EVT vs PPLT

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and abrdn Physical Platinum Shares ETF (PPLT, ETF).

5-Year PerformanceEVT has outperformed PPLT, delivering a return of +7.4% compared to +6.8%

EVT vs PPLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVT(ETF)	PPLT(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	N/A	0.60%
Max Drawdown	77.86%	70.73%
Sharpe Ratio	1.47	0.70
5Y Beta	0.73	0.57
5Y Dividends CAGR	4.22%	N/A

Net Assets

EVT

$2.20B

Winner

PPLT

$2.30B

Expense Ratio

EVT

N/A

PPLT

0.60%

Max Drawdown

EVT

77.86%

Winner

PPLT

70.73%

Sharpe Ratio

Winner

EVT

1.47

PPLT

0.70

5Y Beta

EVT

0.73

Winner

PPLT

0.57

5Y Dividends CAGR

EVT

4.22%

PPLT

N/A

EVT vs PPLT - Historical Returns

Returns include dividend reinvestment.

Period	EVT	PPLT
1 month	+0.65%	-18.55%
3 months	+11.91%	-17.12%
6 months	+10.88%	-30.42%
1 year	+21.48%	+18.71%
5 years(CAGR)	+7.43%	+6.83%
10 years(CAGR)	+11.26%	+4.18%
Max(CAGR)	+9.23%	-0.67%

Winner

EVT

+0.65%

PPLT

-18.55%

Winner

EVT

+11.91%

PPLT

-17.12%

Winner

EVT

+10.88%

PPLT

-30.42%

Winner

EVT

+21.48%

PPLT

+18.71%

5Y(CAGR)

Winner

EVT

+7.43%

PPLT

+6.83%

10Y(CAGR)

Winner

EVT

+11.26%

PPLT

+4.18%

Max(CAGR)

Winner

EVT

+9.23%

PPLT

-0.67%

EVT vs PPLT - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVT	PPLT
2026	+9.39%	-26.84%
2025	+14.39%	+120.39%
2024	+17.26%	-8.15%
2023	+5.41%	-9.35%
2022	-16.80%	+11.39%
2021	+36.90%	-10.19%
2020	+2.03%	+9.07%
2019	+42.47%	+20.72%
2018	-12.55%	-16.45%
2017	+20.76%	-1.69%
2016	+17.62%	+1.31%
2015	+1.23%	-26.37%
2014	+17.91%	-14.57%
2013	+19.63%	-12.89%
2012	+19.81%	+6.95%
2011	-6.01%	-21.69%
2010	+11.23%	+10.76%
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 PPLT Drawdown Comparison

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

The maximum drawdown for PPLT was -70.73%, occurring on Mar 19, 2020. Recovery took 3605 trading sessions.

The current EVT drawdown is -1.39%. The current PPLT drawdown is -43.59%.

Rank	EVT	PPLT
#1	-73.95% Jun 4, 2007 - Apr 23, 2013	-70.73% Aug 22, 2011 - Dec 22, 2025
#2	-52.00% Feb 20, 2020 - Jan 14, 2021	-43.59% Jan 23, 2026 - Jun 24, 2026
#3	-28.20% Jan 14, 2022 - Aug 29, 2024	-15.31% Dec 26, 2025 - Jan 6, 2026
#4	-27.47% Oct 3, 2018 - Apr 30, 2019	-13.95% Apr 22, 2010 - Nov 4, 2010
#5	-19.91% Mar 5, 2004 - Nov 12, 2004	-10.91% Jan 19, 2010 - Apr 1, 2010
#6	-18.70% Nov 29, 2024 - Aug 22, 2025	-10.63% Apr 29, 2011 - Aug 22, 2011
#7	-14.79% Nov 3, 2015 - Apr 1, 2016	-8.98% Feb 8, 2011 - Apr 29, 2011
#8	-13.17% May 21, 2013 - Jan 16, 2014	-8.23% Nov 4, 2010 - Jan 12, 2011
#9	-10.94% May 21, 2015 - Nov 3, 2015	-7.00% Jan 6, 2026 - Jan 20, 2026
#10	-10.20% Aug 19, 2016 - Dec 20, 2016	-2.74% Jan 19, 2011 - Feb 2, 2011
#11	-9.93% Jan 23, 2018 - Jun 12, 2018	-2.05% Apr 14, 2010 - Apr 21, 2010
#12	-9.83% Mar 4, 2005 - Jul 12, 2005	-1.90% Jan 11, 2010 - Jan 14, 2010
#13	-9.23% Feb 26, 2026 - Apr 29, 2026	-1.69% Dec 23, 2025 - Dec 26, 2025
#14	-8.44% Dec 28, 2006 - Apr 3, 2007	-0.74% Jan 14, 2010 - Jan 19, 2010
#15	-8.35% Sep 19, 2014 - Nov 10, 2014	-0.66% Apr 9, 2010 - Apr 14, 2010

Correlation

Correlation between EVT and PPLT is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101