 19, 1999 - Aug 30, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.09%
Apr 5, 2018 - Jul 10, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.13%
Apr 13, 2010 - Jul 30, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.09%
Feb 16, 2001 - May 29, 2001		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.43%
Aug 14, 2003 - Feb 13, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.51%
Jul 9, 2024 - Nov 7, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EVF and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

EVF vs SPY dividend yield comparison.

YearEVFSPY
20263.67%0.24%
20259.58%1.07%
202410.13%1.21%
202310.51%1.40%
20229.45%1.65%
20215.37%1.20%
20206.16%1.52%
20196.58%1.75%
20186.27%2.04%
20175.57%1.80%
20166.06%2.03%
20157.73%2.06%
20145.87%1.87%
20136.69%1.81%
20126.33%2.18%
20116.51%2.05%
20106.10%1.80%
20096.07%1.95%
200814.60%3.02%
20078.88%1.85%
20067.63%1.73%
20056.62%1.73%
20044.95%1.82%
20035.22%1.47%
20027.07%1.70%
20018.66%1.25%
20005.48%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: EVF vs SPY

More Comparisons

Compare with similar stocks