EVLN vs IAI
Comparison between Eaton Vance Floating-Rate ETF (EVLN, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
EVLN vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVLN
$1.40B
IAI
$1.40B
Expense Ratio
EVLN
0.60%
Winner
IAI
0.37%
Max Drawdown
Winner
EVLN
5.27%
IAI
75.80%
Sharpe Ratio
EVLN
0.43
Winner
IAI
0.56
5Y Beta
Winner
EVLN
0.09
IAI
1.08
P/E Ratio
EVLN
N/A
IAI
20.88
Forward P/E
EVLN
N/A
IAI
19.37
PEG Ratio
EVLN
N/A
IAI
0.48
5Y Dividends CAGR
EVLN
N/A
IAI
12.58%
5Y EPS CAGR
EVLN
N/A
IAI
12.27%
Debt to Equity
EVLN
N/A
IAI
74.93%
P/S Ratio
EVLN
N/A
IAI
3.02
P/B Ratio
EVLN
N/A
IAI
3.74
EVLN vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
EVLN
+0.92%
Winner
IAI
+3.14%
3M
EVLN
+1.54%
Winner
IAI
+8.51%
6M
EVLN
+3.34%
Winner
IAI
+13.84%
1Y
EVLN
+4.75%
Winner
IAI
+14.40%
5Y(CAGR)
EVLN
N/A
IAI
+14.67%
10Y(CAGR)
EVLN
N/A
IAI
+18.84%
Max(CAGR)
EVLN
+6.17%
Winner
IAI
+8.41%
EVLN vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EVLN | IAI |
|---|---|---|
| 2026 | +2.79% | +7.72% |
| 2025 | +5.58% | +25.49% |
| 2024 | +7.28% | +35.52% |
| 2023 | N/A | +14.79% |
| 2022 | N/A | -11.75% |
| 2021 | N/A | +41.17% |
| 2020 | N/A | +17.15% |
| 2019 | N/A | +23.36% |
| 2018 | N/A | -9.42% |
| 2017 | N/A | +27.80% |
| 2016 | N/A | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
EVLN vs IAI Drawdown Comparison
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current IAI drawdown is -0.91%.
| Rank | EVLN | IAI |
|---|---|---|
| #1 | -2.78% Feb 19, 2025 - May 7, 2025 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -1.77% Jan 22, 2026 - Apr 22, 2026 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -0.61% Jul 19, 2024 - Aug 14, 2024 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -0.50% Sep 24, 2025 - Oct 24, 2025 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -0.39% Jun 18, 2026 - Jul 6, 2026 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -0.35% Jul 18, 2025 - Aug 25, 2025 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -0.35% Jul 20, 2026 - Aug 4, 2026 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -0.34% Sep 24, 2024 - Sep 30, 2024 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -0.34% Dec 13, 2024 - Dec 30, 2024 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -0.25% Jun 4, 2026 - Jun 16, 2026 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -0.24% Sep 19, 2024 - Sep 24, 2024 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -0.22% May 19, 2025 - May 28, 2025 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -0.22% Apr 24, 2026 - May 1, 2026 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -0.20% Jul 8, 2026 - Jul 15, 2026 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -0.17% Aug 29, 2024 - Sep 9, 2024 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between EVLN and IAI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
EVLN vs IAI dividend yield comparison.
| Year | EVLN | IAI |
|---|---|---|
| 2026 | 3.81% | 0.60% |
| 2025 | 7.28% | 0.95% |
| 2024 | 6.41% | 1.05% |
| 2023 | 0.00% | 1.80% |
| 2022 | 0.00% | 2.14% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 1.52% |
| 2018 | 0.00% | 1.58% |
| 2017 | 0.00% | 1.37% |
| 2016 | 0.00% | 1.49% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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