IYM vs EVLN
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
IYM vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.40B
EVLN
$1.40B
Expense Ratio
Winner
IYM
0.38%
EVLN
0.60%
Max Drawdown
IYM
68.13%
Winner
EVLN
5.27%
Sharpe Ratio
Winner
IYM
1.27
EVLN
0.18
5Y Beta
IYM
0.87
Winner
EVLN
0.09
P/E Ratio
IYM
30.76
EVLN
N/A
Forward P/E
IYM
18.16
EVLN
N/A
PEG Ratio
IYM
-0.03
EVLN
N/A
5Y Dividends CAGR
IYM
6.04%
EVLN
N/A
5Y EPS CAGR
IYM
12.26%
EVLN
N/A
Debt to Equity
IYM
31.61%
EVLN
N/A
P/S Ratio
IYM
2.82
EVLN
N/A
P/B Ratio
IYM
3.56
EVLN
N/A
IYM vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYM
+1.35%
EVLN
+0.37%
3M
IYM
-0.66%
Winner
EVLN
+0.93%
6M
Winner
IYM
+4.85%
EVLN
+2.29%
1Y
Winner
IYM
+31.63%
EVLN
+4.06%
5Y(CAGR)
IYM
+8.70%
EVLN
N/A
10Y(CAGR)
IYM
+10.56%
EVLN
N/A
Max(CAGR)
Winner
IYM
+8.47%
EVLN
+5.98%
IYM vs EVLN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | EVLN |
|---|---|---|
| 2026 | +18.34% | +2.10% |
| 2025 | +21.73% | +5.58% |
| 2024 | -4.30% | +7.28% |
| 2023 | +13.12% | N/A |
| 2022 | -8.41% | N/A |
| 2021 | +26.40% | N/A |
| 2020 | +19.04% | N/A |
| 2019 | +18.37% | N/A |
| 2018 | -17.86% | N/A |
| 2017 | +24.09% | N/A |
| 2016 | +21.77% | N/A |
| 2015 | -12.86% | N/A |
| 2014 | +3.69% | N/A |
| 2013 | +16.86% | N/A |
| 2012 | +6.37% | N/A |
| 2011 | -16.01% | N/A |
| 2010 | +26.82% | N/A |
| 2009 | +57.70% | N/A |
| 2008 | -50.42% | N/A |
| 2007 | +33.32% | N/A |
| 2006 | +14.42% | N/A |
| 2005 | +5.52% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +31.73% | N/A |
| 2002 | -8.54% | N/A |
| 2001 | +4.38% | N/A |
| 2000 | +13.62% | N/A |
IYM vs EVLN Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current IYM drawdown is -2.44%.
| Rank | IYM | EVLN |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | -13.61% Mar 2, 2026 - Jun 15, 2026 | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between IYM and EVLN is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2000 - 2026)
IYM vs EVLN dividend yield comparison.
| Year | IYM | EVLN |
|---|---|---|
| 2026 | 0.52% | 3.84% |
| 2025 | 1.51% | 7.28% |
| 2024 | 1.65% | 6.41% |
| 2023 | 1.77% | 0.00% |
| 2022 | 2.14% | 0.00% |
| 2021 | 1.48% | 0.00% |
| 2020 | 1.39% | 0.00% |
| 2019 | 2.09% | 0.00% |
| 2018 | 1.68% | 0.00% |
| 2017 | 1.43% | 0.00% |
| 2016 | 1.47% | 0.00% |
| 2015 | 2.04% | 0.00% |
| 2014 | 1.77% | 0.00% |
| 2013 | 1.79% | 0.00% |
| 2012 | 1.94% | 0.00% |
| 2011 | 2.22% | 0.00% |
| 2010 | 1.12% | 0.00% |
| 2009 | 1.43% | 0.00% |
| 2008 | 3.18% | 0.00% |
| 2007 | 1.36% | 0.00% |
| 2006 | 1.99% | 0.00% |
| 2005 | 1.68% | 0.00% |
| 2004 | 1.47% | 0.00% |
| 2003 | 1.49% | 0.00% |
| 2002 | 1.77% | 0.00% |
| 2001 | 1.60% | 0.00% |
| 2000 | 1.17% | 0.00% |
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