EVG vs OOSP
Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and OBRA OPPORTUNISTIC STRUCTURED PRODUCTS ETF (OOSP, ETF).
EVG vs OOSP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVG
$151M
Winner
OOSP
$151M
Expense Ratio
EVG
N/A
OOSP
0.64%
Max Drawdown
EVG
54.15%
Winner
OOSP
2.14%
Sharpe Ratio
EVG
0.21
Winner
OOSP
0.65
5Y Beta
EVG
0.26
Winner
OOSP
0.00
5Y Dividends CAGR
EVG
0.60%
OOSP
N/A
EVG vs OOSP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVG
+0.78%
OOSP
+0.51%
3M
Winner
EVG
+1.99%
OOSP
+1.41%
6M
EVG
+1.73%
Winner
OOSP
+2.78%
1Y
EVG
+5.15%
Winner
OOSP
+6.03%
5Y(CAGR)
EVG
+4.81%
OOSP
N/A
10Y(CAGR)
EVG
+5.90%
OOSP
N/A
Max(CAGR)
EVG
+4.93%
Winner
OOSP
+7.52%
EVG vs OOSP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EVG | OOSP |
|---|---|---|
| 2026 | +3.08% | +3.14% |
| 2025 | +7.73% | +7.34% |
| 2024 | +14.35% | +6.43% |
| 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 OOSP Drawdown Comparison
The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The maximum drawdown for OOSP was -1.31%, occurring on Nov 19, 2025. Recovery took 32 trading sessions.
The current EVG drawdown is -0.93%. The current OOSP drawdown is -0.15%.
| Rank | EVG | OOSP |
|---|---|---|
| #1 | -40.64% May 29, 2007 - Sep 15, 2009 | -1.31% Nov 18, 2025 - Jan 6, 2026 |
| #2 | -32.75% Feb 20, 2020 - Jan 11, 2021 | -1.20% May 13, 2025 - Jun 10, 2025 |
| #3 | -23.35% Jan 14, 2022 - May 21, 2024 | -0.98% Apr 9, 2025 - May 13, 2025 |
| #4 | -16.29% Mar 7, 2005 - Oct 19, 2006 | -0.88% Feb 17, 2026 - Mar 6, 2026 |
| #5 | -12.67% Jan 25, 2013 - Sep 6, 2016 | -0.74% Mar 6, 2026 - Apr 20, 2026 |
| #6 | -10.54% Jul 14, 2011 - Feb 17, 2012 | -0.67% Jun 24, 2026 - Jul 15, 2026 |
| #7 | -10.38% Dec 29, 2017 - May 16, 2019 | -0.66% May 12, 2026 - Jun 15, 2026 |
| #8 | -8.24% Mar 3, 2025 - Jun 27, 2025 | -0.63% Aug 25, 2025 - Sep 9, 2025 |
| #9 | -7.62% Oct 5, 2012 - Jan 14, 2013 | -0.63% Oct 27, 2025 - Nov 18, 2025 |
| #10 | -7.05% May 3, 2010 - Sep 1, 2010 | -0.59% Jul 15, 2024 - Jul 29, 2024 |
| #11 | -6.77% Sep 13, 2021 - Jan 14, 2022 | -0.59% Sep 15, 2025 - Oct 2, 2025 |
| #12 | -6.28% Nov 5, 2010 - May 25, 2011 | -0.54% Apr 22, 2026 - May 6, 2026 |
| #13 | -5.03% Feb 17, 2026 - May 6, 2026 | -0.54% Aug 5, 2024 - Sep 3, 2024 |
| #14 | -4.61% Sep 7, 2016 - Dec 9, 2016 | -0.49% Jun 30, 2025 - Jul 17, 2025 |
| #15 | -4.48% Mar 27, 2012 - Jul 16, 2012 | -0.46% Jul 29, 2024 - Aug 5, 2024 |
Correlation
Correlation between EVG and OOSP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
EVG vs OOSP dividend yield comparison.
| Year | EVG | OOSP |
|---|---|---|
| 2026 | 4.85% | 3.14% |
| 2025 | 8.15% | 6.71% |
| 2024 | 8.69% | 5.42% |
| 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% |
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