HIPS vs EVF

Comparison between GraniteShares HIPS US High Income ETF (HIPS, ETF) and Eaton Vance Senior Income Trust (EVF, ETF).

5-Year PerformanceHIPS has outperformed EVF, delivering a return of +3.5% compared to +3.1%

HIPS vs EVF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIPS(ETF)	EVF(ETF)
Net Assets	$103M	$103M
Expense Ratio	1.17%	N/A
Max Drawdown	61.65%	71.10%
Sharpe Ratio	0.21	-1.04
5Y Beta	0.49	0.36
P/E Ratio	18.61	N/A
Forward P/E	10.17	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	1.61%	3.99%
P/S Ratio	2.43	N/A
P/B Ratio	1.11	N/A

Net Assets

Winner

HIPS

$103M

EVF

$103M

Expense Ratio

HIPS

1.17%

EVF

N/A

Max Drawdown

Winner

HIPS

61.65%

EVF

71.10%

Sharpe Ratio

Winner

HIPS

0.21

EVF

-1.04

5Y Beta

HIPS

0.49

Winner

EVF

0.36

P/E Ratio

HIPS

18.61

EVF

N/A

Forward P/E

HIPS

10.17

EVF

N/A

PEG Ratio

HIPS

0.25

EVF

N/A

5Y Dividends CAGR

HIPS

1.61%

Winner

EVF

3.99%

P/S Ratio

HIPS

2.43

EVF

N/A

P/B Ratio

HIPS

1.11

EVF

N/A

HIPS vs EVF - Historical Returns

Returns include dividend reinvestment.

Period	HIPS	EVF
1 month	-1.13%	+0.87%
3 months	+1.61%	+1.82%
6 months	+2.86%	-2.06%
1 year	+5.17%	-4.17%
5 years(CAGR)	+3.52%	+3.10%
10 years(CAGR)	+5.62%	+5.84%
Max(CAGR)	+4.13%	+4.65%

HIPS

-1.13%

Winner

EVF

+0.87%

HIPS

+1.61%

Winner

EVF

+1.82%

Winner

HIPS

+2.86%

EVF

-2.06%

Winner

HIPS

+5.17%

EVF

-4.17%

5Y(CAGR)

Winner

HIPS

+3.52%

EVF

+3.10%

10Y(CAGR)

HIPS

+5.62%

Winner

EVF

+5.84%

Max(CAGR)

HIPS

+4.13%

Winner

EVF

+4.65%

HIPS vs EVF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HIPS	EVF
2026	+2.57%	-1.87%
2025	+0.92%	-6.55%
2024	+14.22%	+6.62%
2023	+14.87%	+34.75%
2022	-13.14%	-14.85%
2021	+24.50%	+12.31%
2020	-11.19%	+6.15%
2019	+22.36%	+14.33%
2018	-10.35%	-2.25%
2017	+5.25%	+3.08%
2016	+22.17%	+23.76%
2015	-15.30%	-0.80%
2014	N/A	-5.16%
2013	N/A	-3.77%
2012	N/A	+23.69%
2011	N/A	-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%

HIPS vs EVF Drawdown Comparison

The maximum drawdown for HIPS was -53.03%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.

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

The current HIPS drawdown is -3.96%. The current EVF drawdown is -10.72%.

Rank	HIPS	EVF
#1	-53.03% Feb 20, 2020 - May 3, 2021	-62.40% Jun 1, 2007 - Mar 1, 2010
#2	-32.09% Feb 5, 2015 - Dec 9, 2016	-40.99% Feb 18, 2020 - Nov 25, 2020
#3	-21.31% Nov 16, 2021 - Feb 23, 2024	-23.93% May 31, 2001 - Mar 27, 2003
#4	-18.70% Aug 24, 2018 - Apr 15, 2019	-23.73% Oct 22, 2021 - Nov 2, 2023
#5	-15.41% Feb 20, 2025 - Jan 14, 2026	-21.13% May 24, 2013 - Sep 29, 2016
#6	-11.12% Jan 23, 2018 - Jul 6, 2018	-19.64% Mar 9, 2011 - Aug 6, 2012
#7	-6.26% Jun 14, 2021 - Oct 14, 2021	-16.86% Feb 13, 2025 - Apr 7, 2025
#8	-5.73% Apr 15, 2019 - Jul 16, 2019	-16.66% Apr 6, 2004 - Jan 11, 2007
#9	-5.69% Jul 19, 2017 - Jan 16, 2018	-14.05% Oct 10, 2000 - Jan 29, 2001
#10	-5.44% Jul 31, 2024 - Aug 26, 2024	-13.92% Nov 19, 1999 - Aug 30, 2000
#11	-4.87% Dec 2, 2024 - Feb 14, 2025	-13.09% Apr 5, 2018 - Jul 10, 2019
#12	-4.63% Jul 24, 2019 - Sep 19, 2019	-11.13% Apr 13, 2010 - Jul 30, 2010
#13	-4.54% May 1, 2026 - Jun 8, 2026	-9.09% Feb 16, 2001 - May 29, 2001
#14	-4.52% Jan 16, 2026 - Apr 15, 2026	-8.43% Aug 14, 2003 - Feb 13, 2004
#15	-4.42% Feb 21, 2017 - Apr 25, 2017	-6.51% Jul 9, 2024 - Nov 7, 2024

Correlation

Correlation between HIPS and EVF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

HIPS vs EVF dividend yield comparison.

Year	HIPS	EVF
2026	4.65%	4.29%
2025	11.04%	9.58%
2024	10.04%	10.13%
2023	10.32%	10.51%
2022	10.76%	9.45%
2021	8.43%	5.37%
2020	9.50%	6.16%
2019	6.93%	6.58%
2018	8.66%	6.27%
2017	7.28%	5.57%
2016	7.20%	6.06%
2015	8.17%	7.73%
2014	0.00%	5.87%
2013	0.00%	6.69%
2012	0.00%	6.33%
2011	0.00%	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%