BTAL vs EFT

Comparison between AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF) and Eaton Vance Floating-Rate Income Trust (EFT, ETF).

5-Year PerformanceEFT has outperformed BTAL, delivering a return of +3.4% compared to -3.9%

BTAL vs EFT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTAL(ETF)	EFT(ETF)
Net Assets	$321M	$321M
Expense Ratio	1.40%	N/A
Max Drawdown	56.68%	66.40%
Sharpe Ratio	-1.98	-0.85
5Y Beta	-0.83	0.41
5Y Dividends CAGR	N/A	8.43%

Net Assets

Winner

BTAL

$321M

EFT

$321M

Expense Ratio

BTAL

1.40%

EFT

N/A

Max Drawdown

Winner

BTAL

56.68%

EFT

66.40%

Sharpe Ratio

BTAL

-1.98

Winner

EFT

-0.85

5Y Beta

Winner

BTAL

-0.83

EFT

0.41

5Y Dividends CAGR

BTAL

N/A

EFT

8.43%

BTAL vs EFT - Historical Returns

Returns include dividend reinvestment.

Period	BTAL	EFT
1 month	-1.97%	-1.20%
3 months	-15.76%	+0.02%
6 months	-15.74%	-2.20%
1 year	-34.85%	-4.58%
5 years(CAGR)	-3.90%	+3.40%
10 years(CAGR)	-4.25%	+5.31%
Max(CAGR)	-3.78%	+4.59%

BTAL

-1.97%

Winner

EFT

-1.20%

BTAL

-15.76%

Winner

EFT

+0.02%

BTAL

-15.74%

Winner

EFT

-2.20%

BTAL

-34.85%

Winner

EFT

-4.58%

5Y(CAGR)

BTAL

-3.90%

Winner

EFT

+3.40%

10Y(CAGR)

BTAL

-4.25%

Winner

EFT

+5.31%

Max(CAGR)

BTAL

-3.78%

Winner

EFT

+4.59%

BTAL vs EFT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BTAL	EFT
2026	-14.80%	-1.64%
2025	-19.89%	-4.98%
2024	+10.73%	+10.09%
2023	-16.21%	+25.67%
2022	+21.71%	-19.37%
2021	-7.35%	+21.84%
2020	-13.74%	+2.02%
2019	+2.04%	+15.47%
2018	+16.45%	-6.38%
2017	-1.13%	+1.03%
2016	-5.06%	+26.83%
2015	+4.33%	-3.08%
2014	+8.06%	-3.45%
2013	-11.09%	-6.56%
2012	-7.04%	+25.50%
2011	-2.50%	-5.17%
2010	N/A	+19.50%
2009	N/A	+82.60%
2008	N/A	-44.31%
2007	N/A	-8.04%
2006	N/A	+17.88%
2005	N/A	-5.07%
2004	N/A	-2.51%

BTAL vs EFT Drawdown Comparison

The maximum drawdown for BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The maximum drawdown for EFT was -60.58%, occurring on Dec 15, 2008. Recovery took 675 trading sessions.

The current BTAL drawdown is -48.17%. The current EFT drawdown is -11.04%.

Rank	BTAL	EFT
#1	-50.29% Mar 12, 2020 - Jun 2, 2026	-60.58% Jun 25, 2007 - Mar 1, 2010
#2	-29.52% Oct 3, 2011 - Mar 9, 2020	-45.43% Jan 22, 2020 - Dec 3, 2020
#3	-2.13% Sep 26, 2011 - Sep 29, 2011	-24.97% Jan 12, 2022 - Dec 15, 2023
#4	-1.62% Sep 13, 2011 - Sep 21, 2011	-23.47% May 23, 2013 - Nov 11, 2016
#5	-1.46% Mar 9, 2020 - Mar 12, 2020	-20.16% Feb 24, 2011 - Mar 21, 2012
#6	N/A	-17.49% Jan 24, 2025 - Apr 7, 2025
#7	N/A	-15.52% Apr 12, 2018 - Dec 16, 2019
#8	N/A	-13.57% Mar 25, 2010 - Oct 21, 2010
#9	N/A	-10.39% Mar 4, 2005 - Mar 16, 2006
#10	N/A	-9.92% Mar 27, 2012 - Aug 20, 2012
#11	N/A	-7.83% Oct 25, 2012 - Dec 19, 2012
#12	N/A	-6.75% Jul 27, 2017 - Mar 14, 2018
#13	N/A	-5.95% Oct 4, 2012 - Oct 25, 2012
#14	N/A	-5.70% Jul 23, 2024 - Nov 7, 2024
#15	N/A	-5.63% Sep 10, 2021 - Jan 10, 2022

Correlation

Correlation between BTAL and EFT is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101

Dividend Comparison (2004 - 2026)

BTAL vs EFT dividend yield comparison.

Year	BTAL	EFT
2026	0.00%	2.78%
2025	2.49%	9.55%
2024	3.49%	10.52%
2023	6.14%	11.09%
2022	1.01%	9.81%
2021	0.00%	5.24%
2020	0.00%	5.88%
2019	0.88%	7.41%
2018	0.39%	6.77%
2017	0.00%	5.73%
2016	0.00%	5.54%
2015	0.00%	6.57%
2014	0.00%	5.82%
2013	0.00%	6.62%
2012	0.00%	5.62%
2011	1.80%	7.17%
2010	0.00%	5.85%
2009	0.00%	6.02%
2008	0.00%	15.12%
2007	0.00%	9.97%
2006	0.00%	8.47%
2005	0.00%	7.46%
2004	0.00%	2.45%