EVMO vs IGPT
Comparison between EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF) and INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF).
EVMO vs IGPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVMO
$876M
IGPT
$875M
Expense Ratio
Winner
EVMO
0.45%
IGPT
0.56%
Max Drawdown
Winner
EVMO
2.82%
IGPT
53.09%
Sharpe Ratio
EVMO
0.27
Winner
IGPT
2.27
5Y Beta
Winner
EVMO
0.09
IGPT
1.55
P/E Ratio
EVMO
N/A
IGPT
51.92
Forward P/E
EVMO
N/A
IGPT
19.50
5Y Dividends CAGR
EVMO
N/A
IGPT
-5.82%
5Y EPS CAGR
EVMO
N/A
IGPT
33.95%
Debt to Equity
EVMO
N/A
IGPT
36.51%
P/S Ratio
EVMO
N/A
IGPT
9.68
P/B Ratio
EVMO
N/A
IGPT
8.44
EVMO vs IGPT - Holdings Comparison
EVMO and IGPT have 1 common holdings. Overlap is -0.12%
EVMO's top 25 holdings weight is 33.32%. IGPT's top 25 holdings weight is 87.12%.
| Rank | EVMO | IGPT |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45% | SK HYNIX INC (n/a) - 11.47% |
| #2 | n/a (n/a) - 5.22% | MICRON TECHNOLOGY INC (MU) - 11.22% |
| #3 | n/a (n/a) - 3.31% | INTEL CORP (INTC) - 7.42% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80% | ADVANCED MICRO DEVICES INC (AMD) - 7.28% |
| #5 | NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54% | ALPHABET INC CLASS A (GOOGL) - 6.50% |
| #6 | FHLMC 5.5% (n/a) - 1.26% | NVIDIA CORP (NVDA) - 5.95% |
| #7 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% | META PLATFORMS INC CLASS A (META) - 4.87% |
| #8 | n/a (n/a) - 1.06% | QUALCOMM INC (QCOM) - 3.93% |
| #9 | CFMT 2025-AB3 LLC 0% (n/a) - 1.04% | MEDIATEK INC (n/a) - 3.86% |
| #10 | RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.19% |
| #11 | ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89% | WESTERN DIGITAL CORP (WDC) - 3.07% |
| #12 | RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87% | INTUITIVE SURGICAL INC (ISRG) - 2.60% |
| #13 | SU CASITA TRUST 0% (n/a) - 0.86% | EQUINIX INC (EQIX) - 1.83% |
| #14 | n/a (n/a) - 0.74% | KEYENCE CORP (n/a) - 1.74% |
| #15 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69% | ADOBE INC (ADBE) - 1.71% |
| #16 | SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.56% |
| #17 | BOSTON LENDING TRUST 0% (n/a) - 0.63% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.52% |
| #18 | FMC GMSR ISSUER TRUST 0% (n/a) - 0.58% | SYNOPSYS INC (SNPS) - 1.17% |
| #19 | GNMA 7% (n/a) - 0.58% | DIGITAL REALTY TRUST INC (DLR) - 1.09% |
| #20 | REALKREDIT DANMARK A/S 4% (n/a) - 0.57% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.05% |
| #21 | STAR TRUST 2022-SFR3 0% (n/a) - 0.56% | AUTODESK INC (ADSK) - 0.87% |
| #22 | RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54% | STRATEGY INC CLASS A (MSTR) - 0.87% |
| #23 | n/a (n/a) - 0.48% | ASTERA LABS INC (ALAB) - 0.84% |
| #24 | OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46% | ARM HOLDINGS PLC ADR (ARM) - 0.77% |
| #25 | ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40% | EMERSON ELECTRIC CO (EMR) - 0.74% |
| Total Holdings | 188 | 114 |
EVMO vs IGPT - Historical Returns
Returns include dividend reinvestment.
1M
EVMO
-0.28%
Winner
IGPT
+8.79%
3M
EVMO
-0.84%
Winner
IGPT
+46.83%
6M
EVMO
+0.81%
Winner
IGPT
+53.86%
1Y
EVMO
+3.71%
Winner
IGPT
+97.01%
5Y(CAGR)
EVMO
N/A
IGPT
+13.14%
10Y(CAGR)
EVMO
N/A
IGPT
+20.78%
Max(CAGR)
EVMO
+4.46%
Winner
IGPT
+15.22%
EVMO vs IGPT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EVMO | IGPT |
|---|---|---|
| 2026 | +0.40% | +48.98% |
| 2025 | +3.33% | +30.52% |
| 2024 | N/A | +20.71% |
| 2023 | N/A | +27.99% |
| 2022 | N/A | -26.94% |
| 2021 | N/A | -10.06% |
| 2020 | N/A | +53.11% |
| 2019 | N/A | +35.80% |
| 2018 | N/A | +15.43% |
| 2017 | N/A | +33.68% |
| 2016 | N/A | +15.04% |
| 2015 | N/A | +7.84% |
| 2014 | N/A | +11.44% |
| 2013 | N/A | +29.37% |
| 2012 | N/A | +15.69% |
| 2011 | N/A | -7.39% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +51.50% |
| 2008 | N/A | -32.06% |
| 2007 | N/A | +4.26% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +14.69% |
EVMO vs IGPT Drawdown Comparison
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.
The current EVMO drawdown is -1.27%. The current IGPT drawdown is -11.40%.
| Rank | EVMO | IGPT |
|---|---|---|
| #1 | -1.89% Feb 27, 2026 - Mar 20, 2026 | -50.08% Feb 12, 2021 - Oct 8, 2025 |
| #2 | -0.56% Oct 29, 2025 - Nov 24, 2025 | -48.44% Oct 31, 2007 - Mar 5, 2010 |
| #3 | -0.43% Dec 3, 2025 - Dec 18, 2025 | -30.69% Feb 19, 2020 - May 22, 2020 |
| #4 | -0.41% Sep 16, 2025 - Sep 30, 2025 | -27.75% Jul 7, 2011 - Sep 6, 2012 |
| #5 | -0.35% Jan 15, 2026 - Jan 26, 2026 | -27.57% May 6, 2010 - Jul 7, 2011 |
| #6 | -0.34% Aug 4, 2025 - Aug 19, 2025 | -23.00% Sep 14, 2018 - Mar 1, 2019 |
| #7 | -0.28% Dec 29, 2025 - Jan 8, 2026 | -21.18% Jul 22, 2015 - Jun 7, 2016 |
| #8 | -0.24% Oct 13, 2025 - Oct 15, 2025 | -16.68% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -0.24% Dec 24, 2025 - Dec 29, 2025 | -14.55% May 8, 2006 - Oct 5, 2006 |
| #10 | -0.20% Dec 18, 2025 - Dec 24, 2025 | -13.97% Mar 4, 2014 - Nov 10, 2014 |
| #11 | -0.20% Aug 28, 2025 - Sep 4, 2025 | -13.96% Jul 26, 2019 - Jan 16, 2020 |
| #12 | -0.20% Jan 12, 2026 - Jan 15, 2026 | -12.77% Jun 4, 2007 - Oct 9, 2007 |
| #13 | -0.18% Oct 8, 2025 - Oct 10, 2025 | -11.90% Oct 29, 2025 - Jan 6, 2026 |
| #14 | -0.18% Jan 30, 2026 - Feb 6, 2026 | -11.40% Jun 3, 2026 - Jun 5, 2026 |
| #15 | -0.16% Oct 3, 2025 - Oct 8, 2025 | -11.02% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between EVMO and IGPT is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2014 - 2026)
EVMO vs IGPT dividend yield comparison.
| Year | EVMO | IGPT |
|---|---|---|
| 2026 | 2.10% | 0.00% |
| 2025 | 1.95% | 0.04% |
| 2022 | 0.00% | 1.41% |
| 2021 | 0.00% | 6.21% |
| 2020 | 0.00% | 0.04% |
| 2019 | 0.00% | 0.05% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.15% |
| 2014 | 0.00% | 0.10% |
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