EVSM vs XMLV

Comparison between EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).

EVSM vs XMLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVSM(ETF)	XMLV(ETF)
Net Assets	$718M	$716M
Expense Ratio	0.19%	0.25%
Max Drawdown	2.12%	40.50%
Sharpe Ratio	0.11	0.62
5Y Beta	0.00	0.48
P/E Ratio	N/A	16.99
Forward P/E	N/A	15.49
PEG Ratio	N/A	0.19
5Y Dividends CAGR	N/A	17.24%
5Y EPS CAGR	N/A	12.27%
Debt to Equity	N/A	64.76%
P/S Ratio	N/A	2.48
P/B Ratio	N/A	1.88

Net Assets

Winner

EVSM

$718M

XMLV

$716M

Expense Ratio

Winner

EVSM

0.19%

XMLV

0.25%

Max Drawdown

Winner

EVSM

2.12%

XMLV

40.50%

Sharpe Ratio

EVSM

0.11

Winner

XMLV

0.62

5Y Beta

Winner

EVSM

0.00

XMLV

0.48

P/E Ratio

EVSM

N/A

XMLV

16.99

Forward P/E

EVSM

N/A

XMLV

15.49

PEG Ratio

EVSM

N/A

XMLV

0.19

5Y Dividends CAGR

EVSM

N/A

XMLV

17.24%

5Y EPS CAGR

EVSM

N/A

XMLV

12.27%

Debt to Equity

EVSM

N/A

XMLV

64.76%

P/S Ratio

EVSM

N/A

XMLV

2.48

P/B Ratio

EVSM

N/A

XMLV

1.88

EVSM vs XMLV - Historical Returns

Returns include dividend reinvestment.

Period	EVSM	XMLV
1 month	+0.64%	+2.18%
3 months	+0.44%	+2.01%
6 months	+1.41%	+5.22%
1 year	+3.85%	+9.87%
5 years(CAGR)	N/A	+6.15%
10 years(CAGR)	N/A	+8.00%
Max(CAGR)	+3.58%	+9.69%

EVSM

+0.64%

Winner

XMLV

+2.18%

EVSM

+0.44%

Winner

XMLV

+2.01%

EVSM

+1.41%

Winner

XMLV

+5.22%

EVSM

+3.85%

Winner

XMLV

+9.87%

5Y(CAGR)

EVSM

N/A

XMLV

+6.15%

10Y(CAGR)

EVSM

N/A

XMLV

+8.00%

Max(CAGR)

EVSM

+3.58%

Winner

XMLV

+9.69%

EVSM vs XMLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	EVSM	XMLV
2026	+1.16%	+6.03%
2025	+4.30%	+5.88%
2024	+2.52%	+16.72%
2023	N/A	+1.70%
2022	N/A	-6.04%
2021	N/A	+24.82%
2020	N/A	-7.56%
2019	N/A	+25.81%
2018	N/A	-0.21%
2017	N/A	+13.66%
2016	N/A	+23.26%
2015	N/A	+5.16%
2014	N/A	+19.64%
2013	N/A	+14.56%

EVSM vs XMLV Drawdown Comparison

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

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current EVSM drawdown is -0.04%. The current XMLV drawdown is -1.60%.

Rank	EVSM	XMLV
#1	-1.50% Apr 4, 2025 - Jun 3, 2025	-39.83% Feb 18, 2020 - Apr 15, 2021
#2	-1.07% Feb 27, 2026 - Jun 5, 2026	-16.54% Dec 29, 2021 - Mar 27, 2024
#3	-0.81% Oct 15, 2024 - Dec 4, 2024	-13.81% Nov 25, 2024 - Aug 22, 2025
#4	-0.68% Dec 6, 2024 - Jan 27, 2025	-13.26% Sep 14, 2018 - Feb 15, 2019
#5	-0.54% May 15, 2024 - Jun 13, 2024	-9.62% Aug 17, 2015 - Nov 23, 2015
#6	-0.52% Apr 1, 2024 - May 7, 2024	-9.26% Dec 1, 2015 - Mar 3, 2016
#7	-0.49% Feb 26, 2025 - Apr 4, 2025	-8.93% May 21, 2013 - Jul 18, 2013
#8	-0.42% Jul 24, 2024 - Aug 1, 2024	-8.47% Jul 23, 2013 - Oct 18, 2013
#9	-0.38% Feb 6, 2025 - Feb 25, 2025	-7.97% Jan 26, 2018 - May 10, 2018
#10	-0.36% Jul 16, 2024 - Jul 24, 2024	-7.03% Mar 2, 2026 - Mar 20, 2026
#11	-0.34% Aug 5, 2024 - Aug 23, 2024	-6.72% Jul 1, 2014 - Oct 28, 2014
#12	-0.34% Sep 17, 2025 - Oct 13, 2025	-6.13% Sep 7, 2016 - Nov 28, 2016
#13	-0.26% Oct 2, 2024 - Oct 15, 2024	-5.57% Nov 15, 2021 - Dec 27, 2021
#14	-0.26% Nov 11, 2025 - Dec 11, 2025	-5.56% Sep 2, 2021 - Nov 1, 2021
#15	-0.24% Oct 13, 2025 - Nov 11, 2025	-5.37% Mar 28, 2024 - May 9, 2024

Correlation

Correlation between EVSM and XMLV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2013 - 2026)

EVSM vs XMLV dividend yield comparison.

Year	EVSM	XMLV
2026	1.23%	0.86%
2025	3.12%	2.87%
2024	2.99%	2.23%
2023	0.00%	2.34%
2022	0.00%	2.05%
2021	0.00%	1.14%
2020	0.00%	1.93%
2019	0.00%	2.02%
2018	0.00%	2.13%
2017	0.00%	1.74%
2016	0.00%	1.72%
2015	0.00%	1.85%
2014	0.00%	2.00%
2013	0.00%	1.63%