EVSB vs BFOR

Comparison between EATON VANCE ULTRA-SHORT INCOME ETF (EVSB, ETF) and BARRON'S 400 ETF (BFOR, ETF).

EVSB vs BFOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVSB(ETF)	BFOR(ETF)
Net Assets	$230M	$229M
Expense Ratio	0.17%	0.65%
Max Drawdown	0.84%	42.22%
Sharpe Ratio	0.87	1.11
5Y Beta	0.00	0.96
P/E Ratio	N/A	17.70
Forward P/E	N/A	15.88
5Y Dividends CAGR	N/A	27.49%
5Y EPS CAGR	N/A	22.20%
P/S Ratio	N/A	2.44
P/B Ratio	N/A	3.39

Net Assets

Winner

EVSB

$230M

BFOR

$229M

Expense Ratio

Winner

EVSB

0.17%

BFOR

0.65%

Max Drawdown

Winner

EVSB

0.84%

BFOR

42.22%

Sharpe Ratio

EVSB

0.87

Winner

BFOR

1.11

5Y Beta

Winner

EVSB

0.00

BFOR

0.96

P/E Ratio

EVSB

N/A

BFOR

17.70

Forward P/E

EVSB

N/A

BFOR

15.88

5Y Dividends CAGR

EVSB

N/A

BFOR

27.49%

5Y EPS CAGR

EVSB

N/A

BFOR

22.20%

P/S Ratio

EVSB

N/A

BFOR

2.44

P/B Ratio

EVSB

N/A

BFOR

3.39

EVSB vs BFOR - Historical Returns

Returns include dividend reinvestment.

Period	EVSB	BFOR
1 month	+0.33%	+0.59%
3 months	+1.10%	+6.06%
6 months	+1.92%	+8.32%
1 year	+4.52%	+21.52%
5 years(CAGR)	N/A	+10.91%
10 years(CAGR)	N/A	+12.49%
Max(CAGR)	+5.54%	+11.58%

EVSB

+0.33%

Winner

BFOR

+0.59%

EVSB

+1.10%

Winner

BFOR

+6.06%

EVSB

+1.92%

Winner

BFOR

+8.32%

EVSB

+4.52%

Winner

BFOR

+21.52%

5Y(CAGR)

EVSB

N/A

BFOR

+10.91%

10Y(CAGR)

EVSB

N/A

BFOR

+12.49%

Max(CAGR)

EVSB

+5.54%

Winner

BFOR

+11.58%

EVSB vs BFOR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	EVSB	BFOR
2026	+2.15%	+13.54%
2025	+5.12%	+13.74%
2024	+6.08%	+18.22%
2023	+1.84%	+19.45%
2022	N/A	-15.72%
2021	N/A	+32.26%
2020	N/A	+16.83%
2019	N/A	+20.41%
2018	N/A	-14.34%
2017	N/A	+18.83%
2016	N/A	+20.06%
2015	N/A	-2.72%
2014	N/A	+7.43%
2013	N/A	+20.25%

EVSB vs BFOR Drawdown Comparison

The maximum drawdown for EVSB was -0.31%, occurring on Apr 10, 2025. Recovery took 9 trading sessions.

The maximum drawdown for BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The current EVSB drawdown is -0.01%. The current BFOR drawdown is -1.65%.

Rank	EVSB	BFOR
#1	-0.31% Apr 4, 2025 - Apr 17, 2025	-41.26% Aug 29, 2018 - Nov 9, 2020
#2	-0.25% Aug 19, 2025 - Sep 5, 2025	-25.94% Nov 16, 2021 - Feb 12, 2024
#3	-0.21% Feb 7, 2024 - Feb 20, 2024	-23.42% Jun 23, 2015 - Nov 17, 2016
#4	-0.18% May 8, 2025 - May 20, 2025	-21.91% Nov 25, 2024 - Jul 23, 2025
#5	-0.15% Aug 2, 2024 - Aug 12, 2024	-11.14% Jul 3, 2014 - Nov 24, 2014
#6	-0.15% Apr 22, 2025 - Apr 24, 2025	-9.53% Jan 26, 2018 - Jun 6, 2018
#7	-0.14% Feb 10, 2025 - Feb 19, 2025	-8.98% Feb 26, 2026 - Apr 17, 2026
#8	-0.14% Jan 30, 2026 - Feb 9, 2026	-7.90% Jul 16, 2024 - Sep 19, 2024
#9	-0.12% Sep 30, 2024 - Oct 14, 2024	-6.76% Jan 22, 2014 - Feb 24, 2014
#10	-0.12% Mar 12, 2025 - Mar 21, 2025	-6.35% Mar 28, 2024 - Jul 12, 2024
#11	-0.11% Jan 14, 2026 - Jan 16, 2026	-6.05% Sep 18, 2025 - Dec 3, 2025
#12	-0.10% Dec 28, 2023 - Jan 8, 2024	-5.70% Apr 2, 2014 - Jun 6, 2014
#13	-0.10% Feb 9, 2026 - Feb 18, 2026	-5.42% Nov 24, 2014 - Dec 29, 2014
#14	-0.10% Apr 28, 2025 - May 8, 2025	-5.27% Dec 29, 2014 - Feb 10, 2015
#15	-0.10% Jun 4, 2026 - Jun 11, 2026	-4.88% Jun 18, 2013 - Jul 8, 2013

Correlation

Correlation between EVSB and BFOR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2013 - 2026)

EVSB vs BFOR dividend yield comparison.

Year	EVSB	BFOR
2026	2.16%	0.00%
2025	4.63%	0.60%
2024	5.18%	0.69%
2023	1.21%	1.26%
2022	0.00%	1.68%
2021	0.00%	0.92%
2020	0.00%	0.98%
2019	0.00%	0.69%
2018	0.00%	0.94%
2017	0.00%	0.60%
2016	0.00%	0.78%
2015	0.00%	0.86%
2014	0.00%	0.72%
2013	0.00%	0.18%