EVV vs FJUN

Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN, ETF).

5-Year PerformanceFJUN has outperformed EVV, delivering a return of +10.6% compared to +2.7%

EVV vs FJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVV(ETF)	FJUN(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	N/A	0.85%
Max Drawdown	60.34%	13.26%
Sharpe Ratio	-0.32	1.57
5Y Beta	0.34	0.58
5Y Dividends CAGR	-4.67%	N/A

Net Assets

EVV

$1.20B

FJUN

$1.20B

Expense Ratio

EVV

N/A

FJUN

0.85%

Max Drawdown

EVV

60.34%

Winner

FJUN

13.26%

Sharpe Ratio

EVV

-0.32

Winner

FJUN

1.57

5Y Beta

Winner

EVV

0.34

FJUN

0.58

5Y Dividends CAGR

EVV

-4.67%

FJUN

N/A

EVV vs FJUN - Historical Returns

Returns include dividend reinvestment.

Period	EVV	FJUN
1 month	-0.10%	-0.44%
3 months	+1.85%	+4.55%
6 months	-2.59%	+3.80%
1 year	+0.33%	+12.54%
5 years(CAGR)	+2.66%	+10.61%
10 years(CAGR)	+5.30%	N/A
Max(CAGR)	+5.62%	+11.72%

Winner

EVV

-0.10%

FJUN

-0.44%

EVV

+1.85%

Winner

FJUN

+4.55%

EVV

-2.59%

Winner

FJUN

+3.80%

EVV

+0.33%

Winner

FJUN

+12.54%

5Y(CAGR)

EVV

+2.66%

Winner

FJUN

+10.61%

10Y(CAGR)

EVV

+5.30%

FJUN

N/A

Max(CAGR)

EVV

+5.62%

Winner

FJUN

+11.72%

EVV vs FJUN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVV	FJUN
2026	-3.18%	+3.87%
2025	+8.71%	+11.14%
2024	+11.65%	+17.12%
2023	+12.00%	+22.67%
2022	-20.21%	-5.12%
2021	+16.25%	+12.26%
2020	+4.58%	+11.67%
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 FJUN Drawdown Comparison

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

The maximum drawdown for FJUN was -13.26%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current EVV drawdown is -4.58%. The current FJUN drawdown is -0.97%.

Rank	EVV	FJUN
#1	-51.34% May 29, 2007 - Sep 29, 2009	-13.26% Feb 19, 2025 - Jun 26, 2025
#2	-40.40% Feb 20, 2020 - Dec 30, 2020	-10.89% Mar 29, 2022 - Feb 2, 2023
#3	-25.86% Dec 30, 2021 - Aug 9, 2024	-7.03% Jul 28, 2023 - Nov 20, 2023
#4	-16.39% May 21, 2013 - Jul 14, 2016	-5.86% Jan 4, 2022 - Mar 29, 2022
#5	-14.10% Jul 15, 2011 - Jan 27, 2012	-5.71% Feb 2, 2023 - Apr 13, 2023
#6	-11.99% Mar 8, 2005 - Jun 16, 2006	-5.68% Jul 16, 2024 - Aug 21, 2024
#7	-11.95% Oct 13, 2017 - Mar 5, 2019	-4.25% Sep 2, 2020 - Oct 12, 2020
#8	-10.01% Jun 11, 2003 - Jan 16, 2004	-4.17% Oct 12, 2020 - Nov 6, 2020
#9	-9.86% May 3, 2010 - Aug 3, 2010	-4.13% Feb 25, 2026 - Apr 9, 2026
#10	-9.79% Apr 1, 2004 - Aug 23, 2004	-2.79% Aug 30, 2024 - Sep 19, 2024
#11	-9.53% Feb 26, 2025 - Jun 11, 2025	-2.76% Mar 28, 2024 - May 6, 2024
#12	-8.65% Feb 13, 2026 - Mar 27, 2026	-2.61% Jun 23, 2020 - Jul 6, 2020
#13	-8.48% Nov 7, 2012 - Jan 11, 2013	-2.49% May 1, 2023 - May 18, 2023
#14	-7.57% Nov 8, 2010 - Apr 28, 2011	-2.46% Sep 3, 2021 - Oct 19, 2021
#15	-6.10% Aug 30, 2016 - Dec 6, 2016	-2.37% Dec 6, 2024 - Jan 21, 2025