SEPU vs EVG
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF (SEPU, ETF) and Eaton Vance Short Duration Diversified Income Fund (EVG, ETF).
SEPU vs EVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEPU
$151M
EVG
$151M
Expense Ratio
SEPU
0.74%
EVG
N/A
Max Drawdown
Winner
SEPU
11.76%
EVG
54.15%
Sharpe Ratio
Winner
SEPU
1.40
EVG
0.39
5Y Beta
SEPU
0.61
Winner
EVG
0.26
5Y Dividends CAGR
SEPU
N/A
EVG
1.45%
SEPU vs EVG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPU
+1.52%
EVG
-0.34%
3M
Winner
SEPU
+6.56%
EVG
+0.48%
6M
Winner
SEPU
+5.65%
EVG
+0.97%
1Y
Winner
SEPU
+18.78%
EVG
+6.71%
5Y(CAGR)
SEPU
N/A
EVG
+5.12%
10Y(CAGR)
SEPU
N/A
EVG
+5.89%
Max(CAGR)
Winner
SEPU
+13.35%
EVG
+4.86%
SEPU vs EVG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SEPU | EVG |
|---|---|---|
| 2026 | +6.02% | +1.02% |
| 2025 | +12.43% | +7.73% |
| 2024 | +4.59% | +14.35% |
| 2023 | N/A | +9.92% |
| 2022 | N/A | -13.98% |
| 2021 | N/A | +17.58% |
| 2020 | N/A | -1.29% |
| 2019 | N/A | +15.73% |
| 2018 | N/A | -7.54% |
| 2017 | N/A | +10.90% |
| 2016 | N/A | +11.79% |
| 2015 | N/A | +1.48% |
| 2014 | N/A | -0.55% |
| 2013 | N/A | -6.02% |
| 2012 | N/A | +12.74% |
| 2011 | N/A | +1.64% |
| 2010 | N/A | +12.46% |
| 2009 | N/A | +41.73% |
| 2008 | N/A | -21.71% |
| 2007 | N/A | -0.61% |
| 2006 | N/A | +13.83% |
| 2005 | N/A | -11.81% |
SEPU vs EVG Drawdown Comparison
The maximum drawdown for SEPU was -11.76%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The current SEPU drawdown is -2.73%. The current EVG drawdown is -2.51%.
| Rank | SEPU | EVG |
|---|---|---|
| #1 | -11.76% Feb 19, 2025 - Jun 30, 2025 | -40.64% May 29, 2007 - Sep 15, 2009 |
| #2 | -6.23% Jan 28, 2026 - Apr 16, 2026 | -32.75% Feb 20, 2020 - Jan 11, 2021 |
| #3 | -3.87% Oct 28, 2025 - Dec 24, 2025 | -23.35% Jan 14, 2022 - May 21, 2024 |
| #4 | -3.60% Dec 6, 2024 - Jan 23, 2025 | -16.29% Mar 7, 2005 - Oct 19, 2006 |
| #5 | -2.73% Jun 2, 2026 - Jun 5, 2026 | -12.67% Jan 25, 2013 - Sep 6, 2016 |
| #6 | -2.26% Jul 25, 2025 - Aug 12, 2025 | -10.54% Jul 14, 2011 - Feb 17, 2012 |
| #7 | -2.16% Oct 8, 2025 - Oct 24, 2025 | -10.38% Dec 29, 2017 - May 16, 2019 |
| #8 | -2.16% Jan 12, 2026 - Jan 28, 2026 | -8.24% Mar 3, 2025 - Jun 27, 2025 |
| #9 | -2.06% Oct 14, 2024 - Nov 6, 2024 | -7.62% Oct 5, 2012 - Jan 14, 2013 |
| #10 | -1.83% May 14, 2026 - May 26, 2026 | -7.05% May 3, 2010 - Sep 1, 2010 |
| #11 | -1.67% Nov 11, 2024 - Nov 26, 2024 | -6.77% Sep 13, 2021 - Jan 14, 2022 |
| #12 | -1.67% Aug 14, 2025 - Aug 27, 2025 | -6.28% Nov 5, 2010 - May 25, 2011 |
| #13 | -1.46% Jan 23, 2025 - Feb 18, 2025 | -5.03% Feb 17, 2026 - May 6, 2026 |
| #14 | -1.26% Sep 22, 2025 - Oct 1, 2025 | -4.61% Sep 7, 2016 - Dec 9, 2016 |
| #15 | -1.22% Sep 4, 2024 - Sep 11, 2024 | -4.48% Mar 27, 2012 - Jul 16, 2012 |
Correlation
Correlation between SEPU and EVG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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