FCA vs EVF

Comparison between FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF) and Eaton Vance Senior Income Trust (EVF, ETF).

5-Year PerformanceFCA has outperformed EVF, delivering a return of +3.8% compared to +3.1%

FCA vs EVF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCA(ETF)	EVF(ETF)
Net Assets	$102M	$103M
Expense Ratio	0.80%	N/A
Max Drawdown	51.39%	71.10%
Sharpe Ratio	1.18	-0.99
5Y Beta	0.62	0.36
5Y Dividends CAGR	-8.66%	3.99%

Net Assets

FCA

$102M

Winner

EVF

$103M

Expense Ratio

FCA

0.80%

EVF

N/A

Max Drawdown

Winner

FCA

51.39%

EVF

71.10%

Sharpe Ratio

Winner

FCA

1.18

EVF

-0.99

5Y Beta

FCA

0.62

Winner

EVF

0.36

5Y Dividends CAGR

FCA

-8.66%

Winner

EVF

3.99%

FCA vs EVF - Historical Returns

Returns include dividend reinvestment.

Period	FCA	EVF
1 month	-9.27%	+0.87%
3 months	-7.91%	+1.82%
6 months	+9.19%	-2.06%
1 year	+32.36%	-4.17%
5 years(CAGR)	+3.81%	+3.10%
10 years(CAGR)	+9.69%	+5.84%
Max(CAGR)	+3.49%	+4.65%

FCA

-9.27%

Winner

EVF

+0.87%

FCA

-7.91%

Winner

EVF

+1.82%

Winner

FCA

+9.19%

EVF

-2.06%

Winner

FCA

+32.36%

EVF

-4.17%

5Y(CAGR)

Winner

FCA

+3.81%

EVF

+3.10%

10Y(CAGR)

Winner

FCA

+9.69%

EVF

+5.84%

Max(CAGR)

FCA

+3.49%

Winner

EVF

+4.65%

FCA vs EVF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FCA	EVF
2026	+3.83%	-1.87%
2025	+46.63%	-6.55%
2024	+14.89%	+6.62%
2023	-11.07%	+34.75%
2022	-19.20%	-14.85%
2021	-0.35%	+12.31%
2020	+9.99%	+6.15%
2019	+19.40%	+14.33%
2018	-20.75%	-2.25%
2017	+60.19%	+3.08%
2016	-0.94%	+23.76%
2015	-7.81%	-0.80%
2014	-0.40%	-5.16%
2013	-6.05%	-3.77%
2012	+30.30%	+23.69%
2011	-35.23%	-2.72%
2010	N/A	+22.43%
2009	N/A	+84.50%
2008	N/A	-47.93%
2007	N/A	-7.25%
2006	N/A	+15.13%
2005	N/A	-4.71%
2004	N/A	-0.47%
2003	N/A	+27.14%
2002	N/A	+5.73%
2001	N/A	+0.00%
2000	N/A	-6.12%
1999	N/A	-2.60%

FCA vs EVF Drawdown Comparison

The maximum drawdown for FCA was -45.59%, occurring on Feb 11, 2016. Recovery took 598 trading sessions.

The maximum drawdown for EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 691 trading sessions.

The current FCA drawdown is -11.50%. The current EVF drawdown is -10.72%.

Rank	FCA	EVF
#1	-45.59% May 4, 2015 - Sep 15, 2017	-62.40% Jun 1, 2007 - Mar 1, 2010
#2	-45.41% Apr 21, 2011 - Apr 9, 2015	-40.99% Feb 18, 2020 - Nov 25, 2020
#3	-42.46% Sep 13, 2021 - Aug 15, 2025	-23.93% May 31, 2001 - Mar 27, 2003
#4	-39.97% Jan 26, 2018 - Feb 16, 2021	-23.73% Oct 22, 2021 - Nov 2, 2023
#5	-13.82% May 13, 2026 - Jun 10, 2026	-21.13% May 24, 2013 - Sep 29, 2016
#6	-13.69% Feb 17, 2021 - Jun 1, 2021	-19.64% Mar 9, 2011 - Aug 6, 2012
#7	-11.39% Oct 5, 2017 - Jan 2, 2018	-16.86% Feb 13, 2025 - Apr 7, 2025
#8	-10.09% Jun 28, 2021 - Sep 8, 2021	-16.66% Apr 6, 2004 - Jan 11, 2007
#9	-10.03% Mar 2, 2026 - May 13, 2026	-14.05% Oct 10, 2000 - Jan 29, 2001
#10	-8.34% Sep 21, 2017 - Oct 5, 2017	-13.92% Nov 19, 1999 - Aug 30, 2000
#11	-6.58% Nov 14, 2025 - Jan 5, 2026	-13.09% Apr 5, 2018 - Jul 10, 2019
#12	-6.44% Oct 8, 2025 - Nov 11, 2025	-11.13% Apr 13, 2010 - Jul 30, 2010
#13	-5.31% Jan 29, 2026 - Feb 10, 2026	-9.09% Feb 16, 2001 - May 29, 2001
#14	-4.26% Aug 26, 2025 - Sep 9, 2025	-8.43% Aug 14, 2003 - Feb 13, 2004
#15	-4.02% Jun 14, 2021 - Jun 25, 2021	-6.51% Jul 9, 2024 - Nov 7, 2024

Correlation

Correlation between FCA and EVF is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

FCA vs EVF dividend yield comparison.

Year	FCA	EVF
2026	0.00%	4.29%
2025	2.67%	9.58%
2024	5.17%	10.13%
2023	5.70%	10.51%
2022	6.00%	9.45%
2021	4.91%	5.37%
2020	4.12%	6.16%
2019	3.73%	6.58%
2018	3.10%	6.27%
2017	2.30%	5.57%
2016	2.51%	6.06%
2015	4.13%	7.73%
2014	2.47%	5.87%
2013	2.86%	6.69%
2012	1.46%	6.33%
2011	2.29%	6.51%
2010	0.00%	6.10%
2009	0.00%	6.07%
2008	0.00%	14.60%
2007	0.00%	8.88%
2006	0.00%	7.63%
2005	0.00%	6.62%
2004	0.00%	4.95%
2003	0.00%	5.22%
2002	0.00%	7.07%
2001	0.00%	8.66%
2000	0.00%	5.48%