FTA vs EVLN
Comparison between FIRST TRUST LARGE CAP VALUE ALPHADEX FUND (FTA, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
FTA vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTA
$1.30B
EVLN
$1.30B
Expense Ratio
Winner
FTA
0.58%
EVLN
0.60%
Max Drawdown
FTA
63.75%
Winner
EVLN
5.27%
Sharpe Ratio
Winner
FTA
1.76
EVLN
0.44
5Y Beta
FTA
0.65
Winner
EVLN
0.10
P/E Ratio
FTA
14.47
EVLN
N/A
Forward P/E
FTA
12.55
EVLN
N/A
PEG Ratio
FTA
0.28
EVLN
N/A
5Y Dividends CAGR
FTA
9.12%
EVLN
N/A
5Y EPS CAGR
FTA
10.12%
EVLN
N/A
Debt to Equity
FTA
10.33%
EVLN
N/A
P/S Ratio
FTA
1.26
EVLN
N/A
P/B Ratio
FTA
1.83
EVLN
N/A
FTA vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTA
+1.31%
EVLN
+0.32%
3M
Winner
FTA
+5.88%
EVLN
+2.59%
6M
Winner
FTA
+11.69%
EVLN
+1.50%
1Y
Winner
FTA
+25.97%
EVLN
+4.64%
5Y(CAGR)
FTA
+10.27%
EVLN
N/A
10Y(CAGR)
FTA
+11.08%
EVLN
N/A
Max(CAGR)
Winner
FTA
+8.33%
EVLN
+6.06%
FTA vs EVLN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FTA | EVLN |
|---|---|---|
| 2026 | +11.10% | +1.56% |
| 2025 | +15.12% | +5.58% |
| 2024 | +9.13% | +7.28% |
| 2023 | +9.97% | N/A |
| 2022 | -3.95% | N/A |
| 2021 | +31.40% | N/A |
| 2020 | -0.84% | N/A |
| 2019 | +24.26% | N/A |
| 2018 | -14.15% | N/A |
| 2017 | +17.54% | N/A |
| 2016 | +24.84% | N/A |
| 2015 | -10.33% | N/A |
| 2014 | +12.03% | N/A |
| 2013 | +30.87% | N/A |
| 2012 | +16.19% | N/A |
| 2011 | +0.24% | N/A |
| 2010 | +16.89% | N/A |
| 2009 | +36.30% | N/A |
| 2008 | -34.59% | N/A |
| 2007 | -11.77% | N/A |
FTA vs EVLN Drawdown Comparison
The maximum drawdown for FTA was -62.45%, occurring on Mar 6, 2009. Recovery took 939 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current FTA drawdown is -1.27%. The current EVLN drawdown is -0.10%.
| Rank | FTA | EVLN |
|---|---|---|
| #1 | -62.45% Jul 16, 2007 - Apr 5, 2011 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -44.97% Jan 17, 2020 - Jan 6, 2021 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -23.81% May 4, 2015 - Nov 10, 2016 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -22.28% Jan 26, 2018 - Dec 12, 2019 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -22.05% May 10, 2011 - Feb 8, 2012 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #6 | -19.80% Apr 20, 2022 - Jan 31, 2023 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #7 | -18.73% Nov 25, 2024 - Aug 22, 2025 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #8 | -14.66% Feb 2, 2023 - Feb 23, 2024 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #9 | -14.16% Mar 19, 2012 - Sep 13, 2012 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #10 | -9.09% Aug 29, 2014 - Nov 21, 2014 | -0.22% May 19, 2025 - May 28, 2025 |
| #11 | -8.37% Sep 14, 2012 - Dec 18, 2012 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #12 | -6.85% Jan 14, 2022 - Apr 19, 2022 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
| #13 | -6.42% May 10, 2021 - Oct 20, 2021 | -0.16% May 11, 2026 - May 26, 2026 |
| #14 | -6.25% Dec 29, 2014 - Feb 10, 2015 | -0.16% May 29, 2025 - Jun 3, 2025 |
| #15 | -6.23% Dec 31, 2013 - Feb 27, 2014 | -0.16% Sep 9, 2024 - Sep 12, 2024 |
Correlation
Correlation between FTA and EVLN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
FTA vs EVLN dividend yield comparison.
| Year | FTA | EVLN |
|---|---|---|
| 2026 | 0.38% | 2.74% |
| 2025 | 1.89% | 7.28% |
| 2024 | 2.02% | 6.41% |
| 2023 | 2.10% | 0.00% |
| 2022 | 2.15% | 0.00% |
| 2021 | 1.54% | 0.00% |
| 2020 | 2.03% | 0.00% |
| 2019 | 1.88% | 0.00% |
| 2018 | 2.28% | 0.00% |
| 2017 | 1.53% | 0.00% |
| 2016 | 1.56% | 0.00% |
| 2015 | 2.05% | 0.00% |
| 2014 | 1.79% | 0.00% |
| 2013 | 1.53% | 0.00% |
| 2012 | 2.49% | 0.00% |
| 2011 | 1.43% | 0.00% |
| 2010 | 1.27% | 0.00% |
| 2009 | 1.56% | 0.00% |
| 2008 | 2.85% | 0.00% |
| 2007 | 0.96% | 0.00% |
Select Stocks to Compare
Popular: FTA vs SPYEVLN vs SPY
More Comparisons
Compare with similar stocks