EVT vs TCHP

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).

5-Year PerformanceTCHP has outperformed EVT, delivering a return of +10.3% compared to +7.0%

EVT vs TCHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVT(ETF)	TCHP(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	N/A	0.57%
Max Drawdown	77.86%	42.35%
Sharpe Ratio	1.41	0.63
5Y Beta	0.73	1.22
P/E Ratio	N/A	32.09
Forward P/E	N/A	26.59
PEG Ratio	N/A	0.50
5Y Dividends CAGR	4.22%	N/A
5Y EPS CAGR	N/A	37.84%
P/S Ratio	N/A	6.54
P/B Ratio	N/A	10.16

Net Assets

EVT

$2.20B

TCHP

$2.20B

Expense Ratio

EVT

N/A

TCHP

0.57%

Max Drawdown

EVT

77.86%

Winner

TCHP

42.35%

Sharpe Ratio

Winner

EVT

1.41

TCHP

0.63

5Y Beta

Winner

EVT

0.73

TCHP

1.22

P/E Ratio

EVT

N/A

TCHP

32.09

Forward P/E

EVT

N/A

TCHP

26.59

PEG Ratio

EVT

N/A

TCHP

0.50

5Y Dividends CAGR

EVT

4.22%

TCHP

N/A

5Y EPS CAGR

EVT

N/A

TCHP

37.84%

P/S Ratio

EVT

N/A

TCHP

6.54

P/B Ratio

EVT

N/A

TCHP

10.16

EVT vs TCHP - Historical Returns

Returns include dividend reinvestment.

Period	EVT	TCHP
1 month	+1.58%	-3.14%
3 months	+9.09%	+8.43%
6 months	+12.76%	+0.28%
1 year	+22.20%	+13.59%
5 years(CAGR)	+7.03%	+10.28%
10 years(CAGR)	+11.29%	N/A
Max(CAGR)	+9.23%	+12.28%

Winner

EVT

+1.58%

TCHP

-3.14%

Winner

EVT

+9.09%

TCHP

+8.43%

Winner

EVT

+12.76%

TCHP

+0.28%

Winner

EVT

+22.20%

TCHP

+13.59%

5Y(CAGR)

EVT

+7.03%

Winner

TCHP

+10.28%

10Y(CAGR)

EVT

+11.29%

TCHP

N/A

Max(CAGR)

EVT

+9.23%

Winner

TCHP

+12.28%

EVT vs TCHP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVT	TCHP
2026	+9.13%	+0.16%
2025	+14.39%	+18.69%
2024	+17.26%	+38.25%
2023	+5.41%	+51.12%
2022	-16.80%	-38.19%
2021	+36.90%	+20.12%
2020	+2.03%	+11.37%
2019	+42.47%	N/A
2018	-12.55%	N/A
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 TCHP Drawdown Comparison

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

The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.

The current EVT drawdown is -1.62%. The current TCHP drawdown is -6.34%.

Rank	EVT	TCHP
#1	-73.95% Jun 4, 2007 - Apr 23, 2013	-42.34% Nov 19, 2021 - Mar 1, 2024
#2	-52.00% Feb 20, 2020 - Jan 14, 2021	-22.92% Jan 23, 2025 - Jun 25, 2025
#3	-28.20% Jan 14, 2022 - Aug 29, 2024	-17.50% Oct 29, 2025 - May 8, 2026
#4	-27.47% Oct 3, 2018 - Apr 30, 2019	-13.08% Jul 10, 2024 - Oct 14, 2024
#5	-19.91% Mar 5, 2004 - Nov 12, 2004	-11.98% Sep 2, 2020 - Dec 17, 2020
#6	-18.70% Nov 29, 2024 - Aug 22, 2025	-8.83% Feb 12, 2021 - Apr 9, 2021
#7	-14.79% Nov 3, 2015 - Apr 1, 2016	-8.04% Sep 7, 2021 - Nov 4, 2021
#8	-13.17% May 21, 2013 - Jan 16, 2014	-7.48% Apr 29, 2021 - Jun 14, 2021
#9	-10.94% May 21, 2015 - Nov 3, 2015	-7.45% Jun 1, 2026 - Jun 10, 2026
#10	-10.20% Aug 19, 2016 - Dec 20, 2016	-6.54% Mar 22, 2024 - May 14, 2024
#11	-9.93% Jan 23, 2018 - Jun 12, 2018	-5.48% Dec 11, 2024 - Jan 22, 2025
#12	-9.83% Mar 4, 2005 - Jul 12, 2005	-4.34% Jan 21, 2021 - Feb 3, 2021
#13	-9.23% Feb 26, 2026 - Apr 29, 2026	-3.53% Oct 9, 2025 - Oct 24, 2025
#14	-8.44% Dec 28, 2006 - Apr 3, 2007	-3.30% Aug 6, 2020 - Aug 18, 2020
#15	-8.35% Sep 19, 2014 - Nov 10, 2014	-3.24% Jul 23, 2021 - Aug 27, 2021

Correlation

Correlation between EVT and TCHP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2003 - 2026)

EVT vs TCHP dividend yield comparison.

Year	EVT	TCHP
2026	3.08%	0.00%
2025	7.84%	0.00%
2024	8.02%	0.00%
2023	8.03%	0.00%
2022	8.44%	0.00%
2021	5.65%	0.02%
2020	7.97%	0.00%
2019	6.82%	0.00%
2018	9.16%	0.00%
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%