EFT vs SPY
Comparison between Eaton Vance Floating-Rate Income Trust (EFT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EFT, delivering a return of +13.3% compared to +3.4%
EFT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFT vs SPY - Historical Returns
Returns include dividend reinvestment.
EFT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EFT | SPY |
|---|---|---|
| 2026 | -1.64% | +8.26% |
| 2025 | -4.98% | +18.00% |
| 2024 | +10.09% | +25.59% |
| 2023 | +25.67% | +26.72% |
| 2022 | -19.37% | -18.64% |
| 2021 | +21.84% | +30.52% |
| 2020 | +2.02% | +17.28% |
| 2019 | +15.47% | +31.09% |
| 2018 | -6.38% | -5.24% |
| 2017 | +1.03% | +20.78% |
| 2016 | +26.83% | +13.59% |
| 2015 | -3.08% | +1.31% |
| 2014 | -3.45% | +14.56% |
| 2013 | -6.56% | +29.00% |
| 2012 | +25.50% | +14.17% |
| 2011 | -5.17% | +0.85% |
| 2010 | +19.50% | +13.14% |
| 2009 | +82.60% | +22.67% |
| 2008 | -44.31% | -36.25% |
| 2007 | -8.04% | +5.32% |
| 2006 | +17.88% | +13.85% |
| 2005 | -5.07% | +5.32% |
| 2004 | -2.51% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EFT vs SPY Drawdown Comparison
The maximum drawdown for EFT was -60.58%, occurring on Dec 15, 2008. Recovery took 675 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EFT drawdown is -11.04%. The current SPY drawdown is -2.90%.
| Rank | EFT | SPY |
|---|---|---|
| #1 | -60.58% Jun 25, 2007 - Mar 1, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.43% Jan 22, 2020 - Dec 3, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.97% Jan 12, 2022 - Dec 15, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.47% May 23, 2013 - Nov 11, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.16% Feb 24, 2011 - Mar 21, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.49% Jan 24, 2025 - Apr 7, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.52% Apr 12, 2018 - Dec 16, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.57% Mar 25, 2010 - Oct 21, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.39% Mar 4, 2005 - Mar 16, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.92% Mar 27, 2012 - Aug 20, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.83% Oct 25, 2012 - Dec 19, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.75% Jul 27, 2017 - Mar 14, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.95% Oct 4, 2012 - Oct 25, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.70% Jul 23, 2024 - Nov 7, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.63% Sep 10, 2021 - Jan 10, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EFT and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EFT vs SPY dividend yield comparison.
| Year | EFT | SPY |
|---|---|---|
| 2026 | 2.78% | 0.24% |
| 2025 | 9.55% | 1.07% |
| 2024 | 10.52% | 1.21% |
| 2023 | 11.09% | 1.40% |
| 2022 | 9.81% | 1.65% |
| 2021 | 5.24% | 1.20% |
| 2020 | 5.88% | 1.52% |
| 2019 | 7.41% | 1.75% |
| 2018 | 6.77% | 2.04% |
| 2017 | 5.73% | 1.80% |
| 2016 | 5.54% | 2.03% |
| 2015 | 6.57% | 2.06% |
| 2014 | 5.82% | 1.87% |
| 2013 | 6.62% | 1.81% |
| 2012 | 5.62% | 2.18% |
| 2011 | 7.17% | 2.05% |
| 2010 | 5.85% | 1.80% |
| 2009 | 6.02% | 1.95% |
| 2008 | 15.12% | 3.02% |
| 2007 | 9.97% | 1.85% |
| 2006 | 8.47% | 1.73% |
| 2005 | 7.46% | 1.73% |
| 2004 | 2.45% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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