IBDZ vs EVMO
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF).
IBDZ vs EVMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDZ
$890M
Winner
EVMO
$891M
Expense Ratio
Winner
IBDZ
0.10%
EVMO
0.45%
Max Drawdown
IBDZ
7.08%
Winner
EVMO
2.83%
Sharpe Ratio
Winner
IBDZ
0.50
EVMO
0.36
5Y Beta
IBDZ
0.10
Winner
EVMO
0.09
IBDZ vs EVMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBDZ
+1.07%
EVMO
+0.53%
3M
Winner
IBDZ
+0.98%
EVMO
+0.22%
6M
IBDZ
+1.06%
Winner
EVMO
+1.32%
1Y
Winner
IBDZ
+6.29%
EVMO
+4.23%
Max(CAGR)
Winner
IBDZ
+6.59%
EVMO
+4.92%
IBDZ vs EVMO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | EVMO |
|---|---|---|
| 2026 | +0.57% | +0.90% |
| 2025 | +8.70% | +3.33% |
| 2024 | +4.24% | N/A |
IBDZ vs EVMO Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current IBDZ drawdown is -1.07%. The current EVMO drawdown is -0.77%.
| Rank | IBDZ | EVMO |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -1.89% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -0.56% Oct 29, 2025 - Nov 24, 2025 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -0.43% Dec 3, 2025 - Dec 18, 2025 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -0.41% Sep 16, 2025 - Sep 30, 2025 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -0.35% Jan 15, 2026 - Jan 26, 2026 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -0.34% Aug 4, 2025 - Aug 19, 2025 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -0.28% Dec 29, 2025 - Jan 8, 2026 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -0.24% Oct 13, 2025 - Oct 15, 2025 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -0.24% Dec 24, 2025 - Dec 29, 2025 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -0.20% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -0.20% Aug 28, 2025 - Sep 4, 2025 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -0.20% Jan 12, 2026 - Jan 15, 2026 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -0.18% Oct 8, 2025 - Oct 10, 2025 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -0.18% Jan 30, 2026 - Feb 6, 2026 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -0.16% Oct 3, 2025 - Oct 8, 2025 |
Correlation
Correlation between IBDZ and EVMO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2024 - 2026)
IBDZ vs EVMO dividend yield comparison.
| Year | IBDZ | EVMO |
|---|---|---|
| 2026 | 2.00% | 2.09% |
| 2025 | 4.85% | 1.95% |
| 2024 | 2.50% | 0.00% |
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