IUS vs EVMO
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF).
IUS vs EVMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUS
$882M
EVMO
$882M
Expense Ratio
Winner
IUS
0.19%
EVMO
0.45%
Max Drawdown
IUS
35.17%
Winner
EVMO
2.88%
Sharpe Ratio
Winner
IUS
2.27
EVMO
0.14
5Y Beta
IUS
0.77
Winner
EVMO
0.08
P/E Ratio
IUS
22.67
EVMO
N/A
Forward P/E
IUS
16.21
EVMO
N/A
PEG Ratio
IUS
0.37
EVMO
N/A
5Y Dividends CAGR
IUS
9.63%
EVMO
N/A
5Y EPS CAGR
IUS
16.29%
EVMO
N/A
Debt to Equity
IUS
26.34%
EVMO
N/A
P/S Ratio
IUS
1.23
EVMO
N/A
P/B Ratio
IUS
3.35
EVMO
N/A
IUS vs EVMO - Holdings Comparison
IUS and EVMO have 1 common holdings. Overlap is -0.12%
IUS's top 25 holdings weight is 38.98%. EVMO's top 25 holdings weight is 33.32%.
| Rank | IUS | EVMO |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.28% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 3.92% | n/a (n/a) - 5.22% |
| #3 | MICROSOFT CORP (MSFT) - 3.23% | n/a (n/a) - 3.31% |
| #4 | META PLATFORMS INC CLASS A (META) - 2.93% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80% |
| #5 | AMAZON.COM INC (AMZN) - 2.74% | NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | FHLMC 5.5% (n/a) - 1.26% |
| #7 | NVIDIA CORP (NVDA) - 2.11% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.08% | n/a (n/a) - 1.06% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.45% | CFMT 2025-AB3 LLC 0% (n/a) - 1.04% |
| #10 | CHEVRON CORP (CVX) - 1.35% | RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91% |
| #11 | CVS HEALTH CORP (CVS) - 1.01% | ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 0.95% | RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87% |
| #13 | AT&T INC (T) - 0.95% | SU CASITA TRUST 0% (n/a) - 0.86% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.93% | n/a (n/a) - 0.74% |
| #15 | WALMART INC (WMT) - 0.90% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 0.88% | SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64% |
| #17 | VISA INC CLASS A (V) - 0.86% | BOSTON LENDING TRUST 0% (n/a) - 0.63% |
| #18 | GENERAL MOTORS CO (GM) - 0.84% | FMC GMSR ISSUER TRUST 0% (n/a) - 0.58% |
| #19 | BROADCOM INC (AVGO) - 0.81% | GNMA 7% (n/a) - 0.58% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.74% | REALKREDIT DANMARK A/S 4% (n/a) - 0.57% |
| #21 | MCKESSON CORP (MCK) - 0.72% | STAR TRUST 2022-SFR3 0% (n/a) - 0.56% |
| #22 | THE CIGNA GROUP (CI) - 0.69% | RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54% |
| #23 | THE HOME DEPOT INC (HD) - 0.68% | n/a (n/a) - 0.48% |
| #24 | FORD MOTOR CO (F) - 0.66% | OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46% |
| #25 | MERCK & CO INC (MRK) - 0.66% | ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40% |
| Total Holdings | 542 | 188 |
IUS vs EVMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+3.13%
EVMO
+0.14%
3M
Winner
IUS
+9.36%
EVMO
-0.23%
6M
Winner
IUS
+14.39%
EVMO
+0.76%
1Y
Winner
IUS
+31.02%
EVMO
+4.04%
5Y(CAGR)
IUS
+14.21%
EVMO
N/A
Max(CAGR)
Winner
IUS
+15.33%
EVMO
+4.21%
IUS vs EVMO - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IUS | EVMO |
|---|---|---|
| 2026 | +17.39% | +0.72% |
| 2025 | +17.23% | +3.33% |
| 2024 | +16.56% | N/A |
| 2023 | +21.21% | N/A |
| 2022 | -8.85% | N/A |
| 2021 | +33.59% | N/A |
| 2020 | +14.43% | N/A |
| 2019 | +29.34% | N/A |
| 2018 | -12.48% | N/A |
IUS vs EVMO Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current IUS drawdown is -0.44%. The current EVMO drawdown is -0.95%.
| Rank | IUS | EVMO |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -1.89% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -0.56% Oct 29, 2025 - Nov 24, 2025 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -0.43% Dec 3, 2025 - Dec 18, 2025 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -0.41% Sep 16, 2025 - Sep 30, 2025 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -0.35% Jan 15, 2026 - Jan 26, 2026 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -0.34% Aug 4, 2025 - Aug 19, 2025 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -0.28% Dec 29, 2025 - Jan 8, 2026 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -0.24% Oct 13, 2025 - Oct 15, 2025 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -0.24% Dec 24, 2025 - Dec 29, 2025 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -0.20% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -0.20% Aug 28, 2025 - Sep 4, 2025 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -0.20% Jan 12, 2026 - Jan 15, 2026 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -0.18% Oct 8, 2025 - Oct 10, 2025 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -0.18% Jan 30, 2026 - Feb 6, 2026 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -0.16% Oct 3, 2025 - Oct 8, 2025 |
Correlation
Correlation between IUS and EVMO is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2018 - 2026)
IUS vs EVMO dividend yield comparison.
| Year | IUS | EVMO |
|---|---|---|
| 2026 | 0.63% | 2.54% |
| 2025 | 1.48% | 1.95% |
| 2024 | 1.52% | 0.00% |
| 2023 | 1.72% | 0.00% |
| 2022 | 1.78% | 0.00% |
| 2021 | 1.46% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 1.77% | 0.00% |
| 2018 | 0.73% | 0.00% |
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