EFR vs ECON

Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and COLUMBIA RESEARCH ENHANCED EMERGING ECONOMIES ETF (ECON, ETF).

5-Year PerformanceECON has outperformed EFR, delivering a return of +6.4% compared to +3.7%

EFR vs ECON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFR(ETF)	ECON(ETF)
Net Assets	$349M	$349M
Expense Ratio	N/A	0.47%
Max Drawdown	66.83%	45.96%
Sharpe Ratio	-0.84	1.41
5Y Beta	0.37	0.87
5Y Dividends CAGR	4.68%	2.30%

Net Assets

Winner

EFR

$349M

ECON

$349M

Expense Ratio

EFR

N/A

ECON

0.47%

Max Drawdown

EFR

66.83%

Winner

ECON

45.96%

Sharpe Ratio

EFR

-0.84

Winner

ECON

1.41

5Y Beta

Winner

EFR

0.37

ECON

0.87

5Y Dividends CAGR

Winner

EFR

4.68%

ECON

2.30%

EFR vs ECON - Historical Returns

Returns include dividend reinvestment.

Period	EFR	ECON
1 month	+1.80%	-9.91%
3 months	+3.40%	+8.10%
6 months	-1.98%	+18.70%
1 year	-3.43%	+41.88%
5 years(CAGR)	+3.71%	+6.39%
10 years(CAGR)	+5.79%	+4.76%
Max(CAGR)	+4.74%	+4.38%

Winner

EFR

+1.80%

ECON

-9.91%

EFR

+3.40%

Winner

ECON

+8.10%

EFR

-1.98%

Winner

ECON

+18.70%

EFR

-3.43%

Winner

ECON

+41.88%

5Y(CAGR)

EFR

+3.71%

Winner

ECON

+6.39%

10Y(CAGR)

Winner

EFR

+5.79%

ECON

+4.76%

Max(CAGR)

Winner

EFR

+4.74%

ECON

+4.38%

EFR vs ECON - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EFR	ECON
2026	+0.39%	+22.31%
2025	-5.47%	+34.59%
2024	+10.08%	+1.56%
2023	+27.98%	+5.79%
2022	-18.89%	-15.89%
2021	+23.56%	-14.13%
2020	+0.78%	+18.01%
2019	+14.57%	+16.58%
2018	-6.37%	-27.94%
2017	+3.58%	+26.04%
2016	+28.01%	+7.72%
2015	-3.00%	-13.80%
2014	-3.32%	-1.60%
2013	-1.25%	+0.59%
2012	+15.36%	+19.95%
2011	-5.92%	-6.15%
2010	+19.21%	+14.85%
2009	+90.44%	N/A
2008	-45.18%	N/A
2007	-8.68%	N/A
2006	+17.21%	N/A
2005	-8.65%	N/A
2004	+6.89%	N/A
2003	-1.32%	N/A

EFR vs ECON Drawdown Comparison

The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.

The maximum drawdown for ECON was -45.36%, occurring on Oct 24, 2022. Recovery took 1242 trading sessions.

The current EFR drawdown is -9.29%. The current ECON drawdown is -9.91%.

Rank	EFR	ECON
#1	-60.57% Jun 22, 2007 - Jan 22, 2010	-45.36% Feb 16, 2021 - Jan 27, 2026
#2	-42.01% Jan 22, 2020 - Dec 2, 2020	-38.79% Jan 26, 2018 - Jan 5, 2021
#3	-25.06% Nov 16, 2021 - Dec 15, 2023	-33.91% Aug 27, 2014 - Sep 15, 2017
#4	-24.17% Mar 1, 2011 - Sep 10, 2012	-21.24% Jul 1, 2011 - Feb 28, 2012
#5	-22.93% Apr 24, 2013 - Oct 3, 2016	-16.31% Sep 18, 2013 - Jul 2, 2014
#6	-18.31% Jan 31, 2025 - Apr 7, 2025	-14.85% May 15, 2013 - Sep 18, 2013
#7	-15.42% Apr 18, 2018 - Dec 17, 2019	-14.79% Apr 2, 2012 - Oct 17, 2012
#8	-14.85% May 3, 2010 - Nov 8, 2010	-13.76% Feb 25, 2026 - Apr 17, 2026
#9	-13.23% Mar 4, 2005 - Jul 24, 2006	-13.33% Jun 22, 2026 - Jul 17, 2026
#10	-10.10% Feb 3, 2010 - Mar 25, 2010	-11.08% Jan 3, 2011 - Apr 21, 2011
#11	-6.73% Apr 5, 2010 - Apr 29, 2010	-9.51% Jun 2, 2026 - Jun 18, 2026
#12	-6.69% Oct 4, 2012 - Nov 23, 2012	-7.44% Oct 13, 2017 - Jan 3, 2018
#13	-6.36% Jul 3, 2024 - Nov 7, 2024	-6.19% Apr 29, 2011 - Jun 30, 2011
#14	-6.25% Mar 17, 2017 - Mar 28, 2018	-5.91% May 11, 2026 - May 26, 2026
#15	-5.48% Oct 19, 2021 - Nov 16, 2021	-5.31% Nov 4, 2010 - Dec 29, 2010

Correlation

Correlation between EFR and ECON is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2003 - 2026)

EFR vs ECON dividend yield comparison.

Year	EFR	ECON
2026	4.65%	0.00%
2025	9.53%	1.77%
2024	9.76%	0.76%
2023	10.37%	1.57%
2022	10.39%	2.06%
2021	5.62%	1.08%
2020	6.39%	0.63%
2019	7.34%	1.68%
2018	7.46%	0.98%
2017	5.42%	0.35%
2016	5.82%	0.74%
2015	6.95%	1.10%
2014	6.14%	1.20%
2013	7.03%	0.73%
2012	6.17%	0.40%
2011	6.39%	0.56%
2010	6.68%	0.07%
2009	6.43%	0.00%
2008	15.40%	0.00%
2007	9.96%	0.00%
2006	8.44%	0.00%
2005	7.46%	0.00%
2004	5.04%	0.00%
2003	0.45%	0.00%