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EVN vs SPY

Comparison between Eaton Vance Municipal Income Trust (EVN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EVN, delivering a return of +13.3% compared to -0.2%

EVN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVN
$429M
Winner
SPY
$735B
Expense Ratio
EVN
N/A
SPY
0.09%
Max Drawdown
EVN
62.55%
Winner
SPY
56.47%
Sharpe Ratio
EVN
0.67
Winner
SPY
1.62
5Y Beta
Winner
EVN
0.19
SPY
1.00
P/E Ratio
EVN
N/A
SPY
28.99
Forward P/E
EVN
N/A
SPY
22.37
5Y Dividends CAGR
EVN
1.47%
Winner
SPY
5.43%
5Y EPS CAGR
EVN
N/A
SPY
26.05%
Debt to Equity
EVN
N/A
SPY
32.40%
P/S Ratio
EVN
N/A
SPY
3.74
P/B Ratio
EVN
N/A
SPY
5.61

EVN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EVN
+3.57%
SPY
+1.90%
3M
EVN
-0.13%
Winner
SPY
+8.55%
6M
EVN
+0.35%
Winner
SPY
+8.18%
1Y
EVN
+11.19%
Winner
SPY
+25.79%
5Y(CAGR)
EVN
-0.23%
Winner
SPY
+13.32%
10Y(CAGR)
EVN
+2.09%
Winner
SPY
+15.19%
Max(CAGR)
EVN
+5.78%
Winner
SPY
+8.47%

EVN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVNSPY
2026+2.87%+8.26%
2025+12.50%+18.00%
2024+8.33%+25.59%
2023+3.00%+26.72%
2022-25.04%-18.64%
2021+7.73%+30.52%
2020+10.09%+17.28%
2019+15.59%+31.09%
2018-3.88%-5.24%
2017+4.85%+20.78%
2016-3.37%+13.59%
2015+9.71%+1.31%
2014+35.72%+14.56%
2013-19.33%+29.00%
2012+16.12%+14.17%
2011+23.98%+0.85%
2010+3.83%+13.14%
2009+56.76%+22.67%
2008-39.77%-36.25%
2007-9.13%+5.32%
2006+14.02%+13.85%
2005-1.43%+5.32%
2004+11.85%+10.75%
2003+18.50%+24.18%
2002+11.13%-22.42%
2001+19.65%-10.13%
2000+4.37%-8.84%
1999-3.08%+8.61%

EVN vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EVN drawdown is -4.02%. The current SPY drawdown is -2.90%.

RankEVNSPY
#1-56.82%
May 11, 2007 - Aug 2, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.80%
Sep 21, 2021 - Oct 23, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.63%
Feb 21, 2020 - Nov 19, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.40%
Mar 6, 2013 - Sep 9, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.70%
Nov 16, 1999 - Jan 3, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.58%
Jul 11, 2016 - Aug 8, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.26%
Sep 7, 2010 - Jul 5, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.82%
Apr 1, 2004 - Aug 27, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.51%
Sep 24, 2002 - Mar 7, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.30%
Feb 3, 2015 - Nov 30, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.92%
Jun 17, 2003 - Oct 31, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.84%
Sep 5, 2001 - Oct 9, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.44%
Jun 28, 2005 - Jul 31, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.33%
Mar 4, 2005 - May 25, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.39%
Jul 12, 2011 - Sep 13, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EVN and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

EVN vs SPY dividend yield comparison.

YearEVNSPY
20262.39%0.24%
20255.72%1.07%
20245.78%1.21%
20234.80%1.40%
20225.60%1.65%
20214.14%1.20%
20204.20%1.52%
20194.46%1.75%
20185.50%2.04%
20175.37%1.80%
20166.06%2.03%
20156.46%2.06%
20146.71%1.87%
20138.81%1.81%
20126.92%2.18%
20117.76%2.05%
20108.54%1.80%
20097.54%1.95%
200810.42%3.02%
20075.76%1.85%
20065.39%1.73%
20057.24%1.73%
20047.26%1.82%
20037.19%1.47%
20027.35%1.70%
20015.71%1.25%
20002.07%1.15%
19990.00%0.24%

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