IBHI vs EVN

Comparison between ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF) and Eaton Vance Municipal Income Trust (EVN, ETF).

IBHI vs EVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHI(ETF)	EVN(ETF)
Net Assets	$430M	$429M
Expense Ratio	0.35%	N/A
Max Drawdown	16.35%	62.55%
Sharpe Ratio	0.76	0.67
5Y Beta	0.24	0.19
5Y Dividends CAGR	N/A	1.47%

Net Assets

Winner

IBHI

$430M

EVN

$429M

Expense Ratio

IBHI

0.35%

EVN

N/A

Max Drawdown

Winner

IBHI

16.35%

EVN

62.55%

Sharpe Ratio

Winner

IBHI

0.76

EVN

0.67

5Y Beta

IBHI

0.24

Winner

EVN

0.19

5Y Dividends CAGR

IBHI

N/A

EVN

1.47%

IBHI vs EVN - Historical Returns

Returns include dividend reinvestment.

Period	IBHI	EVN
1 month	+0.19%	+3.57%
3 months	+1.30%	-0.13%
6 months	+1.90%	+0.35%
1 year	+6.86%	+11.19%
5 years(CAGR)	+5.14%	-0.23%
10 years(CAGR)	N/A	+2.09%
Max(CAGR)	+5.14%	+5.78%

IBHI

+0.19%

Winner

EVN

+3.57%

Winner

IBHI

+1.30%

EVN

-0.13%

Winner

IBHI

+1.90%

EVN

+0.35%

IBHI

+6.86%

Winner

EVN

+11.19%

5Y(CAGR)

Winner

IBHI

+5.14%

EVN

-0.23%

10Y(CAGR)

IBHI

N/A

EVN

+2.09%

Max(CAGR)

IBHI

+5.14%

Winner

EVN

+5.78%

IBHI vs EVN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBHI	EVN
2026	+1.39%	+2.87%
2025	+7.65%	+12.50%
2024	+9.25%	+8.33%
2023	+13.57%	+3.00%
2022	-8.53%	-25.04%
2021	N/A	+7.73%
2020	N/A	+10.09%
2019	N/A	+15.59%
2018	N/A	-3.88%
2017	N/A	+4.85%
2016	N/A	-3.37%
2015	N/A	+9.71%
2014	N/A	+35.72%
2013	N/A	-19.33%
2012	N/A	+16.12%
2011	N/A	+23.98%
2010	N/A	+3.83%
2009	N/A	+56.76%
2008	N/A	-39.77%
2007	N/A	-9.13%
2006	N/A	+14.02%
2005	N/A	-1.43%
2004	N/A	+11.85%
2003	N/A	+18.50%
2002	N/A	+11.13%
2001	N/A	+19.65%
2000	N/A	+4.37%
1999	N/A	-3.08%

IBHI vs EVN Drawdown Comparison

The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.

The maximum drawdown for EVN was -56.82%, occurring on Dec 16, 2008. Recovery took 812 trading sessions.

The current IBHI drawdown is -0.38%. The current EVN drawdown is -4.02%.

Rank	IBHI	EVN
#1	-13.65% Mar 29, 2022 - Dec 1, 2023	-56.82% May 11, 2007 - Aug 2, 2010
#2	-5.73% Feb 28, 2025 - May 30, 2025	-32.80% Sep 21, 2021 - Oct 23, 2023
#3	-2.52% Mar 27, 2024 - May 15, 2024	-27.63% Feb 21, 2020 - Nov 19, 2020
#4	-2.13% Mar 10, 2022 - Mar 17, 2022	-27.40% Mar 6, 2013 - Sep 9, 2014
#5	-2.11% Feb 2, 2026 - Apr 8, 2026	-19.70% Nov 16, 1999 - Jan 3, 2001
#6	-1.92% Dec 9, 2024 - Jan 21, 2025	-18.58% Jul 11, 2016 - Aug 8, 2019
#7	-1.72% Dec 27, 2023 - Jan 30, 2024	-17.26% Sep 7, 2010 - Jul 5, 2011
#8	-1.38% Feb 1, 2024 - Mar 7, 2024	-14.82% Apr 1, 2004 - Aug 27, 2004
#9	-1.31% Sep 22, 2025 - Oct 24, 2025	-11.51% Sep 24, 2002 - Mar 7, 2003
#10	-1.30% Jul 31, 2024 - Aug 14, 2024	-11.30% Feb 3, 2015 - Nov 30, 2015
#11	-1.14% Sep 20, 2024 - Nov 7, 2024	-10.92% Jun 17, 2003 - Oct 31, 2003
#12	-1.12% May 15, 2024 - Jun 5, 2024	-9.84% Sep 5, 2001 - Oct 9, 2001
#13	-1.10% Oct 27, 2025 - Nov 26, 2025	-9.44% Jun 28, 2005 - Jul 31, 2006
#14	-1.04% Mar 18, 2022 - Mar 29, 2022	-9.33% Mar 4, 2005 - May 25, 2005
#15	-0.88% Nov 11, 2024 - Nov 29, 2024	-8.39% Jul 12, 2011 - Sep 13, 2011

Correlation

Correlation between IBHI and EVN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

IBHI vs EVN dividend yield comparison.

Year	IBHI	EVN
2026	2.76%	2.39%
2025	6.79%	5.72%
2024	6.66%	5.78%
2023	6.48%	4.80%
2022	5.26%	5.60%
2021	0.00%	4.14%
2020	0.00%	4.20%
2019	0.00%	4.46%
2018	0.00%	5.50%
2017	0.00%	5.37%
2016	0.00%	6.06%
2015	0.00%	6.46%
2014	0.00%	6.71%
2013	0.00%	8.81%
2012	0.00%	6.92%
2011	0.00%	7.76%
2010	0.00%	8.54%
2009	0.00%	7.54%
2008	0.00%	10.42%
2007	0.00%	5.76%
2006	0.00%	5.39%
2005	0.00%	7.24%
2004	0.00%	7.26%
2003	0.00%	7.19%
2002	0.00%	7.35%
2001	0.00%	5.71%
2000	0.00%	2.07%