EVSM vs DMBS
Comparison between EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF) and DOUBLELINE MORTGAGE ETF (DMBS, ETF).
EVSM vs DMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVSM
$697M
DMBS
$693M
Expense Ratio
Winner
EVSM
0.19%
DMBS
0.39%
Max Drawdown
Winner
EVSM
2.12%
DMBS
9.85%
Sharpe Ratio
EVSM
0.32
Winner
DMBS
0.48
5Y Beta
Winner
EVSM
0.00
DMBS
0.04
EVSM vs DMBS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVSM
+0.52%
DMBS
-0.31%
3M
Winner
EVSM
+0.38%
DMBS
-1.15%
6M
Winner
EVSM
+1.54%
DMBS
+0.46%
1Y
EVSM
+4.04%
Winner
DMBS
+5.95%
Max(CAGR)
EVSM
+3.65%
Winner
DMBS
+3.73%
EVSM vs DMBS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EVSM | DMBS |
|---|---|---|
| 2026 | +1.20% | +0.25% |
| 2025 | +4.30% | +8.59% |
| 2024 | +2.52% | +2.75% |
| 2023 | N/A | +1.31% |
EVSM vs DMBS Drawdown Comparison
The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.
The maximum drawdown for DMBS was -8.13%, occurring on Oct 25, 2023. Recovery took 175 trading sessions.
The current DMBS drawdown is -2.03%.
| Rank | EVSM | DMBS |
|---|---|---|
| #1 | -1.50% Apr 4, 2025 - Jun 3, 2025 | -8.13% Apr 5, 2023 - Dec 14, 2023 |
| #2 | -1.07% Feb 27, 2026 - Jun 5, 2026 | -4.88% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -0.81% Oct 15, 2024 - Dec 4, 2024 | -4.17% Dec 27, 2023 - Jul 11, 2024 |
| #4 | -0.68% Dec 6, 2024 - Jan 27, 2025 | -3.20% Feb 27, 2026 - May 19, 2026 |
| #5 | -0.54% May 15, 2024 - Jun 13, 2024 | -3.09% Apr 4, 2025 - Jun 26, 2025 |
| #6 | -0.52% Apr 1, 2024 - May 7, 2024 | -1.16% Jul 1, 2025 - Aug 1, 2025 |
| #7 | -0.49% Feb 26, 2025 - Apr 4, 2025 | -1.04% Aug 2, 2024 - Aug 21, 2024 |
| #8 | -0.42% Jul 24, 2024 - Aug 1, 2024 | -0.91% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -0.38% Feb 6, 2025 - Feb 25, 2025 | -0.85% Oct 28, 2025 - Nov 25, 2025 |
| #10 | -0.36% Jul 16, 2024 - Jul 24, 2024 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #11 | -0.34% Aug 5, 2024 - Aug 23, 2024 | -0.63% Jul 17, 2024 - Jul 29, 2024 |
| #12 | -0.34% Sep 17, 2025 - Oct 13, 2025 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -0.26% Oct 2, 2024 - Oct 15, 2024 | -0.50% Dec 14, 2023 - Dec 20, 2023 |
| #14 | -0.26% Nov 11, 2025 - Dec 11, 2025 | -0.44% Aug 27, 2024 - Sep 4, 2024 |
| #15 | -0.24% Oct 13, 2025 - Nov 11, 2025 | -0.42% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between EVSM and DMBS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
EVSM vs DMBS dividend yield comparison.
| Year | EVSM | DMBS |
|---|---|---|
| 2026 | 1.23% | 2.19% |
| 2025 | 3.12% | 4.96% |
| 2024 | 2.99% | 4.97% |
| 2023 | 0.00% | 2.82% |
Select Stocks to Compare
Popular: EVSM vs SPYDMBS vs SPY
More Comparisons
Compare with similar stocks