EFT vs EWD

Comparison between Eaton Vance Floating-Rate Income Trust (EFT, ETF) and ISHARES MSCI SWEDEN ETF (EWD, ETF).

5-Year PerformanceEWD has outperformed EFT, delivering a return of +4.3% compared to +3.4%

EFT vs EWD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFT(ETF)	EWD(ETF)
Net Assets	$321M	$320M
Expense Ratio	N/A	0.51%
Max Drawdown	66.40%	79.94%
Sharpe Ratio	-0.85	0.68
5Y Beta	0.41	0.85
5Y Dividends CAGR	8.43%	14.87%

Net Assets

Winner

EFT

$321M

EWD

$320M

Expense Ratio

EFT

N/A

EWD

0.51%

Max Drawdown

Winner

EFT

66.40%

EWD

79.94%

Sharpe Ratio

EFT

-0.85

Winner

EWD

0.68

5Y Beta

Winner

EFT

0.41

EWD

0.85

5Y Dividends CAGR

EFT

8.43%

Winner

EWD

14.87%

EFT vs EWD - Historical Returns

Returns include dividend reinvestment.

Period	EFT	EWD
1 month	-1.28%	+1.85%
3 months	+2.74%	+2.22%
6 months	-1.31%	+5.90%
1 year	-5.07%	+16.19%
5 years(CAGR)	+3.44%	+4.28%
10 years(CAGR)	+5.42%	+9.89%
Max(CAGR)	+4.61%	+6.68%

EFT

-1.28%

Winner

EWD

+1.85%

Winner

EFT

+2.74%

EWD

+2.22%

EFT

-1.31%

Winner

EWD

+5.90%

EFT

-5.07%

Winner

EWD

+16.19%

5Y(CAGR)

EFT

+3.44%

Winner

EWD

+4.28%

10Y(CAGR)

EFT

+5.42%

Winner

EWD

+9.89%

Max(CAGR)

EFT

+4.61%

Winner

EWD

+6.68%

EFT vs EWD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EFT	EWD
2026	-1.19%	+4.13%
2025	-4.98%	+36.16%
2024	+10.09%	-1.94%
2023	+25.67%	+23.68%
2022	-19.37%	-28.45%
2021	+21.84%	+21.34%
2020	+2.02%	+18.94%
2019	+15.47%	+23.80%
2018	-6.38%	-13.43%
2017	+1.03%	+21.04%
2016	+26.83%	+4.52%
2015	-3.08%	-3.90%
2014	-3.45%	-5.97%
2013	-6.56%	+21.95%
2012	+25.50%	+19.94%
2011	-5.17%	-18.22%
2010	+19.50%	+31.31%
2009	+82.60%	+48.46%
2008	-44.31%	-46.58%
2007	-8.04%	-2.28%
2006	+17.88%	+38.19%
2005	-5.07%	+9.32%
2004	-2.51%	+34.96%
2003	N/A	+57.95%
2002	N/A	-31.32%
2001	N/A	-22.76%
2000	N/A	-27.76%
1999	N/A	+27.13%

EFT vs EWD Drawdown Comparison

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

The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.

The current EFT drawdown is -10.63%. The current EWD drawdown is -5.61%.

Rank	EFT	EWD
#1	-60.58% Jun 25, 2007 - Mar 1, 2010	-75.34% Mar 3, 2000 - Oct 20, 2006
#2	-45.43% Jan 22, 2020 - Dec 3, 2020	-68.10% Jul 12, 2007 - Apr 21, 2011
#3	-24.97% Jan 12, 2022 - Dec 15, 2023	-42.26% Aug 13, 2021 - Feb 18, 2025
#4	-23.47% May 23, 2013 - Nov 11, 2016	-37.22% Feb 12, 2020 - Jul 17, 2020
#5	-20.16% Feb 24, 2011 - Mar 21, 2012	-36.19% May 2, 2011 - Mar 7, 2013
#6	-17.49% Jan 24, 2025 - Apr 7, 2025	-25.57% May 21, 2014 - May 2, 2017
#7	-15.52% Apr 12, 2018 - Dec 16, 2019	-23.30% Jan 24, 2018 - Jan 2, 2020
#8	-13.57% Mar 25, 2010 - Oct 21, 2010	-17.84% Mar 7, 2025 - May 13, 2025
#9	-10.39% Mar 4, 2005 - Mar 16, 2006	-14.49% Feb 27, 2026 - Mar 20, 2026
#10	-9.92% Mar 27, 2012 - Aug 20, 2012	-12.59% May 21, 2013 - Jul 23, 2013
#11	-7.83% Oct 25, 2012 - Dec 19, 2012	-9.09% Feb 26, 2007 - Mar 21, 2007
#12	-6.75% Jul 27, 2017 - Mar 14, 2018	-8.75% May 7, 2007 - Jul 6, 2007
#13	-5.95% Oct 4, 2012 - Oct 25, 2012	-8.18% Oct 12, 2020 - Nov 6, 2020
#14	-5.70% Jul 23, 2024 - Nov 7, 2024	-8.16% Sep 18, 2013 - Dec 30, 2013
#15	-5.63% Sep 10, 2021 - Jan 10, 2022	-7.82% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between EFT and EWD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

EFT vs EWD dividend yield comparison.

Year	EFT	EWD
2026	2.76%	0.00%
2025	9.55%	3.27%
2024	10.52%	1.77%
2023	11.09%	2.41%
2022	9.81%	3.68%
2021	5.24%	5.46%
2020	5.88%	0.98%
2019	7.41%	4.15%
2018	6.77%	5.17%
2017	5.73%	3.23%
2016	5.54%	3.91%
2015	6.57%	4.08%
2014	5.82%	3.92%
2013	6.62%	3.47%
2012	5.62%	3.03%
2011	7.17%	4.13%
2010	5.85%	1.77%
2009	6.02%	2.13%
2008	15.12%	8.23%
2007	9.97%	3.61%
2006	8.47%	1.05%
2005	7.46%	1.85%
2004	2.45%	0.70%
2003	0.00%	1.58%
2002	0.00%	1.28%
2001	0.00%	0.35%
2000	0.00%	30.15%
1999	0.00%	3.42%