EOI vs FDD

Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF).

5-Year PerformanceFDD has outperformed EOI, delivering a return of +10.7% compared to +9.8%

EOI vs FDD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOI(ETF)	FDD(ETF)
Net Assets	$861M	$860M
Expense Ratio	N/A	0.56%
Max Drawdown	61.69%	76.57%
Sharpe Ratio	0.12	1.58
5Y Beta	0.86	0.64
5Y Dividends CAGR	10.05%	7.48%

Net Assets

Winner

EOI

$861M

FDD

$860M

Expense Ratio

EOI

N/A

FDD

0.56%

Max Drawdown

Winner

EOI

61.69%

FDD

76.57%

Sharpe Ratio

EOI

0.12

Winner

FDD

1.58

5Y Beta

EOI

0.86

Winner

FDD

0.64

5Y Dividends CAGR

Winner

EOI

10.05%

FDD

7.48%

EOI vs FDD - Historical Returns

Returns include dividend reinvestment.

Period	EOI	FDD
1 month	-1.44%	+0.52%
3 months	-1.20%	+8.37%
6 months	+3.02%	+15.84%
1 year	+5.42%	+30.65%
5 years(CAGR)	+9.76%	+10.72%
10 years(CAGR)	+12.27%	+9.78%
Max(CAGR)	+8.70%	+2.43%

EOI

-1.44%

Winner

FDD

+0.52%

EOI

-1.20%

Winner

FDD

+8.37%

EOI

+3.02%

Winner

FDD

+15.84%

EOI

+5.42%

Winner

FDD

+30.65%

5Y(CAGR)

EOI

+9.76%

Winner

FDD

+10.72%

10Y(CAGR)

Winner

EOI

+12.27%

FDD

+9.78%

Max(CAGR)

Winner

EOI

+8.70%

FDD

+2.43%

EOI vs FDD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EOI	FDD
2026	-1.81%	+8.19%
2025	+7.28%	+63.19%
2024	+36.30%	+0.98%
2023	+19.94%	+11.77%
2022	-19.61%	-16.60%
2021	+35.97%	+14.76%
2020	+9.30%	-4.96%
2019	+31.48%	+24.34%
2018	-6.60%	-9.47%
2017	+26.22%	+18.18%
2016	+3.02%	+3.66%
2015	+5.52%	-2.13%
2014	+15.58%	-0.26%
2013	+30.03%	+17.15%
2012	+14.03%	+9.83%
2011	-11.60%	-9.86%
2010	-3.69%	-1.26%
2009	+30.19%	+31.14%
2008	-26.45%	-60.17%
2007	-3.69%	+1.65%
2006	+19.41%	N/A
2005	-0.80%	N/A
2004	+0.78%	N/A

EOI vs FDD Drawdown Comparison

The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.

The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.

The current EOI drawdown is -4.58%. The current FDD drawdown is -3.57%.

Rank	EOI	FDD
#1	-53.72% Jul 3, 2007 - Mar 6, 2013	-74.73% Oct 31, 2007 - Mar 18, 2025
#2	-39.98% Feb 19, 2020 - Aug 17, 2020	-12.90% Mar 18, 2025 - Apr 22, 2025
#3	-27.99% Sep 20, 2018 - Sep 5, 2019	-9.39% Feb 26, 2026 - Apr 13, 2026
#4	-26.79% Dec 31, 2021 - Jan 26, 2024	-5.39% Jul 23, 2025 - Aug 12, 2025
#5	-23.18% Dec 4, 2024 - Jul 3, 2025	-5.18% Sep 4, 2007 - Sep 27, 2007
#6	-15.91% Dec 29, 2015 - May 31, 2016	-5.10% Aug 22, 2025 - Nov 11, 2025
#7	-13.33% Apr 24, 2015 - Dec 21, 2015	-4.87% Nov 13, 2025 - Dec 2, 2025
#8	-12.53% Jan 30, 2026 - Mar 27, 2026	-4.69% Oct 9, 2007 - Oct 29, 2007
#9	-12.06% Sep 18, 2014 - Nov 20, 2014	-3.62% Apr 17, 2026 - May 6, 2026
#10	-11.58% Aug 18, 2005 - Jul 20, 2006	-3.57% May 26, 2026 - Jun 5, 2026
#11	-11.19% Aug 26, 2020 - Nov 17, 2020	-2.47% Jul 9, 2025 - Jul 22, 2025
#12	-11.15% Jul 19, 2016 - Feb 3, 2017	-2.43% Jan 29, 2026 - Feb 9, 2026
#13	-11.03% Jul 11, 2024 - Sep 19, 2024	-1.88% Oct 5, 2007 - Oct 9, 2007
#14	-9.38% Jan 16, 2018 - Apr 18, 2018	-1.70% Feb 9, 2026 - Feb 20, 2026
#15	-8.69% Sep 12, 2025 - Jan 13, 2026	-1.57% Oct 1, 2007 - Oct 5, 2007

Correlation

Correlation between EOI and FDD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2004 - 2026)

EOI vs FDD dividend yield comparison.

Year	EOI	FDD
2026	3.43%	0.32%
2025	7.81%	3.99%
2024	7.38%	7.65%
2023	7.93%	6.85%
2022	8.80%	6.07%
2021	5.83%	3.44%
2020	6.66%	4.01%
2019	6.78%	4.69%
2018	8.01%	5.05%
2017	7.15%	2.78%
2016	8.36%	4.88%
2015	7.73%	4.35%
2014	7.52%	4.30%
2013	7.98%	3.62%
2012	9.83%	4.96%
2011	10.83%	5.58%
2010	10.86%	4.10%
2009	11.59%	3.54%
2008	12.56%	10.79%
2007	9.68%	0.80%
2006	7.84%	0.00%
2005	8.15%	0.00%
2004	0.68%	0.00%