EVLN vs EXI
Comparison between Eaton Vance Floating-Rate ETF (EVLN, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).
EVLN vs EXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVLN
$1.40B
EXI
$1.40B
Expense Ratio
EVLN
0.60%
Winner
EXI
0.39%
Max Drawdown
Winner
EVLN
5.27%
EXI
63.88%
Sharpe Ratio
EVLN
0.07
Winner
EXI
0.84
5Y Beta
Winner
EVLN
0.10
EXI
0.88
P/E Ratio
EVLN
N/A
EXI
33.29
Forward P/E
EVLN
N/A
EXI
27.41
PEG Ratio
EVLN
N/A
EXI
0.67
5Y Dividends CAGR
EVLN
N/A
EXI
8.60%
Debt to Equity
EVLN
N/A
EXI
55.68%
P/S Ratio
EVLN
N/A
EXI
3.27
P/B Ratio
EVLN
N/A
EXI
7.33
EVLN vs EXI - Historical Returns
Returns include dividend reinvestment.
1M
EVLN
+0.21%
Winner
EXI
+1.03%
3M
Winner
EVLN
+2.23%
EXI
+1.13%
6M
EVLN
+1.33%
Winner
EXI
+6.08%
1Y
EVLN
+3.97%
Winner
EXI
+18.40%
5Y(CAGR)
EVLN
N/A
EXI
+11.82%
10Y(CAGR)
EVLN
N/A
EXI
+12.33%
Max(CAGR)
EVLN
+5.95%
Winner
EXI
+8.86%
EVLN vs EXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EVLN | EXI |
|---|---|---|
| 2026 | +1.63% | +10.57% |
| 2025 | +5.58% | +26.22% |
| 2024 | +7.28% | +13.67% |
| 2023 | N/A | +21.52% |
| 2022 | N/A | -11.93% |
| 2021 | N/A | +18.66% |
| 2020 | N/A | +9.57% |
| 2019 | N/A | +27.12% |
| 2018 | N/A | -14.89% |
| 2017 | N/A | +24.33% |
| 2016 | N/A | +15.35% |
| 2015 | N/A | -2.23% |
| 2014 | N/A | +2.34% |
| 2013 | N/A | +29.01% |
| 2012 | N/A | +13.62% |
| 2011 | N/A | -9.52% |
| 2010 | N/A | +20.35% |
| 2009 | N/A | +22.59% |
| 2008 | N/A | -41.19% |
| 2007 | N/A | +13.65% |
| 2006 | N/A | +8.67% |
EVLN vs EXI Drawdown Comparison
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.
The current EVLN drawdown is -0.20%. The current EXI drawdown is -3.77%.
| Rank | EVLN | EXI |
|---|---|---|
| #1 | -2.78% Feb 19, 2025 - May 7, 2025 | -62.59% Oct 11, 2007 - May 6, 2013 |
| #2 | -1.77% Jan 22, 2026 - Apr 22, 2026 | -39.56% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -0.61% Jul 19, 2024 - Aug 14, 2024 | -27.22% Jan 4, 2022 - Jul 13, 2023 |
| #4 | -0.50% Sep 24, 2025 - Oct 24, 2025 | -23.83% Jan 26, 2018 - Nov 4, 2019 |
| #5 | -0.39% Jun 18, 2026 - Jul 6, 2026 | -16.53% May 21, 2015 - Jul 20, 2016 |
| #6 | -0.35% Jul 18, 2025 - Aug 25, 2025 | -14.38% Dec 4, 2024 - May 2, 2025 |
| #7 | -0.34% Sep 24, 2024 - Sep 30, 2024 | -13.64% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -0.34% Dec 13, 2024 - Dec 30, 2024 | -12.35% Feb 27, 2026 - May 6, 2026 |
| #9 | -0.25% Jun 4, 2026 - Jun 16, 2026 | -12.19% Jun 9, 2014 - Feb 20, 2015 |
| #10 | -0.24% Sep 19, 2024 - Sep 24, 2024 | -11.88% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -0.22% May 19, 2025 - May 28, 2025 | -7.56% May 21, 2013 - Jul 19, 2013 |
| #12 | -0.22% Apr 24, 2026 - May 1, 2026 | -7.43% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -0.20% Jul 8, 2026 - Jul 13, 2026 | -7.11% Feb 20, 2007 - Apr 10, 2007 |
| #14 | -0.17% Aug 29, 2024 - Sep 9, 2024 | -7.04% Nov 8, 2021 - Jan 4, 2022 |
| #15 | -0.16% May 11, 2026 - May 26, 2026 | -7.02% Dec 31, 2013 - Mar 6, 2014 |
Correlation
Correlation between EVLN and EXI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
EVLN vs EXI dividend yield comparison.
| Year | EVLN | EXI |
|---|---|---|
| 2026 | 3.29% | 0.59% |
| 2025 | 7.28% | 1.32% |
| 2024 | 6.41% | 1.47% |
| 2023 | 0.00% | 1.84% |
| 2022 | 0.00% | 1.63% |
| 2021 | 0.00% | 1.42% |
| 2020 | 0.00% | 1.26% |
| 2019 | 0.00% | 1.72% |
| 2018 | 0.00% | 2.21% |
| 2017 | 0.00% | 1.48% |
| 2016 | 0.00% | 1.75% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.93% |
| 2013 | 0.00% | 1.51% |
| 2012 | 0.00% | 2.29% |
| 2011 | 0.00% | 2.37% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 3.62% |
| 2007 | 0.00% | 0.61% |
| 2006 | 0.00% | 0.52% |
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