STXV vs CEV

Comparison between STRIVE 1000 VALUE ETF (STXV, ETF) and Eaton Vance California Municipal Income Trust (CEV, ETF).

STXV vs CEV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STXV(ETF)	CEV(ETF)
Net Assets	$78M	$78M
Expense Ratio	0.18%	N/A
Max Drawdown	15.80%	61.83%
Sharpe Ratio	2.14	0.94
5Y Beta	0.63	0.13
P/E Ratio	20.29	N/A
Forward P/E	14.09	N/A
5Y Dividends CAGR	N/A	1.20%
5Y EPS CAGR	8.95%	N/A
P/S Ratio	1.65	N/A
P/B Ratio	2.46	N/A

Net Assets

STXV

$78M

Winner

CEV

$78M

Expense Ratio

STXV

0.18%

CEV

N/A

Max Drawdown

Winner

STXV

15.80%

CEV

61.83%

Sharpe Ratio

Winner

STXV

2.14

CEV

0.94

5Y Beta

STXV

0.63

Winner

CEV

0.13

P/E Ratio

STXV

20.29

CEV

N/A

Forward P/E

STXV

14.09

CEV

N/A

5Y Dividends CAGR

STXV

N/A

CEV

1.20%

5Y EPS CAGR

STXV

8.95%

CEV

N/A

P/S Ratio

STXV

1.65

CEV

N/A

P/B Ratio

STXV

2.46

CEV

N/A

STXV vs CEV - Historical Returns

Returns include dividend reinvestment.

Period	STXV	CEV
1 month	+2.32%	+0.29%
3 months	+5.07%	-1.81%
6 months	+14.03%	+1.21%
1 year	+28.40%	+12.83%
5 years(CAGR)	N/A	-0.67%
10 years(CAGR)	N/A	+1.50%
Max(CAGR)	+14.05%	+5.06%

Winner

STXV

+2.32%

CEV

+0.29%

Winner

STXV

+5.07%

CEV

-1.81%

Winner

STXV

+14.03%

CEV

+1.21%

Winner

STXV

+28.40%

CEV

+12.83%

5Y(CAGR)

STXV

N/A

CEV

-0.67%

10Y(CAGR)

STXV

N/A

CEV

+1.50%

Max(CAGR)

Winner

STXV

+14.05%

CEV

+5.06%

STXV vs CEV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STXV	CEV
2026	+11.52%	+4.27%
2025	+16.48%	+5.19%
2024	+12.42%	+1.93%
2023	+9.44%	+8.06%
2022	-1.47%	-24.31%
2021	N/A	+2.98%
2020	N/A	+6.21%
2019	N/A	+25.02%
2018	N/A	-4.89%
2017	N/A	+2.64%
2016	N/A	-3.39%
2015	N/A	+7.78%
2014	N/A	+22.63%
2013	N/A	-17.98%
2012	N/A	+16.53%
2011	N/A	+23.43%
2010	N/A	+4.71%
2009	N/A	+60.06%
2008	N/A	-39.27%
2007	N/A	-7.13%
2006	N/A	+12.80%
2005	N/A	-2.30%
2004	N/A	+7.28%
2003	N/A	+15.22%
2002	N/A	+5.14%
2001	N/A	+21.58%
2000	N/A	+13.59%
1999	N/A	-7.78%

STXV vs CEV Drawdown Comparison

The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The maximum drawdown for CEV was -58.45%, occurring on Dec 16, 2008. Recovery took 764 trading sessions.

The current STXV drawdown is -0.76%. The current CEV drawdown is -10.03%.

Rank	STXV	CEV
#1	-14.80% Nov 29, 2024 - Jul 3, 2025	-58.45% May 21, 2007 - Jun 2, 2010
#2	-10.81% Feb 2, 2023 - Jul 24, 2023	-32.99% Nov 12, 2021 - Oct 31, 2022
#3	-10.33% Jul 31, 2023 - Dec 13, 2023	-26.49% Feb 12, 2013 - Jan 29, 2015
#4	-5.81% Feb 11, 2026 - Apr 30, 2026	-25.93% Feb 19, 2020 - Jul 31, 2020
#5	-5.64% Nov 30, 2022 - Jan 12, 2023	-19.14% Apr 6, 2016 - Aug 2, 2019
#6	-5.35% Mar 28, 2024 - Jul 15, 2024	-18.74% Sep 7, 2010 - Aug 22, 2011
#7	-5.19% Jul 30, 2024 - Aug 23, 2024	-14.62% Nov 9, 1999 - Apr 12, 2000
#8	-3.85% Jan 13, 2023 - Feb 2, 2023	-14.25% Apr 13, 2000 - Aug 21, 2000
#9	-3.40% Jul 23, 2025 - Aug 20, 2025	-13.63% Mar 17, 2004 - Sep 14, 2004
#10	-3.34% Nov 12, 2025 - Nov 26, 2025	-12.41% Jul 2, 2003 - Dec 19, 2003
#11	-3.02% Oct 3, 2025 - Oct 24, 2025	-11.73% Oct 8, 2002 - May 14, 2003
#12	-3.02% Aug 30, 2024 - Sep 19, 2024	-11.55% Feb 14, 2005 - Mar 1, 2006
#13	-2.94% Oct 16, 2024 - Nov 6, 2024	-11.18% May 11, 2006 - Dec 1, 2006
#14	-2.62% Jan 2, 2024 - Jan 30, 2024	-10.25% Nov 12, 2001 - Feb 6, 2002
#15	-2.19% Oct 27, 2025 - Nov 11, 2025	-9.96% Feb 7, 2001 - Aug 1, 2001

Correlation

Correlation between STXV and CEV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

STXV vs CEV dividend yield comparison.

Year	STXV	CEV
2026	0.49%	2.44%
2025	2.37%	5.98%
2024	2.36%	5.58%
2023	2.05%	4.14%
2022	0.47%	5.24%
2021	0.00%	4.17%
2020	0.00%	4.00%
2019	0.00%	3.95%
2018	0.00%	4.25%
2017	0.00%	4.01%
2016	0.00%	4.81%
2015	0.00%	5.46%
2014	0.00%	5.75%
2013	0.00%	7.07%
2012	0.00%	5.84%
2011	0.00%	6.78%
2010	0.00%	7.57%
2009	0.00%	6.69%
2008	0.00%	8.81%
2007	0.00%	5.06%
2006	0.00%	4.87%
2005	0.00%	6.29%
2004	0.00%	6.81%
2003	0.00%	6.34%
2002	0.00%	6.71%
2001	0.00%	5.33%
2000	0.00%	5.99%
1999	0.00%	1.16%