IBGA vs EVF
Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and Eaton Vance Senior Income Trust (EVF, ETF).
IBGA vs EVF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGA
$102M
Winner
EVF
$102M
Expense Ratio
IBGA
0.07%
EVF
N/A
Max Drawdown
Winner
IBGA
14.76%
EVF
71.10%
Sharpe Ratio
Winner
IBGA
-0.42
EVF
-0.83
5Y Beta
Winner
IBGA
0.07
EVF
0.33
5Y Dividends CAGR
IBGA
N/A
EVF
2.79%
IBGA vs EVF - Historical Returns
Returns include dividend reinvestment.
1M
IBGA
-0.90%
Winner
EVF
+0.24%
3M
IBGA
-0.72%
Winner
EVF
+1.51%
6M
IBGA
-4.81%
Winner
EVF
-1.32%
1Y
Winner
IBGA
+0.65%
EVF
-2.69%
5Y(CAGR)
IBGA
N/A
EVF
+2.65%
10Y(CAGR)
IBGA
N/A
EVF
+5.48%
Max(CAGR)
IBGA
+0.94%
Winner
EVF
+4.66%
IBGA vs EVF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBGA | EVF |
|---|---|---|
| 2026 | -2.33% | -0.81% |
| 2025 | +5.72% | -6.55% |
| 2024 | -1.41% | +6.62% |
| 2023 | N/A | +34.75% |
| 2022 | N/A | -14.85% |
| 2021 | N/A | +12.31% |
| 2020 | N/A | +6.15% |
| 2019 | N/A | +14.33% |
| 2018 | N/A | -2.25% |
| 2017 | N/A | +3.08% |
| 2016 | N/A | +23.76% |
| 2015 | N/A | -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% |
IBGA vs EVF Drawdown Comparison
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 691 trading sessions.
The current IBGA drawdown is -6.61%. The current EVF drawdown is -9.75%.
| Rank | IBGA | EVF |
|---|---|---|
| #1 | -11.68% Sep 16, 2024 - Jan 14, 2025 | -62.40% Jun 1, 2007 - Mar 1, 2010 |
| #2 | -3.64% Jun 25, 2024 - Jul 16, 2024 | -40.99% Feb 18, 2020 - Nov 25, 2020 |
| #3 | -2.83% Aug 5, 2024 - Aug 21, 2024 | -23.93% May 31, 2001 - Mar 27, 2003 |
| #4 | -2.03% Jul 17, 2024 - Jul 31, 2024 | -23.73% Oct 22, 2021 - Nov 2, 2023 |
| #5 | -1.77% Aug 21, 2024 - Sep 4, 2024 | -21.13% May 24, 2013 - Sep 29, 2016 |
| #6 | -0.72% Jun 14, 2024 - Jun 18, 2024 | -19.64% Mar 9, 2011 - Aug 6, 2012 |
| #7 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -16.86% Feb 13, 2025 - Apr 7, 2025 |
| #8 | -0.49% Jun 18, 2024 - Jun 25, 2024 | -16.66% Apr 6, 2004 - Jan 11, 2007 |
| #9 | N/A | -14.05% Oct 10, 2000 - Jan 29, 2001 |
| #10 | N/A | -13.92% Nov 19, 1999 - Aug 30, 2000 |
| #11 | N/A | -13.09% Apr 5, 2018 - Jul 10, 2019 |
| #12 | N/A | -11.13% Apr 13, 2010 - Jul 30, 2010 |
| #13 | N/A | -9.09% Feb 16, 2001 - May 29, 2001 |
| #14 | N/A | -8.43% Aug 14, 2003 - Feb 13, 2004 |
| #15 | N/A | -6.51% Jul 9, 2024 - Nov 7, 2024 |
Correlation
Correlation between IBGA and EVF is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.43
-101
Dividend Comparison (2000 - 2026)
IBGA vs EVF dividend yield comparison.
| Year | IBGA | EVF |
|---|---|---|
| 2026 | 2.79% | 5.60% |
| 2025 | 4.49% | 9.58% |
| 2024 | 2.03% | 10.13% |
| 2023 | 0.00% | 10.51% |
| 2022 | 0.00% | 9.45% |
| 2021 | 0.00% | 5.37% |
| 2020 | 0.00% | 6.16% |
| 2019 | 0.00% | 6.58% |
| 2018 | 0.00% | 6.27% |
| 2017 | 0.00% | 5.57% |
| 2016 | 0.00% | 6.06% |
| 2015 | 0.00% | 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% |
Select Stocks to Compare
Popular: IBGA vs SPYEVF vs SPY
More Comparisons
Compare with similar stocks