EVV vs CHPY
Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and YIELDMAX(R) SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF (CHPY, ETF).
EVV vs CHPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVV
$1.20B
CHPY
$1.20B
Expense Ratio
EVV
N/A
CHPY
1.03%
Max Drawdown
EVV
60.34%
Winner
CHPY
31.07%
Sharpe Ratio
EVV
-0.47
Winner
CHPY
1.90
5Y Beta
Winner
EVV
0.34
CHPY
1.77
P/E Ratio
EVV
N/A
CHPY
53.15
Forward P/E
EVV
N/A
CHPY
25.24
PEG Ratio
EVV
N/A
CHPY
0.05
5Y Dividends CAGR
EVV
-6.25%
CHPY
N/A
5Y EPS CAGR
EVV
N/A
CHPY
23.82%
P/S Ratio
EVV
N/A
CHPY
1.38
P/B Ratio
EVV
N/A
CHPY
8.16
EVV vs CHPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVV
-1.59%
CHPY
-8.89%
3M
EVV
-1.96%
Winner
CHPY
+5.62%
6M
EVV
-3.07%
Winner
CHPY
+44.85%
1Y
EVV
-1.02%
Winner
CHPY
+101.66%
5Y(CAGR)
EVV
+2.30%
CHPY
N/A
10Y(CAGR)
EVV
+5.11%
CHPY
N/A
Max(CAGR)
EVV
+5.62%
Winner
CHPY
+106.65%
EVV vs CHPY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EVV | CHPY |
|---|---|---|
| 2026 | -2.55% | +56.89% |
| 2025 | +8.71% | +62.71% |
| 2024 | +11.65% | N/A |
| 2023 | +12.00% | N/A |
| 2022 | -20.21% | N/A |
| 2021 | +16.25% | N/A |
| 2020 | +4.58% | N/A |
| 2019 | +19.59% | N/A |
| 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 CHPY Drawdown Comparison
The maximum drawdown for EVV was -51.34%, occurring on Oct 10, 2008. Recovery took 590 trading sessions.
The maximum drawdown for CHPY was -27.57%, occurring on Jul 29, 2026. This drawdown has not yet recovered.
The current EVV drawdown is -3.96%. The current CHPY drawdown is -16.95%.
| Rank | EVV | CHPY |
|---|---|---|
| #1 | -51.34% May 29, 2007 - Sep 29, 2009 | -27.57% Jun 22, 2026 - Jul 29, 2026 |
| #2 | -40.40% Feb 20, 2020 - Dec 30, 2020 | -12.19% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -25.86% Dec 30, 2021 - Aug 9, 2024 | -10.94% Jun 3, 2026 - Jun 15, 2026 |
| #4 | -16.39% May 21, 2013 - Jul 14, 2016 | -10.62% Oct 29, 2025 - Dec 5, 2025 |
| #5 | -14.10% Jul 15, 2011 - Jan 27, 2012 | -8.76% Apr 9, 2025 - Apr 25, 2025 |
| #6 | -11.99% Mar 8, 2005 - Jun 16, 2006 | -8.75% Apr 3, 2025 - Apr 9, 2025 |
| #7 | -11.95% Oct 13, 2017 - Mar 5, 2019 | -8.36% Dec 10, 2025 - Jan 2, 2026 |
| #8 | -10.01% Jun 11, 2003 - Jan 16, 2004 | -6.28% Jan 28, 2026 - Feb 11, 2026 |
| #9 | -9.86% May 3, 2010 - Aug 3, 2010 | -5.75% Oct 8, 2025 - Oct 16, 2025 |
| #10 | -9.79% Apr 1, 2004 - Aug 23, 2004 | -4.78% May 14, 2026 - May 21, 2026 |
| #11 | -9.53% Feb 26, 2025 - Jun 11, 2025 | -4.51% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -8.65% Feb 13, 2026 - Mar 27, 2026 | -4.25% Apr 24, 2026 - Apr 30, 2026 |
| #13 | -8.48% Nov 7, 2012 - Jan 11, 2013 | -4.00% Aug 14, 2025 - Sep 10, 2025 |
| #14 | -7.57% Nov 8, 2010 - Apr 28, 2011 | -3.46% Jul 30, 2025 - Aug 12, 2025 |
| #15 | -6.10% Aug 30, 2016 - Dec 6, 2016 | -3.01% May 14, 2025 - Jun 3, 2025 |
Correlation
Correlation between EVV and CHPY is -0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.00
-101
Dividend Comparison (2003 - 2026)
EVV vs CHPY dividend yield comparison.
| Year | EVV | CHPY |
|---|---|---|
| 2026 | 5.45% | 24.65% |
| 2025 | 8.86% | 28.19% |
| 2024 | 9.78% | 0.00% |
| 2023 | 10.43% | 0.00% |
| 2022 | 12.78% | 0.00% |
| 2021 | 9.16% | 0.00% |
| 2020 | 9.58% | 0.00% |
| 2019 | 6.42% | 0.00% |
| 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% |
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