EFT vs BTAL

Comparison between Eaton Vance Floating-Rate Income Trust (EFT, ETF) and AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF).

5-Year PerformanceEFT has outperformed BTAL, delivering a return of +3.4% compared to -3.9%

EFT vs BTAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFT(ETF)	BTAL(ETF)
Net Assets	$321M	$321M
Expense Ratio	N/A	1.40%
Max Drawdown	66.40%	56.68%
Sharpe Ratio	-0.85	-1.98
5Y Beta	0.41	-0.83
5Y Dividends CAGR	8.43%	N/A

Net Assets

EFT

$321M

Winner

BTAL

$321M

Expense Ratio

EFT

N/A

BTAL

1.40%

Max Drawdown

EFT

66.40%

Winner

BTAL

56.68%

Sharpe Ratio

Winner

EFT

-0.85

BTAL

-1.98

5Y Beta

EFT

0.41

Winner

BTAL

-0.83

5Y Dividends CAGR

EFT

8.43%

BTAL

N/A

EFT vs BTAL - Historical Returns

Returns include dividend reinvestment.

Period	EFT	BTAL
1 month	-1.20%	-1.97%
3 months	+0.02%	-15.76%
6 months	-2.20%	-15.74%
1 year	-4.58%	-34.85%
5 years(CAGR)	+3.40%	-3.90%
10 years(CAGR)	+5.31%	-4.25%
Max(CAGR)	+4.59%	-3.78%

Winner

EFT

-1.20%

BTAL

-1.97%

Winner

EFT

+0.02%

BTAL

-15.76%

Winner

EFT

-2.20%

BTAL

-15.74%

Winner

EFT

-4.58%

BTAL

-34.85%

5Y(CAGR)

Winner

EFT

+3.40%

BTAL

-3.90%

10Y(CAGR)

Winner

EFT

+5.31%

BTAL

-4.25%

Max(CAGR)

Winner

EFT

+4.59%

BTAL

-3.78%

EFT vs BTAL - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EFT	BTAL
2026	-1.64%	-14.80%
2025	-4.98%	-19.89%
2024	+10.09%	+10.73%
2023	+25.67%	-16.21%
2022	-19.37%	+21.71%
2021	+21.84%	-7.35%
2020	+2.02%	-13.74%
2019	+15.47%	+2.04%
2018	-6.38%	+16.45%
2017	+1.03%	-1.13%
2016	+26.83%	-5.06%
2015	-3.08%	+4.33%
2014	-3.45%	+8.06%
2013	-6.56%	-11.09%
2012	+25.50%	-7.04%
2011	-5.17%	-2.50%
2010	+19.50%	N/A
2009	+82.60%	N/A
2008	-44.31%	N/A
2007	-8.04%	N/A
2006	+17.88%	N/A
2005	-5.07%	N/A
2004	-2.51%	N/A

EFT vs BTAL Drawdown Comparison

The maximum drawdown for EFT was -60.58%, occurring on Dec 15, 2008. Recovery took 675 trading sessions.

The maximum drawdown for BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current EFT drawdown is -11.04%. The current BTAL drawdown is -48.17%.

Rank	EFT	BTAL
#1	-60.58% Jun 25, 2007 - Mar 1, 2010	-50.29% Mar 12, 2020 - Jun 2, 2026
#2	-45.43% Jan 22, 2020 - Dec 3, 2020	-29.52% Oct 3, 2011 - Mar 9, 2020
#3	-24.97% Jan 12, 2022 - Dec 15, 2023	-2.13% Sep 26, 2011 - Sep 29, 2011
#4	-23.47% May 23, 2013 - Nov 11, 2016	-1.62% Sep 13, 2011 - Sep 21, 2011
#5	-20.16% Feb 24, 2011 - Mar 21, 2012	-1.46% Mar 9, 2020 - Mar 12, 2020
#6	-17.49% Jan 24, 2025 - Apr 7, 2025	N/A
#7	-15.52% Apr 12, 2018 - Dec 16, 2019	N/A
#8	-13.57% Mar 25, 2010 - Oct 21, 2010	N/A
#9	-10.39% Mar 4, 2005 - Mar 16, 2006	N/A
#10	-9.92% Mar 27, 2012 - Aug 20, 2012	N/A
#11	-7.83% Oct 25, 2012 - Dec 19, 2012	N/A
#12	-6.75% Jul 27, 2017 - Mar 14, 2018	N/A
#13	-5.95% Oct 4, 2012 - Oct 25, 2012	N/A
#14	-5.70% Jul 23, 2024 - Nov 7, 2024	N/A
#15	-5.63% Sep 10, 2021 - Jan 10, 2022	N/A

Correlation

Correlation between EFT and BTAL is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101

Dividend Comparison (2004 - 2026)

EFT vs BTAL dividend yield comparison.

Year	EFT	BTAL
2026	2.78%	0.00%
2025	9.55%	2.49%
2024	10.52%	3.49%
2023	11.09%	6.14%
2022	9.81%	1.01%
2021	5.24%	0.00%
2020	5.88%	0.00%
2019	7.41%	0.88%
2018	6.77%	0.39%
2017	5.73%	0.00%
2016	5.54%	0.00%
2015	6.57%	0.00%
2014	5.82%	0.00%
2013	6.62%	0.00%
2012	5.62%	0.00%
2011	7.17%	1.80%
2010	5.85%	0.00%
2009	6.02%	0.00%
2008	15.12%	0.00%
2007	9.97%	0.00%
2006	8.47%	0.00%
2005	7.46%	0.00%
2004	2.45%	0.00%