EVN vs UUP

Comparison between Eaton Vance Municipal Income Trust (EVN, ETF) and Invesco DB US Dollar Index Bullish Fund (UUP, ETF).

5-Year PerformanceUUP has outperformed EVN, delivering a return of +5.8% compared to +0.1%

EVN vs UUP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVN(ETF)	UUP(ETF)
Net Assets	$435M	$436M
Expense Ratio	N/A	0.75%
Max Drawdown	62.55%	22.71%
Sharpe Ratio	0.79	0.59
5Y Beta	0.18	-0.00
5Y Dividends CAGR	1.46%	33.66%

Net Assets

EVN

$435M

Winner

UUP

$436M

Expense Ratio

EVN

N/A

UUP

0.75%

Max Drawdown

EVN

62.55%

Winner

UUP

22.71%

Sharpe Ratio

Winner

EVN

0.79

UUP

0.59

5Y Beta

EVN

0.18

Winner

UUP

-0.00

5Y Dividends CAGR

EVN

1.46%

Winner

UUP

33.66%

EVN vs UUP - Historical Returns

Returns include dividend reinvestment.

Period	EVN	UUP
1 month	+0.28%	+0.42%
3 months	+4.97%	+3.68%
6 months	+4.59%	+4.44%
1 year	+11.93%	+8.14%
5 years(CAGR)	+0.07%	+5.78%
10 years(CAGR)	+1.96%	+3.12%
Max(CAGR)	+5.86%	+1.70%

EVN

+0.28%

Winner

UUP

+0.42%

Winner

EVN

+4.97%

UUP

+3.68%

Winner

EVN

+4.59%

UUP

+4.44%

Winner

EVN

+11.93%

UUP

+8.14%

5Y(CAGR)

EVN

+0.07%

Winner

UUP

+5.78%

10Y(CAGR)

EVN

+1.96%

Winner

UUP

+3.12%

Max(CAGR)

Winner

EVN

+5.86%

UUP

+1.70%

EVN vs UUP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVN	UUP
2026	+5.66%	+5.05%
2025	+12.50%	-5.77%
2024	+8.33%	+12.53%
2023	+3.00%	+2.52%
2022	-25.04%	+8.78%
2021	+7.73%	+5.65%
2020	+10.09%	-6.98%
2019	+15.59%	+3.32%
2018	-3.88%	+7.50%
2017	+4.85%	-9.92%
2016	-3.37%	+3.00%
2015	+9.71%	+5.99%
2014	+35.72%	+10.72%
2013	-19.33%	-1.33%
2012	+16.12%	-2.09%
2011	+23.98%	-1.54%
2010	+3.83%	-0.92%
2009	+56.76%	-7.38%
2008	-39.77%	+5.83%
2007	-9.13%	-4.30%
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 UUP Drawdown Comparison

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

The maximum drawdown for UUP was -22.18%, occurring on Jul 26, 2011. Recovery took 2689 trading sessions.

The current EVN drawdown is -2.48%. The current UUP drawdown is -1.32%.

Rank	EVN	UUP
#1	-56.82% May 11, 2007 - Aug 2, 2010	-22.18% Nov 20, 2008 - Jul 31, 2019
#2	-32.80% Sep 21, 2021 - Jun 29, 2026	-14.24% Mar 19, 2020 - Jun 13, 2022
#3	-27.63% Feb 21, 2020 - Nov 19, 2020	-11.16% Jun 14, 2007 - Oct 6, 2008
#4	-27.40% Mar 6, 2013 - Sep 9, 2014	-10.37% Sep 27, 2022 - Apr 10, 2024
#5	-19.70% Nov 16, 1999 - Jan 3, 2001	-10.05% Jan 13, 2025 - Jul 2, 2025
#6	-18.58% Jul 11, 2016 - Aug 8, 2019	-4.63% Feb 20, 2020 - Mar 13, 2020
#7	-17.26% Sep 7, 2010 - Jul 5, 2011	-4.25% Jun 26, 2024 - Oct 22, 2024
#8	-14.82% Apr 1, 2004 - Aug 27, 2004	-3.21% Mar 13, 2020 - Mar 19, 2020
#9	-11.51% Sep 24, 2002 - Mar 7, 2003	-3.13% Jul 14, 2022 - Aug 22, 2022
#10	-11.30% Feb 3, 2015 - Nov 30, 2015	-3.01% Oct 24, 2008 - Nov 12, 2008
#11	-10.92% Jun 17, 2003 - Oct 31, 2003	-2.78% Mar 9, 2007 - Jun 13, 2007
#12	-9.84% Sep 5, 2001 - Oct 9, 2001	-2.25% Sep 30, 2019 - Feb 6, 2020
#13	-9.44% Jun 28, 2005 - Jul 31, 2006	-1.74% Jun 14, 2022 - Jul 5, 2022
#14	-9.33% Mar 4, 2005 - May 25, 2005	-1.73% Sep 6, 2022 - Sep 21, 2022
#15	-8.39% Jul 12, 2011 - Sep 13, 2011	-1.69% Apr 30, 2024 - Jun 14, 2024

Correlation

Correlation between EVN and UUP is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2000 - 2026)

EVN vs UUP dividend yield comparison.

Year	EVN	UUP
2026	3.28%	0.00%
2025	5.72%	3.43%
2024	5.78%	4.48%
2023	4.80%	6.44%
2022	5.60%	0.89%
2021	4.14%	0.00%
2020	4.20%	0.00%
2019	4.46%	2.03%
2018	5.50%	1.08%
2017	5.37%	0.10%
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%	0.69%
2007	5.76%	0.84%
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%