EVT vs ARTY

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

5-Year PerformanceARTY has outperformed EVT, delivering a return of +11.2% compared to +6.7%

EVT vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVT(ETF)	ARTY(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.47%
Max Drawdown	77.86%	55.76%
Sharpe Ratio	1.70	2.49
5Y Beta	0.72	1.55
P/E Ratio	N/A	62.29
Forward P/E	N/A	24.21
PEG Ratio	N/A	0.27
5Y Dividends CAGR	4.22%	8.09%
Debt to Equity	N/A	83.43%
P/S Ratio	N/A	7.22
P/B Ratio	N/A	10.52

Net Assets

EVT

$2B

Winner

ARTY

$2.10B

Expense Ratio

EVT

N/A

ARTY

0.47%

Max Drawdown

EVT

77.86%

Winner

ARTY

55.76%

Sharpe Ratio

EVT

1.70

Winner

ARTY

2.49

5Y Beta

Winner

EVT

0.72

ARTY

1.55

P/E Ratio

EVT

N/A

ARTY

62.29

Forward P/E

EVT

N/A

ARTY

24.21

PEG Ratio

EVT

N/A

ARTY

0.27

5Y Dividends CAGR

EVT

4.22%

Winner

ARTY

8.09%

Debt to Equity

EVT

N/A

ARTY

83.43%

P/S Ratio

EVT

N/A

ARTY

7.22

P/B Ratio

EVT

N/A

ARTY

10.52

EVT vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	EVT	ARTY
1 month	+5.28%	+34.37%
3 months	+1.83%	+32.19%
6 months	+12.92%	+41.93%
1 year	+25.32%	+98.78%
5 years(CAGR)	+6.71%	+11.22%
10 years(CAGR)	+11.14%	N/A
Max(CAGR)	+9.17%	+15.38%

EVT

+5.28%

Winner

ARTY

+34.37%

EVT

+1.83%

Winner

ARTY

+32.19%

EVT

+12.92%

Winner

ARTY

+41.93%

EVT

+25.32%

Winner

ARTY

+98.78%

5Y(CAGR)

EVT

+6.71%

Winner

ARTY

+11.22%

10Y(CAGR)

EVT

+11.14%

ARTY

N/A

Max(CAGR)

EVT

+9.17%

Winner

ARTY

+15.38%

EVT vs ARTY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVT	ARTY
2026	+6.86%	+37.81%
2025	+14.39%	+29.45%
2024	+17.26%	+10.75%
2023	+5.41%	+35.02%
2022	-16.80%	-38.41%
2021	+36.90%	+6.59%
2020	+2.03%	+45.71%
2019	+42.47%	+33.74%
2018	-12.55%	-14.31%
2017	+20.76%	N/A
2016	+17.62%	N/A
2015	+1.23%	N/A
2014	+17.91%	N/A
2013	+19.63%	N/A
2012	+19.81%	N/A
2011	-6.01%	N/A
2010	+11.23%	N/A
2009	+43.63%	N/A
2008	-52.24%	N/A
2007	+6.32%	N/A
2006	+31.17%	N/A
2005	+12.81%	N/A
2004	+13.55%	N/A
2003	+2.82%	N/A

EVT vs ARTY Drawdown Comparison

The maximum drawdown for EVT was -73.95%, occurring on Mar 9, 2009. Recovery took 1482 trading sessions.

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current EVT drawdown is -0.90%.

Rank	EVT	ARTY
#1	-73.95% Jun 4, 2007 - Apr 23, 2013	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-52.00% Feb 20, 2020 - Jan 14, 2021	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-28.20% Jan 14, 2022 - Aug 29, 2024	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-27.47% Oct 3, 2018 - Apr 30, 2019	-18.81% Jan 28, 2026 - Apr 14, 2026
#5	-19.91% Mar 5, 2004 - Nov 12, 2004	-14.10% Oct 29, 2025 - Jan 16, 2026
#6	-18.70% Nov 29, 2024 - Aug 22, 2025	-13.00% Apr 23, 2019 - Nov 5, 2019
#7	-14.79% Nov 3, 2015 - Apr 1, 2016	-8.95% Sep 2, 2020 - Nov 4, 2020
#8	-13.17% May 21, 2013 - Jan 16, 2014	-6.09% Jan 17, 2020 - Feb 12, 2020
#9	-10.94% May 21, 2015 - Nov 3, 2015	-5.05% Jun 8, 2020 - Jun 17, 2020
#10	-10.20% Aug 19, 2016 - Dec 20, 2016	-4.78% Oct 9, 2025 - Oct 27, 2025
#11	-9.93% Jan 23, 2018 - Jun 12, 2018	-4.58% Jul 25, 2018 - Aug 24, 2018
#12	-9.83% Mar 4, 2005 - Jul 12, 2005	-3.62% Apr 24, 2026 - May 1, 2026
#13	-9.23% Feb 26, 2026 - Apr 29, 2026	-3.51% Jan 26, 2021 - Feb 2, 2021
#14	-8.44% Dec 28, 2006 - Apr 3, 2007	-3.04% Aug 29, 2018 - Sep 26, 2018
#15	-8.35% Sep 19, 2014 - Nov 10, 2014	-3.01% Nov 6, 2020 - Nov 16, 2020

Correlation

Correlation between EVT and ARTY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2003 - 2026)

EVT vs ARTY dividend yield comparison.

Year	EVT	ARTY
2026	2.50%	0.00%
2025	7.84%	0.00%
2024	8.02%	0.50%
2023	8.03%	0.88%
2022	8.44%	0.75%
2021	5.65%	2.41%
2020	7.97%	0.53%
2019	6.82%	0.69%
2018	9.16%	0.34%
2017	6.85%	0.00%
2016	8.47%	0.00%
2015	7.49%	0.00%
2014	6.52%	0.00%
2013	6.22%	0.00%
2012	7.17%	0.00%
2011	8.10%	0.00%
2010	7.15%	0.00%
2009	7.49%	0.00%
2008	15.31%	0.00%
2007	6.57%	0.00%
2006	5.12%	0.00%
2005	5.96%	0.00%
2004	6.03%	0.00%
2003	1.06%	0.00%