INEQ vs EVF

Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and Eaton Vance Senior Income Trust (EVF, ETF).

5-Year PerformanceINEQ has outperformed EVF, delivering a return of +14.0% compared to +2.6%

INEQ vs EVF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INEQ(ETF)	EVF(ETF)
Net Assets	$103M	$102M
Expense Ratio	0.45%	N/A
Max Drawdown	47.22%	71.10%
Sharpe Ratio	1.40	-0.83
5Y Beta	0.64	0.33
5Y Dividends CAGR	38.17%	2.79%

Net Assets

Winner

INEQ

$103M

EVF

$102M

Expense Ratio

INEQ

0.45%

EVF

N/A

Max Drawdown

Winner

INEQ

47.22%

EVF

71.10%

Sharpe Ratio

Winner

INEQ

1.40

EVF

-0.83

5Y Beta

INEQ

0.64

Winner

EVF

0.33

5Y Dividends CAGR

Winner

INEQ

38.17%

EVF

2.79%

INEQ vs EVF - Historical Returns

Returns include dividend reinvestment.

Period	INEQ	EVF
1 month	+5.59%	+0.24%
3 months	+5.64%	+1.51%
6 months	+4.42%	-1.32%
1 year	+24.63%	-2.69%
5 years(CAGR)	+14.05%	+2.65%
10 years(CAGR)	+10.04%	+5.48%
Max(CAGR)	+10.41%	+4.66%

Winner

INEQ

+5.59%

EVF

+0.24%

Winner

INEQ

+5.64%

EVF

+1.51%

Winner

INEQ

+4.42%

EVF

-1.32%

Winner

INEQ

+24.63%

EVF

-2.69%

5Y(CAGR)

Winner

INEQ

+14.05%

EVF

+2.65%

10Y(CAGR)

Winner

INEQ

+10.04%

EVF

+5.48%

Max(CAGR)

Winner

INEQ

+10.41%

EVF

+4.66%

INEQ vs EVF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	INEQ	EVF
2026	+14.96%	-0.81%
2025	+40.20%	-6.55%
2024	+6.96%	+6.62%
2023	+20.41%	+34.75%
2022	-6.27%	-14.85%
2021	+10.37%	+12.31%
2020	-1.43%	+6.15%
2019	+16.08%	+14.33%
2018	-18.12%	-2.25%
2017	+24.64%	+3.08%
2016	+8.86%	+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%

INEQ vs EVF Drawdown Comparison

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The maximum drawdown for EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 691 trading sessions.

The current EVF drawdown is -9.75%.

Rank	INEQ	EVF
#1	-41.56% Jan 29, 2018 - May 6, 2021	-62.40% Jun 1, 2007 - Mar 1, 2010
#2	-24.52% Sep 13, 2021 - Apr 21, 2023	-40.99% Feb 18, 2020 - Nov 25, 2020
#3	-14.38% Mar 19, 2025 - May 12, 2025	-23.93% May 31, 2001 - Mar 27, 2003
#4	-9.56% Feb 27, 2026 - Jul 30, 2026	-23.73% Oct 22, 2021 - Nov 2, 2023
#5	-8.76% Jul 13, 2023 - Dec 1, 2023	-21.13% May 24, 2013 - Sep 29, 2016
#6	-8.62% Aug 27, 2024 - Feb 18, 2025	-19.64% Mar 9, 2011 - Aug 6, 2012
#7	-6.50% Jul 12, 2024 - Aug 19, 2024	-16.86% Feb 13, 2025 - Apr 7, 2025
#8	-5.17% Jun 7, 2021 - Sep 3, 2021	-16.66% Apr 6, 2004 - Jan 11, 2007
#9	-4.35% Apr 9, 2024 - May 10, 2024	-14.05% Oct 10, 2000 - Jan 29, 2001
#10	-4.30% Jun 3, 2024 - Jul 12, 2024	-13.92% Nov 19, 1999 - Aug 30, 2000
#11	-4.15% Jun 15, 2023 - Jul 13, 2023	-13.09% Apr 5, 2018 - Jul 10, 2019
#12	-4.10% Nov 12, 2025 - Dec 3, 2025	-11.13% Apr 13, 2010 - Jul 30, 2010
#13	-3.66% Sep 6, 2016 - Dec 9, 2016	-9.09% Feb 16, 2001 - May 29, 2001
#14	-3.60% May 10, 2021 - Jun 4, 2021	-8.43% Aug 14, 2003 - Feb 13, 2004
#15	-3.54% Jul 23, 2025 - Aug 8, 2025	-6.51% Jul 9, 2024 - Nov 7, 2024

Correlation

Correlation between INEQ and EVF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

INEQ vs EVF dividend yield comparison.

Year	INEQ	EVF
2026	1.60%	5.60%
2025	9.76%	9.58%
2024	3.11%	10.13%
2023	3.27%	10.51%
2022	3.58%	9.45%
2021	3.43%	5.37%
2020	2.64%	6.16%
2019	3.34%	6.58%
2018	7.25%	6.27%
2017	4.63%	5.57%
2016	2.52%	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%