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EVN vs QVMM

Comparison between Eaton Vance Municipal Income Trust (EVN, ETF) and INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF (QVMM, ETF).

5-Year PerformanceQVMM has outperformed EVN, delivering a return of +8.9% compared to +0.1%

EVN vs QVMM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EVN
$435M
QVMM
$434M
Expense Ratio
EVN
N/A
QVMM
0.15%
Max Drawdown
EVN
62.55%
Winner
QVMM
24.55%
Sharpe Ratio
EVN
0.79
Winner
QVMM
1.13
5Y Beta
Winner
EVN
0.18
QVMM
0.97
P/E Ratio
EVN
N/A
QVMM
23.93
Forward P/E
EVN
N/A
QVMM
16.96
5Y Dividends CAGR
EVN
1.46%
QVMM
N/A
5Y EPS CAGR
EVN
N/A
QVMM
11.94%
Debt to Equity
EVN
N/A
QVMM
47.14%
P/S Ratio
EVN
N/A
QVMM
1.60
P/B Ratio
EVN
N/A
QVMM
2.61

EVN vs QVMM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EVN
+0.28%
QVMM
-0.55%
3M
Winner
EVN
+4.97%
QVMM
+3.93%
6M
EVN
+4.59%
Winner
QVMM
+8.82%
1Y
EVN
+11.93%
Winner
QVMM
+22.86%
5Y(CAGR)
EVN
+0.07%
Winner
QVMM
+8.85%
10Y(CAGR)
EVN
+1.96%
QVMM
N/A
Max(CAGR)
EVN
+5.86%
Winner
QVMM
+8.62%

EVN vs QVMM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVNQVMM
2026+5.66%+14.34%
2025+12.50%+9.07%
2024+8.33%+13.84%
2023+3.00%+15.89%
2022-25.04%-13.11%
2021+7.73%+6.05%
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 QVMM Drawdown Comparison

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

The maximum drawdown for QVMM was -24.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current EVN drawdown is -2.48%. The current QVMM drawdown is -1.75%.

RankEVNQVMM
#1-56.82%
May 11, 2007 - Aug 2, 2010
-24.01%
Nov 25, 2024 - Dec 10, 2025
#2-32.80%
Sep 21, 2021 - Jun 29, 2026
-23.39%
Nov 16, 2021 - Feb 12, 2024
#3-27.63%
Feb 21, 2020 - Nov 19, 2020
-8.31%
Mar 2, 2026 - Apr 14, 2026
#4-27.40%
Mar 6, 2013 - Sep 9, 2014
-7.76%
Jul 16, 2024 - Sep 19, 2024
#5-19.70%
Nov 16, 1999 - Jan 3, 2001
-6.97%
Mar 28, 2024 - Jul 16, 2024
#6-18.58%
Jul 11, 2016 - Aug 8, 2019
-5.24%
Sep 2, 2021 - Oct 20, 2021
#7-17.26%
Sep 7, 2010 - Jul 5, 2011
-5.18%
Jul 12, 2021 - Aug 3, 2021
#8-14.82%
Apr 1, 2004 - Aug 27, 2004
-4.78%
May 6, 2026 - Jun 2, 2026
#9-11.51%
Sep 24, 2002 - Mar 7, 2003
-3.50%
Aug 11, 2021 - Aug 27, 2021
#10-11.30%
Feb 3, 2015 - Nov 30, 2015
-3.30%
Nov 11, 2024 - Nov 22, 2024
#11-10.92%
Jun 17, 2003 - Oct 31, 2003
-3.19%
Oct 18, 2024 - Nov 6, 2024
#12-9.84%
Sep 5, 2001 - Oct 9, 2001
-3.01%
Jun 30, 2026 - Jul 8, 2026
#13-9.44%
Jun 28, 2005 - Jul 31, 2006
-2.47%
Feb 12, 2024 - Feb 15, 2024
#14-9.33%
Mar 4, 2005 - May 25, 2005
-2.44%
Jul 1, 2021 - Jul 12, 2021
#15-8.39%
Jul 12, 2011 - Sep 13, 2011
-2.44%
Dec 11, 2025 - Jan 5, 2026

Correlation

Correlation between EVN and QVMM is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2000 - 2026)

EVN vs QVMM dividend yield comparison.

YearEVNQVMM
20263.28%0.58%
20255.72%1.32%
20245.78%1.29%
20234.80%1.42%
20225.60%1.51%
20214.14%0.60%
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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