EVSM vs BHK
Comparison between EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF) and BlackRock Core Bond Trust (BHK, ETF).
EVSM vs BHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVSM
$697M
Winner
BHK
$698M
Expense Ratio
EVSM
0.19%
BHK
N/A
Max Drawdown
Winner
EVSM
2.12%
BHK
48.25%
Sharpe Ratio
Winner
EVSM
0.32
BHK
-0.43
5Y Beta
Winner
EVSM
0.00
BHK
0.24
5Y Dividends CAGR
EVSM
N/A
BHK
3.01%
EVSM vs BHK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVSM
+0.52%
BHK
-1.48%
3M
Winner
EVSM
+0.38%
BHK
-4.08%
6M
Winner
EVSM
+1.54%
BHK
-2.13%
1Y
Winner
EVSM
+4.04%
BHK
+0.68%
5Y(CAGR)
EVSM
N/A
BHK
-3.25%
10Y(CAGR)
EVSM
N/A
BHK
+2.88%
Max(CAGR)
EVSM
+3.65%
Winner
BHK
+5.40%
EVSM vs BHK - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EVSM | BHK |
|---|---|---|
| 2026 | +1.20% | -3.20% |
| 2025 | +4.30% | +2.66% |
| 2024 | +2.52% | +4.91% |
| 2023 | N/A | +11.99% |
| 2022 | N/A | -31.47% |
| 2021 | N/A | +7.18% |
| 2020 | N/A | +17.82% |
| 2019 | N/A | +25.33% |
| 2018 | N/A | -7.99% |
| 2017 | N/A | +14.21% |
| 2016 | N/A | +9.41% |
| 2015 | N/A | +2.05% |
| 2014 | N/A | +10.11% |
| 2013 | N/A | -9.96% |
| 2012 | N/A | +16.46% |
| 2011 | N/A | +14.68% |
| 2010 | N/A | +13.74% |
| 2009 | N/A | +14.45% |
| 2008 | N/A | -1.78% |
| 2007 | N/A | -1.82% |
| 2006 | N/A | +2.94% |
| 2005 | N/A | +5.03% |
| 2004 | N/A | +8.21% |
| 2003 | N/A | +8.94% |
| 2002 | N/A | -0.03% |
| 2001 | N/A | +0.00% |
EVSM vs BHK Drawdown Comparison
The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.
The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current BHK drawdown is -21.69%.
| Rank | EVSM | BHK |
|---|---|---|
| #1 | -1.50% Apr 4, 2025 - Jun 3, 2025 | -39.55% Sep 15, 2021 - Oct 20, 2022 |
| #2 | -1.07% Feb 27, 2026 - Jun 5, 2026 | -30.64% May 27, 2008 - Jul 24, 2009 |
| #3 | -0.81% Oct 15, 2024 - Dec 4, 2024 | -23.66% Feb 24, 2020 - Jun 10, 2020 |
| #4 | -0.68% Dec 6, 2024 - Jan 27, 2025 | -19.40% Nov 12, 2012 - Jan 22, 2015 |
| #5 | -0.54% May 15, 2024 - Jun 13, 2024 | -12.43% Jun 13, 2003 - Sep 20, 2004 |
| #6 | -0.52% Apr 1, 2024 - May 7, 2024 | -12.08% Sep 28, 2010 - Sep 12, 2011 |
| #7 | -0.49% Feb 26, 2025 - Apr 4, 2025 | -11.88% Dec 27, 2001 - Sep 18, 2002 |
| #8 | -0.42% Jul 24, 2024 - Aug 1, 2024 | -10.94% Sep 12, 2005 - Oct 5, 2006 |
| #9 | -0.38% Feb 6, 2025 - Feb 25, 2025 | -10.16% Aug 31, 2016 - May 18, 2017 |
| #10 | -0.36% Jul 16, 2024 - Jul 24, 2024 | -9.78% Jan 2, 2018 - Mar 8, 2019 |
| #11 | -0.34% Aug 5, 2024 - Aug 23, 2024 | -9.51% May 7, 2007 - Jan 24, 2008 |
| #12 | -0.34% Sep 17, 2025 - Oct 13, 2025 | -9.08% Apr 24, 2015 - Mar 9, 2016 |
| #13 | -0.26% Oct 2, 2024 - Oct 15, 2024 | -8.52% Jan 25, 2021 - Jun 15, 2021 |
| #14 | -0.26% Nov 11, 2025 - Dec 11, 2025 | -8.50% Jan 24, 2008 - Apr 23, 2008 |
| #15 | -0.24% Oct 13, 2025 - Nov 11, 2025 | -7.45% Oct 3, 2002 - Jan 17, 2003 |
Correlation
Correlation between EVSM and BHK is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.
0.07
-101
Dividend Comparison (2002 - 2026)
EVSM vs BHK dividend yield comparison.
| Year | EVSM | BHK |
|---|---|---|
| 2026 | 1.23% | 4.20% |
| 2025 | 3.12% | 9.25% |
| 2024 | 2.99% | 8.56% |
| 2023 | 0.00% | 8.21% |
| 2022 | 0.00% | 7.91% |
| 2021 | 0.00% | 6.36% |
| 2020 | 0.00% | 5.06% |
| 2019 | 0.00% | 5.32% |
| 2018 | 0.00% | 6.39% |
| 2017 | 0.00% | 5.56% |
| 2016 | 0.00% | 6.23% |
| 2015 | 0.00% | 7.03% |
| 2014 | 0.00% | 8.15% |
| 2013 | 0.00% | 6.94% |
| 2012 | 0.00% | 6.11% |
| 2011 | 0.00% | 5.95% |
| 2010 | 0.00% | 6.98% |
| 2009 | 0.00% | 8.16% |
| 2008 | 0.00% | 7.00% |
| 2007 | 0.00% | 6.75% |
| 2006 | 0.00% | 6.66% |
| 2005 | 0.00% | 11.28% |
| 2004 | 0.00% | 9.37% |
| 2003 | 0.00% | 9.51% |
| 2002 | 0.00% | 8.72% |
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