EVG vs SPY
Comparison between Eaton Vance Short Duration Diversified Income Fund (EVG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EVG, delivering a return of +13.3% compared to +5.1%
EVG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVG vs SPY - Historical Returns
Returns include dividend reinvestment.
EVG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EVG | SPY |
|---|---|---|
| 2026 | +1.02% | +8.26% |
| 2025 | +7.73% | +18.00% |
| 2024 | +14.35% | +25.59% |
| 2023 | +9.92% | +26.72% |
| 2022 | -13.98% | -18.64% |
| 2021 | +17.58% | +30.52% |
| 2020 | -1.29% | +17.28% |
| 2019 | +15.73% | +31.09% |
| 2018 | -7.54% | -5.24% |
| 2017 | +10.90% | +20.78% |
| 2016 | +11.79% | +13.59% |
| 2015 | +1.48% | +1.31% |
| 2014 | -0.55% | +14.56% |
| 2013 | -6.02% | +29.00% |
| 2012 | +12.74% | +14.17% |
| 2011 | +1.64% | +0.85% |
| 2010 | +12.46% | +13.14% |
| 2009 | +41.73% | +22.67% |
| 2008 | -21.71% | -36.25% |
| 2007 | -0.61% | +5.32% |
| 2006 | +13.83% | +13.85% |
| 2005 | -11.81% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EVG vs SPY Drawdown Comparison
The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EVG drawdown is -2.51%. The current SPY drawdown is -2.90%.
| Rank | EVG | SPY |
|---|---|---|
| #1 | -40.64% May 29, 2007 - Sep 15, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.75% Feb 20, 2020 - Jan 11, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.35% Jan 14, 2022 - May 21, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.29% Mar 7, 2005 - Oct 19, 2006 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.67% Jan 25, 2013 - Sep 6, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.54% Jul 14, 2011 - Feb 17, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.38% Dec 29, 2017 - May 16, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.24% Mar 3, 2025 - Jun 27, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.62% Oct 5, 2012 - Jan 14, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.05% May 3, 2010 - Sep 1, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.77% Sep 13, 2021 - Jan 14, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.28% Nov 5, 2010 - May 25, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.03% Feb 17, 2026 - May 6, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.61% Sep 7, 2016 - Dec 9, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.48% Mar 27, 2012 - Jul 16, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EVG and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EVG vs SPY dividend yield comparison.
| Year | EVG | SPY |
|---|---|---|
| 2026 | 3.50% | 0.24% |
| 2025 | 8.15% | 1.07% |
| 2024 | 8.69% | 1.21% |
| 2023 | 9.18% | 1.40% |
| 2022 | 12.40% | 1.65% |
| 2021 | 8.75% | 1.20% |
| 2020 | 6.67% | 1.52% |
| 2019 | 6.96% | 1.75% |
| 2018 | 6.63% | 2.04% |
| 2017 | 6.68% | 1.80% |
| 2016 | 7.79% | 2.03% |
| 2015 | 8.05% | 2.06% |
| 2014 | 7.63% | 1.87% |
| 2013 | 7.07% | 1.81% |
| 2012 | 5.72% | 2.18% |
| 2011 | 6.11% | 2.05% |
| 2010 | 7.41% | 1.80% |
| 2009 | 6.19% | 1.95% |
| 2008 | 11.37% | 3.02% |
| 2007 | 8.86% | 1.85% |
| 2006 | 7.98% | 1.73% |
| 2005 | 6.08% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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