EFIV vs XAGG

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).

EFIV vs XAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	XAGG(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.10%	0.50%
Max Drawdown	25.38%	3.58%
Sharpe Ratio	1.60	0.61
5Y Beta	0.96	0.16
P/E Ratio	26.06	N/A
Forward P/E	18.66	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	12.51%	N/A
5Y EPS CAGR	34.25%	N/A
Debt to Equity	74.82%	N/A
P/S Ratio	3.36	N/A
P/B Ratio	5.66	N/A

Net Assets

EFIV

$1.10B

Winner

XAGG

$1.20B

Expense Ratio

Winner

EFIV

0.10%

XAGG

0.50%

Max Drawdown

EFIV

25.38%

Winner

XAGG

3.58%

Sharpe Ratio

Winner

EFIV

1.60

XAGG

0.61

5Y Beta

EFIV

0.96

Winner

XAGG

0.16

P/E Ratio

EFIV

26.06

XAGG

N/A

Forward P/E

EFIV

18.66

XAGG

N/A

PEG Ratio

EFIV

0.25

XAGG

N/A

5Y Dividends CAGR

EFIV

12.51%

XAGG

N/A

5Y EPS CAGR

EFIV

34.25%

XAGG

N/A

Debt to Equity

EFIV

74.82%

XAGG

N/A

P/S Ratio

EFIV

3.36

XAGG

N/A

P/B Ratio

EFIV

5.66

XAGG

N/A

EFIV vs XAGG - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	XAGG
1 month	+3.43%	+0.01%
3 months	+5.91%	+0.62%
6 months	+11.52%	+0.77%
1 year	+26.01%	N/A
5 years(CAGR)	+14.12%	N/A
Max(CAGR)	+17.96%	+5.94%

Winner

EFIV

+3.43%

XAGG

+0.01%

Winner

EFIV

+5.91%

XAGG

+0.62%

Winner

EFIV

+11.52%

XAGG

+0.77%

EFIV

+26.01%

XAGG

N/A

5Y(CAGR)

EFIV

+14.12%

XAGG

N/A

Max(CAGR)

Winner

EFIV

+17.96%

XAGG

+5.94%

EFIV vs XAGG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	XAGG
2026	+13.62%	+2.49%
2025	+18.92%	+1.61%
2024	+24.68%	N/A
2023	+28.49%	N/A
2022	-18.34%	N/A
2021	+33.60%	N/A
2020	+16.69%	N/A

EFIV vs XAGG Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.

The current EFIV drawdown is -0.13%. The current XAGG drawdown is -0.16%.

Rank	EFIV	XAGG
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-2.88% Feb 27, 2026 - Jun 16, 2026
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-1.02% Jul 6, 2026 - Aug 5, 2026
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-0.71% Dec 4, 2025 - Dec 22, 2025
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-0.60% Jun 16, 2026 - Jun 29, 2026
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-0.36% Nov 13, 2025 - Nov 21, 2025
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-0.31% Jan 14, 2026 - Jan 22, 2026
#7	-5.50% Mar 27, 2024 - May 14, 2024	-0.22% Nov 28, 2025 - Dec 3, 2025
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-0.22% Feb 10, 2026 - Feb 12, 2026
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-0.19% Jan 30, 2026 - Feb 6, 2026
#10	-4.19% May 7, 2021 - Jun 10, 2021	-0.18% Jun 29, 2026 - Jul 6, 2026
#11	-4.08% Jun 15, 2026 - Aug 3, 2026	-0.16% Aug 5, 2026 - Aug 6, 2026
#12	-4.06% Feb 16, 2021 - Mar 11, 2021	-0.16% Dec 24, 2025 - Jan 2, 2026
#13	-3.74% Jun 4, 2026 - Jun 15, 2026	-0.13% Jan 6, 2026 - Jan 9, 2026
#14	-3.66% Nov 24, 2021 - Dec 8, 2021	-0.08% Nov 10, 2025 - Nov 12, 2025
#15	-3.45% Dec 10, 2021 - Dec 23, 2021	-0.06% Jan 9, 2026 - Jan 14, 2026