EVV vs SUSC

Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceEVV has outperformed SUSC, delivering a return of +2.3% compared to -0.2%

EVV vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVV(ETF)	SUSC(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.18%
Max Drawdown	60.34%	25.83%
Sharpe Ratio	-0.47	-0.42
5Y Beta	0.34	0.11
5Y Dividends CAGR	-6.25%	12.43%

Net Assets

EVV

$1.20B

Winner

SUSC

$1.30B

Expense Ratio

EVV

N/A

SUSC

0.18%

Max Drawdown

EVV

60.34%

Winner

SUSC

25.83%

Sharpe Ratio

EVV

-0.47

Winner

SUSC

-0.42

5Y Beta

EVV

0.34

Winner

SUSC

0.11

5Y Dividends CAGR

EVV

-6.25%

Winner

SUSC

12.43%

EVV vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	EVV	SUSC
1 month	-1.59%	-1.24%
3 months	-1.96%	-0.96%
6 months	-3.07%	-0.99%
1 year	-1.02%	+1.95%
5 years(CAGR)	+2.30%	-0.23%
10 years(CAGR)	+5.11%	+2.15%
Max(CAGR)	+5.62%	+2.15%

EVV

-1.59%

Winner

SUSC

-1.24%

EVV

-1.96%

Winner

SUSC

-0.96%

EVV

-3.07%

Winner

SUSC

-0.99%

EVV

-1.02%

Winner

SUSC

+1.95%

5Y(CAGR)

Winner

EVV

+2.30%

SUSC

-0.23%

10Y(CAGR)

Winner

EVV

+5.11%

SUSC

+2.15%

Max(CAGR)

Winner

EVV

+5.62%

SUSC

+2.15%

EVV vs SUSC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVV	SUSC
2026	-2.55%	-0.27%
2025	+8.71%	+7.56%
2024	+11.65%	+2.77%
2023	+12.00%	+7.89%
2022	-20.21%	-15.18%
2021	+16.25%	-1.22%
2020	+4.58%	+9.45%
2019	+19.59%	+14.29%
2018	-6.08%	-2.55%
2017	+7.49%	+1.74%
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 SUSC Drawdown Comparison

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

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current EVV drawdown is -3.96%. The current SUSC drawdown is -2.18%.

Rank	EVV	SUSC
#1	-51.34% May 29, 2007 - Sep 29, 2009	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-40.40% Feb 20, 2020 - Dec 30, 2020	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-25.86% Dec 30, 2021 - Aug 9, 2024	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-16.39% May 21, 2013 - Jul 14, 2016	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-14.10% Jul 15, 2011 - Jan 27, 2012	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-11.99% Mar 8, 2005 - Jun 16, 2006	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-11.95% Oct 13, 2017 - Mar 5, 2019	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-10.01% Jun 11, 2003 - Jan 16, 2004	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-9.86% May 3, 2010 - Aug 3, 2010	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-9.79% Apr 1, 2004 - Aug 23, 2004	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-9.53% Feb 26, 2025 - Jun 11, 2025	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-8.65% Feb 13, 2026 - Mar 27, 2026	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-8.48% Nov 7, 2012 - Jan 11, 2013	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-7.57% Nov 8, 2010 - Apr 28, 2011	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-6.10% Aug 30, 2016 - Dec 6, 2016	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between EVV and SUSC is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2003 - 2026)

EVV vs SUSC dividend yield comparison.

Year	EVV	SUSC
2026	5.45%	2.69%
2025	8.86%	4.37%
2024	9.78%	4.34%
2023	10.43%	3.83%
2022	12.78%	2.97%
2021	9.16%	2.21%
2020	9.58%	2.19%
2019	6.42%	3.07%
2018	8.44%	3.33%
2017	7.22%	1.33%
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%