EVG vs NAZ

Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF).

5-Year PerformanceEVG has outperformed NAZ, delivering a return of +4.8% compared to +0.6%

EVG vs NAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVG(ETF)	NAZ(ETF)
Net Assets	$151M	$150M
Max Drawdown	54.15%	48.77%
Sharpe Ratio	0.21	0.80
5Y Beta	0.26	0.12
5Y Dividends CAGR	0.60%	7.61%

Net Assets

Winner

EVG

$151M

NAZ

$150M

Max Drawdown

EVG

54.15%

Winner

NAZ

48.77%

Sharpe Ratio

EVG

0.21

Winner

NAZ

0.80

5Y Beta

EVG

0.26

Winner

NAZ

0.12

5Y Dividends CAGR

EVG

0.60%

Winner

NAZ

7.61%

EVG vs NAZ - Historical Returns

Returns include dividend reinvestment.

Period	EVG	NAZ
1 month	+0.78%	+0.65%
3 months	+1.99%	+2.47%
6 months	+1.73%	+8.37%
1 year	+5.15%	+14.38%
5 years(CAGR)	+4.81%	+0.61%
10 years(CAGR)	+5.90%	+1.69%
Max(CAGR)	+4.93%	+4.32%

Winner

EVG

+0.78%

NAZ

+0.65%

EVG

+1.99%

Winner

NAZ

+2.47%

EVG

+1.73%

Winner

NAZ

+8.37%

EVG

+5.15%

Winner

NAZ

+14.38%

5Y(CAGR)

Winner

EVG

+4.81%

NAZ

+0.61%

10Y(CAGR)

Winner

EVG

+5.90%

NAZ

+1.69%

Max(CAGR)

Winner

EVG

+4.93%

NAZ

+4.32%

EVG vs NAZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVG	NAZ
2026	+3.08%	+9.33%
2025	+7.73%	+11.54%
2024	+14.35%	+12.88%
2023	+9.92%	-1.90%
2022	-13.98%	-27.11%
2021	+17.58%	+5.02%
2020	-1.29%	+22.04%
2019	+15.73%	+16.46%
2018	-7.54%	-12.82%
2017	+10.90%	+5.58%
2016	+11.79%	-3.17%
2015	+1.48%	+11.35%
2014	-0.55%	+25.72%
2013	-6.02%	-16.80%
2012	+12.74%	+14.38%
2011	+1.64%	+17.63%
2010	+12.46%	+3.58%
2009	+41.73%	+40.86%
2008	-21.71%	-22.86%
2007	-0.61%	-4.82%
2006	+13.83%	-0.29%
2005	-11.81%	-0.39%
2004	N/A	+0.02%
2003	N/A	+11.61%
2002	N/A	+0.75%
2001	N/A	+6.83%
2000	N/A	+15.21%
1999	N/A	-9.75%

EVG vs NAZ Drawdown Comparison

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

The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.

The current EVG drawdown is -0.93%. The current NAZ drawdown is -4.93%.

Rank	EVG	NAZ
#1	-40.64% May 29, 2007 - Sep 15, 2009	-38.28% Nov 9, 2021 - Apr 14, 2026
#2	-32.75% Feb 20, 2020 - Jan 11, 2021	-34.81% Apr 1, 2004 - Sep 22, 2009
#3	-23.35% Jan 14, 2022 - May 21, 2024	-28.08% Jul 6, 2016 - Sep 1, 2020
#4	-16.29% Mar 7, 2005 - Oct 19, 2006	-27.21% Jan 28, 2013 - Jan 28, 2015
#5	-12.67% Jan 25, 2013 - Sep 6, 2016	-20.06% Oct 29, 2010 - Dec 30, 2011
#6	-10.54% Jul 14, 2011 - Feb 17, 2012	-13.78% Jul 11, 2002 - Jun 12, 2003
#7	-10.38% Dec 29, 2017 - May 16, 2019	-13.30% Jul 15, 2003 - Feb 2, 2004
#8	-8.24% Mar 3, 2025 - Jun 27, 2025	-11.33% Nov 4, 1999 - Dec 11, 2000
#9	-7.62% Oct 5, 2012 - Jan 14, 2013	-6.87% Jan 14, 2010 - Aug 12, 2010
#10	-7.05% May 3, 2010 - Sep 1, 2010	-6.81% Dec 4, 2020 - May 28, 2021
#11	-6.77% Sep 13, 2021 - Jan 14, 2022	-6.52% Jun 5, 2026 - Jun 29, 2026
#12	-6.28% Nov 5, 2010 - May 25, 2011	-5.89% Oct 6, 2009 - Jan 6, 2010
#13	-5.03% Feb 17, 2026 - May 6, 2026	-4.81% Mar 5, 2002 - Apr 23, 2002
#14	-4.61% Sep 7, 2016 - Dec 9, 2016	-4.69% Oct 3, 2012 - Jan 9, 2013
#15	-4.48% Mar 27, 2012 - Jul 16, 2012	-4.65% Feb 2, 2015 - Apr 17, 2015

Correlation

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

0.90

-101

Dividend Comparison (2000 - 2026)

EVG vs NAZ dividend yield comparison.

Year	EVG	NAZ
2026	4.85%	3.60%
2025	8.15%	7.09%
2024	8.69%	6.20%
2023	9.18%	3.63%
2022	12.40%	5.01%
2021	8.75%	3.75%
2020	6.67%	3.52%
2019	6.96%	3.82%
2018	6.63%	4.52%
2017	6.68%	4.65%
2016	7.79%	5.53%
2015	8.05%	5.25%
2014	7.63%	5.53%
2013	7.07%	6.35%
2012	5.72%	5.01%
2011	6.11%	5.35%
2010	7.41%	5.76%
2009	6.19%	5.11%
2008	11.37%	6.72%
2007	8.86%	4.90%
2006	7.98%	4.62%
2005	6.08%	5.41%
2004	0.00%	5.95%
2003	0.00%	5.68%
2002	0.00%	5.93%
2001	0.00%	5.35%
2000	0.00%	2.21%