EVX vs SWZ

Comparison between VANECK ENVIRONMENTAL SERVICES ETF (EVX, ETF) and Swiss Helvetia Fund Inc (SWZ, ETF).

5-Year PerformanceEVX has outperformed SWZ, delivering a return of +7.1% compared to +2.9%

EVX vs SWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVX(ETF)	SWZ(ETF)
Net Assets	$95M	$95M
Expense Ratio	0.55%	N/A
Max Drawdown	56.40%	72.14%
Sharpe Ratio	0.15	-0.91
5Y Beta	0.65	0.28
P/E Ratio	32.80	N/A
Forward P/E	23.84	N/A
PEG Ratio	1.08	N/A
5Y Dividends CAGR	7.83%	66.09%
5Y EPS CAGR	22.32%	N/A
Debt to Equity	35.82%	N/A
P/S Ratio	2.67	N/A
P/B Ratio	4.40	N/A

Net Assets

EVX

$95M

SWZ

$95M

Expense Ratio

EVX

0.55%

SWZ

N/A

Max Drawdown

Winner

EVX

56.40%

SWZ

72.14%

Sharpe Ratio

Winner

EVX

0.15

SWZ

-0.91

5Y Beta

EVX

0.65

Winner

SWZ

0.28

P/E Ratio

EVX

32.80

SWZ

N/A

Forward P/E

EVX

23.84

SWZ

N/A

PEG Ratio

EVX

1.08

SWZ

N/A

5Y Dividends CAGR

EVX

7.83%

Winner

SWZ

66.09%

5Y EPS CAGR

EVX

22.32%

SWZ

N/A

Debt to Equity

EVX

35.82%

SWZ

N/A

P/S Ratio

EVX

2.67

SWZ

N/A

P/B Ratio

EVX

4.40

SWZ

N/A

EVX vs SWZ - Historical Returns

Returns include dividend reinvestment.

Period	EVX	SWZ
1 month	-0.39%	-1.66%
3 months	-0.68%	-1.33%
6 months	+1.03%	-4.20%
1 year	+3.58%	-6.91%
5 years(CAGR)	+7.06%	+2.93%
10 years(CAGR)	+11.78%	+7.74%
Max(CAGR)	+9.13%	+6.16%

Winner

EVX

-0.39%

SWZ

-1.66%

Winner

EVX

-0.68%

SWZ

-1.33%

Winner

EVX

+1.03%

SWZ

-4.20%

Winner

EVX

+3.58%

SWZ

-6.91%

5Y(CAGR)

Winner

EVX

+7.06%

SWZ

+2.93%

10Y(CAGR)

Winner

EVX

+11.78%

SWZ

+7.74%

Max(CAGR)

Winner

EVX

+9.13%

SWZ

+6.16%

EVX vs SWZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVX	SWZ
2026	+2.08%	-4.82%
2025	+12.05%	+22.64%
2024	+14.41%	-2.49%
2023	+13.51%	+15.03%
2022	-10.07%	-18.76%
2021	+29.10%	+15.92%
2020	+12.80%	+13.78%
2019	+28.90%	+24.36%
2018	-3.82%	-13.32%
2017	+16.29%	+26.16%
2016	+32.99%	+2.44%
2015	-9.46%	+0.94%
2014	+5.25%	-1.60%
2013	+27.35%	+33.00%
2012	+9.48%	+10.99%
2011	-9.48%	-17.58%
2010	+19.58%	+16.44%
2009	+19.55%	-0.48%
2008	-30.25%	-22.89%
2007	+18.10%	-4.95%
2006	+8.36%	+35.76%
2005	N/A	+15.17%
2004	N/A	+22.11%
2003	N/A	+40.59%
2002	N/A	-7.16%
2001	N/A	-22.10%
2000	N/A	+16.52%
1999	N/A	-3.09%

EVX vs SWZ Drawdown Comparison

The maximum drawdown for EVX was -55.91%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.

The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.

The current EVX drawdown is -7.13%. The current SWZ drawdown is -7.63%.

Rank	EVX	SWZ
#1	-55.91% Jun 5, 2008 - Jan 29, 2013	-57.73% May 2, 2007 - Dec 27, 2013
#2	-41.01% Feb 20, 2020 - Nov 9, 2020	-39.89% Jan 3, 2001 - Jan 8, 2004
#3	-21.45% Nov 17, 2021 - Jun 29, 2023	-31.20% Feb 12, 2020 - Sep 15, 2020
#4	-20.73% Sep 17, 2018 - Apr 23, 2019	-30.32% Jan 3, 2022 - Jul 22, 2024
#5	-19.70% Jul 1, 2014 - Jun 7, 2016	-21.76% Sep 20, 2018 - Jan 8, 2020
#6	-19.33% Jul 24, 2023 - Mar 19, 2024	-19.73% May 15, 2015 - Mar 15, 2017
#7	-18.15% Oct 29, 2007 - May 29, 2008	-17.82% May 11, 2006 - Sep 5, 2006
#8	-16.50% Nov 29, 2024 - Jun 17, 2025	-16.19% Jul 1, 2014 - May 8, 2015
#9	-12.18% Jul 13, 2007 - Oct 1, 2007	-15.48% Sep 27, 2024 - Feb 13, 2025
#10	-10.85% Feb 11, 2026 - Mar 27, 2026	-13.68% Dec 9, 1999 - Jun 21, 2000
#11	-9.01% Jan 26, 2018 - May 14, 2018	-11.47% Feb 11, 2004 - Nov 4, 2004
#12	-8.86% Aug 27, 2025 - Jan 15, 2026	-11.41% Jan 26, 2018 - Sep 17, 2018
#13	-8.33% May 22, 2013 - Jul 18, 2013	-9.84% Jul 6, 2000 - Dec 27, 2000
#14	-7.83% Feb 7, 2007 - Apr 3, 2007	-9.71% Feb 22, 2007 - Apr 16, 2007
#15	-7.78% Dec 31, 2013 - Mar 6, 2014	-9.54% Sep 16, 2020 - Nov 19, 2020

Correlation

Correlation between EVX and SWZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2025)

EVX vs SWZ dividend yield comparison.

Year	EVX	SWZ
2025	0.19%	50.58%
2024	0.46%	7.11%
2023	0.95%	6.07%
2022	0.41%	8.23%
2021	0.24%	5.83%
2020	0.32%	6.25%
2019	0.38%	1.67%
2018	0.38%	74.09%
2017	0.89%	1.02%
2016	0.70%	5.00%
2015	1.16%	6.72%
2014	1.58%	21.34%
2013	1.15%	8.33%
2012	1.55%	0.56%
2011	1.33%	12.48%
2010	0.97%	1.70%
2009	0.88%	5.03%
2008	1.04%	2.61%
2007	1.04%	11.82%
2006	0.11%	10.37%
2005	0.00%	10.49%
2004	0.00%	6.25%
2003	0.00%	5.47%
2002	0.00%	6.51%
2001	0.00%	2.79%
2000	0.00%	9.10%