EIPX vs ETO

Comparison between FT ENERGY INCOME PARTNERS STRATEGY ETF (EIPX, ETF) and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF).

EIPX vs ETO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EIPX(ETF)	ETO(ETF)
Net Assets	$564M	$564M
Expense Ratio	0.95%	N/A
Max Drawdown	16.08%	75.20%
Sharpe Ratio	2.01	1.23
5Y Beta	0.45	0.84
P/E Ratio	16.67	N/A
Forward P/E	14.35	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	N/A	5.67%
5Y EPS CAGR	16.03%	N/A
P/S Ratio	1.15	N/A
P/B Ratio	2.39	N/A

Net Assets

EIPX

$564M

Winner

ETO

$564M

Expense Ratio

EIPX

0.95%

ETO

N/A

Max Drawdown

Winner

EIPX

16.08%

ETO

75.20%

Sharpe Ratio

Winner

EIPX

2.01

ETO

1.23

5Y Beta

Winner

EIPX

0.45

ETO

0.84

P/E Ratio

EIPX

16.67

ETO

N/A

Forward P/E

EIPX

14.35

ETO

N/A

PEG Ratio

EIPX

0.14

ETO

N/A

5Y Dividends CAGR

EIPX

N/A

ETO

5.67%

5Y EPS CAGR

EIPX

16.03%

ETO

N/A

P/S Ratio

EIPX

1.15

ETO

N/A

P/B Ratio

EIPX

2.39

ETO

N/A

EIPX vs ETO - Historical Returns

Returns include dividend reinvestment.

Period	EIPX	ETO
1 month	+0.77%	+6.20%
3 months	+2.30%	+6.12%
6 months	+8.10%	+7.62%
1 year	+30.68%	+24.29%
5 years(CAGR)	N/A	+7.68%
10 years(CAGR)	N/A	+12.32%
Max(CAGR)	+17.91%	+10.69%

EIPX

+0.77%

Winner

ETO

+6.20%

EIPX

+2.30%

Winner

ETO

+6.12%

Winner

EIPX

+8.10%

ETO

+7.62%

Winner

EIPX

+30.68%

ETO

+24.29%

5Y(CAGR)

EIPX

N/A

ETO

+7.68%

10Y(CAGR)

EIPX

N/A

ETO

+12.32%

Max(CAGR)

Winner

EIPX

+17.91%

ETO

+10.69%

EIPX vs ETO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EIPX	ETO
2026	+25.00%	+12.44%
2025	+10.31%	+30.49%
2024	+18.50%	+16.89%
2023	+12.80%	+21.38%
2022	+0.56%	-30.30%
2021	N/A	+38.76%
2020	N/A	+5.60%
2019	N/A	+48.13%
2018	N/A	-18.67%
2017	N/A	+33.20%
2016	N/A	+9.91%
2015	N/A	-3.13%
2014	N/A	+13.76%
2013	N/A	+30.52%
2012	N/A	+24.01%
2011	N/A	-12.34%
2010	N/A	+11.90%
2009	N/A	+40.57%
2008	N/A	-52.19%
2007	N/A	+19.59%
2006	N/A	+33.45%
2005	N/A	+31.87%
2004	N/A	+6.89%

EIPX vs ETO Drawdown Comparison

The maximum drawdown for EIPX was -15.43%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The current EIPX drawdown is -1.71%. The current ETO drawdown is -1.18%.

Rank	EIPX	ETO
#1	-15.43% Jan 21, 2025 - Aug 28, 2025	-71.95% Oct 31, 2007 - May 2, 2013
#2	-9.83% Feb 14, 2023 - Jul 13, 2023	-51.93% Feb 20, 2020 - Dec 16, 2020
#3	-9.63% Nov 29, 2024 - Jan 17, 2025	-35.40% Nov 11, 2021 - Dec 4, 2024
#4	-6.70% Sep 14, 2023 - Jan 3, 2024	-29.75% Aug 28, 2018 - Mar 21, 2019
#5	-6.42% Nov 30, 2022 - Feb 10, 2023	-24.20% Apr 22, 2015 - Aug 23, 2016
#6	-5.17% Apr 30, 2026 - Jul 22, 2026	-23.75% Jul 12, 2007 - Oct 5, 2007
#7	-5.07% May 20, 2024 - Jul 12, 2024	-18.24% Feb 20, 2025 - May 13, 2025
#8	-4.94% Jul 31, 2024 - Aug 16, 2024	-16.44% May 21, 2013 - Nov 15, 2013
#9	-4.45% Jan 3, 2024 - Feb 21, 2024	-15.27% Feb 25, 2026 - May 6, 2026
#10	-4.27% Oct 7, 2024 - Nov 6, 2024	-14.73% Jun 1, 2004 - Nov 16, 2004
#11	-3.99% Sep 26, 2025 - Nov 7, 2025	-13.96% Jul 23, 2014 - Nov 6, 2014
#12	-3.93% Aug 26, 2024 - Sep 23, 2024	-13.70% May 10, 2006 - Aug 9, 2006
#13	-3.79% Mar 27, 2026 - Apr 30, 2026	-11.74% Dec 29, 2006 - Apr 3, 2007
#14	-3.58% Apr 8, 2024 - Apr 29, 2024	-11.38% Jan 24, 2018 - Aug 7, 2018
#15	-3.46% Dec 4, 2025 - Jan 13, 2026	-11.20% Sep 13, 2021 - Nov 11, 2021

Correlation

Correlation between EIPX and ETO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2004 - 2026)

EIPX vs ETO dividend yield comparison.

Year	EIPX	ETO
2026	1.36%	4.37%
2025	3.23%	6.85%
2024	3.27%	7.81%
2023	3.48%	6.97%
2022	0.34%	9.87%
2021	0.00%	5.82%
2020	0.00%	7.36%
2019	0.00%	8.32%
2018	0.00%	11.51%
2017	0.00%	8.50%
2016	0.00%	9.51%
2015	0.00%	9.29%
2014	0.00%	12.51%
2013	0.00%	8.49%
2012	0.00%	6.48%
2011	0.00%	7.55%
2010	0.00%	6.26%
2009	0.00%	6.62%
2008	0.00%	14.74%
2007	0.00%	5.66%
2006	0.00%	5.82%
2005	0.00%	6.16%
2004	0.00%	4.31%