EVG vs GRX

Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and Gabelli Healthcare & WellnessRx Trust (GRX, ETF).

5-Year PerformanceEVG has outperformed GRX, delivering a return of +5.1% compared to -1.1%

EVG vs GRX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVG(ETF)	GRX(ETF)
Net Assets	$151M	$151M
Max Drawdown	54.15%	65.00%
Sharpe Ratio	0.43	-0.09
5Y Beta	0.26	0.41
5Y Dividends CAGR	1.45%	7.06%

Net Assets

EVG

$151M

Winner

GRX

$151M

Max Drawdown

Winner

EVG

54.15%

GRX

65.00%

Sharpe Ratio

Winner

EVG

0.43

GRX

-0.09

5Y Beta

Winner

EVG

0.26

GRX

0.41

5Y Dividends CAGR

EVG

1.45%

Winner

GRX

7.06%

EVG vs GRX - Historical Returns

Returns include dividend reinvestment.

Period	EVG	GRX
1 month	-0.24%	+2.45%
3 months	+2.38%	-0.96%
6 months	+2.11%	-0.23%
1 year	+6.03%	+2.92%
5 years(CAGR)	+5.07%	-1.14%
10 years(CAGR)	+5.98%	+4.65%
Max(CAGR)	+4.90%	+5.72%

EVG

-0.24%

Winner

GRX

+2.45%

Winner

EVG

+2.38%

GRX

-0.96%

Winner

EVG

+2.11%

GRX

-0.23%

Winner

EVG

+6.03%

GRX

+2.92%

5Y(CAGR)

Winner

EVG

+5.07%

GRX

-1.14%

10Y(CAGR)

Winner

EVG

+5.98%

GRX

+4.65%

Max(CAGR)

EVG

+4.90%

Winner

GRX

+5.72%

EVG vs GRX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	EVG	GRX
2026	+1.97%	-2.66%
2025	+7.73%	+6.83%
2024	+14.35%	+7.27%
2023	+9.92%	-3.78%
2022	-13.98%	-20.60%
2021	+17.58%	+23.49%
2020	-1.29%	+10.14%
2019	+15.73%	+31.00%
2018	-7.54%	-6.48%
2017	+10.90%	+13.43%
2016	+11.79%	-1.53%
2015	+1.48%	+3.12%
2014	-0.55%	+7.95%
2013	-6.02%	+30.46%
2012	+12.74%	+35.47%
2011	+1.64%	-0.42%
2010	+12.46%	+3.48%
2009	+41.73%	+30.10%
2008	-21.71%	-27.74%
2007	-0.61%	-12.90%
2006	+13.83%	N/A
2005	-11.81%	N/A

EVG vs GRX Drawdown Comparison

The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.

The maximum drawdown for GRX was -64.35%, occurring on Mar 6, 2009. Recovery took 1427 trading sessions.

The current EVG drawdown is -1.60%. The current GRX drawdown is -12.30%.

Rank	EVG	GRX
#1	-40.64% May 29, 2007 - Sep 15, 2009	-64.35% Jul 23, 2007 - Mar 22, 2013
#2	-32.75% Feb 20, 2020 - Jan 11, 2021	-37.33% Jan 3, 2022 - Oct 27, 2023
#3	-23.35% Jan 14, 2022 - May 21, 2024	-36.98% Feb 19, 2020 - Nov 17, 2020
#4	-16.29% Mar 7, 2005 - Oct 19, 2006	-20.64% Jul 14, 2015 - Jul 12, 2016
#5	-12.67% Jan 25, 2013 - Sep 6, 2016	-20.01% Sep 27, 2018 - Jul 3, 2019
#6	-10.54% Jul 14, 2011 - Feb 17, 2012	-16.30% Aug 9, 2016 - Jun 22, 2017
#7	-10.38% Dec 29, 2017 - May 16, 2019	-15.10% Jan 26, 2018 - Aug 20, 2018
#8	-8.24% Mar 3, 2025 - Jun 27, 2025	-15.09% May 20, 2013 - Dec 20, 2013
#9	-7.62% Oct 5, 2012 - Jan 14, 2013	-13.74% Jun 26, 2014 - Dec 3, 2014
#10	-7.05% May 3, 2010 - Sep 1, 2010	-11.71% Jun 28, 2017 - Jan 11, 2018
#11	-6.77% Sep 13, 2021 - Jan 14, 2022	-9.47% Sep 3, 2021 - Dec 29, 2021
#12	-6.28% Nov 5, 2010 - May 25, 2011	-8.62% Jun 26, 2007 - Jul 3, 2007
#13	-5.03% Feb 17, 2026 - May 6, 2026	-7.71% Jan 16, 2014 - Mar 4, 2014
#14	-4.61% Sep 7, 2016 - Dec 9, 2016	-6.31% Mar 10, 2014 - Jun 26, 2014
#15	-4.48% Mar 27, 2012 - Jul 16, 2012	-4.85% Jul 3, 2019 - Sep 16, 2019

Correlation

Correlation between EVG and GRX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2005 - 2026)

EVG vs GRX dividend yield comparison.

Year	EVG	GRX
2026	3.47%	1.85%
2025	8.15%	6.85%
2024	8.69%	6.22%
2023	9.18%	6.43%
2022	12.40%	5.84%
2021	8.75%	7.07%
2020	6.67%	4.85%
2019	6.96%	4.86%
2018	6.63%	5.62%
2017	6.68%	5.04%
2016	7.79%	5.51%
2015	8.05%	4.98%
2014	7.63%	5.95%
2013	7.07%	8.77%
2012	5.72%	12.88%
2011	6.11%	0.00%
2010	7.41%	0.00%
2009	6.19%	0.00%
2008	11.37%	1.00%
2007	8.86%	0.71%
2006	7.98%	0.00%
2005	6.08%	0.00%