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EVG vs ISRA

Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and VANECK ISRAEL ETF (ISRA, ETF).

5-Year PerformanceISRA has outperformed EVG, delivering a return of +8.5% compared to +5.1%

EVG vs ISRA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EVG
$151M
ISRA
$151M
Expense Ratio
EVG
N/A
ISRA
0.59%
Max Drawdown
EVG
54.15%
Winner
ISRA
46.44%
Sharpe Ratio
EVG
0.39
Winner
ISRA
1.42
5Y Beta
Winner
EVG
0.26
ISRA
0.90
5Y Dividends CAGR
EVG
1.45%
Winner
ISRA
19.96%

EVG vs ISRA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EVG
-0.34%
ISRA
-5.82%
3M
Winner
EVG
+0.48%
ISRA
+0.24%
6M
EVG
+0.97%
Winner
ISRA
+13.23%
1Y
EVG
+6.71%
Winner
ISRA
+36.81%
5Y(CAGR)
EVG
+5.12%
Winner
ISRA
+8.47%
10Y(CAGR)
EVG
+5.89%
Winner
ISRA
+10.40%
Max(CAGR)
EVG
+4.86%
Winner
ISRA
+8.92%

EVG vs ISRA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearEVGISRA
2026+1.02%+9.16%
2025+7.73%+36.88%
2024+14.35%+26.26%
2023+9.92%+0.06%
2022-13.98%-26.40%
2021+17.58%+11.59%
2020-1.29%+26.76%
2019+15.73%+26.27%
2018-7.54%-8.78%
2017+10.90%+13.57%
2016+11.79%-4.37%
2015+1.48%-0.44%
2014-0.55%+1.17%
2013-6.02%+18.78%
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 ISRA Drawdown Comparison

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

The maximum drawdown for ISRA was -44.99%, occurring on Oct 27, 2023. Recovery took 903 trading sessions.

The current EVG drawdown is -2.51%. The current ISRA drawdown is -7.59%.

RankEVGISRA
#1-40.64%
May 29, 2007 - Sep 15, 2009
-44.99%
Nov 12, 2021 - Jun 23, 2025
#2-32.75%
Feb 20, 2020 - Jan 11, 2021
-38.06%
Feb 19, 2020 - Oct 7, 2020
#3-23.35%
Jan 14, 2022 - May 21, 2024
-25.49%
Aug 17, 2015 - Jul 25, 2018
#4-16.29%
Mar 7, 2005 - Oct 19, 2006
-21.52%
Sep 20, 2018 - Nov 4, 2019
#5-12.67%
Jan 25, 2013 - Sep 6, 2016
-12.79%
Feb 9, 2021 - Sep 3, 2021
#6-10.54%
Jul 14, 2011 - Feb 17, 2012
-11.28%
Apr 2, 2014 - Apr 8, 2015
#7-10.38%
Dec 29, 2017 - May 16, 2019
-11.02%
Mar 5, 2026 - Apr 14, 2026
#8-8.24%
Mar 3, 2025 - Jun 27, 2025
-8.83%
Jul 9, 2025 - Sep 9, 2025
#9-7.62%
Oct 5, 2012 - Jan 14, 2013
-7.59%
May 26, 2026 - Jun 5, 2026
#10-7.05%
May 3, 2010 - Sep 1, 2010
-7.52%
Oct 9, 2020 - Nov 19, 2020
#11-6.77%
Sep 13, 2021 - Jan 14, 2022
-7.13%
Nov 12, 2025 - Dec 4, 2025
#12-6.28%
Nov 5, 2010 - May 25, 2011
-5.60%
Aug 13, 2013 - Sep 17, 2013
#13-5.03%
Feb 17, 2026 - May 6, 2026
-5.36%
Jan 15, 2014 - Feb 20, 2014
#14-4.61%
Sep 7, 2016 - Dec 9, 2016
-5.35%
Sep 23, 2021 - Oct 14, 2021
#15-4.48%
Mar 27, 2012 - Jul 16, 2012
-5.01%
Feb 10, 2026 - Mar 2, 2026

Correlation

Correlation between EVG and ISRA is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2005 - 2026)

EVG vs ISRA dividend yield comparison.

YearEVGISRA
20263.50%0.00%
20258.15%1.48%
20248.69%1.21%
20239.18%1.89%
202212.40%1.36%
20218.75%1.28%
20206.67%0.17%
20196.96%1.38%
20186.63%0.76%
20176.68%1.58%
20167.79%1.62%
20158.05%1.31%
20147.63%2.51%
20137.07%0.54%
20125.72%0.00%
20116.11%0.00%
20107.41%0.00%
20096.19%0.00%
200811.37%0.00%
20078.86%0.00%
20067.98%0.00%
20056.08%0.00%

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