EVG vs KNRG

Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG, ETF).

EVG vs KNRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVG(ETF)	KNRG(ETF)
Net Assets	$151M	$151M
Expense Ratio	N/A	0.76%
Max Drawdown	54.15%	3.94%
Sharpe Ratio	0.21	1.39
5Y Beta	0.26	0.16
5Y Dividends CAGR	0.60%	N/A

Net Assets

Winner

EVG

$151M

KNRG

$151M

Expense Ratio

EVG

N/A

KNRG

0.76%

Max Drawdown

EVG

54.15%

Winner

KNRG

3.94%

Sharpe Ratio

EVG

0.21

Winner

KNRG

1.39

5Y Beta

EVG

0.26

Winner

KNRG

0.16

5Y Dividends CAGR

EVG

0.60%

KNRG

N/A

EVG vs KNRG - Historical Returns

Returns include dividend reinvestment.

Period	EVG	KNRG
1 month	+0.78%	+0.51%
3 months	+1.99%	+1.49%
6 months	+1.73%	+2.51%
1 year	+5.15%	+8.06%
5 years(CAGR)	+4.81%	N/A
10 years(CAGR)	+5.90%	N/A
Max(CAGR)	+4.93%	+9.26%

Winner

EVG

+0.78%

KNRG

+0.51%

Winner

EVG

+1.99%

KNRG

+1.49%

EVG

+1.73%

Winner

KNRG

+2.51%

EVG

+5.15%

Winner

KNRG

+8.06%

5Y(CAGR)

EVG

+4.81%

KNRG

N/A

10Y(CAGR)

EVG

+5.90%

KNRG

N/A

Max(CAGR)

EVG

+4.93%

Winner

KNRG

+9.26%

EVG vs KNRG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	EVG	KNRG
2026	+3.08%	+3.05%
2025	+7.73%	+7.34%
2024	+14.35%	N/A
2023	+9.92%	N/A
2022	-13.98%	N/A
2021	+17.58%	N/A
2020	-1.29%	N/A
2019	+15.73%	N/A
2018	-7.54%	N/A
2017	+10.90%	N/A
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 KNRG Drawdown Comparison

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

The maximum drawdown for KNRG was -2.71%, occurring on Mar 27, 2026. Recovery took 41 trading sessions.

The current EVG drawdown is -0.93%. The current KNRG drawdown is -0.04%.

Rank	EVG	KNRG
#1	-40.64% May 29, 2007 - Sep 15, 2009	-2.71% Feb 25, 2026 - Apr 24, 2026
#2	-32.75% Feb 20, 2020 - Jan 11, 2021	-1.13% Jun 12, 2025 - Jun 30, 2025
#3	-23.35% Jan 14, 2022 - May 21, 2024	-1.10% Oct 27, 2025 - Dec 3, 2025
#4	-16.29% Mar 7, 2005 - Oct 19, 2006	-0.88% Sep 19, 2025 - Oct 24, 2025
#5	-12.67% Jan 25, 2013 - Sep 6, 2016	-0.71% Apr 24, 2026 - May 26, 2026
#6	-10.54% Jul 14, 2011 - Feb 17, 2012	-0.70% Jul 3, 2025 - Jul 23, 2025
#7	-10.38% Dec 29, 2017 - May 16, 2019	-0.34% Jan 30, 2026 - Feb 11, 2026
#8	-8.24% Mar 3, 2025 - Jun 27, 2025	-0.33% Sep 11, 2025 - Sep 16, 2025
#9	-7.62% Oct 5, 2012 - Jan 14, 2013	-0.31% Dec 3, 2025 - Dec 24, 2025
#10	-7.05% May 3, 2010 - Sep 1, 2010	-0.30% Jun 4, 2026 - Jun 11, 2026
#11	-6.77% Sep 13, 2021 - Jan 14, 2022	-0.27% Aug 13, 2025 - Aug 22, 2025
#12	-6.28% Nov 5, 2010 - May 25, 2011	-0.27% Jan 6, 2026 - Jan 13, 2026
#13	-5.03% Feb 17, 2026 - May 6, 2026	-0.24% Jan 14, 2026 - Jan 22, 2026
#14	-4.61% Sep 7, 2016 - Dec 9, 2016	-0.23% Aug 28, 2025 - Sep 4, 2025
#15	-4.48% Mar 27, 2012 - Jul 16, 2012	-0.21% Jul 29, 2025 - Jul 31, 2025

Correlation

Correlation between EVG and KNRG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2005 - 2026)

EVG vs KNRG dividend yield comparison.

Year	EVG	KNRG
2026	4.85%	3.26%
2025	8.15%	4.22%
2024	8.69%	0.00%
2023	9.18%	0.00%
2022	12.40%	0.00%
2021	8.75%	0.00%
2020	6.67%	0.00%
2019	6.96%	0.00%
2018	6.63%	0.00%
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%