EFR vs TMFG

Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and MOTLEY FOOL GLOBAL OPPORTUNITIES ETF (TMFG, ETF).

5-Year PerformanceEFR has outperformed TMFG, delivering a return of +3.7% compared to +3.6%

EFR vs TMFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFR(ETF)	TMFG(ETF)
Net Assets	$349M	$350M
Expense Ratio	N/A	0.85%
Max Drawdown	66.83%	33.66%
Sharpe Ratio	-0.84	-0.02
5Y Beta	0.37	0.77
P/E Ratio	N/A	33.65
Forward P/E	N/A	23.37
PEG Ratio	N/A	0.80
5Y Dividends CAGR	4.68%	N/A
5Y EPS CAGR	N/A	23.51%
P/S Ratio	N/A	0.81
P/B Ratio	N/A	6.64

Net Assets

EFR

$349M

Winner

TMFG

$350M

Expense Ratio

EFR

N/A

TMFG

0.85%

Max Drawdown

EFR

66.83%

Winner

TMFG

33.66%

Sharpe Ratio

EFR

-0.84

Winner

TMFG

-0.02

5Y Beta

Winner

EFR

0.37

TMFG

0.77

P/E Ratio

EFR

N/A

TMFG

33.65

Forward P/E

EFR

N/A

TMFG

23.37

PEG Ratio

EFR

N/A

TMFG

0.80

5Y Dividends CAGR

EFR

4.68%

TMFG

N/A

5Y EPS CAGR

EFR

N/A

TMFG

23.51%

P/S Ratio

EFR

N/A

TMFG

0.81

P/B Ratio

EFR

N/A

TMFG

6.64

EFR vs TMFG - Historical Returns

Returns include dividend reinvestment.

Period	EFR	TMFG
1 month	+1.80%	+1.18%
3 months	+3.40%	+1.61%
6 months	-1.98%	+1.48%
1 year	-3.43%	+2.38%
5 years(CAGR)	+3.71%	+3.57%
10 years(CAGR)	+5.79%	N/A
Max(CAGR)	+4.74%	+3.57%

Winner

EFR

+1.80%

TMFG

+1.18%

Winner

EFR

+3.40%

TMFG

+1.61%

EFR

-1.98%

Winner

TMFG

+1.48%

EFR

-3.43%

Winner

TMFG

+2.38%

5Y(CAGR)

Winner

EFR

+3.71%

TMFG

+3.57%

10Y(CAGR)

EFR

+5.79%

TMFG

N/A

Max(CAGR)

Winner

EFR

+4.74%

TMFG

+3.57%

EFR vs TMFG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EFR	TMFG
2026	+0.39%	+2.39%
2025	-5.47%	+7.05%
2024	+10.08%	+16.80%
2023	+27.98%	+27.45%
2022	-18.89%	-27.38%
2021	+23.56%	+1.21%
2020	+0.78%	N/A
2019	+14.57%	N/A
2018	-6.37%	N/A
2017	+3.58%	N/A
2016	+28.01%	N/A
2015	-3.00%	N/A
2014	-3.32%	N/A
2013	-1.25%	N/A
2012	+15.36%	N/A
2011	-5.92%	N/A
2010	+19.21%	N/A
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 TMFG Drawdown Comparison

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

The maximum drawdown for TMFG was -33.66%, occurring on Oct 14, 2022. Recovery took 558 trading sessions.

The current EFR drawdown is -9.29%. The current TMFG drawdown is -1.70%.

Rank	EFR	TMFG
#1	-60.57% Jun 22, 2007 - Jan 22, 2010	-33.66% Dec 30, 2021 - Mar 21, 2024
#2	-42.01% Jan 22, 2020 - Dec 2, 2020	-16.60% Feb 18, 2025 - Jun 27, 2025
#3	-25.06% Nov 16, 2021 - Dec 15, 2023	-11.81% Jan 6, 2026 - May 6, 2026
#4	-24.17% Mar 1, 2011 - Sep 10, 2012	-7.51% Aug 22, 2025 - Jan 6, 2026
#5	-22.93% Apr 24, 2013 - Oct 3, 2016	-7.03% Dec 4, 2024 - Feb 18, 2025
#6	-18.31% Jan 31, 2025 - Apr 7, 2025	-6.77% Jul 16, 2024 - Aug 19, 2024
#7	-15.42% Apr 18, 2018 - Dec 17, 2019	-6.28% Mar 21, 2024 - Jul 12, 2024
#8	-14.85% May 3, 2010 - Nov 8, 2010	-3.99% Jul 25, 2025 - Aug 22, 2025
#9	-13.23% Mar 4, 2005 - Jul 24, 2006	-3.43% Jun 15, 2026 - Jun 25, 2026
#10	-10.10% Feb 3, 2010 - Mar 25, 2010	-3.36% Dec 13, 2021 - Dec 23, 2021
#11	-6.73% Apr 5, 2010 - Apr 29, 2010	-2.86% Oct 18, 2024 - Nov 7, 2024
#12	-6.69% Oct 4, 2012 - Nov 23, 2012	-2.67% Nov 11, 2024 - Nov 25, 2024
#13	-6.36% Jul 3, 2024 - Nov 7, 2024	-2.47% Aug 23, 2024 - Sep 13, 2024
#14	-6.25% Mar 17, 2017 - Mar 28, 2018	-2.06% May 7, 2026 - Jun 4, 2026
#15	-5.48% Oct 19, 2021 - Nov 16, 2021	-1.94% Jun 4, 2026 - Jun 15, 2026

Correlation

Correlation between EFR and TMFG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2003 - 2026)

EFR vs TMFG dividend yield comparison.

Year	EFR	TMFG
2026	4.65%	0.00%
2025	9.53%	0.27%
2024	9.76%	13.94%
2023	10.37%	5.42%
2022	10.39%	0.70%
2021	5.62%	0.00%
2020	6.39%	0.00%
2019	7.34%	0.00%
2018	7.46%	0.00%
2017	5.42%	0.00%
2016	5.82%	0.00%
2015	6.95%	0.00%
2014	6.14%	0.00%
2013	7.03%	0.00%
2012	6.17%	0.00%
2011	6.39%	0.00%
2010	6.68%	0.00%
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%