EVG vs FITE
Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO FUTURE SECURITY ETF (FITE, ETF).
5-Year PerformanceFITE has outperformed EVG, delivering a return of +16.2% compared to +4.8%
EVG vs FITE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVG vs FITE - Historical Returns
Returns include dividend reinvestment.
EVG vs FITE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EVG | FITE |
|---|---|---|
| 2026 | +3.08% | +24.58% |
| 2025 | +7.73% | +27.49% |
| 2024 | +14.35% | +23.68% |
| 2023 | +9.92% | +28.46% |
| 2022 | -13.98% | -17.92% |
| 2021 | +17.58% | +16.70% |
| 2020 | -1.29% | +17.92% |
| 2019 | +15.73% | +33.92% |
| 2018 | -7.54% | -0.91% |
| 2017 | +10.90% | -0.35% |
| 2016 | +11.79% | N/A |
| 2015 | +1.48% | N/A |
| 2014 | -0.55% | N/A |
| 2013 | -6.02% | N/A |
| 2012 | +12.74% | N/A |
| 2011 | +1.64% | N/A |
| 2010 | +12.46% | N/A |
| 2009 | +41.73% | N/A |
| 2008 | -21.71% | N/A |
| 2007 | -0.61% | N/A |
| 2006 | +13.83% | N/A |
| 2005 | -11.81% | N/A |
EVG vs FITE Drawdown Comparison
The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The maximum drawdown for FITE was -36.90%, occurring on Mar 20, 2020. Recovery took 223 trading sessions.
The current EVG drawdown is -0.93%. The current FITE drawdown is -8.96%.
| Rank | EVG | FITE |
|---|---|---|
| #1 | -40.64% May 29, 2007 - Sep 15, 2009 | -36.90% Jan 16, 2020 - Dec 3, 2020 |
| #2 | -32.75% Feb 20, 2020 - Jan 11, 2021 | -27.13% Nov 8, 2021 - Jan 22, 2024 |
| #3 | -23.35% Jan 14, 2022 - May 21, 2024 | -23.33% Sep 14, 2018 - Apr 8, 2019 |
| #4 | -16.29% Mar 7, 2005 - Oct 19, 2006 | -22.07% Feb 10, 2025 - Jun 9, 2025 |
| #5 | -12.67% Jan 25, 2013 - Sep 6, 2016 | -15.35% Jan 27, 2026 - May 6, 2026 |
| #6 | -10.54% Jul 14, 2011 - Feb 17, 2012 | -14.13% Oct 8, 2025 - Jan 8, 2026 |
| #7 | -10.38% Dec 29, 2017 - May 16, 2019 | -12.84% Jun 2, 2026 - Jun 24, 2026 |
| #8 | -8.24% Mar 3, 2025 - Jun 27, 2025 | -9.45% Feb 9, 2021 - Apr 26, 2021 |
| #9 | -7.62% Oct 5, 2012 - Jan 14, 2013 | -8.19% Jul 31, 2024 - Aug 19, 2024 |
| #10 | -7.05% May 3, 2010 - Sep 1, 2010 | -7.74% Jul 26, 2019 - Nov 12, 2019 |
| #11 | -6.77% Sep 13, 2021 - Jan 14, 2022 | -7.69% May 3, 2019 - Jun 20, 2019 |
| #12 | -6.28% Nov 5, 2010 - May 25, 2011 | -7.44% Mar 7, 2024 - Jul 12, 2024 |
| #13 | -5.03% Feb 17, 2026 - May 6, 2026 | -6.72% Jan 26, 2018 - Feb 20, 2018 |
| #14 | -4.61% Sep 7, 2016 - Dec 9, 2016 | -6.32% Sep 3, 2021 - Oct 21, 2021 |
| #15 | -4.48% Mar 27, 2012 - Jul 16, 2012 | -6.14% Jun 17, 2021 - Aug 27, 2021 |
Correlation
Correlation between EVG and FITE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
EVG vs FITE dividend yield comparison.
| Year | EVG | FITE |
|---|---|---|
| 2026 | 4.85% | 0.04% |
| 2025 | 8.15% | 0.23% |
| 2024 | 8.69% | 0.11% |
| 2023 | 9.18% | 0.13% |
| 2022 | 12.40% | 0.12% |
| 2021 | 8.75% | 0.92% |
| 2020 | 6.67% | 0.88% |
| 2019 | 6.96% | 0.44% |
| 2018 | 6.63% | 1.79% |
| 2017 | 6.68% | 0.00% |
| 2016 | 7.79% | 0.00% |
| 2015 | 8.05% | 0.00% |
| 2014 | 7.63% | 0.00% |
| 2013 | 7.07% | 0.00% |
| 2012 | 5.72% | 0.00% |
| 2011 | 6.11% | 0.00% |
| 2010 | 7.41% | 0.00% |
| 2009 | 6.19% | 0.00% |
| 2008 | 11.37% | 0.00% |
| 2007 | 8.86% | 0.00% |
| 2006 | 7.98% | 0.00% |
| 2005 | 6.08% | 0.00% |
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