IYK vs EVLN
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
IYK vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.40B
EVLN
$1.40B
Expense Ratio
Winner
IYK
0.38%
EVLN
0.60%
Max Drawdown
IYK
44.10%
Winner
EVLN
5.27%
Sharpe Ratio
IYK
0.35
Winner
EVLN
0.43
5Y Beta
IYK
0.10
Winner
EVLN
0.09
P/E Ratio
IYK
25.96
EVLN
N/A
Forward P/E
IYK
18.28
EVLN
N/A
PEG Ratio
IYK
0.87
EVLN
N/A
5Y Dividends CAGR
IYK
19.15%
EVLN
N/A
5Y EPS CAGR
IYK
12.52%
EVLN
N/A
Debt to Equity
IYK
65.17%
EVLN
N/A
P/S Ratio
IYK
0.89
EVLN
N/A
P/B Ratio
IYK
4.82
EVLN
N/A
IYK vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
+1.67%
EVLN
+0.92%
3M
Winner
IYK
+4.48%
EVLN
+1.54%
6M
IYK
+0.86%
Winner
EVLN
+3.34%
1Y
Winner
IYK
+8.06%
EVLN
+4.75%
5Y(CAGR)
IYK
+6.72%
EVLN
N/A
10Y(CAGR)
IYK
+9.27%
EVLN
N/A
Max(CAGR)
Winner
IYK
+8.90%
EVLN
+6.17%
IYK vs EVLN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | EVLN |
|---|---|---|
| 2026 | +14.08% | +2.79% |
| 2025 | +5.25% | +5.58% |
| 2024 | +3.60% | +7.28% |
| 2023 | -2.33% | N/A |
| 2022 | +3.53% | N/A |
| 2021 | +18.27% | N/A |
| 2020 | +32.97% | N/A |
| 2019 | +28.40% | N/A |
| 2018 | -13.70% | N/A |
| 2017 | +15.92% | N/A |
| 2016 | +6.45% | N/A |
| 2015 | +6.36% | N/A |
| 2014 | +12.80% | N/A |
| 2013 | +26.87% | N/A |
| 2012 | +11.79% | N/A |
| 2011 | +7.95% | N/A |
| 2010 | +17.66% | N/A |
| 2009 | +20.43% | N/A |
| 2008 | -25.05% | N/A |
| 2007 | +9.01% | N/A |
| 2006 | +13.48% | N/A |
| 2005 | +2.38% | N/A |
| 2004 | +11.76% | N/A |
| 2003 | +18.08% | N/A |
| 2002 | -5.87% | N/A |
| 2001 | +3.41% | N/A |
| 2000 | +5.63% | N/A |
IYK vs EVLN Drawdown Comparison
The maximum drawdown for IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 722 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current IYK drawdown is -2.23%.
| Rank | IYK | EVLN |
|---|---|---|
| #1 | -42.63% Dec 10, 2007 - Oct 22, 2010 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -33.19% Feb 20, 2020 - Jul 27, 2020 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -24.53% May 2, 2002 - Dec 22, 2003 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -19.69% Jan 24, 2018 - Jul 29, 2019 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -15.04% Apr 21, 2022 - May 10, 2024 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -13.22% Jul 7, 2011 - Jan 25, 2012 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -12.81% Feb 12, 2001 - Dec 19, 2001 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | -10.68% Feb 27, 2026 - Jul 28, 2026 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | -10.21% Jun 23, 2004 - Dec 9, 2004 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | -10.04% Aug 5, 2015 - Oct 19, 2015 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | -9.05% Feb 8, 2021 - Apr 12, 2021 | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | -8.47% Oct 22, 2015 - Mar 4, 2016 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | -8.13% Jul 20, 2000 - Nov 1, 2000 | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | -7.87% Apr 3, 2025 - Jan 30, 2026 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between IYK and EVLN is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2000 - 2026)
IYK vs EVLN dividend yield comparison.
| Year | IYK | EVLN |
|---|---|---|
| 2026 | 1.00% | 3.81% |
| 2025 | 2.75% | 7.28% |
| 2024 | 2.63% | 6.41% |
| 2023 | 2.74% | 0.00% |
| 2022 | 2.16% | 0.00% |
| 2021 | 1.49% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 2.21% | 0.00% |
| 2018 | 2.81% | 0.00% |
| 2017 | 1.74% | 0.00% |
| 2016 | 2.63% | 0.00% |
| 2015 | 2.11% | 0.00% |
| 2014 | 1.82% | 0.00% |
| 2013 | 1.84% | 0.00% |
| 2012 | 2.24% | 0.00% |
| 2011 | 2.11% | 0.00% |
| 2010 | 2.15% | 0.00% |
| 2009 | 2.41% | 0.00% |
| 2008 | 2.50% | 0.00% |
| 2007 | 1.86% | 0.00% |
| 2006 | 1.89% | 0.00% |
| 2005 | 1.62% | 0.00% |
| 2004 | 1.36% | 0.00% |
| 2003 | 1.39% | 0.00% |
| 2002 | 1.49% | 0.00% |
| 2001 | 1.20% | 0.00% |
| 2000 | 0.58% | 0.00% |
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