EWC vs EVTR

Comparison between iShares MSCI Canada ETF (EWC, ETF) and EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF).

EWC vs EVTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWC(ETF)	EVTR(ETF)
Net Assets	$5.20B	$5.20B
Expense Ratio	0.50%	0.32%
Max Drawdown	62.71%	5.57%
Sharpe Ratio	2.15	0.57
5Y Beta	0.70	0.04
5Y Dividends CAGR	5.11%	N/A

Net Assets

EWC

$5.20B

EVTR

$5.20B

Expense Ratio

EWC

0.50%

Winner

EVTR

0.32%

Max Drawdown

EWC

62.71%

Winner

EVTR

5.57%

Sharpe Ratio

Winner

EWC

2.15

EVTR

0.57

5Y Beta

EWC

0.70

Winner

EVTR

0.04

5Y Dividends CAGR

EWC

5.11%

EVTR

N/A

EWC vs EVTR - Holdings Comparison

EWC and EVTR have 1 common holdings. Overlap is -0.42%

EWC's top 25 holdings weight is 69.90%. EVTR's top 25 holdings weight is 44.82%.

Rank	EWC	EVTR
#1	ROYAL BANK OF CANADA (n/a) - 8.29%	UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.81%
#2	THE TORONTO-DOMINION BANK (n/a) - 5.94%	UNITED STATES TREASURY BONDS 2.875% (n/a) - 5.67%
#3	n/a (SHOP) - 4.36%	UNITED STATES TREASURY NOTES 3.875% (n/a) - 5.35%
#4	ENBRIDGE INC (n/a) - 3.98%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 4.70%
#5	BANK OF MONTREAL (n/a) - 3.55%	UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.67%
#6	CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 3.40%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.38%
#7	CANADIAN NATURAL RESOURCES LTD (n/a) - 3.31%	n/a (n/a) - 2.45%
#8	BANK OF NOVA SCOTIA (n/a) - 3.14%	UNITED STATES TREASURY BONDS 3% (n/a) - 1.56%
#9	n/a (n/a) - 3.14%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 1.45%
#10	AGNICO EAGLE MINES LTD (n/a) - 2.98%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.45%
#11	SUNCOR ENERGY INC (SU) - 2.78%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.31%
#12	CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.49%	n/a (n/a) - 0.89%
#13	TC ENERGY CORP (TRP) - 2.29%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.82%
#14	MANULIFE FINANCIAL CORP (MFC) - 2.19%	NYKREDIT REALKREDIT A/S 3.5% (n/a) - 0.81%
#15	BARRICK MINING CORP (n/a) - 2.17%	UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.76%
#16	NATIONAL BANK OF CANADA (n/a) - 1.94%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.66%
#17	CANADIAN NATIONAL RAILWAY CO (n/a) - 1.91%	UNITED STATES TREASURY BONDS 1.125% (n/a) - 0.63%
#18	WHEATON PRECIOUS METALS CORP (WPM) - 1.89%	n/a (n/a) - 0.40%
#19	CAMECO CORP (n/a) - 1.66%	FIGRE TR 2025-HE1 0% (n/a) - 0.38%
#20	n/a (CLS) - 1.60%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.33%
#21	FRANCO-NEVADA CORP (FNV) - 1.44%	n/a (n/a) - 0.31%
#22	CENOVUS ENERGY INC (CVE) - 1.43%	LIBERTY MUTUAL GROUP, INC. 5.25% (n/a) - 0.26%
#23	ALIMENTATION COUCHE-TARD INC (n/a) - 1.43%	n/a (n/a) - 0.26%
#24	SUN LIFE FINANCIAL INC (SLF) - 1.35%	PRMI SECURITIZATION TRUST 2025-PHL1 0% (n/a) - 0.26%
#25	NUTRIEN LTD (NTR) - 1.24%	UNITED STATES TREASURY BONDS 4.625% (n/a) - 0.25%
Total Holdings	88	519

EWC vs EVTR - Historical Returns

Returns include dividend reinvestment.

Period	EWC	EVTR
1 month	+1.76%	-0.43%
3 months	+5.45%	-1.10%
6 months	+13.61%	+0.42%
1 year	+37.38%	+6.09%
5 years(CAGR)	+12.26%	N/A
10 years(CAGR)	+11.42%	N/A
Max(CAGR)	+8.36%	+5.70%

Winner

EWC

+1.76%

EVTR

-0.43%

Winner

EWC

+5.45%

EVTR

-1.10%

Winner

EWC

+13.61%

EVTR

+0.42%

Winner

EWC

+37.38%

EVTR

+6.09%

5Y(CAGR)

EWC

+12.26%

EVTR

N/A

10Y(CAGR)

EWC

+11.42%

EVTR

N/A

Max(CAGR)

Winner

EWC

+8.36%

EVTR

+5.70%

EWC vs EVTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWC	EVTR
2026	+7.53%	+0.12%
2025	+35.76%	+8.06%
2024	+13.57%	+4.07%
2023	+15.42%	N/A
2022	-13.26%	N/A
2021	+26.59%	N/A
2020	+5.20%	N/A
2019	+26.40%	N/A
2018	-17.90%	N/A
2017	+15.08%	N/A
2016	+25.63%	N/A
2015	-23.46%	N/A
2014	+1.78%	N/A
2013	+3.58%	N/A
2012	+5.93%	N/A
2011	-13.13%	N/A
2010	+17.16%	N/A
2009	+49.27%	N/A
2008	-44.93%	N/A
2007	+31.35%	N/A
2006	+14.05%	N/A
2005	+28.83%	N/A
2004	+20.40%	N/A
2003	+49.22%	N/A
2002	-11.68%	N/A
2001	-18.05%	N/A
2000	+7.41%	N/A
1999	+14.77%	N/A

EWC vs EVTR Drawdown Comparison

The maximum drawdown for EWC was -60.77%, occurring on Mar 9, 2009. Recovery took 859 trading sessions.

The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.

The current EWC drawdown is -0.85%. The current EVTR drawdown is -1.70%.

Rank	EWC	EVTR
#1	-60.77% Nov 6, 2007 - Apr 5, 2011	-4.08% Sep 17, 2024 - Apr 3, 2025
#2	-51.69% Sep 5, 2000 - Nov 3, 2004	-2.85% Feb 27, 2026 - Mar 27, 2026
#3	-42.66% Feb 19, 2020 - Nov 27, 2020	-2.77% Mar 27, 2024 - May 15, 2024
#4	-41.39% Sep 3, 2014 - Nov 15, 2019	-2.37% Apr 3, 2025 - Jun 23, 2025
#5	-28.48% Apr 8, 2011 - Jun 23, 2014	-1.26% May 15, 2024 - Jun 4, 2024
#6	-24.80% Mar 30, 2022 - Jul 12, 2024	-0.99% Jun 30, 2025 - Jul 29, 2025
#7	-14.51% Jul 19, 2007 - Sep 25, 2007	-0.91% Oct 27, 2025 - Nov 26, 2025
#8	-13.07% May 10, 2006 - Nov 22, 2006	-0.89% Jun 14, 2024 - Jul 5, 2024
#9	-12.96% Dec 5, 2024 - May 2, 2025	-0.88% Aug 2, 2024 - Aug 20, 2024
#10	-11.44% Mar 24, 2000 - Jun 2, 2000	-0.87% Jun 6, 2024 - Jun 13, 2024
#11	-9.99% Mar 8, 2005 - Jun 28, 2005	-0.77% Nov 26, 2025 - Dec 30, 2025
#12	-9.95% Oct 3, 2005 - Dec 6, 2005	-0.77% Jul 17, 2024 - Jul 30, 2024
#13	-8.51% Mar 2, 2026 - Apr 17, 2026	-0.75% Sep 16, 2025 - Oct 13, 2025
#14	-8.15% Nov 12, 2021 - Mar 17, 2022	-0.54% Jan 14, 2026 - Jan 26, 2026
#15	-6.98% Jul 25, 2000 - Aug 16, 2000	-0.45% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between EWC and EVTR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

EWC vs EVTR dividend yield comparison.

Year	EWC	EVTR
2026	0.00%	1.57%
2025	1.45%	4.51%
2024	2.23%	4.26%
2023	2.27%	0.00%
2022	2.34%	0.00%
2021	1.85%	0.00%
2020	2.09%	0.00%
2019	2.16%	0.00%
2018	2.65%	0.00%
2017	1.97%	0.00%
2016	1.75%	0.00%
2015	2.34%	0.00%
2014	2.15%	0.00%
2013	2.37%	0.00%
2012	2.09%	0.00%
2011	2.10%	0.00%
2010	1.61%	0.00%
2009	1.25%	0.00%
2008	2.55%	0.00%
2007	1.21%	0.00%
2006	1.12%	0.00%
2005	0.68%	0.00%
2004	1.15%	0.00%
2003	1.41%	0.00%
2002	0.31%	0.00%
2001	0.80%	0.00%
2000	39.98%	0.00%
1999	0.02%	0.00%