EVSD vs IAI

Comparison between Eaton Vance Short Duration Income ETF (EVSD, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

EVSD vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVSD(ETF)	IAI(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.24%	0.38%
Max Drawdown	1.99%	75.80%
Sharpe Ratio	-0.04	0.38
5Y Beta	0.01	1.07
P/E Ratio	N/A	21.25
Forward P/E	N/A	19.38
PEG Ratio	N/A	0.48
5Y Dividends CAGR	N/A	12.58%
5Y EPS CAGR	N/A	11.97%
Debt to Equity	N/A	74.98%
P/S Ratio	N/A	3.22
P/B Ratio	N/A	3.71

Net Assets

EVSD

$1.30B

IAI

$1.30B

Expense Ratio

Winner

EVSD

0.24%

IAI

0.38%

Max Drawdown

Winner

EVSD

1.99%

IAI

75.80%

Sharpe Ratio

EVSD

-0.04

Winner

IAI

0.38

5Y Beta

Winner

EVSD

0.01

IAI

1.07

P/E Ratio

EVSD

N/A

IAI

21.25

Forward P/E

EVSD

N/A

IAI

19.38

PEG Ratio

EVSD

N/A

IAI

0.48

5Y Dividends CAGR

EVSD

N/A

IAI

12.58%

5Y EPS CAGR

EVSD

N/A

IAI

11.97%

Debt to Equity

EVSD

N/A

IAI

74.98%

P/S Ratio

EVSD

N/A

IAI

3.22

P/B Ratio

EVSD

N/A

IAI

3.71

EVSD vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	EVSD	IAI
1 month	+0.31%	-0.29%
3 months	+0.71%	+6.85%
6 months	+0.86%	+6.19%
1 year	+3.81%	+9.85%
5 years(CAGR)	N/A	+13.85%
10 years(CAGR)	N/A	+18.62%
Max(CAGR)	+5.64%	+8.25%

Winner

EVSD

+0.31%

IAI

-0.29%

EVSD

+0.71%

Winner

IAI

+6.85%

EVSD

+0.86%

Winner

IAI

+6.19%

EVSD

+3.81%

Winner

IAI

+9.85%

5Y(CAGR)

EVSD

N/A

IAI

+13.85%

10Y(CAGR)

EVSD

N/A

IAI

+18.62%

Max(CAGR)

EVSD

+5.64%

Winner

IAI

+8.25%

EVSD vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EVSD	IAI
2026	+1.41%	+4.24%
2025	+6.82%	+25.49%
2024	+3.87%	+35.52%
2023	N/A	+14.79%
2022	N/A	-11.75%
2021	N/A	+41.17%
2020	N/A	+17.15%
2019	N/A	+23.36%
2018	N/A	-9.42%
2017	N/A	+27.80%
2016	N/A	+24.66%
2015	N/A	-0.96%
2014	N/A	+12.35%
2013	N/A	+61.82%
2012	N/A	+13.26%
2011	N/A	-28.09%
2010	N/A	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

EVSD vs IAI Drawdown Comparison

The maximum drawdown for EVSD was -1.26%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current IAI drawdown is -4.11%.

Rank	EVSD	IAI
#1	-1.26% Feb 27, 2026 - Jun 15, 2026	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-1.07% Apr 3, 2025 - Apr 28, 2025	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-0.86% Oct 1, 2024 - Dec 5, 2024	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-0.51% Dec 9, 2024 - Jan 8, 2025	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-0.49% Apr 30, 2025 - May 29, 2025	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-0.48% Jul 6, 2026 - Aug 4, 2026	-19.73% May 9, 2006 - Oct 5, 2006
#7	-0.39% Aug 2, 2024 - Aug 14, 2024	-16.52% Jan 15, 2026 - Jul 6, 2026
#8	-0.35% Feb 5, 2025 - Feb 19, 2025	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	-0.31% Jan 8, 2025 - Jan 15, 2025	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	-0.29% Mar 4, 2025 - Mar 28, 2025	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	-0.29% Jun 4, 2025 - Jun 12, 2025	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	-0.28% Oct 27, 2025 - Nov 21, 2025	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	-0.27% Jun 16, 2026 - Jun 26, 2026	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	-0.27% Jun 30, 2025 - Jul 21, 2025	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	-0.27% Jun 17, 2024 - Jul 3, 2024	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between EVSD and IAI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

EVSD vs IAI dividend yield comparison.

Year	EVSD	IAI
2026	2.62%	0.62%
2025	4.64%	0.95%
2024	2.91%	1.05%
2023	0.00%	1.80%
2022	0.00%	2.14%
2021	0.00%	1.31%
2020	0.00%	1.55%
2019	0.00%	1.52%
2018	0.00%	1.58%
2017	0.00%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.00%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%