EVV vs BUG

Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and GLOBAL X CYBERSECURITY ETF (BUG, ETF).

5-Year PerformanceBUG has outperformed EVV, delivering a return of +3.6% compared to +2.7%

EVV vs BUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVV(ETF)	BUG(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	N/A	0.50%
Max Drawdown	60.34%	42.96%
Sharpe Ratio	-0.32	-0.11
5Y Beta	0.34	1.01
P/E Ratio	N/A	-163.42
Forward P/E	N/A	23.85
PEG Ratio	N/A	1.76
5Y Dividends CAGR	-4.67%	-24.21%
Debt to Equity	N/A	28.82%
P/S Ratio	N/A	5.44
P/B Ratio	N/A	5.25

Net Assets

EVV

$1.20B

BUG

$1.20B

Expense Ratio

EVV

N/A

BUG

0.50%

Max Drawdown

EVV

60.34%

Winner

BUG

42.96%

Sharpe Ratio

EVV

-0.32

Winner

BUG

-0.11

5Y Beta

Winner

EVV

0.34

BUG

1.01

P/E Ratio

EVV

N/A

BUG

-163.42

Forward P/E

EVV

N/A

BUG

23.85

PEG Ratio

EVV

N/A

BUG

1.76

5Y Dividends CAGR

Winner

EVV

-4.67%

BUG

-24.21%

Debt to Equity

EVV

N/A

BUG

28.82%

P/S Ratio

EVV

N/A

BUG

5.44

P/B Ratio

EVV

N/A

BUG

5.25

EVV vs BUG - Historical Returns

Returns include dividend reinvestment.

Period	EVV	BUG
1 month	-0.10%	-0.96%
3 months	+1.85%	+29.85%
6 months	-2.59%	+9.26%
1 year	+0.33%	-6.48%
5 years(CAGR)	+2.66%	+3.65%
10 years(CAGR)	+5.30%	N/A
Max(CAGR)	+5.62%	+12.96%

Winner

EVV

-0.10%

BUG

-0.96%

EVV

+1.85%

Winner

BUG

+29.85%

EVV

-2.59%

Winner

BUG

+9.26%

Winner

EVV

+0.33%

BUG

-6.48%

5Y(CAGR)

EVV

+2.66%

Winner

BUG

+3.65%

10Y(CAGR)

EVV

+5.30%

BUG

N/A

Max(CAGR)

EVV

+5.62%

Winner

BUG

+12.96%

EVV vs BUG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVV	BUG
2026	-3.18%	+14.35%
2025	+8.71%	-5.16%
2024	+11.65%	+12.55%
2023	+12.00%	+41.60%
2022	-20.21%	-32.42%
2021	+16.25%	+15.99%
2020	+4.58%	+68.33%
2019	+19.59%	+6.55%
2018	-6.08%	N/A
2017	+7.49%	N/A
2016	+19.31%	N/A
2015	-0.90%	N/A
2014	+0.40%	N/A
2013	-1.56%	N/A
2012	+16.71%	N/A
2011	+2.99%	N/A
2010	+17.11%	N/A
2009	+60.56%	N/A
2008	-27.67%	N/A
2007	-9.17%	N/A
2006	+19.36%	N/A
2005	-7.36%	N/A
2004	+10.84%	N/A
2003	-3.75%	N/A

EVV vs BUG Drawdown Comparison

The maximum drawdown for EVV was -51.34%, occurring on Oct 10, 2008. Recovery took 590 trading sessions.

The maximum drawdown for BUG was -41.70%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.

The current EVV drawdown is -4.58%. The current BUG drawdown is -11.75%.

Rank	EVV	BUG
#1	-51.34% May 29, 2007 - Sep 29, 2009	-41.70% Nov 9, 2021 - Dec 4, 2024
#2	-40.40% Feb 20, 2020 - Dec 30, 2020	-37.69% Jul 9, 2025 - Jun 1, 2026
#3	-25.86% Dec 30, 2021 - Aug 9, 2024	-34.72% Feb 10, 2020 - May 11, 2020
#4	-16.39% May 21, 2013 - Jul 14, 2016	-18.71% Feb 18, 2025 - Jun 25, 2025
#5	-14.10% Jul 15, 2011 - Jan 27, 2012	-16.39% Feb 12, 2021 - Jun 28, 2021
#6	-11.99% Mar 8, 2005 - Jun 16, 2006	-13.59% Jun 1, 2026 - Jun 22, 2026
#7	-11.95% Oct 13, 2017 - Mar 5, 2019	-13.03% Sep 2, 2020 - Dec 8, 2020
#8	-10.01% Jun 11, 2003 - Jan 16, 2004	-10.34% Sep 3, 2021 - Oct 25, 2021
#9	-9.86% May 3, 2010 - Aug 3, 2010	-8.46% Dec 4, 2024 - Jan 28, 2025
#10	-9.79% Apr 1, 2004 - Aug 23, 2004	-7.38% Dec 22, 2020 - Feb 2, 2021
#11	-9.53% Feb 26, 2025 - Jun 11, 2025	-6.69% Jun 1, 2020 - Jul 1, 2020
#12	-8.65% Feb 13, 2026 - Mar 27, 2026	-5.67% Aug 5, 2020 - Aug 26, 2020
#13	-8.48% Nov 7, 2012 - Jan 11, 2013	-5.01% May 11, 2020 - May 20, 2020
#14	-7.57% Nov 8, 2010 - Apr 28, 2011	-4.89% Jul 9, 2020 - Jul 20, 2020
#15	-6.10% Aug 30, 2016 - Dec 6, 2016	-4.68% Nov 25, 2019 - Jan 6, 2020

Correlation

Correlation between EVV and BUG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2003 - 2026)

EVV vs BUG dividend yield comparison.

Year	EVV	BUG
2026	4.68%	0.00%
2025	8.86%	0.04%
2024	9.78%	0.10%
2023	10.43%	0.10%
2022	12.78%	1.56%
2021	9.16%	0.66%
2020	9.58%	0.46%
2019	6.42%	0.24%
2018	8.44%	0.00%
2017	7.22%	0.00%
2016	8.46%	0.00%
2015	9.56%	0.00%
2014	8.64%	0.00%
2013	7.98%	0.00%
2012	7.51%	0.00%
2011	7.68%	0.00%
2010	8.66%	0.00%
2009	9.60%	0.00%
2008	13.30%	0.00%
2007	10.14%	0.00%
2006	8.45%	0.00%
2005	9.51%	0.00%
2004	8.57%	0.00%
2003	5.10%	0.00%