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EFAX vs FFA

Comparison between STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF (EFAX, ETF) and First Trust Enhanced Equity Income Fund (FFA, ETF).

5-Year PerformanceFFA has outperformed EFAX, delivering a return of +9.9% compared to +7.1%

EFAX vs FFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EFAX
$489M
FFA
$489M
Expense Ratio
EFAX
0.20%
FFA
N/A
Max Drawdown
Winner
EFAX
36.22%
FFA
67.57%
Sharpe Ratio
EFAX
0.79
Winner
FFA
1.39
5Y Beta
Winner
EFAX
0.76
FFA
0.83
5Y Dividends CAGR
Winner
EFAX
15.30%
FFA
10.32%

EFAX vs FFA - Historical Returns

Returns include dividend reinvestment.

1M
EFAX
+0.79%
Winner
FFA
+0.99%
3M
EFAX
+3.21%
Winner
FFA
+5.42%
6M
Winner
EFAX
+7.12%
FFA
+6.81%
1Y
EFAX
+16.27%
Winner
FFA
+22.57%
5Y(CAGR)
EFAX
+7.13%
Winner
FFA
+9.95%
10Y(CAGR)
EFAX
+8.82%
Winner
FFA
+13.36%
Max(CAGR)
Winner
EFAX
+8.82%
FFA
+8.76%

EFAX vs FFA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearEFAXFFA
2026+3.98%+4.45%
2025+31.59%+15.20%
2024+5.91%+21.85%
2023+17.25%+25.05%
2022-17.03%-21.72%
2021+10.20%+34.90%
2020+8.53%+12.91%
2019+24.13%+41.13%
2018-15.02%-16.34%
2017+23.82%+28.64%
2016+0.56%+12.51%
2015N/A-1.29%
2014N/A+15.77%
2013N/A+17.87%
2012N/A+16.62%
2011N/A-9.46%
2010N/A+15.50%
2009N/A+39.27%
2008N/A-36.55%
2007N/A-3.19%
2006N/A+16.38%
2005N/A-6.11%
2004N/A+2.75%

EFAX vs FFA Drawdown Comparison

The maximum drawdown for EFAX was -32.53%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.

The maximum drawdown for FFA was -57.63%, occurring on Mar 9, 2009. Recovery took 1207 trading sessions.

The current EFAX drawdown is -3.41%. The current FFA drawdown is -2.90%.

RankEFAXFFA
#1-32.53%
Jan 17, 2020 - Nov 9, 2020
-57.63%
Jun 1, 2007 - Mar 15, 2012
#2-31.65%
Sep 7, 2021 - Mar 6, 2024
-44.35%
Feb 20, 2020 - Nov 17, 2020
#3-22.34%
Jan 24, 2018 - Jan 17, 2020
-29.93%
Dec 30, 2021 - Mar 20, 2024
#4-13.52%
Mar 19, 2025 - Apr 28, 2025
-24.26%
Aug 29, 2018 - Jun 18, 2019
#5-12.38%
Feb 25, 2026 - Mar 27, 2026
-21.28%
May 20, 2015 - Dec 16, 2016
#6-9.89%
Sep 26, 2024 - Mar 5, 2025
-19.96%
Feb 19, 2025 - Jun 27, 2025
#7-7.72%
Jul 12, 2024 - Aug 19, 2024
-13.35%
Sep 7, 2005 - Sep 21, 2006
#8-5.59%
Mar 27, 2024 - May 14, 2024
-11.37%
Oct 17, 2012 - Jan 7, 2013
#9-5.54%
Nov 12, 2025 - Dec 11, 2025
-11.24%
Jan 2, 2018 - Jun 20, 2018
#10-5.15%
Jun 15, 2021 - Aug 13, 2021
-10.52%
Sep 5, 2014 - Nov 7, 2014
#11-4.67%
Jul 23, 2025 - Aug 13, 2025
-10.11%
Feb 9, 2026 - Apr 16, 2026
#12-4.35%
Feb 16, 2021 - Apr 5, 2021
-9.82%
Sep 8, 2021 - Dec 29, 2021
#13-4.26%
Jan 8, 2021 - Feb 9, 2021
-8.70%
Apr 2, 2012 - Aug 3, 2012
#14-4.08%
Sep 15, 2017 - Jan 3, 2018
-8.32%
Jul 16, 2024 - Sep 19, 2024
#15-3.83%
Aug 30, 2024 - Sep 19, 2024
-7.66%
May 21, 2013 - Oct 29, 2013

Correlation

Correlation between EFAX and FFA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2004 - 2026)

EFAX vs FFA dividend yield comparison.

YearEFAXFFA
20261.54%1.73%
20253.31%6.70%
20242.74%6.59%
20232.71%6.90%
20222.81%7.99%
20212.58%5.92%
20201.69%6.47%
20192.71%6.61%
20183.05%8.82%
20172.89%6.83%
20160.26%7.07%
20150.00%7.12%
20140.00%6.42%
20130.00%6.76%
20120.00%7.60%
20110.00%8.31%
20100.00%6.96%
20090.00%8.21%
20080.00%18.10%
20070.00%10.27%
20060.00%8.69%
20050.00%9.35%
20040.00%2.68%

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