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EVN vs BKMS

Comparison between Eaton Vance Municipal Income Trust (EVN, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).

EVN vs BKMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVN
$435M
Winner
BKMS
$436M
Expense Ratio
EVN
N/A
BKMS
0.35%
Max Drawdown
EVN
62.55%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
EVN
0.79
BKMS
-1.89
5Y Beta
EVN
0.18
Winner
BKMS
0.02
5Y Dividends CAGR
EVN
1.46%
BKMS
N/A

EVN vs BKMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EVN
+0.28%
BKMS
+0.12%
3M
Winner
EVN
+4.97%
BKMS
+0.39%
6M
Winner
EVN
+4.59%
BKMS
+0.69%
1Y
EVN
+11.93%
BKMS
N/A
5Y(CAGR)
EVN
+0.07%
BKMS
N/A
10Y(CAGR)
EVN
+1.96%
BKMS
N/A
Max(CAGR)
Winner
EVN
+5.86%
BKMS
+1.42%

EVN vs BKMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVNBKMS
2026+5.66%+0.73%
2025+12.50%N/A
2024+8.33%N/A
2023+3.00%N/A
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 BKMS Drawdown Comparison

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

The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.

The current EVN drawdown is -2.48%. The current BKMS drawdown is -0.20%.

RankEVNBKMS
#1-56.82%
May 11, 2007 - Aug 2, 2010
-0.87%
Feb 27, 2026 - Jun 15, 2026
#2-32.80%
Sep 21, 2021 - Jun 29, 2026
-0.25%
Jun 29, 2026 - Jul 20, 2026
#3-27.63%
Feb 21, 2020 - Nov 19, 2020
-0.18%
Jan 23, 2026 - Jan 30, 2026
#4-27.40%
Mar 6, 2013 - Sep 9, 2014
-0.13%
Jun 15, 2026 - Jun 24, 2026
#5-19.70%
Nov 16, 1999 - Jan 3, 2001
-0.08%
Jan 16, 2026 - Jan 23, 2026
#6-18.58%
Jul 11, 2016 - Aug 8, 2019
-0.08%
Feb 17, 2026 - Feb 23, 2026
#7-17.26%
Sep 7, 2010 - Jul 5, 2011
-0.06%
Feb 9, 2026 - Feb 12, 2026
#8-14.82%
Apr 1, 2004 - Aug 27, 2004
-0.06%
Jun 24, 2026 - Jun 26, 2026
#9-11.51%
Sep 24, 2002 - Mar 7, 2003
-0.02%
Feb 5, 2026 - Feb 9, 2026
#10-11.30%
Feb 3, 2015 - Nov 30, 2015
N/A
#11-10.92%
Jun 17, 2003 - Oct 31, 2003
N/A
#12-9.84%
Sep 5, 2001 - Oct 9, 2001
N/A
#13-9.44%
Jun 28, 2005 - Jul 31, 2006
N/A
#14-9.33%
Mar 4, 2005 - May 25, 2005
N/A
#15-8.39%
Jul 12, 2011 - Sep 13, 2011
N/A

Correlation

Correlation between EVN and BKMS 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 BKMS dividend yield comparison.

YearEVNBKMS
20263.28%1.36%
20255.72%0.00%
20245.78%0.00%
20234.80%0.00%
20225.60%0.00%
20214.14%0.00%
20204.20%0.00%
20194.46%0.00%
20185.50%0.00%
20175.37%0.00%
20166.06%0.00%
20156.46%0.00%
20146.71%0.00%
20138.81%0.00%
20126.92%0.00%
20117.76%0.00%
20108.54%0.00%
20097.54%0.00%
200810.42%0.00%
20075.76%0.00%
20065.39%0.00%
20057.24%0.00%
20047.26%0.00%
20037.19%0.00%
20027.35%0.00%
20015.71%0.00%
20002.07%0.00%

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