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ISRA vs EVG

Comparison between VANECK ISRAEL ETF (ISRA, ETF) and Eaton Vance Short Duration Diversified Income Fund (EVG, ETF).

5-Year PerformanceISRA has outperformed EVG, delivering a return of +8.5% compared to +5.1%

ISRA vs EVG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISRA
$151M
Winner
EVG
$151M
Expense Ratio
ISRA
0.59%
EVG
N/A
Max Drawdown
Winner
ISRA
46.44%
EVG
54.15%
Sharpe Ratio
Winner
ISRA
1.42
EVG
0.39
5Y Beta
ISRA
0.90
Winner
EVG
0.26
5Y Dividends CAGR
Winner
ISRA
19.96%
EVG
1.45%

ISRA vs EVG - Historical Returns

Returns include dividend reinvestment.

1M
ISRA
-5.82%
Winner
EVG
-0.34%
3M
ISRA
+0.24%
Winner
EVG
+0.48%
6M
Winner
ISRA
+13.23%
EVG
+0.97%
1Y
Winner
ISRA
+36.81%
EVG
+6.71%
5Y(CAGR)
Winner
ISRA
+8.47%
EVG
+5.12%
10Y(CAGR)
Winner
ISRA
+10.40%
EVG
+5.89%
Max(CAGR)
Winner
ISRA
+8.92%
EVG
+4.86%

ISRA vs EVG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearISRAEVG
2026+9.16%+1.02%
2025+36.88%+7.73%
2024+26.26%+14.35%
2023+0.06%+9.92%
2022-26.40%-13.98%
2021+11.59%+17.58%
2020+26.76%-1.29%
2019+26.27%+15.73%
2018-8.78%-7.54%
2017+13.57%+10.90%
2016-4.37%+11.79%
2015-0.44%+1.48%
2014+1.17%-0.55%
2013+18.78%-6.02%
2012N/A+12.74%
2011N/A+1.64%
2010N/A+12.46%
2009N/A+41.73%
2008N/A-21.71%
2007N/A-0.61%
2006N/A+13.83%
2005N/A-11.81%

ISRA vs EVG Drawdown Comparison

The maximum drawdown for ISRA was -44.99%, occurring on Oct 27, 2023. Recovery took 903 trading sessions.

The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.

The current ISRA drawdown is -7.59%. The current EVG drawdown is -2.51%.

RankISRAEVG
#1-44.99%
Nov 12, 2021 - Jun 23, 2025
-40.64%
May 29, 2007 - Sep 15, 2009
#2-38.06%
Feb 19, 2020 - Oct 7, 2020
-32.75%
Feb 20, 2020 - Jan 11, 2021
#3-25.49%
Aug 17, 2015 - Jul 25, 2018
-23.35%
Jan 14, 2022 - May 21, 2024
#4-21.52%
Sep 20, 2018 - Nov 4, 2019
-16.29%
Mar 7, 2005 - Oct 19, 2006
#5-12.79%
Feb 9, 2021 - Sep 3, 2021
-12.67%
Jan 25, 2013 - Sep 6, 2016
#6-11.28%
Apr 2, 2014 - Apr 8, 2015
-10.54%
Jul 14, 2011 - Feb 17, 2012
#7-11.02%
Mar 5, 2026 - Apr 14, 2026
-10.38%
Dec 29, 2017 - May 16, 2019
#8-8.83%
Jul 9, 2025 - Sep 9, 2025
-8.24%
Mar 3, 2025 - Jun 27, 2025
#9-7.59%
May 26, 2026 - Jun 5, 2026
-7.62%
Oct 5, 2012 - Jan 14, 2013
#10-7.52%
Oct 9, 2020 - Nov 19, 2020
-7.05%
May 3, 2010 - Sep 1, 2010
#11-7.13%
Nov 12, 2025 - Dec 4, 2025
-6.77%
Sep 13, 2021 - Jan 14, 2022
#12-5.60%
Aug 13, 2013 - Sep 17, 2013
-6.28%
Nov 5, 2010 - May 25, 2011
#13-5.36%
Jan 15, 2014 - Feb 20, 2014
-5.03%
Feb 17, 2026 - May 6, 2026
#14-5.35%
Sep 23, 2021 - Oct 14, 2021
-4.61%
Sep 7, 2016 - Dec 9, 2016
#15-5.01%
Feb 10, 2026 - Mar 2, 2026
-4.48%
Mar 27, 2012 - Jul 16, 2012

Correlation

Correlation between ISRA and EVG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2005 - 2026)

ISRA vs EVG dividend yield comparison.

YearISRAEVG
20260.00%3.50%
20251.48%8.15%
20241.21%8.69%
20231.89%9.18%
20221.36%12.40%
20211.28%8.75%
20200.17%6.67%
20191.38%6.96%
20180.76%6.63%
20171.58%6.68%
20161.62%7.79%
20151.31%8.05%
20142.51%7.63%
20130.54%7.07%
20120.00%5.72%
20110.00%6.11%
20100.00%7.41%
20090.00%6.19%
20080.00%11.37%
20070.00%8.86%
20060.00%7.98%
20050.00%6.08%

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