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NTSX vs EVLN

Comparison between WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).

NTSX vs EVLN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NTSX
$1.40B
EVLN
$1.40B
Expense Ratio
Winner
NTSX
0.20%
EVLN
0.60%
Max Drawdown
NTSX
31.97%
Winner
EVLN
5.27%
Sharpe Ratio
Winner
NTSX
1.13
EVLN
0.18
5Y Beta
NTSX
0.93
Winner
EVLN
0.09
P/E Ratio
NTSX
25.77
EVLN
N/A
Forward P/E
NTSX
20.74
EVLN
N/A
PEG Ratio
NTSX
0.28
EVLN
N/A
5Y Dividends CAGR
NTSX
14.99%
EVLN
N/A
5Y EPS CAGR
NTSX
29.72%
EVLN
N/A
Debt to Equity
NTSX
51.67%
EVLN
N/A
P/S Ratio
NTSX
3.70
EVLN
N/A
P/B Ratio
NTSX
5.74
EVLN
N/A

NTSX vs EVLN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NTSX
+1.13%
EVLN
+0.37%
3M
Winner
NTSX
+3.42%
EVLN
+0.93%
6M
Winner
NTSX
+9.33%
EVLN
+2.29%
1Y
Winner
NTSX
+18.51%
EVLN
+4.06%
5Y(CAGR)
NTSX
+8.61%
EVLN
N/A
10Y(CAGR)
NTSX
+12.85%
EVLN
N/A
Max(CAGR)
Winner
NTSX
+12.85%
EVLN
+5.98%

NTSX vs EVLN - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearNTSXEVLN
2026+10.13%+2.10%
2025+18.60%+5.58%
2024+21.13%+7.28%
2023+22.74%N/A
2022-25.84%N/A
2021+23.76%N/A
2020+23.76%N/A
2019+31.31%N/A
2018-8.71%N/A

NTSX vs EVLN Drawdown Comparison

The maximum drawdown for NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.

The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.

The current NTSX drawdown is -0.69%.

RankNTSXEVLN
#1-31.34%
Dec 27, 2021 - Jun 12, 2024
-2.78%
Feb 19, 2025 - May 7, 2025
#2-28.33%
Feb 19, 2020 - Jul 10, 2020
-1.77%
Jan 22, 2026 - Apr 22, 2026
#3-16.82%
Dec 6, 2024 - Jun 24, 2025
-0.61%
Jul 19, 2024 - Aug 14, 2024
#4-16.45%
Sep 20, 2018 - Mar 21, 2019
-0.50%
Sep 24, 2025 - Oct 24, 2025
#5-9.16%
Jan 12, 2026 - Apr 15, 2026
-0.39%
Jun 18, 2026 - Jul 6, 2026
#6-8.84%
Sep 2, 2020 - Nov 16, 2020
-0.35%
Jul 18, 2025 - Aug 25, 2025
#7-6.58%
Jul 16, 2024 - Aug 19, 2024
-0.35%
Jul 20, 2026 - Aug 4, 2026
#8-5.65%
Sep 2, 2021 - Oct 29, 2021
-0.34%
Sep 24, 2024 - Sep 30, 2024
#9-5.62%
Feb 12, 2021 - Apr 5, 2021
-0.34%
Dec 13, 2024 - Dec 30, 2024
#10-5.34%
Oct 28, 2025 - Dec 24, 2025
-0.25%
Jun 4, 2026 - Jun 16, 2026
#11-4.77%
Jun 2, 2026 - Aug 4, 2026
-0.24%
Sep 19, 2024 - Sep 24, 2024
#12-4.42%
Apr 30, 2019 - Jun 13, 2019
-0.22%
May 19, 2025 - May 28, 2025
#13-4.28%
May 7, 2021 - Jun 8, 2021
-0.22%
Apr 24, 2026 - May 1, 2026
#14-4.16%
Jul 26, 2019 - Sep 5, 2019
-0.20%
Jul 8, 2026 - Jul 15, 2026
#15-3.89%
Nov 8, 2021 - Dec 27, 2021
-0.17%
Aug 29, 2024 - Sep 9, 2024

Correlation

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

0.96
-101

Dividend Comparison (2018 - 2026)

NTSX vs EVLN dividend yield comparison.

YearNTSXEVLN
20260.51%3.84%
20251.14%7.28%
20241.14%6.41%
20231.21%0.00%
20221.36%0.00%
20210.82%0.00%
20200.92%0.00%
20191.42%0.00%
20180.62%0.00%

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