FFSM vs EVLN

Comparison between FIDELITY FUNDAMENTAL SMALL-MID CAP ETF (FFSM, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).

FFSM vs EVLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFSM(ETF)	EVLN(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.43%	0.60%
Max Drawdown	27.05%	5.27%
Sharpe Ratio	1.63	0.29
5Y Beta	1.08	0.09
P/E Ratio	29.36	N/A
Forward P/E	17.62	N/A
5Y Dividends CAGR	51.43%	N/A
5Y EPS CAGR	20.53%	N/A
Debt to Equity	55.68%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	3.32	N/A

Net Assets

FFSM

$1.40B

EVLN

$1.40B

Expense Ratio

Winner

FFSM

0.43%

EVLN

0.60%

Max Drawdown

FFSM

27.05%

Winner

EVLN

5.27%

Sharpe Ratio

Winner

FFSM

1.63

EVLN

0.29

5Y Beta

FFSM

1.08

Winner

EVLN

0.09

P/E Ratio

FFSM

29.36

EVLN

N/A

Forward P/E

FFSM

17.62

EVLN

N/A

5Y Dividends CAGR

FFSM

51.43%

EVLN

N/A

5Y EPS CAGR

FFSM

20.53%

EVLN

N/A

Debt to Equity

FFSM

55.68%

EVLN

N/A

P/S Ratio

FFSM

1.58

EVLN

N/A

P/B Ratio

FFSM

3.32

EVLN

N/A

FFSM vs EVLN - Historical Returns

Returns include dividend reinvestment.

Period	FFSM	EVLN
1 month	+3.37%	+0.65%
3 months	+6.16%	+1.39%
6 months	+12.30%	+2.64%
1 year	+39.04%	+4.43%
5 years(CAGR)	+11.07%	N/A
Max(CAGR)	+12.59%	+6.12%

Winner

FFSM

+3.37%

EVLN

+0.65%

Winner

FFSM

+6.16%

EVLN

+1.39%

Winner

FFSM

+12.30%

EVLN

+2.64%

Winner

FFSM

+39.04%

EVLN

+4.43%

5Y(CAGR)

FFSM

+11.07%

EVLN

N/A

Max(CAGR)

Winner

FFSM

+12.59%

EVLN

+6.12%

FFSM vs EVLN - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	FFSM	EVLN
2026	+22.46%	+2.46%
2025	+14.38%	+5.58%
2024	+15.06%	+7.28%
2023	+18.11%	N/A
2022	-16.55%	N/A
2021	+19.77%	N/A

FFSM vs EVLN Drawdown Comparison

The maximum drawdown for FFSM was -26.65%, occurring on Sep 26, 2022. Recovery took 574 trading sessions.

The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.

The current FFSM drawdown is -0.37%.

Rank	FFSM	EVLN
#1	-26.65% Nov 9, 2021 - Feb 23, 2024	-2.78% Feb 19, 2025 - May 7, 2025
#2	-24.78% Nov 25, 2024 - Sep 5, 2025	-1.77% Jan 22, 2026 - Apr 22, 2026
#3	-10.37% Feb 25, 2026 - Apr 13, 2026	-0.61% Jul 19, 2024 - Aug 14, 2024
#4	-8.36% Jul 31, 2024 - Aug 23, 2024	-0.50% Sep 24, 2025 - Oct 24, 2025
#5	-7.40% Mar 28, 2024 - Jul 15, 2024	-0.39% Jun 18, 2026 - Jul 6, 2026
#6	-6.68% May 7, 2021 - Aug 6, 2021	-0.35% Jul 18, 2025 - Aug 25, 2025
#7	-6.16% Mar 15, 2021 - Apr 9, 2021	-0.35% Jul 20, 2026 - Aug 4, 2026
#8	-5.80% May 6, 2026 - Jun 12, 2026	-0.34% Sep 24, 2024 - Sep 30, 2024
#9	-5.78% Aug 23, 2024 - Sep 19, 2024	-0.34% Dec 13, 2024 - Dec 30, 2024
#10	-5.44% Jun 30, 2026 - Jul 29, 2026	-0.25% Jun 4, 2026 - Jun 16, 2026
#11	-5.10% Nov 12, 2025 - Nov 25, 2025	-0.24% Sep 19, 2024 - Sep 24, 2024
#12	-4.53% Nov 11, 2024 - Nov 25, 2024	-0.22% May 19, 2025 - May 28, 2025
#13	-4.52% Feb 24, 2021 - Mar 10, 2021	-0.22% Apr 24, 2026 - May 1, 2026
#14	-4.42% Sep 11, 2025 - Oct 23, 2025	-0.20% Jul 8, 2026 - Jul 15, 2026
#15	-4.16% Aug 27, 2021 - Oct 18, 2021	-0.17% Aug 29, 2024 - Sep 9, 2024