LOWV vs ETX

Comparison between AB US LOW VOLATILITY EQUITY ETF (LOWV, ETF) and Eaton Vance Municipal Income 2028 Term Trust (ETX, ETF).

LOWV vs ETX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LOWV(ETF)	ETX(ETF)
Net Assets	$199M	$199M
Expense Ratio	0.39%	N/A
Max Drawdown	13.97%	32.76%
Sharpe Ratio	0.60	0.57
5Y Beta	0.73	0.09
P/E Ratio	26.38	N/A
Forward P/E	21.75	N/A
PEG Ratio	0.58	N/A
5Y Dividends CAGR	N/A	3.62%
5Y EPS CAGR	26.58%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	5.89	N/A

Net Assets

LOWV

$199M

Winner

ETX

$199M

Expense Ratio

LOWV

0.39%

ETX

N/A

Max Drawdown

Winner

LOWV

13.97%

ETX

32.76%

Sharpe Ratio

Winner

LOWV

0.60

ETX

0.57

5Y Beta

LOWV

0.73

Winner

ETX

0.09

P/E Ratio

LOWV

26.38

ETX

N/A

Forward P/E

LOWV

21.75

ETX

N/A

PEG Ratio

LOWV

0.58

ETX

N/A

5Y Dividends CAGR

LOWV

N/A

ETX

3.62%

5Y EPS CAGR

LOWV

26.58%

ETX

N/A

P/S Ratio

LOWV

2.85

ETX

N/A

P/B Ratio

LOWV

5.89

ETX

N/A

LOWV vs ETX - Historical Returns

Returns include dividend reinvestment.

Period	LOWV	ETX
1 month	-0.16%	+0.89%
3 months	+3.11%	+0.35%
6 months	+1.69%	+1.13%
1 year	+10.17%	+9.58%
5 years(CAGR)	N/A	+1.15%
10 years(CAGR)	N/A	+3.59%
Max(CAGR)	+17.17%	+4.12%

LOWV

-0.16%

Winner

ETX

+0.89%

Winner

LOWV

+3.11%

ETX

+0.35%

Winner

LOWV

+1.69%

ETX

+1.13%

Winner

LOWV

+10.17%

ETX

+9.58%

5Y(CAGR)

LOWV

N/A

ETX

+1.15%

10Y(CAGR)

LOWV

N/A

ETX

+3.59%

Max(CAGR)

Winner

LOWV

+17.17%

ETX

+4.12%

LOWV vs ETX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LOWV	ETX
2026	+2.36%	+2.70%
2025	+12.43%	+11.55%
2024	+20.83%	+6.08%
2023	+20.42%	-0.69%
2022	N/A	-13.36%
2021	N/A	-4.59%
2020	N/A	+12.33%
2019	N/A	+17.34%
2018	N/A	-3.05%
2017	N/A	+9.16%
2016	N/A	+8.96%
2015	N/A	+10.25%
2014	N/A	+24.43%
2013	N/A	-24.56%

LOWV vs ETX Drawdown Comparison

The maximum drawdown for LOWV was -13.87%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.

The maximum drawdown for ETX was -32.09%, occurring on Aug 16, 2013. Recovery took 649 trading sessions.

The current LOWV drawdown is -1.57%. The current ETX drawdown is -1.31%.

Rank	LOWV	ETX
#1	-13.87% Feb 19, 2025 - Jun 4, 2025	-32.09% May 3, 2013 - Nov 30, 2015
#2	-9.59% Jan 12, 2026 - Apr 30, 2026	-25.15% Dec 5, 2019 - Aug 3, 2020
#3	-6.28% Jul 25, 2023 - Nov 10, 2023	-24.19% Jun 29, 2021 - Oct 28, 2025
#4	-5.60% Jul 16, 2024 - Aug 19, 2024	-11.85% Aug 22, 2016 - Aug 29, 2017
#5	-4.29% Oct 28, 2025 - Jan 12, 2026	-9.62% Oct 2, 2018 - Jan 24, 2019
#6	-4.21% Dec 6, 2024 - Feb 6, 2025	-8.40% Sep 15, 2017 - Oct 2, 2018
#7	-4.17% Mar 28, 2024 - May 14, 2024	-7.93% Mar 22, 2021 - Jun 29, 2021
#8	-3.30% Aug 30, 2024 - Sep 13, 2024	-6.85% Dec 31, 2020 - Mar 22, 2021
#9	-2.83% Nov 8, 2024 - Dec 2, 2024	-6.85% Sep 9, 2020 - Nov 25, 2020
#10	-2.61% May 21, 2024 - Jun 11, 2024	-6.76% Sep 10, 2019 - Oct 8, 2019
#11	-2.35% Oct 8, 2025 - Oct 27, 2025	-5.69% Oct 8, 2019 - Dec 5, 2019
#12	-2.28% May 1, 2023 - May 17, 2023	-4.93% Oct 28, 2025 - May 19, 2026
#13	-2.20% Oct 14, 2024 - Nov 6, 2024	-4.14% Jul 7, 2016 - Aug 8, 2016
#14	-2.08% Jun 12, 2025 - Jun 26, 2025	-3.40% May 16, 2016 - Jun 3, 2016
#15	-1.95% Jul 25, 2025 - Aug 13, 2025	-3.09% Dec 2, 2020 - Dec 29, 2020

Correlation

Correlation between LOWV and ETX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

LOWV vs ETX dividend yield comparison.

Year	LOWV	ETX
2026	0.19%	2.07%
2025	0.85%	5.02%
2024	0.92%	5.33%
2023	0.77%	4.15%
2022	0.00%	4.62%
2021	0.00%	3.96%
2020	0.00%	3.60%
2019	0.00%	3.88%
2018	0.00%	4.46%
2017	0.00%	4.11%
2016	0.00%	4.33%
2015	0.00%	4.59%
2014	0.00%	5.26%
2013	0.00%	3.39%