EVPF vs UMDD
Comparison between Eaton Vance Preferred Securities and Income ETF (EVPF, ETF) and PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF).
EVPF vs UMDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVPF
$35M
UMDD
$35M
Expense Ratio
EVPF
0.39%
UMDD
N/A
Max Drawdown
Winner
EVPF
2.36%
UMDD
86.39%
Sharpe Ratio
EVPF
0.01
Winner
UMDD
0.99
5Y Beta
Winner
EVPF
0.19
UMDD
2.94
5Y Dividends CAGR
EVPF
N/A
UMDD
131.43%
EVPF vs UMDD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVPF
+0.22%
UMDD
-2.72%
3M
EVPF
+0.92%
Winner
UMDD
+8.48%
6M
EVPF
N/A
UMDD
+15.75%
1Y
EVPF
N/A
UMDD
+50.43%
5Y(CAGR)
EVPF
N/A
UMDD
+3.90%
10Y(CAGR)
EVPF
N/A
UMDD
+11.24%
Max(CAGR)
EVPF
+3.78%
Winner
UMDD
+19.13%
EVPF vs UMDD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EVPF | UMDD |
|---|---|---|
| 2026 | +1.41% | +33.72% |
| 2025 | N/A | -2.11% |
| 2024 | N/A | +20.82% |
| 2023 | N/A | +28.47% |
| 2022 | N/A | -49.98% |
| 2021 | N/A | +81.33% |
| 2020 | N/A | -17.44% |
| 2019 | N/A | +80.06% |
| 2018 | N/A | -40.78% |
| 2017 | N/A | +46.68% |
| 2016 | N/A | +65.85% |
| 2015 | N/A | -12.64% |
| 2014 | N/A | +27.19% |
| 2013 | N/A | +104.60% |
| 2012 | N/A | +45.14% |
| 2011 | N/A | -30.67% |
| 2010 | N/A | +89.42% |
EVPF vs UMDD Drawdown Comparison
The maximum drawdown for EVPF was -2.36%, occurring on Mar 27, 2026. Recovery took 24 trading sessions.
The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The current EVPF drawdown is -0.51%. The current UMDD drawdown is -5.90%.
| Rank | EVPF | UMDD |
|---|---|---|
| #1 | -2.36% Mar 5, 2026 - Apr 9, 2026 | -86.25% Aug 29, 2018 - Feb 24, 2021 |
| #2 | -0.81% May 8, 2026 - May 28, 2026 | -65.66% Apr 29, 2011 - Feb 8, 2013 |
| #3 | -0.64% May 28, 2026 - Jun 15, 2026 | -64.60% Nov 16, 2021 - Jun 30, 2026 |
| #4 | -0.54% Jul 6, 2026 - Jul 14, 2026 | -50.75% Jun 23, 2015 - Nov 15, 2016 |
| #5 | -0.53% Apr 27, 2026 - May 6, 2026 | -47.01% Apr 23, 2010 - Dec 2, 2010 |
| #6 | -0.32% Apr 17, 2026 - Apr 22, 2026 | -29.86% Jul 1, 2014 - Nov 24, 2014 |
| #7 | -0.23% Jun 16, 2026 - Jun 29, 2026 | -27.23% Jan 23, 2018 - Aug 21, 2018 |
| #8 | -0.16% May 6, 2026 - May 8, 2026 | -21.18% May 7, 2021 - Oct 22, 2021 |
| #9 | -0.15% Apr 15, 2026 - Apr 17, 2026 | -20.60% May 21, 2013 - Jul 11, 2013 |
| #10 | -0.11% Apr 22, 2026 - Apr 24, 2026 | -20.20% Jan 22, 2014 - Feb 26, 2014 |
| #11 | -0.10% Jun 29, 2026 - Jul 6, 2026 | -17.82% Mar 15, 2021 - Apr 15, 2021 |
| #12 | -0.05% Apr 13, 2026 - Apr 15, 2026 | -17.67% Aug 1, 2013 - Oct 1, 2013 |
| #13 | N/A | -16.07% Jul 25, 2017 - Sep 29, 2017 |
| #14 | N/A | -15.55% Apr 2, 2014 - Jun 5, 2014 |
| #15 | N/A | -14.94% Feb 18, 2011 - Mar 30, 2011 |
Correlation
Correlation between EVPF and UMDD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2010 - 2026)
EVPF vs UMDD dividend yield comparison.
| Year | EVPF | UMDD |
|---|---|---|
| 2026 | 1.58% | 0.22% |
| 2025 | 0.00% | 1.00% |
| 2024 | 0.00% | 0.76% |
| 2023 | 0.00% | 0.19% |
| 2022 | 0.00% | 0.49% |
| 2021 | 0.00% | 0.06% |
| 2020 | 0.00% | 0.08% |
| 2019 | 0.00% | 0.64% |
| 2018 | 0.00% | 0.32% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.08% |
| 2010 | 0.00% | 0.05% |
Select Stocks to Compare
Popular: EVPF vs SPYUMDD vs SPY
More Comparisons
Compare with similar stocks