EVN vs AVGV

Comparison between Eaton Vance Municipal Income Trust (EVN, ETF) and AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF).

EVN vs AVGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVN(ETF)	AVGV(ETF)
Net Assets	$423M	$425M
Expense Ratio	N/A	0.26%
Max Drawdown	62.55%	18.05%
Sharpe Ratio	0.45	1.80
5Y Beta	0.19	0.82
5Y Dividends CAGR	3.09%	N/A

Net Assets

EVN

$423M

Winner

AVGV

$425M

Expense Ratio

EVN

N/A

AVGV

0.26%

Max Drawdown

EVN

62.55%

Winner

AVGV

18.05%

Sharpe Ratio

EVN

0.45

Winner

AVGV

1.80

5Y Beta

Winner

EVN

0.19

AVGV

0.82

5Y Dividends CAGR

EVN

3.09%

AVGV

N/A

EVN vs AVGV - Historical Returns

Returns include dividend reinvestment.

Period	EVN	AVGV
1 month	+1.71%	+3.18%
3 months	+1.41%	+3.96%
6 months	-0.36%	+8.62%
1 year	+8.41%	+29.61%
5 years(CAGR)	-0.58%	N/A
10 years(CAGR)	+1.97%	N/A
Max(CAGR)	+5.77%	+21.39%

EVN

+1.71%

Winner

AVGV

+3.18%

EVN

+1.41%

Winner

AVGV

+3.96%

EVN

-0.36%

Winner

AVGV

+8.62%

EVN

+8.41%

Winner

AVGV

+29.61%

5Y(CAGR)

EVN

-0.58%

AVGV

N/A

10Y(CAGR)

EVN

+1.97%

AVGV

N/A

Max(CAGR)

EVN

+5.77%

Winner

AVGV

+21.39%

EVN vs AVGV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVN	AVGV
2026	+3.92%	+19.96%
2025	+12.50%	+22.51%
2024	+8.33%	+11.94%
2023	+3.00%	+11.38%
2022	-25.04%	N/A
2021	+7.73%	N/A
2020	+10.09%	N/A
2019	+15.59%	N/A
2018	-3.88%	N/A
2017	+4.85%	N/A
2016	-3.37%	N/A
2015	+9.71%	N/A
2014	+35.72%	N/A
2013	-19.33%	N/A
2012	+16.12%	N/A
2011	+23.98%	N/A
2010	+3.83%	N/A
2009	+56.76%	N/A
2008	-39.77%	N/A
2007	-9.13%	N/A
2006	+14.02%	N/A
2005	-1.43%	N/A
2004	+11.85%	N/A
2003	+18.50%	N/A
2002	+11.13%	N/A
2001	+19.65%	N/A
2000	+4.37%	N/A
1999	-3.08%	N/A

EVN vs AVGV Drawdown Comparison

The maximum drawdown for EVN was -56.82%, occurring on Dec 16, 2008. Recovery took 812 trading sessions.

The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.

The current EVN drawdown is -4.09%. The current AVGV drawdown is -0.60%.

Rank	EVN	AVGV
#1	-56.82% May 11, 2007 - Aug 2, 2010	-17.03% Nov 29, 2024 - Jun 6, 2025
#2	-32.80% Sep 21, 2021 - Jun 29, 2026	-10.54% Jul 31, 2023 - Dec 13, 2023
#3	-27.63% Feb 21, 2020 - Nov 19, 2020	-8.35% Jul 16, 2024 - Sep 19, 2024
#4	-27.40% Mar 6, 2013 - Sep 9, 2014	-8.12% Feb 20, 2026 - Apr 17, 2026
#5	-19.70% Nov 16, 1999 - Jan 3, 2001	-4.77% Mar 28, 2024 - May 14, 2024
#6	-18.58% Jul 11, 2016 - Aug 8, 2019	-4.42% Nov 12, 2025 - Nov 26, 2025
#7	-17.26% Sep 7, 2010 - Jul 5, 2011	-4.32% Dec 27, 2023 - Feb 12, 2024
#8	-14.82% Apr 1, 2004 - Aug 27, 2004	-3.82% Oct 6, 2025 - Oct 24, 2025
#9	-11.51% Sep 24, 2002 - Mar 7, 2003	-3.77% May 15, 2024 - Jul 11, 2024
#10	-11.30% Feb 3, 2015 - Nov 30, 2015	-3.70% Jul 23, 2025 - Aug 12, 2025
#11	-10.92% Jun 17, 2003 - Oct 31, 2003	-2.65% Oct 18, 2024 - Nov 6, 2024
#12	-9.84% Sep 5, 2001 - Oct 9, 2001	-2.53% Jun 2, 2026 - Jun 12, 2026
#13	-9.44% Jun 28, 2005 - Jul 31, 2006	-2.43% Oct 27, 2025 - Nov 11, 2025
#14	-9.33% Mar 4, 2005 - May 25, 2005	-2.38% Jul 3, 2023 - Jul 11, 2023
#15	-8.39% Jul 12, 2011 - Sep 13, 2011	-2.23% Nov 7, 2024 - Nov 25, 2024

Correlation

Correlation between EVN and AVGV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2000 - 2026)

EVN vs AVGV dividend yield comparison.

Year	EVN	AVGV
2026	3.83%	0.75%
2025	5.72%	1.98%
2024	5.78%	2.32%
2023	4.80%	1.14%
2022	5.60%	0.00%
2021	4.14%	0.00%
2020	4.20%	0.00%
2019	4.46%	0.00%
2018	5.50%	0.00%
2017	5.37%	0.00%
2016	6.06%	0.00%
2015	6.46%	0.00%
2014	6.71%	0.00%
2013	8.81%	0.00%
2012	6.92%	0.00%
2011	7.76%	0.00%
2010	8.54%	0.00%
2009	7.54%	0.00%
2008	10.42%	0.00%
2007	5.76%	0.00%
2006	5.39%	0.00%
2005	7.24%	0.00%
2004	7.26%	0.00%
2003	7.19%	0.00%
2002	7.35%	0.00%
2001	5.71%	0.00%
2000	2.07%	0.00%