PMBS vs EVLN
Comparison between PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).
PMBS vs EVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PMBS
$1.40B
EVLN
$1.40B
Expense Ratio
PMBS
0.71%
Winner
EVLN
0.60%
Max Drawdown
PMBS
5.84%
Winner
EVLN
5.27%
Sharpe Ratio
PMBS
0.08
Winner
EVLN
0.29
5Y Beta
Winner
PMBS
0.04
EVLN
0.09
PMBS vs EVLN - Historical Returns
Returns include dividend reinvestment.
1M
PMBS
-0.45%
Winner
EVLN
+0.65%
3M
PMBS
-0.54%
Winner
EVLN
+1.39%
6M
PMBS
-0.51%
Winner
EVLN
+2.64%
1Y
PMBS
+4.22%
Winner
EVLN
+4.43%
Max(CAGR)
PMBS
+3.46%
Winner
EVLN
+6.12%
PMBS vs EVLN - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | PMBS | EVLN |
|---|---|---|
| 2026 | +0.74% | +2.46% |
| 2025 | +8.91% | +5.58% |
| 2024 | -2.75% | +7.28% |
PMBS vs EVLN Drawdown Comparison
The maximum drawdown for PMBS was -4.35%, occurring on Jan 13, 2025. Recovery took 104 trading sessions.
The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.
The current PMBS drawdown is -1.83%.
| Rank | PMBS | EVLN |
|---|---|---|
| #1 | -4.35% Sep 27, 2024 - Feb 28, 2025 | -2.78% Feb 19, 2025 - May 7, 2025 |
| #2 | -3.04% Apr 4, 2025 - Jun 26, 2025 | -1.77% Jan 22, 2026 - Apr 22, 2026 |
| #3 | -2.97% Feb 27, 2026 - May 19, 2026 | -0.61% Jul 19, 2024 - Aug 14, 2024 |
| #4 | -1.06% Jun 30, 2025 - Aug 1, 2025 | -0.50% Sep 24, 2025 - Oct 24, 2025 |
| #5 | -0.88% Oct 28, 2025 - Nov 25, 2025 | -0.39% Jun 18, 2026 - Jul 6, 2026 |
| #6 | -0.79% Sep 15, 2025 - Oct 10, 2025 | -0.35% Jul 18, 2025 - Aug 25, 2025 |
| #7 | -0.77% Mar 3, 2025 - Apr 1, 2025 | -0.35% Jul 20, 2026 - Aug 4, 2026 |
| #8 | -0.70% Nov 26, 2025 - Dec 18, 2025 | -0.34% Sep 24, 2024 - Sep 30, 2024 |
| #9 | -0.51% Jan 14, 2026 - Jan 26, 2026 | -0.34% Dec 13, 2024 - Dec 30, 2024 |
| #10 | -0.42% Aug 13, 2025 - Aug 22, 2025 | -0.25% Jun 4, 2026 - Jun 16, 2026 |
| #11 | -0.35% Jun 26, 2025 - Jun 30, 2025 | -0.24% Sep 19, 2024 - Sep 24, 2024 |
| #12 | -0.35% Aug 6, 2025 - Aug 13, 2025 | -0.22% May 19, 2025 - May 28, 2025 |
| #13 | -0.34% Sep 8, 2025 - Sep 11, 2025 | -0.22% Apr 24, 2026 - May 1, 2026 |
| #14 | -0.32% Dec 30, 2025 - Jan 7, 2026 | -0.20% Jul 8, 2026 - Jul 15, 2026 |
| #15 | -0.30% Sep 24, 2024 - Sep 27, 2024 | -0.17% Aug 29, 2024 - Sep 9, 2024 |
Correlation
Correlation between PMBS and EVLN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2024 - 2026)
PMBS vs EVLN dividend yield comparison.
| Year | PMBS | EVLN |
|---|---|---|
| 2026 | 2.75% | 3.82% |
| 2025 | 4.73% | 7.28% |
| 2024 | 1.59% | 6.41% |
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