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EVV vs FLHY

Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and FRANKLIN HIGH YIELD CORPORATE ETF (FLHY, ETF).

5-Year PerformanceFLHY has outperformed EVV, delivering a return of +4.6% compared to +2.7%

EVV vs FLHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVV
$1.20B
FLHY
$1.20B
Expense Ratio
EVV
N/A
FLHY
0.40%
Max Drawdown
EVV
60.34%
Winner
FLHY
22.98%
Sharpe Ratio
EVV
-0.32
Winner
FLHY
0.86
5Y Beta
EVV
0.34
Winner
FLHY
0.24
5Y Dividends CAGR
EVV
-4.67%
Winner
FLHY
5.05%

EVV vs FLHY - Historical Returns

Returns include dividend reinvestment.

1M
EVV
-0.10%
Winner
FLHY
+0.44%
3M
EVV
+1.85%
Winner
FLHY
+2.22%
6M
EVV
-2.59%
Winner
FLHY
+2.31%
1Y
EVV
+0.33%
Winner
FLHY
+7.09%
5Y(CAGR)
EVV
+2.66%
Winner
FLHY
+4.64%
10Y(CAGR)
EVV
+5.30%
Winner
FLHY
+5.90%
Max(CAGR)
EVV
+5.62%
Winner
FLHY
+5.90%

EVV vs FLHY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearEVVFLHY
2026-3.18%+2.00%
2025+8.71%+9.08%
2024+11.65%+8.69%
2023+12.00%+13.35%
2022-20.21%-10.35%
2021+16.25%+4.62%
2020+4.58%+7.41%
2019+19.59%+16.64%
2018-6.08%-1.32%
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 FLHY Drawdown Comparison

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

The maximum drawdown for FLHY was -22.58%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current EVV drawdown is -4.58%. The current FLHY drawdown is -0.19%.

RankEVVFLHY
#1-51.34%
May 29, 2007 - Sep 29, 2009
-22.58%
Feb 12, 2020 - Jul 29, 2020
#2-40.40%
Feb 20, 2020 - Dec 30, 2020
-15.19%
Dec 27, 2021 - Dec 13, 2023
#3-25.86%
Dec 30, 2021 - Aug 9, 2024
-5.44%
Sep 28, 2018 - Jan 18, 2019
#4-16.39%
May 21, 2013 - Jul 14, 2016
-4.50%
Mar 3, 2025 - May 12, 2025
#5-14.10%
Jul 15, 2011 - Jan 27, 2012
-2.48%
Sep 15, 2021 - Dec 22, 2021
#6-11.99%
Mar 8, 2005 - Jun 16, 2006
-2.46%
Sep 2, 2020 - Oct 7, 2020
#7-11.95%
Oct 13, 2017 - Mar 5, 2019
-2.43%
Feb 18, 2026 - Apr 9, 2026
#8-10.01%
Jun 11, 2003 - Jan 16, 2004
-2.42%
Feb 12, 2021 - May 3, 2021
#9-9.86%
May 3, 2010 - Aug 3, 2010
-1.75%
Mar 27, 2024 - May 3, 2024
#10-9.79%
Apr 1, 2004 - Aug 23, 2004
-1.61%
Oct 12, 2020 - Nov 5, 2020
#11-9.53%
Feb 26, 2025 - Jun 11, 2025
-1.60%
Apr 30, 2019 - Jun 11, 2019
#12-8.65%
Feb 13, 2026 - Mar 27, 2026
-1.55%
Dec 4, 2024 - Jan 21, 2025
#13-8.48%
Nov 7, 2012 - Jan 11, 2013
-1.52%
Dec 27, 2023 - Jan 29, 2024
#14-7.57%
Nov 8, 2010 - Apr 28, 2011
-1.42%
Jul 3, 2019 - Aug 27, 2019
#15-6.10%
Aug 30, 2016 - Dec 6, 2016
-1.40%
Jan 16, 2020 - Feb 11, 2020

Correlation

Correlation between EVV and FLHY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2003 - 2026)

EVV vs FLHY dividend yield comparison.

YearEVVFLHY
20264.68%2.63%
20258.86%6.53%
20249.78%6.51%
202310.43%6.26%
202212.78%6.54%
20219.16%5.76%
20209.58%5.47%
20196.42%5.61%
20188.44%4.27%
20177.22%0.00%
20168.46%0.00%
20159.56%0.00%
20148.64%0.00%
20137.98%0.00%
20127.51%0.00%
20117.68%0.00%
20108.66%0.00%
20099.60%0.00%
200813.30%0.00%
200710.14%0.00%
20068.45%0.00%
20059.51%0.00%
20048.57%0.00%
20035.10%0.00%

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