EVMO vs IUS
Comparison between EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).
EVMO vs IUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVMO
$882M
Winner
IUS
$882M
Expense Ratio
EVMO
0.45%
Winner
IUS
0.19%
Max Drawdown
Winner
EVMO
2.88%
IUS
35.17%
Sharpe Ratio
EVMO
0.14
Winner
IUS
2.27
5Y Beta
Winner
EVMO
0.08
IUS
0.77
P/E Ratio
EVMO
N/A
IUS
22.67
Forward P/E
EVMO
N/A
IUS
16.21
PEG Ratio
EVMO
N/A
IUS
0.37
5Y Dividends CAGR
EVMO
N/A
IUS
9.63%
5Y EPS CAGR
EVMO
N/A
IUS
16.29%
Debt to Equity
EVMO
N/A
IUS
26.34%
P/S Ratio
EVMO
N/A
IUS
1.23
P/B Ratio
EVMO
N/A
IUS
3.35
EVMO vs IUS - Holdings Comparison
EVMO and IUS have 1 common holdings. Overlap is -0.12%
EVMO's top 25 holdings weight is 33.32%. IUS's top 25 holdings weight is 38.98%.
| Rank | EVMO | IUS |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45% | APPLE INC (AAPL) - 4.28% |
| #2 | n/a (n/a) - 5.22% | ALPHABET INC CLASS A (GOOGL) - 3.92% |
| #3 | n/a (n/a) - 3.31% | MICROSOFT CORP (MSFT) - 3.23% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80% | META PLATFORMS INC CLASS A (META) - 2.93% |
| #5 | NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54% | AMAZON.COM INC (AMZN) - 2.74% |
| #6 | FHLMC 5.5% (n/a) - 1.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #7 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% | NVIDIA CORP (NVDA) - 2.11% |
| #8 | n/a (n/a) - 1.06% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.08% |
| #9 | CFMT 2025-AB3 LLC 0% (n/a) - 1.04% | UNITEDHEALTH GROUP INC (UNH) - 1.45% |
| #10 | RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91% | CHEVRON CORP (CVX) - 1.35% |
| #11 | ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89% | CVS HEALTH CORP (CVS) - 1.01% |
| #12 | RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87% | VERIZON COMMUNICATIONS INC (VZ) - 0.95% |
| #13 | SU CASITA TRUST 0% (n/a) - 0.86% | AT&T INC (T) - 0.95% |
| #14 | n/a (n/a) - 0.74% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #15 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69% | WALMART INC (WMT) - 0.90% |
| #16 | SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64% | COMCAST CORP CLASS A (CMCSA) - 0.88% |
| #17 | BOSTON LENDING TRUST 0% (n/a) - 0.63% | VISA INC CLASS A (V) - 0.86% |
| #18 | FMC GMSR ISSUER TRUST 0% (n/a) - 0.58% | GENERAL MOTORS CO (GM) - 0.84% |
| #19 | GNMA 7% (n/a) - 0.58% | BROADCOM INC (AVGO) - 0.81% |
| #20 | REALKREDIT DANMARK A/S 4% (n/a) - 0.57% | PROCTER & GAMBLE CO (PG) - 0.74% |
| #21 | STAR TRUST 2022-SFR3 0% (n/a) - 0.56% | MCKESSON CORP (MCK) - 0.72% |
| #22 | RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54% | THE CIGNA GROUP (CI) - 0.69% |
| #23 | n/a (n/a) - 0.48% | THE HOME DEPOT INC (HD) - 0.68% |
| #24 | OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46% | FORD MOTOR CO (F) - 0.66% |
| #25 | ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40% | MERCK & CO INC (MRK) - 0.66% |
| Total Holdings | 188 | 542 |
EVMO vs IUS - Historical Returns
Returns include dividend reinvestment.
1M
EVMO
+0.14%
Winner
IUS
+3.13%
3M
EVMO
-0.23%
Winner
IUS
+9.36%
6M
EVMO
+0.76%
Winner
IUS
+14.39%
1Y
EVMO
+4.04%
Winner
IUS
+31.02%
5Y(CAGR)
EVMO
N/A
IUS
+14.21%
Max(CAGR)
EVMO
+4.21%
Winner
IUS
+15.33%
EVMO vs IUS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | EVMO | IUS |
|---|---|---|
| 2026 | +0.72% | +17.39% |
| 2025 | +3.33% | +17.23% |
| 2024 | N/A | +16.56% |
| 2023 | N/A | +21.21% |
| 2022 | N/A | -8.85% |
| 2021 | N/A | +33.59% |
| 2020 | N/A | +14.43% |
| 2019 | N/A | +29.34% |
| 2018 | N/A | -12.48% |
EVMO vs IUS 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 IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current EVMO drawdown is -0.95%. The current IUS drawdown is -0.44%.
| Rank | EVMO | IUS |
|---|---|---|
| #1 | -1.89% Feb 27, 2026 - Mar 20, 2026 | -34.66% Feb 12, 2020 - Sep 2, 2020 |
| #2 | -0.56% Oct 29, 2025 - Nov 24, 2025 | -18.73% Mar 29, 2022 - Jun 30, 2023 |
| #3 | -0.43% Dec 3, 2025 - Dec 18, 2025 | -15.62% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -0.41% Sep 16, 2025 - Sep 30, 2025 | -14.49% Oct 2, 2018 - May 1, 2019 |
| #5 | -0.35% Jan 15, 2026 - Jan 26, 2026 | -9.03% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -0.34% Aug 4, 2025 - Aug 19, 2025 | -8.08% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -0.28% Dec 29, 2025 - Jan 8, 2026 | -7.80% Jan 4, 2022 - Mar 28, 2022 |
| #8 | -0.24% Oct 13, 2025 - Oct 15, 2025 | -7.05% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -0.24% Dec 24, 2025 - Dec 29, 2025 | -6.91% May 1, 2019 - Jun 21, 2019 |
| #10 | -0.20% Dec 18, 2025 - Dec 24, 2025 | -6.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -0.20% Aug 28, 2025 - Sep 4, 2025 | -6.15% Feb 11, 2026 - Apr 14, 2026 |
| #12 | -0.20% Jan 12, 2026 - Jan 15, 2026 | -4.97% Mar 28, 2024 - Jun 17, 2024 |
| #13 | -0.18% Oct 8, 2025 - Oct 10, 2025 | -4.60% Sep 12, 2019 - Oct 25, 2019 |
| #14 | -0.18% Jan 30, 2026 - Feb 6, 2026 | -4.52% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -0.16% Oct 3, 2025 - Oct 8, 2025 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between EVMO and IUS is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2018 - 2026)
EVMO vs IUS dividend yield comparison.
| Year | EVMO | IUS |
|---|---|---|
| 2026 | 2.54% | 0.63% |
| 2025 | 1.95% | 1.48% |
| 2024 | 0.00% | 1.52% |
| 2023 | 0.00% | 1.72% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 1.46% |
| 2020 | 0.00% | 1.74% |
| 2019 | 0.00% | 1.77% |
| 2018 | 0.00% | 0.73% |
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