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EVT vs QDF

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).

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

EVT vs QDF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVT
$2B
QDF
$2B
Expense Ratio
EVT
N/A
QDF
0.39%
Max Drawdown
EVT
77.86%
Winner
QDF
37.16%
Sharpe Ratio
EVT
1.70
Winner
QDF
2.01
5Y Beta
Winner
EVT
0.72
QDF
0.88
P/E Ratio
EVT
N/A
QDF
22.17
Forward P/E
EVT
N/A
QDF
17.20
PEG Ratio
EVT
N/A
QDF
0.18
5Y Dividends CAGR
Winner
EVT
4.22%
QDF
1.72%
5Y EPS CAGR
EVT
N/A
QDF
23.14%
Debt to Equity
EVT
N/A
QDF
-64.16%
P/S Ratio
EVT
N/A
QDF
3.68
P/B Ratio
EVT
N/A
QDF
4.73

EVT vs QDF - Historical Returns

Returns include dividend reinvestment.

1M
EVT
+5.28%
Winner
QDF
+6.30%
3M
EVT
+1.83%
Winner
QDF
+4.04%
6M
Winner
EVT
+12.92%
QDF
+10.70%
1Y
EVT
+25.32%
Winner
QDF
+30.52%
5Y(CAGR)
EVT
+6.71%
Winner
QDF
+11.20%
10Y(CAGR)
EVT
+11.14%
Winner
QDF
+12.14%
Max(CAGR)
EVT
+9.17%
Winner
QDF
+12.53%

EVT vs QDF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearEVTQDF
2026+6.86%+7.12%
2025+14.39%+16.90%
2024+17.26%+17.35%
2023+5.41%+20.23%
2022-16.80%-12.32%
2021+36.90%+28.22%
2020+2.03%+4.57%
2019+42.47%+25.67%
2018-12.55%-8.42%
2017+20.76%+16.35%
2016+17.62%+18.28%
2015+1.23%-0.87%
2014+17.91%+12.97%
2013+19.63%+33.51%
2012+19.81%-1.59%
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 QDF Drawdown Comparison

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

The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.

The current EVT drawdown is -0.90%. The current QDF drawdown is -0.44%.

RankEVTQDF
#1-73.95%
Jun 4, 2007 - Apr 23, 2013
-36.64%
Feb 12, 2020 - Dec 1, 2020
#2-52.00%
Feb 20, 2020 - Jan 14, 2021
-22.06%
Jan 4, 2022 - Jul 19, 2023
#3-28.20%
Jan 14, 2022 - Aug 29, 2024
-19.87%
Sep 21, 2018 - Oct 21, 2019
#4-27.47%
Oct 3, 2018 - Apr 30, 2019
-18.01%
Dec 2, 2024 - Jun 27, 2025
#5-19.91%
Mar 5, 2004 - Nov 12, 2004
-13.20%
May 21, 2015 - Apr 13, 2016
#6-18.70%
Nov 29, 2024 - Aug 22, 2025
-10.62%
Jan 26, 2018 - Aug 21, 2018
#7-14.79%
Nov 3, 2015 - Apr 1, 2016
-10.52%
Jul 31, 2023 - Dec 11, 2023
#8-13.17%
May 21, 2013 - Jan 16, 2014
-7.89%
Feb 25, 2026 - Apr 17, 2026
#9-10.94%
May 21, 2015 - Nov 3, 2015
-6.90%
Sep 18, 2014 - Oct 31, 2014
#10-10.20%
Aug 19, 2016 - Dec 20, 2016
-6.04%
Dec 31, 2013 - Feb 28, 2014
#11-9.93%
Jan 23, 2018 - Jun 12, 2018
-5.75%
Jul 16, 2024 - Aug 19, 2024
#12-9.83%
Mar 4, 2005 - Jul 12, 2005
-5.75%
Mar 28, 2024 - May 15, 2024
#13-9.23%
Feb 26, 2026 - Apr 29, 2026
-5.22%
Aug 2, 2013 - Oct 17, 2013
#14-8.44%
Dec 28, 2006 - Apr 3, 2007
-5.18%
Jun 23, 2016 - Jul 8, 2016
#15-8.35%
Sep 19, 2014 - Nov 10, 2014
-5.05%
May 21, 2013 - Jul 9, 2013

Correlation

Correlation between EVT and QDF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2003 - 2026)

EVT vs QDF dividend yield comparison.

YearEVTQDF
20262.50%0.23%
20257.84%1.65%
20248.02%1.93%
20238.03%2.19%
20228.44%2.45%
20215.65%1.90%
20207.97%2.38%
20196.82%3.05%
20189.16%4.29%
20176.85%2.70%
20168.47%3.07%
20157.49%3.04%
20146.52%2.70%
20136.22%2.08%
20127.17%0.49%
20118.10%0.00%
20107.15%0.00%
20097.49%0.00%
200815.31%0.00%
20076.57%0.00%
20065.12%0.00%
20055.96%0.00%
20046.03%0.00%
20031.06%0.00%

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