EVT vs USTB

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

5-Year PerformanceEVT has outperformed USTB, delivering a return of +6.7% compared to +3.5%

EVT vs USTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVT(ETF)	USTB(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.34%
Max Drawdown	77.86%	7.56%
Sharpe Ratio	1.70	0.98
5Y Beta	0.72	0.01
5Y Dividends CAGR	4.22%	15.32%

Net Assets

EVT

$2B

USTB

$2B

Expense Ratio

EVT

N/A

USTB

0.34%

Max Drawdown

EVT

77.86%

Winner

USTB

7.56%

Sharpe Ratio

Winner

EVT

1.70

USTB

0.98

5Y Beta

EVT

0.72

Winner

USTB

0.01

5Y Dividends CAGR

EVT

4.22%

Winner

USTB

15.32%

EVT vs USTB - Historical Returns

Returns include dividend reinvestment.

Period	EVT	USTB
1 month	+5.28%	+0.50%
3 months	+1.83%	+0.54%
6 months	+12.92%	+1.81%
1 year	+25.32%	+5.06%
5 years(CAGR)	+6.71%	+3.50%
10 years(CAGR)	+11.14%	+3.47%
Max(CAGR)	+9.17%	+3.47%

Winner

EVT

+5.28%

USTB

+0.50%

Winner

EVT

+1.83%

USTB

+0.54%

Winner

EVT

+12.92%

USTB

+1.81%

Winner

EVT

+25.32%

USTB

+5.06%

5Y(CAGR)

Winner

EVT

+6.71%

USTB

+3.50%

10Y(CAGR)

Winner

EVT

+11.14%

USTB

+3.47%

Max(CAGR)

Winner

EVT

+9.17%

USTB

+3.47%

EVT vs USTB - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVT	USTB
2026	+6.86%	+1.07%
2025	+14.39%	+6.13%
2024	+17.26%	+6.81%
2023	+5.41%	+6.57%
2022	-16.80%	-2.72%
2021	+36.90%	+0.89%
2020	+2.03%	+5.00%
2019	+42.47%	+4.99%
2018	-12.55%	+1.12%
2017	+20.76%	+0.35%
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 USTB Drawdown Comparison

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

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

The current EVT drawdown is -0.90%.

Rank	EVT	USTB
#1	-73.95% Jun 4, 2007 - Apr 23, 2013	-5.32% Mar 4, 2020 - Jun 5, 2020
#2	-52.00% Feb 20, 2020 - Jan 14, 2021	-4.96% Sep 9, 2021 - Jul 13, 2023
#3	-28.20% Jan 14, 2022 - Aug 29, 2024	-1.02% Aug 30, 2023 - Nov 3, 2023
#4	-27.47% Oct 3, 2018 - Apr 30, 2019	-0.84% Feb 27, 2026 - May 1, 2026
#5	-19.91% Mar 5, 2004 - Nov 12, 2004	-0.81% Dec 29, 2017 - Aug 6, 2018
#6	-18.70% Nov 29, 2024 - Aug 22, 2025	-0.68% Sep 27, 2024 - Dec 3, 2024
#7	-14.79% Nov 3, 2015 - Apr 1, 2016	-0.67% Jul 13, 2023 - Aug 4, 2023
#8	-13.17% May 21, 2013 - Jan 16, 2014	-0.65% Apr 3, 2025 - Apr 28, 2025
#9	-10.94% May 21, 2015 - Nov 3, 2015	-0.62% Sep 4, 2019 - Oct 2, 2019
#10	-10.20% Aug 19, 2016 - Dec 20, 2016	-0.48% Apr 4, 2024 - May 2, 2024
#11	-9.93% Jan 23, 2018 - Jun 12, 2018	-0.46% Jan 31, 2024 - Mar 1, 2024
#12	-9.83% Mar 4, 2005 - Jul 12, 2005	-0.43% Aug 8, 2023 - Aug 25, 2023
#13	-9.23% Feb 26, 2026 - Apr 29, 2026	-0.40% Sep 21, 2018 - Nov 16, 2018
#14	-8.44% Dec 28, 2006 - Apr 3, 2007	-0.40% Oct 4, 2019 - Nov 22, 2019
#15	-8.35% Sep 19, 2014 - Nov 10, 2014	-0.38% Aug 2, 2024 - Aug 21, 2024

Correlation

Correlation between EVT and USTB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2003 - 2026)

EVT vs USTB dividend yield comparison.

Year	EVT	USTB
2026	2.50%	1.56%
2025	7.84%	4.63%
2024	8.02%	5.05%
2023	8.03%	4.49%
2022	8.44%	2.54%
2021	5.65%	1.84%
2020	7.97%	2.59%
2019	6.82%	2.69%
2018	9.16%	2.32%
2017	6.85%	0.43%
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%