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
Key Characteristics
Financial metrics and valuation ratios
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
3.54%
Sharpe Ratio
Winner
EFIV
1.20
XAGG
0.27
5Y Beta
EFIV
0.96
Winner
XAGG
0.17
P/E Ratio
EFIV
27.45
XAGG
N/A
Forward P/E
EFIV
19.20
XAGG
N/A
5Y Dividends CAGR
EFIV
12.51%
XAGG
N/A
5Y EPS CAGR
EFIV
34.00%
XAGG
N/A
Debt to Equity
EFIV
36.97%
XAGG
N/A
P/S Ratio
EFIV
3.36
XAGG
N/A
P/B Ratio
EFIV
5.62
XAGG
N/A
EFIV vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
-0.21%
XAGG
-0.45%
3M
Winner
EFIV
+3.55%
XAGG
-0.32%
6M
Winner
EFIV
+7.14%
XAGG
+0.34%
1Y
EFIV
+19.49%
XAGG
N/A
5Y(CAGR)
EFIV
+13.04%
XAGG
N/A
Max(CAGR)
Winner
EFIV
+17.07%
XAGG
+4.70%
EFIV vs XAGG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | XAGG |
|---|---|---|
| 2026 | +7.94% | +1.43% |
| 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 -2.76%. The current XAGG drawdown is -1.02%.
| 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 - Jul 24, 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 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #12 | -3.74% Jun 4, 2026 - Jun 15, 2026 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #14 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
| #15 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -0.04% Feb 17, 2026 - Feb 24, 2026 |
Correlation
Correlation between EFIV and XAGG is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2020 - 2026)
EFIV vs XAGG dividend yield comparison.
| Year | EFIV | XAGG |
|---|---|---|
| 2026 | 0.50% | 3.45% |
| 2025 | 1.03% | 1.02% |
| 2024 | 1.20% | 0.00% |
| 2023 | 1.37% | 0.00% |
| 2022 | 1.64% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 0.65% | 0.00% |
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