EFR vs SPY
Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EFR, delivering a return of +13.3% compared to +3.4%
EFR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFR vs SPY - Historical Returns
Returns include dividend reinvestment.
EFR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EFR | SPY |
|---|---|---|
| 2026 | -1.82% | +8.26% |
| 2025 | -5.47% | +18.00% |
| 2024 | +10.08% | +25.59% |
| 2023 | +27.98% | +26.72% |
| 2022 | -18.89% | -18.64% |
| 2021 | +23.56% | +30.52% |
| 2020 | +0.78% | +17.28% |
| 2019 | +14.57% | +31.09% |
| 2018 | -6.37% | -5.24% |
| 2017 | +3.58% | +20.78% |
| 2016 | +28.01% | +13.59% |
| 2015 | -3.00% | +1.31% |
| 2014 | -3.32% | +14.56% |
| 2013 | -1.25% | +29.00% |
| 2012 | +15.36% | +14.17% |
| 2011 | -5.92% | +0.85% |
| 2010 | +19.21% | +13.14% |
| 2009 | +90.44% | +22.67% |
| 2008 | -45.18% | -36.25% |
| 2007 | -8.68% | +5.32% |
| 2006 | +17.21% | +13.85% |
| 2005 | -8.65% | +5.32% |
| 2004 | +6.89% | +10.75% |
| 2003 | -1.32% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EFR vs SPY Drawdown Comparison
The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EFR drawdown is -11.28%. The current SPY drawdown is -2.90%.
| Rank | EFR | SPY |
|---|---|---|
| #1 | -60.57% Jun 22, 2007 - Jan 22, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.01% Jan 22, 2020 - Dec 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.06% Nov 16, 2021 - Dec 15, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.17% Mar 1, 2011 - Sep 10, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.93% Apr 24, 2013 - Oct 3, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.31% Jan 31, 2025 - Apr 7, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.42% Apr 18, 2018 - Dec 17, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.85% May 3, 2010 - Nov 8, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.23% Mar 4, 2005 - Jul 24, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.10% Feb 3, 2010 - Mar 25, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.73% Apr 5, 2010 - Apr 29, 2010 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.69% Oct 4, 2012 - Nov 23, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.36% Jul 3, 2024 - Nov 7, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.25% Mar 17, 2017 - Mar 28, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.48% Oct 19, 2021 - Nov 16, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EFR and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EFR vs SPY dividend yield comparison.
| Year | EFR | SPY |
|---|---|---|
| 2026 | 3.41% | 0.24% |
| 2025 | 9.53% | 1.07% |
| 2024 | 9.76% | 1.21% |
| 2023 | 10.37% | 1.40% |
| 2022 | 10.39% | 1.65% |
| 2021 | 5.62% | 1.20% |
| 2020 | 6.39% | 1.52% |
| 2019 | 7.34% | 1.75% |
| 2018 | 7.46% | 2.04% |
| 2017 | 5.42% | 1.80% |
| 2016 | 5.82% | 2.03% |
| 2015 | 6.95% | 2.06% |
| 2014 | 6.14% | 1.87% |
| 2013 | 7.03% | 1.81% |
| 2012 | 6.17% | 2.18% |
| 2011 | 6.39% | 2.05% |
| 2010 | 6.68% | 1.80% |
| 2009 | 6.43% | 1.95% |
| 2008 | 15.40% | 3.02% |
| 2007 | 9.96% | 1.85% |
| 2006 | 8.44% | 1.73% |
| 2005 | 7.46% | 1.73% |
| 2004 | 5.04% | 1.82% |
| 2003 | 0.45% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks