IBTJ vs EVLN
Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
IBTJ vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTJ
$1.40B
EVLN
$1.40B
Expense Ratio
Winner
IBTJ
0.07%
EVLN
0.60%
Max Drawdown
IBTJ
23.49%
Winner
EVLN
5.27%
Sharpe Ratio
IBTJ
-0.70
Winner
EVLN
0.43
5Y Beta
Winner
IBTJ
-0.02
EVLN
0.09
5Y Dividends CAGR
IBTJ
30.90%
EVLN
N/A
IBTJ vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
IBTJ
+0.44%
Winner
EVLN
+0.92%
3M
IBTJ
+0.69%
Winner
EVLN
+1.54%
6M
IBTJ
-0.23%
Winner
EVLN
+3.34%
1Y
IBTJ
+2.45%
Winner
EVLN
+4.75%
5Y(CAGR)
IBTJ
-0.35%
EVLN
N/A
Max(CAGR)
IBTJ
-0.03%
Winner
EVLN
+6.17%
IBTJ vs EVLN - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTJ | EVLN |
|---|---|---|
| 2026 | +0.46% | +2.79% |
| 2025 | +6.89% | +5.58% |
| 2024 | +2.10% | +7.28% |
| 2023 | +3.96% | N/A |
| 2022 | -11.80% | N/A |
| 2021 | -3.59% | N/A |
| 2020 | +3.50% | N/A |
IBTJ vs EVLN Drawdown Comparison
The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current IBTJ drawdown is -5.79%.
| Rank | IBTJ | EVLN |
|---|---|---|
| #1 | -20.19% Aug 4, 2020 - Oct 20, 2022 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -5.30% Mar 9, 2020 - Apr 3, 2020 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -2.27% Apr 21, 2020 - Jul 21, 2020 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -1.20% Apr 3, 2020 - Apr 15, 2020 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -0.25% Apr 16, 2020 - Apr 20, 2020 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -0.24% Jul 23, 2020 - Jul 28, 2020 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -0.10% Jul 31, 2020 - Aug 4, 2020 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | N/A | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | N/A | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | N/A | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | N/A | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | N/A | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | N/A | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | N/A | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | N/A | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between IBTJ and EVLN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
IBTJ vs EVLN dividend yield comparison.
| Year | IBTJ | EVLN |
|---|---|---|
| 2026 | 2.20% | 3.81% |
| 2025 | 3.78% | 7.28% |
| 2024 | 3.95% | 6.41% |
| 2023 | 3.48% | 0.00% |
| 2022 | 1.86% | 0.00% |
| 2021 | 0.74% | 0.00% |
| 2020 | 0.61% | 0.00% |
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