EVSB vs FCAL
Comparison between EATON VANCE ULTRA-SHORT INCOME ETF (EVSB, ETF) and FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF).
EVSB vs FCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVSB
$204M
Winner
FCAL
$205M
Expense Ratio
Winner
EVSB
0.17%
FCAL
0.49%
Max Drawdown
Winner
EVSB
0.84%
FCAL
16.86%
Sharpe Ratio
Winner
EVSB
1.21
FCAL
1.06
5Y Beta
EVSB
0.00
Winner
FCAL
-0.00
5Y Dividends CAGR
EVSB
N/A
FCAL
7.56%
EVSB vs FCAL - Historical Returns
Returns include dividend reinvestment.
1M
EVSB
+0.36%
Winner
FCAL
+0.67%
3M
Winner
EVSB
+1.02%
FCAL
+0.40%
6M
EVSB
+2.03%
Winner
FCAL
+2.25%
1Y
EVSB
+4.63%
Winner
FCAL
+6.83%
5Y(CAGR)
EVSB
N/A
FCAL
+0.79%
10Y(CAGR)
EVSB
N/A
FCAL
+2.60%
Max(CAGR)
Winner
EVSB
+5.62%
FCAL
+2.60%
EVSB vs FCAL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EVSB | FCAL |
|---|---|---|
| 2026 | +1.65% | +1.74% |
| 2025 | +5.12% | +3.05% |
| 2024 | +6.08% | +1.84% |
| 2023 | +1.84% | +6.19% |
| 2022 | N/A | -9.40% |
| 2021 | N/A | +3.02% |
| 2020 | N/A | +3.39% |
| 2019 | N/A | +9.63% |
| 2018 | N/A | +1.01% |
| 2017 | N/A | +4.40% |
EVSB vs FCAL Drawdown Comparison
The maximum drawdown for EVSB was -0.31%, occurring on Apr 10, 2025. Recovery took 9 trading sessions.
The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.
The current EVSB drawdown is -0.03%. The current FCAL drawdown is -0.34%.
| Rank | EVSB | FCAL |
|---|---|---|
| #1 | -0.31% Apr 4, 2025 - Apr 17, 2025 | -14.81% Feb 28, 2020 - Dec 17, 2020 |
| #2 | -0.25% Aug 19, 2025 - Sep 5, 2025 | -14.44% Jul 20, 2021 - Nov 11, 2025 |
| #3 | -0.21% Feb 7, 2024 - Feb 20, 2024 | -2.96% Dec 29, 2017 - Dec 21, 2018 |
| #4 | -0.18% May 8, 2025 - May 20, 2025 | -2.57% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -0.15% Aug 2, 2024 - Aug 12, 2024 | -2.28% Feb 12, 2021 - May 6, 2021 |
| #6 | -0.15% Apr 22, 2025 - Apr 24, 2025 | -1.27% Aug 28, 2019 - Oct 8, 2019 |
| #7 | -0.14% Feb 10, 2025 - Feb 19, 2025 | -1.10% Oct 9, 2019 - Dec 27, 2019 |
| #8 | -0.14% Jan 30, 2026 - Feb 9, 2026 | -1.03% Dec 7, 2017 - Dec 28, 2017 |
| #9 | -0.12% Sep 30, 2024 - Oct 14, 2024 | -0.88% Aug 15, 2017 - Sep 12, 2017 |
| #10 | -0.12% Mar 12, 2025 - Mar 21, 2025 | -0.71% Apr 15, 2019 - Apr 30, 2019 |
| #11 | -0.11% Jan 14, 2026 - Jan 16, 2026 | -0.71% Sep 12, 2017 - Oct 19, 2017 |
| #12 | -0.10% Dec 28, 2023 - Jan 8, 2024 | -0.65% Dec 28, 2018 - Jan 31, 2019 |
| #13 | -0.10% Feb 9, 2026 - Feb 18, 2026 | -0.64% Nov 20, 2017 - Dec 5, 2017 |
| #14 | -0.10% Apr 28, 2025 - May 8, 2025 | -0.58% Dec 21, 2018 - Dec 28, 2018 |
| #15 | -0.09% Apr 9, 2024 - Apr 15, 2024 | -0.57% Mar 29, 2019 - Apr 15, 2019 |
Correlation
Correlation between EVSB and FCAL is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2017 - 2026)
EVSB vs FCAL dividend yield comparison.
| Year | EVSB | FCAL |
|---|---|---|
| 2026 | 1.83% | 1.43% |
| 2025 | 4.63% | 3.22% |
| 2024 | 5.18% | 2.99% |
| 2023 | 1.21% | 2.74% |
| 2022 | 0.00% | 2.38% |
| 2021 | 0.00% | 2.03% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.68% |
| 2018 | 0.00% | 2.99% |
| 2017 | 0.00% | 1.30% |
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