IDU vs EVLN
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
IDU vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.40B
EVLN
$1.40B
Expense Ratio
Winner
IDU
0.38%
EVLN
0.60%
Max Drawdown
IDU
56.36%
Winner
EVLN
5.27%
Sharpe Ratio
IDU
-0.02
Winner
EVLN
0.18
5Y Beta
IDU
0.30
Winner
EVLN
0.09
P/E Ratio
IDU
21.37
EVLN
N/A
Forward P/E
IDU
18.88
EVLN
N/A
PEG Ratio
IDU
1.62
EVLN
N/A
5Y Dividends CAGR
IDU
1.91%
EVLN
N/A
5Y EPS CAGR
IDU
12.62%
EVLN
N/A
Debt to Equity
IDU
119.27%
EVLN
N/A
P/S Ratio
IDU
2.81
EVLN
N/A
P/B Ratio
IDU
2.42
EVLN
N/A
IDU vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
IDU
-3.89%
Winner
EVLN
+0.37%
3M
IDU
-3.79%
Winner
EVLN
+0.93%
6M
IDU
+1.14%
Winner
EVLN
+2.29%
1Y
IDU
+3.29%
Winner
EVLN
+4.06%
5Y(CAGR)
IDU
+8.39%
EVLN
N/A
10Y(CAGR)
IDU
+8.56%
EVLN
N/A
Max(CAGR)
Winner
IDU
+7.80%
EVLN
+5.98%
IDU vs EVLN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | EVLN |
|---|---|---|
| 2026 | +1.80% | +2.10% |
| 2025 | +14.69% | +5.58% |
| 2024 | +21.91% | +7.28% |
| 2023 | -4.94% | N/A |
| 2022 | +1.28% | N/A |
| 2021 | +19.75% | N/A |
| 2020 | +0.17% | N/A |
| 2019 | +26.63% | N/A |
| 2018 | +4.76% | N/A |
| 2017 | +12.31% | N/A |
| 2016 | +16.86% | N/A |
| 2015 | -5.49% | N/A |
| 2014 | +29.35% | N/A |
| 2013 | +12.69% | N/A |
| 2012 | +2.77% | N/A |
| 2011 | +18.02% | N/A |
| 2010 | +6.84% | N/A |
| 2009 | +10.11% | N/A |
| 2008 | -29.56% | N/A |
| 2007 | +16.31% | N/A |
| 2006 | +18.57% | N/A |
| 2005 | +16.42% | N/A |
| 2004 | +23.20% | N/A |
| 2003 | +21.48% | N/A |
| 2002 | -22.70% | N/A |
| 2001 | -23.37% | N/A |
| 2000 | +31.20% | N/A |
IDU vs EVLN Drawdown Comparison
The maximum drawdown for IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 1128 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current IDU drawdown is -7.63%.
| Rank | IDU | EVLN |
|---|---|---|
| #1 | -53.88% Dec 28, 2000 - Jun 28, 2005 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -47.78% Dec 10, 2007 - Jun 18, 2012 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -36.18% Feb 18, 2020 - Aug 13, 2021 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -16.19% Jan 29, 2015 - Mar 8, 2016 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -15.29% Nov 14, 2017 - Oct 19, 2018 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | -12.08% Jul 6, 2016 - Mar 22, 2017 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | -12.07% Oct 3, 2005 - Jul 20, 2006 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | -11.38% May 21, 2007 - Dec 3, 2007 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | -10.77% Apr 30, 2013 - Feb 13, 2014 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | -9.85% Nov 29, 2024 - May 16, 2025 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | -9.57% Jul 30, 2012 - Feb 12, 2013 | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | -9.33% Jun 30, 2014 - Oct 23, 2014 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between IDU and EVLN is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IDU vs EVLN dividend yield comparison.
| Year | IDU | EVLN |
|---|---|---|
| 2026 | 1.14% | 3.84% |
| 2025 | 2.23% | 7.28% |
| 2024 | 2.29% | 6.41% |
| 2023 | 2.79% | 0.00% |
| 2022 | 2.39% | 0.00% |
| 2021 | 2.39% | 0.00% |
| 2020 | 2.94% | 0.00% |
| 2019 | 2.71% | 0.00% |
| 2018 | 2.80% | 0.00% |
| 2017 | 2.62% | 0.00% |
| 2016 | 3.18% | 0.00% |
| 2015 | 4.22% | 0.00% |
| 2014 | 2.88% | 0.00% |
| 2013 | 3.36% | 0.00% |
| 2012 | 3.47% | 0.00% |
| 2011 | 3.28% | 0.00% |
| 2010 | 3.76% | 0.00% |
| 2009 | 3.72% | 0.00% |
| 2008 | 3.68% | 0.00% |
| 2007 | 2.31% | 0.00% |
| 2006 | 2.48% | 0.00% |
| 2005 | 2.86% | 0.00% |
| 2004 | 2.83% | 0.00% |
| 2003 | 3.13% | 0.00% |
| 2002 | 4.32% | 0.00% |
| 2001 | 3.20% | 0.00% |
| 2000 | 1.42% | 0.00% |
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