EVSM vs TUA
Comparison between EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF) and SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF).
EVSM vs TUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVSM
$758M
TUA
$751M
Expense Ratio
Winner
EVSM
0.19%
TUA
0.25%
Max Drawdown
Winner
EVSM
2.12%
TUA
22.82%
Sharpe Ratio
Winner
EVSM
-0.41
TUA
-1.05
5Y Beta
EVSM
0.00
Winner
TUA
-0.07
EVSM vs TUA - Historical Returns
Returns include dividend reinvestment.
1M
EVSM
+0.02%
Winner
TUA
+0.10%
3M
Winner
EVSM
+0.40%
TUA
-3.45%
6M
Winner
EVSM
+0.73%
TUA
-5.52%
1Y
Winner
EVSM
+3.30%
TUA
-3.86%
Max(CAGR)
Winner
EVSM
+3.44%
TUA
-1.68%
EVSM vs TUA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EVSM | TUA |
|---|---|---|
| 2026 | +1.18% | -6.47% |
| 2025 | +4.30% | +7.17% |
| 2024 | +2.52% | -2.92% |
| 2023 | N/A | -2.33% |
| 2022 | N/A | -0.81% |
EVSM vs TUA Drawdown Comparison
The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.
The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.
The current EVSM drawdown is -0.26%. The current TUA drawdown is -11.10%.
| Rank | EVSM | TUA |
|---|---|---|
| #1 | -1.50% Apr 4, 2025 - Jun 3, 2025 | -15.84% Mar 24, 2023 - Oct 17, 2023 |
| #2 | -1.07% Feb 27, 2026 - Jun 5, 2026 | -9.27% Jan 18, 2023 - Mar 13, 2023 |
| #3 | -0.81% Oct 15, 2024 - Dec 4, 2024 | -2.81% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -0.68% Dec 6, 2024 - Jan 27, 2025 | -2.63% Dec 16, 2022 - Jan 12, 2023 |
| #5 | -0.54% May 15, 2024 - Jun 13, 2024 | -2.47% Mar 15, 2023 - Mar 17, 2023 |
| #6 | -0.52% Apr 1, 2024 - May 7, 2024 | -2.15% Mar 13, 2023 - Mar 15, 2023 |
| #7 | -0.49% Feb 26, 2025 - Apr 4, 2025 | -1.50% Nov 16, 2022 - Dec 1, 2022 |
| #8 | -0.42% Jul 24, 2024 - Aug 1, 2024 | -1.48% Dec 1, 2022 - Dec 13, 2022 |
| #9 | -0.38% Feb 6, 2025 - Feb 25, 2025 | -0.80% Jan 12, 2023 - Jan 18, 2023 |
| #10 | -0.36% Jul 16, 2024 - Jul 24, 2024 | -0.20% Dec 14, 2022 - Dec 16, 2022 |
| #11 | -0.34% Aug 5, 2024 - Aug 23, 2024 | N/A |
| #12 | -0.34% Sep 17, 2025 - Oct 13, 2025 | N/A |
| #13 | -0.30% Jul 6, 2026 - Jul 8, 2026 | N/A |
| #14 | -0.26% Oct 2, 2024 - Oct 15, 2024 | N/A |
| #15 | -0.26% Nov 11, 2025 - Dec 11, 2025 | N/A |
Correlation
Correlation between EVSM and TUA is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2022 - 2026)
EVSM vs TUA dividend yield comparison.
| Year | EVSM | TUA |
|---|---|---|
| 2026 | 1.49% | 1.24% |
| 2025 | 3.12% | 3.84% |
| 2024 | 2.99% | 5.19% |
| 2023 | 0.00% | 4.83% |
| 2022 | 0.00% | 0.15% |
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