PGJ vs EVF

Comparison between INVESCO GOLDEN DRAGON CHINA ETF (PGJ, ETF) and Eaton Vance Senior Income Trust (EVF, ETF).

5-Year PerformanceEVF has outperformed PGJ, delivering a return of +3.1% compared to -14.3%

PGJ vs EVF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGJ(ETF)	EVF(ETF)
Net Assets	$102M	$103M
Expense Ratio	0.70%	N/A
Max Drawdown	78.47%	71.10%
Sharpe Ratio	-0.62	-1.04
5Y Beta	0.81	0.36
P/E Ratio	-11.55	N/A
Forward P/E	10.54	N/A
5Y Dividends CAGR	38.30%	3.99%
5Y EPS CAGR	-5.93%	N/A
Debt to Equity	30.45%	N/A
P/S Ratio	0.14	N/A
P/B Ratio	1.38	N/A

Net Assets

PGJ

$102M

Winner

EVF

$103M

Expense Ratio

PGJ

0.70%

EVF

N/A

Max Drawdown

PGJ

78.47%

Winner

EVF

71.10%

Sharpe Ratio

Winner

PGJ

-0.62

EVF

-1.04

5Y Beta

PGJ

0.81

Winner

EVF

0.36

P/E Ratio

PGJ

-11.55

EVF

N/A

Forward P/E

PGJ

10.54

EVF

N/A

5Y Dividends CAGR

Winner

PGJ

38.30%

EVF

3.99%

5Y EPS CAGR

PGJ

-5.93%

EVF

N/A

Debt to Equity

PGJ

30.45%

EVF

N/A

P/S Ratio

PGJ

0.14

EVF

N/A

P/B Ratio

PGJ

1.38

EVF

N/A

PGJ vs EVF - Historical Returns

Returns include dividend reinvestment.

Period	PGJ	EVF
1 month	-9.56%	+0.87%
3 months	-9.99%	+1.82%
6 months	-17.46%	-2.06%
1 year	-13.08%	-4.17%
5 years(CAGR)	-14.28%	+3.10%
10 years(CAGR)	+0.46%	+5.84%
Max(CAGR)	+3.81%	+4.65%

PGJ

-9.56%

Winner

EVF

+0.87%

PGJ

-9.99%

Winner

EVF

+1.82%

PGJ

-17.46%

Winner

EVF

-2.06%

PGJ

-13.08%

Winner

EVF

-4.17%

5Y(CAGR)

PGJ

-14.28%

Winner

EVF

+3.10%

10Y(CAGR)

PGJ

+0.46%

Winner

EVF

+5.84%

Max(CAGR)

PGJ

+3.81%

Winner

EVF

+4.65%

PGJ vs EVF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PGJ	EVF
2026	-18.65%	-1.87%
2025	+15.56%	-6.55%
2024	+9.59%	+6.62%
2023	-6.02%	+34.75%
2022	-24.43%	-14.85%
2021	-42.37%	+12.31%
2020	+45.33%	+6.15%
2019	+32.03%	+14.33%
2018	-32.36%	-2.25%
2017	+58.40%	+3.08%
2016	-7.14%	+23.76%
2015	+16.99%	-0.80%
2014	-8.01%	-5.16%
2013	+56.82%	-3.77%
2012	-3.61%	+23.69%
2011	-26.11%	-2.72%
2010	+7.70%	+22.43%
2009	+54.14%	+84.50%
2008	-55.93%	-47.93%
2007	+57.31%	-7.25%
2006	+50.07%	+15.13%
2005	-2.55%	-4.71%
2004	-0.75%	-0.47%
2003	N/A	+27.14%
2002	N/A	+5.73%
2001	N/A	+0.00%
2000	N/A	-6.12%
1999	N/A	-2.60%

PGJ vs EVF Drawdown Comparison

The maximum drawdown for PGJ was -78.37%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 691 trading sessions.

The current PGJ drawdown is -67.64%. The current EVF drawdown is -10.72%.

Rank	PGJ	EVF
#1	-78.37% Feb 16, 2021 - Oct 24, 2022	-62.40% Jun 1, 2007 - Mar 1, 2010
#2	-71.38% Oct 31, 2007 - Jun 11, 2015	-40.99% Feb 18, 2020 - Nov 25, 2020
#3	-39.54% Jan 26, 2018 - Jul 2, 2020	-23.93% May 31, 2001 - Mar 27, 2003
#4	-31.73% Jun 12, 2015 - Apr 25, 2017	-23.73% Oct 22, 2021 - Nov 2, 2023
#5	-20.75% May 8, 2006 - Nov 14, 2006	-21.13% May 24, 2013 - Sep 29, 2016
#6	-19.01% Jul 13, 2007 - Aug 27, 2007	-19.64% Mar 9, 2011 - Aug 6, 2012
#7	-14.90% Jan 3, 2007 - Apr 16, 2007	-16.86% Feb 13, 2025 - Apr 7, 2025
#8	-13.98% Dec 15, 2004 - Aug 3, 2005	-16.66% Apr 6, 2004 - Jan 11, 2007
#9	-13.52% Aug 15, 2005 - Jan 9, 2006	-14.05% Oct 10, 2000 - Jan 29, 2001
#10	-8.73% Jul 9, 2020 - Aug 26, 2020	-13.92% Nov 19, 1999 - Aug 30, 2000
#11	-8.64% Sep 1, 2020 - Oct 12, 2020	-13.09% Apr 5, 2018 - Jul 10, 2019
#12	-8.39% Nov 22, 2017 - Jan 2, 2018	-11.13% Apr 13, 2010 - Jul 30, 2010
#13	-8.31% Oct 16, 2017 - Nov 17, 2017	-9.09% Feb 16, 2001 - May 29, 2001
#14	-7.43% Jun 7, 2017 - Jul 18, 2017	-8.43% Aug 14, 2003 - Feb 13, 2004
#15	-7.34% Oct 17, 2007 - Oct 31, 2007	-6.51% Jul 9, 2024 - Nov 7, 2024

Correlation

Correlation between PGJ and EVF is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2000 - 2026)

PGJ vs EVF dividend yield comparison.

Year	PGJ	EVF
2026	0.04%	4.29%
2025	3.38%	9.58%
2024	4.70%	10.13%
2023	2.50%	10.51%
2022	0.84%	9.45%
2021	0.00%	5.37%
2020	0.30%	6.16%
2019	0.17%	6.58%
2018	0.31%	6.27%
2017	2.05%	5.57%
2016	1.94%	6.06%
2015	0.37%	7.73%
2014	0.89%	5.87%
2013	0.96%	6.69%
2012	2.40%	6.33%
2011	2.32%	6.51%
2010	0.67%	6.10%
2009	0.82%	6.07%
2008	1.15%	14.60%
2007	0.62%	8.88%
2006	1.00%	7.63%
2005	1.17%	6.62%
2004	0.00%	4.95%
2003	0.00%	5.22%
2002	0.00%	7.07%
2001	0.00%	8.66%
2000	0.00%	5.48%