EVSM vs AOK
Comparison between EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).
EVSM vs AOK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVSM
$781M
Winner
AOK
$782M
Expense Ratio
EVSM
0.19%
Winner
AOK
0.15%
Max Drawdown
Winner
EVSM
2.12%
AOK
20.42%
Sharpe Ratio
EVSM
-0.93
Winner
AOK
0.82
5Y Beta
Winner
EVSM
0.01
AOK
0.31
5Y Dividends CAGR
EVSM
N/A
AOK
16.01%
EVSM vs AOK - Historical Returns
Returns include dividend reinvestment.
1M
EVSM
+0.50%
Winner
AOK
+1.51%
3M
EVSM
+0.73%
Winner
AOK
+1.22%
6M
EVSM
+0.21%
Winner
AOK
+1.88%
1Y
EVSM
+2.59%
Winner
AOK
+8.33%
5Y(CAGR)
EVSM
N/A
AOK
+3.53%
10Y(CAGR)
EVSM
N/A
AOK
+4.90%
Max(CAGR)
EVSM
+3.36%
Winner
AOK
+5.37%
EVSM vs AOK - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | EVSM | AOK |
|---|---|---|
| 2026 | +1.32% | +4.29% |
| 2025 | +4.30% | +11.44% |
| 2024 | +2.52% | +7.10% |
| 2023 | N/A | +10.30% |
| 2022 | N/A | -13.75% |
| 2021 | N/A | +5.03% |
| 2020 | N/A | +8.81% |
| 2019 | N/A | +13.65% |
| 2018 | N/A | -3.25% |
| 2017 | N/A | +9.60% |
| 2016 | N/A | +5.60% |
| 2015 | N/A | -1.07% |
| 2014 | N/A | +4.47% |
| 2013 | N/A | +6.05% |
| 2012 | N/A | +6.34% |
| 2011 | N/A | +4.24% |
| 2010 | N/A | +6.63% |
| 2009 | N/A | +8.46% |
| 2008 | N/A | +4.06% |
EVSM vs AOK Drawdown Comparison
The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The current EVSM drawdown is -0.11%. The current AOK drawdown is -0.57%.
| Rank | EVSM | AOK |
|---|---|---|
| #1 | -1.50% Apr 4, 2025 - Jun 3, 2025 | -18.94% Nov 5, 2021 - Jul 16, 2024 |
| #2 | -1.07% Feb 27, 2026 - Jun 5, 2026 | -14.55% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -0.81% Oct 15, 2024 - Dec 4, 2024 | -10.84% Nov 25, 2008 - Dec 9, 2008 |
| #4 | -0.68% Dec 6, 2024 - Jan 27, 2025 | -9.06% Dec 19, 2008 - May 8, 2009 |
| #5 | -0.62% Jul 6, 2026 - Jul 24, 2026 | -6.42% Apr 24, 2015 - Jun 3, 2016 |
| #6 | -0.54% May 15, 2024 - Jun 13, 2024 | -6.15% Jan 26, 2018 - Mar 15, 2019 |
| #7 | -0.52% Apr 1, 2024 - May 7, 2024 | -5.02% Nov 14, 2008 - Nov 25, 2008 |
| #8 | -0.49% Feb 26, 2025 - Apr 4, 2025 | -4.96% Feb 26, 2025 - May 13, 2025 |
| #9 | -0.42% Jul 24, 2024 - Aug 1, 2024 | -4.50% Feb 25, 2026 - Apr 17, 2026 |
| #10 | -0.38% Feb 6, 2025 - Feb 25, 2025 | -4.43% May 21, 2013 - Sep 18, 2013 |
| #11 | -0.36% Jul 16, 2024 - Jul 24, 2024 | -3.79% May 8, 2009 - Jun 12, 2009 |
| #12 | -0.34% Aug 5, 2024 - Aug 23, 2024 | -3.68% Jul 22, 2011 - Oct 28, 2011 |
| #13 | -0.34% Sep 17, 2025 - Oct 13, 2025 | -3.64% Jun 12, 2009 - Aug 4, 2009 |
| #14 | -0.26% Oct 2, 2024 - Oct 15, 2024 | -3.50% Dec 6, 2024 - Feb 26, 2025 |
| #15 | -0.26% Nov 11, 2025 - Dec 11, 2025 | -3.41% Sep 7, 2016 - Feb 23, 2017 |
Correlation
Correlation between EVSM and AOK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
EVSM vs AOK dividend yield comparison.
| Year | EVSM | AOK |
|---|---|---|
| 2026 | 1.75% | 1.79% |
| 2025 | 3.12% | 3.28% |
| 2024 | 2.99% | 3.23% |
| 2023 | 0.00% | 2.93% |
| 2022 | 0.00% | 2.25% |
| 2021 | 0.00% | 1.55% |
| 2020 | 0.00% | 2.10% |
| 2019 | 0.00% | 2.71% |
| 2018 | 0.00% | 2.68% |
| 2017 | 0.00% | 2.91% |
| 2016 | 0.00% | 2.14% |
| 2015 | 0.00% | 2.02% |
| 2014 | 0.00% | 2.08% |
| 2013 | 0.00% | 1.82% |
| 2012 | 0.00% | 2.05% |
| 2011 | 0.00% | 2.35% |
| 2010 | 0.00% | 1.78% |
| 2009 | 0.00% | 2.33% |
| 2008 | 0.00% | 0.44% |
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