EVSM vs CDC

Comparison between EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF) and VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF).

EVSM vs CDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVSM(ETF)	CDC(ETF)
Net Assets	$718M	$720M
Expense Ratio	0.19%	0.35%
Max Drawdown	2.12%	25.69%
Sharpe Ratio	0.11	1.66
5Y Beta	0.00	0.43
P/E Ratio	N/A	17.37
Forward P/E	N/A	13.89
PEG Ratio	N/A	0.44
5Y Dividends CAGR	N/A	11.23%
5Y EPS CAGR	N/A	5.65%
Debt to Equity	N/A	-40.59%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	2.23

Net Assets

EVSM

$718M

Winner

CDC

$720M

Expense Ratio

Winner

EVSM

0.19%

CDC

0.35%

Max Drawdown

Winner

EVSM

2.12%

CDC

25.69%

Sharpe Ratio

EVSM

0.11

Winner

CDC

1.66

5Y Beta

Winner

EVSM

0.00

CDC

0.43

P/E Ratio

EVSM

N/A

CDC

17.37

Forward P/E

EVSM

N/A

CDC

13.89

PEG Ratio

EVSM

N/A

CDC

0.44

5Y Dividends CAGR

EVSM

N/A

CDC

11.23%

5Y EPS CAGR

EVSM

N/A

CDC

5.65%

Debt to Equity

EVSM

N/A

CDC

-40.59%

P/S Ratio

EVSM

N/A

CDC

1.59

P/B Ratio

EVSM

N/A

CDC

2.23

EVSM vs CDC - Historical Returns

Returns include dividend reinvestment.

Period	EVSM	CDC
1 month	+0.64%	+3.88%
3 months	+0.44%	+4.45%
6 months	+1.41%	+12.47%
1 year	+3.85%	+21.10%
5 years(CAGR)	N/A	+5.90%
10 years(CAGR)	N/A	+10.42%
Max(CAGR)	+3.58%	+9.97%

EVSM

+0.64%

Winner

CDC

+3.88%

EVSM

+0.44%

Winner

CDC

+4.45%

EVSM

+1.41%

Winner

CDC

+12.47%

EVSM

+3.85%

Winner

CDC

+21.10%

5Y(CAGR)

EVSM

N/A

CDC

+5.90%

10Y(CAGR)

EVSM

N/A

CDC

+10.42%

Max(CAGR)

EVSM

+3.58%

Winner

CDC

+9.97%

EVSM vs CDC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	EVSM	CDC
2026	+1.16%	+13.09%
2025	+4.30%	+8.93%
2024	+2.52%	+13.99%
2023	N/A	-5.55%
2022	N/A	-8.07%
2021	N/A	+35.17%
2020	N/A	+12.93%
2019	N/A	+19.64%
2018	N/A	-6.07%
2017	N/A	+15.43%
2016	N/A	+21.97%
2015	N/A	-0.32%
2014	N/A	+7.22%

EVSM vs CDC Drawdown Comparison

The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.

The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.

The current EVSM drawdown is -0.04%. The current CDC drawdown is -0.60%.

Rank	EVSM	CDC
#1	-1.50% Apr 4, 2025 - Jun 3, 2025	-21.36% Apr 20, 2022 - Nov 25, 2024
#2	-1.07% Feb 27, 2026 - Jun 5, 2026	-18.27% Jan 17, 2020 - Jun 5, 2020
#3	-0.81% Oct 15, 2024 - Dec 4, 2024	-15.13% Sep 14, 2018 - Oct 23, 2019
#4	-0.68% Dec 6, 2024 - Jan 27, 2025	-12.70% Nov 29, 2024 - Aug 13, 2025
#5	-0.54% May 15, 2024 - Jun 13, 2024	-10.88% Jun 8, 2020 - Nov 9, 2020
#6	-0.52% Apr 1, 2024 - May 7, 2024	-9.89% Oct 22, 2015 - Mar 3, 2016
#7	-0.49% Feb 26, 2025 - Apr 4, 2025	-9.76% Dec 29, 2014 - Oct 22, 2015
#8	-0.42% Jul 24, 2024 - Aug 1, 2024	-9.29% Jan 26, 2018 - Aug 17, 2018
#9	-0.38% Feb 6, 2025 - Feb 25, 2025	-5.67% Mar 2, 2026 - Apr 30, 2026
#10	-0.36% Jul 16, 2024 - Jul 24, 2024	-5.49% May 10, 2021 - Aug 11, 2021
#11	-0.34% Aug 5, 2024 - Aug 23, 2024	-5.42% Jan 14, 2022 - Mar 25, 2022
#12	-0.34% Sep 17, 2025 - Oct 13, 2025	-4.81% Nov 15, 2021 - Dec 15, 2021
#13	-0.26% Oct 2, 2024 - Oct 15, 2024	-4.80% Jan 14, 2021 - Feb 8, 2021
#14	-0.26% Nov 11, 2025 - Dec 11, 2025	-4.68% Jun 23, 2016 - Jul 1, 2016
#15	-0.24% Oct 13, 2025 - Nov 11, 2025	-4.61% Sep 2, 2021 - Oct 20, 2021

Correlation

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

0.94

-101

Dividend Comparison (2014 - 2026)

EVSM vs CDC dividend yield comparison.

Year	EVSM	CDC
2026	1.23%	1.37%
2025	3.12%	3.36%
2024	2.99%	3.32%
2023	0.00%	4.24%
2022	0.00%	3.48%
2021	0.00%	2.65%
2020	0.00%	2.48%
2019	0.00%	3.04%
2018	0.00%	3.37%
2017	0.00%	2.81%
2016	0.00%	2.99%
2015	0.00%	3.17%
2014	0.00%	1.20%