DUSA vs XAGG
Comparison between DAVIS SELECT U.S. EQUITY ETF (DUSA, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
DUSA vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUSA
$1.20B
Winner
XAGG
$1.30B
Expense Ratio
DUSA
0.59%
Winner
XAGG
0.50%
Max Drawdown
DUSA
36.71%
Winner
XAGG
3.58%
Sharpe Ratio
Winner
DUSA
1.66
XAGG
0.68
5Y Beta
DUSA
0.84
Winner
XAGG
0.16
P/E Ratio
DUSA
24.86
XAGG
N/A
Forward P/E
DUSA
13.53
XAGG
N/A
PEG Ratio
DUSA
0.29
XAGG
N/A
5Y Dividends CAGR
DUSA
26.88%
XAGG
N/A
5Y EPS CAGR
DUSA
9.48%
XAGG
N/A
Debt to Equity
DUSA
54.49%
XAGG
N/A
P/S Ratio
DUSA
1.07
XAGG
N/A
P/B Ratio
DUSA
2.01
XAGG
N/A
DUSA vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DUSA
+0.68%
XAGG
+0.32%
3M
Winner
DUSA
+3.31%
XAGG
+0.98%
6M
Winner
DUSA
+7.32%
XAGG
+0.97%
1Y
DUSA
+27.44%
XAGG
N/A
5Y(CAGR)
DUSA
+12.01%
XAGG
N/A
10Y(CAGR)
DUSA
+13.06%
XAGG
N/A
Max(CAGR)
Winner
DUSA
+13.06%
XAGG
+6.20%
DUSA vs XAGG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DUSA | XAGG |
|---|---|---|
| 2026 | +12.20% | +2.69% |
| 2025 | +22.66% | +1.61% |
| 2024 | +20.23% | N/A |
| 2023 | +32.93% | N/A |
| 2022 | -20.61% | N/A |
| 2021 | +19.30% | N/A |
| 2020 | +12.51% | N/A |
| 2019 | +28.87% | N/A |
| 2018 | -12.36% | N/A |
| 2017 | +16.91% | N/A |
DUSA vs XAGG Drawdown Comparison
The maximum drawdown for DUSA was -36.71%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current DUSA drawdown is -1.49%.
| Rank | DUSA | XAGG |
|---|---|---|
| #1 | -36.71% Feb 19, 2020 - Nov 9, 2020 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -30.48% Jan 12, 2022 - Dec 18, 2023 | -1.02% Jul 6, 2026 - Aug 5, 2026 |
| #3 | -24.72% Aug 29, 2018 - Nov 4, 2019 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -16.82% Feb 13, 2025 - Jun 27, 2025 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -11.18% Jan 26, 2018 - Jul 24, 2018 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -10.08% Jul 16, 2024 - Oct 14, 2024 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -8.14% Jun 1, 2021 - Jan 11, 2022 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -7.59% Feb 9, 2026 - Apr 17, 2026 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -6.97% Dec 2, 2024 - Jan 23, 2025 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -5.09% Jan 20, 2021 - Feb 4, 2021 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -5.04% Apr 1, 2024 - May 15, 2024 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #12 | -4.73% Sep 18, 2025 - Oct 27, 2025 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #13 | -4.49% Oct 27, 2025 - Nov 25, 2025 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -4.18% Jul 3, 2025 - Aug 13, 2025 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #15 | -4.05% May 7, 2021 - Jun 1, 2021 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between DUSA and XAGG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2017 - 2026)
DUSA vs XAGG dividend yield comparison.
| Year | DUSA | XAGG |
|---|---|---|
| 2026 | 0.00% | 4.00% |
| 2025 | 0.96% | 1.02% |
| 2024 | 0.85% | 0.00% |
| 2023 | 3.38% | 0.00% |
| 2022 | 1.21% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 0.51% | 0.00% |
| 2019 | 1.12% | 0.00% |
| 2018 | 2.77% | 0.00% |
| 2017 | 0.68% | 0.00% |
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