EVV vs VCEB

Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and VANGUARD ESG U.S. CORPORATE BOND ETF ETF SHARES (VCEB, ETF).

5-Year PerformanceEVV has outperformed VCEB, delivering a return of +3.6% compared to +0.6%

EVV vs VCEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVV(ETF)	VCEB(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	N/A	0.12%
Max Drawdown	60.34%	24.44%
Sharpe Ratio	0.13	0.51
5Y Beta	0.35	0.10
5Y Dividends CAGR	-6.12%	39.57%

Net Assets

EVV

$1.20B

VCEB

$1.20B

Expense Ratio

EVV

N/A

VCEB

0.12%

Max Drawdown

EVV

60.34%

Winner

VCEB

24.44%

Sharpe Ratio

EVV

0.13

Winner

VCEB

0.51

5Y Beta

EVV

0.35

Winner

VCEB

0.10

5Y Dividends CAGR

EVV

-6.12%

Winner

VCEB

39.57%

EVV vs VCEB - Historical Returns

Returns include dividend reinvestment.

Period	EVV	VCEB
1 month	+0.85%	+0.11%
3 months	-2.46%	-0.19%
6 months	-1.57%	+0.80%
1 year	+4.24%	+6.07%
5 years(CAGR)	+3.63%	+0.61%
10 years(CAGR)	+5.84%	N/A
Max(CAGR)	+5.72%	+0.35%

Winner

EVV

+0.85%

VCEB

+0.11%

EVV

-2.46%

Winner

VCEB

-0.19%

EVV

-1.57%

Winner

VCEB

+0.80%

EVV

+4.24%

Winner

VCEB

+6.07%

5Y(CAGR)

Winner

EVV

+3.63%

VCEB

+0.61%

10Y(CAGR)

EVV

+5.84%

VCEB

N/A

Max(CAGR)

Winner

EVV

+5.72%

VCEB

+0.35%

EVV vs VCEB - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVV	VCEB
2026	-1.74%	+0.45%
2025	+8.71%	+7.51%
2024	+11.65%	+2.80%
2023	+12.00%	+8.06%
2022	-20.21%	-14.42%
2021	+16.25%	-1.47%
2020	+4.58%	+2.46%
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 VCEB Drawdown Comparison

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

The maximum drawdown for VCEB was -21.60%, occurring on Oct 20, 2022. Recovery took 1284 trading sessions.

The current EVV drawdown is -3.17%. The current VCEB drawdown is -0.99%.

Rank	EVV	VCEB
#1	-51.34% May 29, 2007 - Sep 29, 2009	-21.60% Dec 31, 2020 - Feb 12, 2026
#2	-40.40% Feb 20, 2020 - Dec 30, 2020	-2.82% Feb 26, 2026 - Mar 27, 2026
#3	-25.86% Dec 30, 2021 - Aug 9, 2024	-1.08% Nov 30, 2020 - Dec 30, 2020
#4	-16.39% May 21, 2013 - Jul 14, 2016	-1.06% Nov 5, 2020 - Nov 18, 2020
#5	-14.10% Jul 15, 2011 - Jan 27, 2012	-1.01% Oct 14, 2020 - Nov 4, 2020
#6	-11.99% Mar 8, 2005 - Jun 16, 2006	-0.41% Oct 1, 2020 - Oct 12, 2020
#7	-11.95% Oct 13, 2017 - Mar 5, 2019	-0.19% Nov 19, 2020 - Nov 27, 2020
#8	-10.01% Jun 11, 2003 - Jan 16, 2004	-0.12% Feb 20, 2026 - Feb 26, 2026
#9	-9.86% May 3, 2010 - Aug 3, 2010	-0.11% Sep 24, 2020 - Sep 28, 2020
#10	-9.79% Apr 1, 2004 - Aug 23, 2004	-0.07% Feb 13, 2026 - Feb 19, 2026
#11	-9.53% Feb 26, 2025 - Jun 11, 2025	-0.05% Sep 28, 2020 - Oct 1, 2020
#12	-8.65% Feb 13, 2026 - Mar 27, 2026	N/A
#13	-8.48% Nov 7, 2012 - Jan 11, 2013	N/A
#14	-7.57% Nov 8, 2010 - Apr 28, 2011	N/A
#15	-6.10% Aug 30, 2016 - Dec 6, 2016	N/A

Correlation

Correlation between EVV and VCEB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2003 - 2026)

EVV vs VCEB dividend yield comparison.

Year	EVV	VCEB
2026	3.05%	1.54%
2025	8.86%	4.57%
2024	9.78%	4.47%
2023	10.43%	3.70%
2022	12.78%	2.84%
2021	9.16%	1.69%
2020	9.58%	0.43%
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%