IWC vs EVLN
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
IWC vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
EVLN
$1.40B
Expense Ratio
IWC
0.60%
EVLN
0.60%
Max Drawdown
IWC
65.20%
Winner
EVLN
5.27%
Sharpe Ratio
Winner
IWC
1.52
EVLN
0.44
5Y Beta
IWC
1.18
Winner
EVLN
0.09
P/E Ratio
IWC
-16.58
EVLN
N/A
Forward P/E
IWC
10.94
EVLN
N/A
5Y Dividends CAGR
IWC
13.56%
EVLN
N/A
5Y EPS CAGR
IWC
-2.65%
EVLN
N/A
Debt to Equity
IWC
23.36%
EVLN
N/A
P/S Ratio
IWC
1.14
EVLN
N/A
P/B Ratio
IWC
1.70
EVLN
N/A
IWC vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+5.01%
EVLN
+1.06%
3M
Winner
IWC
+5.54%
EVLN
+1.51%
6M
Winner
IWC
+17.63%
EVLN
+3.96%
1Y
Winner
IWC
+40.82%
EVLN
+4.55%
5Y(CAGR)
IWC
+7.54%
EVLN
N/A
10Y(CAGR)
IWC
+11.24%
EVLN
N/A
Max(CAGR)
Winner
IWC
+7.93%
EVLN
+6.14%
IWC vs EVLN - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | EVLN |
|---|---|---|
| 2026 | +24.38% | +2.77% |
| 2025 | +22.31% | +5.58% |
| 2024 | +14.33% | +7.28% |
| 2023 | +9.83% | N/A |
| 2022 | -23.36% | N/A |
| 2021 | +19.37% | N/A |
| 2020 | +21.33% | N/A |
| 2019 | +20.16% | N/A |
| 2018 | -14.02% | N/A |
| 2017 | +12.24% | N/A |
| 2016 | +23.81% | N/A |
| 2015 | -4.75% | N/A |
| 2014 | +4.30% | N/A |
| 2013 | +40.53% | N/A |
| 2012 | +17.20% | N/A |
| 2011 | -11.41% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +23.05% | N/A |
| 2008 | -38.31% | N/A |
| 2007 | -8.99% | N/A |
| 2006 | +13.12% | N/A |
| 2005 | +2.82% | N/A |
IWC vs EVLN Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current IWC drawdown is -2.15%. The current EVLN drawdown is -0.02%.
| Rank | IWC | EVLN |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | -7.07% Jul 1, 2026 - Aug 14, 2026 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between IWC and EVLN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
IWC vs EVLN dividend yield comparison.
| Year | IWC | EVLN |
|---|---|---|
| 2026 | 0.39% | 3.81% |
| 2025 | 1.10% | 7.28% |
| 2024 | 1.06% | 6.41% |
| 2023 | 1.17% | 0.00% |
| 2022 | 1.18% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 2020 | 0.98% | 0.00% |
| 2019 | 1.19% | 0.00% |
| 2018 | 1.01% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 1.49% | 0.00% |
| 2014 | 1.11% | 0.00% |
| 2013 | 1.01% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.21% | 0.00% |
| 2010 | 0.82% | 0.00% |
| 2009 | 0.82% | 0.00% |
| 2008 | 1.31% | 0.00% |
| 2007 | 0.79% | 0.00% |
| 2006 | 0.51% | 0.00% |
| 2005 | 0.19% | 0.00% |
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