EVPF vs EAOR

Comparison between Eaton Vance Preferred Securities and Income ETF (EVPF, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).

EVPF vs EAOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVPF(ETF)	EAOR(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.39%	0.18%
Max Drawdown	2.36%	24.37%
Sharpe Ratio	0.14	1.45
5Y Beta	0.22	0.57
5Y Dividends CAGR	N/A	26.86%

Net Assets

EVPF

$32M

Winner

EAOR

$32M

Expense Ratio

EVPF

0.39%

Winner

EAOR

0.18%

Max Drawdown

Winner

EVPF

2.36%

EAOR

24.37%

Sharpe Ratio

EVPF

0.14

Winner

EAOR

1.45

5Y Beta

Winner

EVPF

0.22

EAOR

0.57

5Y Dividends CAGR

EVPF

N/A

EAOR

26.86%

EVPF vs EAOR - Historical Returns

Returns include dividend reinvestment.

Period	EVPF	EAOR
1 month	+0.80%	+2.80%
3 months	+2.25%	+8.19%
6 months	N/A	+8.49%
1 year	N/A	+19.01%
5 years(CAGR)	N/A	+6.42%
Max(CAGR)	+4.94%	+9.06%

EVPF

+0.80%

Winner

EAOR

+2.80%

EVPF

+2.25%

Winner

EAOR

+8.19%

EVPF

N/A

EAOR

+8.49%

EVPF

N/A

EAOR

+19.01%

5Y(CAGR)

EVPF

N/A

EAOR

+6.42%

Max(CAGR)

EVPF

+4.94%

Winner

EAOR

+9.06%

EVPF vs EAOR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EVPF	EAOR
2026	+1.35%	+7.64%
2025	N/A	+15.80%
2024	N/A	+11.50%
2023	N/A	+14.73%
2022	N/A	-16.69%
2021	N/A	+11.02%
2020	N/A	+15.00%

EVPF vs EAOR Drawdown Comparison

The maximum drawdown for EVPF was -2.36%, occurring on Mar 27, 2026. Recovery took 24 trading sessions.

The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.

The current EAOR drawdown is -0.22%.

Rank	EVPF	EAOR
#1	-2.36% Mar 5, 2026 - Apr 9, 2026	-22.91% Nov 8, 2021 - May 15, 2024
#2	-0.81% May 8, 2026 - May 28, 2026	-10.28% Feb 19, 2025 - May 16, 2025
#3	-0.64% May 28, 2026 - Jun 15, 2026	-6.62% Feb 25, 2026 - Apr 17, 2026
#4	-0.53% Apr 27, 2026 - May 6, 2026	-5.23% Sep 2, 2020 - Nov 9, 2020
#5	-0.32% Apr 17, 2026 - Apr 22, 2026	-4.42% Jul 16, 2024 - Aug 19, 2024
#6	-0.16% May 6, 2026 - May 8, 2026	-4.20% Dec 6, 2024 - Feb 14, 2025
#7	-0.15% Apr 15, 2026 - Apr 17, 2026	-3.79% Feb 12, 2021 - Apr 5, 2021
#8	-0.11% Apr 22, 2026 - Apr 24, 2026	-3.60% Sep 3, 2021 - Nov 2, 2021
#9	-0.05% Apr 13, 2026 - Apr 15, 2026	-3.33% Oct 28, 2025 - Dec 11, 2025
#10	N/A	-3.07% Jun 2, 2026 - Jun 10, 2026
#11	N/A	-2.76% May 7, 2021 - Jun 1, 2021
#12	N/A	-2.43% Sep 26, 2024 - Nov 29, 2024
#13	N/A	-2.38% Jan 21, 2021 - Feb 5, 2021
#14	N/A	-2.23% Aug 23, 2024 - Sep 13, 2024
#15	N/A	-1.97% Jun 23, 2020 - Jul 2, 2020