EOI vs FHEQ
Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and FIDELITY HEDGED EQUITY ETF (FHEQ, ETF).
EOI vs FHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EOI
$879M
Winner
FHEQ
$884M
Expense Ratio
EOI
N/A
FHEQ
0.48%
Max Drawdown
EOI
61.69%
Winner
FHEQ
11.49%
Sharpe Ratio
EOI
0.04
Winner
FHEQ
1.33
5Y Beta
EOI
0.86
Winner
FHEQ
0.58
P/E Ratio
EOI
N/A
FHEQ
26.10
Forward P/E
EOI
N/A
FHEQ
20.27
PEG Ratio
EOI
N/A
FHEQ
0.24
5Y Dividends CAGR
EOI
10.05%
FHEQ
N/A
5Y EPS CAGR
EOI
N/A
FHEQ
29.17%
Debt to Equity
EOI
N/A
FHEQ
48.65%
P/S Ratio
EOI
N/A
FHEQ
3.70
P/B Ratio
EOI
N/A
FHEQ
5.51
EOI vs FHEQ - Historical Returns
Returns include dividend reinvestment.
1M
EOI
-1.40%
Winner
FHEQ
+0.30%
3M
EOI
+0.24%
Winner
FHEQ
+9.34%
6M
EOI
+2.96%
Winner
FHEQ
+6.58%
1Y
EOI
+2.59%
Winner
FHEQ
+17.28%
5Y(CAGR)
EOI
+9.32%
FHEQ
N/A
10Y(CAGR)
EOI
+12.37%
FHEQ
N/A
Max(CAGR)
EOI
+8.68%
Winner
FHEQ
+14.30%
EOI vs FHEQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EOI | FHEQ |
|---|---|---|
| 2026 | -2.01% | +6.58% |
| 2025 | +7.28% | +13.41% |
| 2024 | +36.30% | +10.57% |
| 2023 | +19.94% | N/A |
| 2022 | -19.61% | N/A |
| 2021 | +35.97% | N/A |
| 2020 | +9.30% | N/A |
| 2019 | +31.48% | N/A |
| 2018 | -6.60% | N/A |
| 2017 | +26.22% | N/A |
| 2016 | +3.02% | N/A |
| 2015 | +5.52% | N/A |
| 2014 | +15.58% | N/A |
| 2013 | +30.03% | N/A |
| 2012 | +14.03% | N/A |
| 2011 | -11.60% | N/A |
| 2010 | -3.69% | N/A |
| 2009 | +30.19% | N/A |
| 2008 | -26.45% | N/A |
| 2007 | -3.69% | N/A |
| 2006 | +19.41% | N/A |
| 2005 | -0.80% | N/A |
| 2004 | +0.78% | N/A |
EOI vs FHEQ Drawdown Comparison
The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The current EOI drawdown is -4.78%. The current FHEQ drawdown is -2.49%.
| Rank | EOI | FHEQ |
|---|---|---|
| #1 | -53.72% Jul 3, 2007 - Mar 6, 2013 | -11.12% Dec 6, 2024 - Jun 24, 2025 |
| #2 | -39.98% Feb 19, 2020 - Aug 17, 2020 | -7.77% Feb 2, 2026 - Apr 17, 2026 |
| #3 | -27.99% Sep 20, 2018 - Sep 5, 2019 | -5.40% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -26.79% Dec 31, 2021 - Jan 26, 2024 | -4.31% Oct 28, 2025 - Dec 11, 2025 |
| #5 | -23.18% Dec 4, 2024 - Jul 3, 2025 | -4.09% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -15.91% Dec 29, 2015 - May 31, 2016 | -3.60% Aug 23, 2024 - Sep 19, 2024 |
| #7 | -13.33% Apr 24, 2015 - Dec 21, 2015 | -3.13% Apr 11, 2024 - May 14, 2024 |
| #8 | -12.53% Jan 30, 2026 - Mar 27, 2026 | -2.44% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -12.06% Sep 18, 2014 - Nov 20, 2014 | -2.30% Dec 24, 2025 - Feb 2, 2026 |
| #10 | -11.58% Aug 18, 2005 - Jul 20, 2006 | -2.10% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -11.19% Aug 26, 2020 - Nov 17, 2020 | -2.03% Nov 11, 2024 - Dec 2, 2024 |
| #12 | -11.15% Jul 19, 2016 - Feb 3, 2017 | -2.01% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -11.03% Jul 11, 2024 - Sep 19, 2024 | -1.84% Jul 25, 2025 - Aug 8, 2025 |
| #14 | -9.38% Jan 16, 2018 - Apr 18, 2018 | -1.71% May 14, 2026 - May 26, 2026 |
| #15 | -8.69% Sep 12, 2025 - Jan 13, 2026 | -1.40% Aug 28, 2025 - Sep 9, 2025 |
Correlation
Correlation between EOI and FHEQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
EOI vs FHEQ dividend yield comparison.
| Year | EOI | FHEQ |
|---|---|---|
| 2026 | 3.44% | 0.18% |
| 2025 | 7.81% | 0.63% |
| 2024 | 7.38% | 0.50% |
| 2023 | 7.93% | 0.00% |
| 2022 | 8.80% | 0.00% |
| 2021 | 5.83% | 0.00% |
| 2020 | 6.66% | 0.00% |
| 2019 | 6.78% | 0.00% |
| 2018 | 8.01% | 0.00% |
| 2017 | 7.15% | 0.00% |
| 2016 | 8.36% | 0.00% |
| 2015 | 7.73% | 0.00% |
| 2014 | 7.52% | 0.00% |
| 2013 | 7.98% | 0.00% |
| 2012 | 9.83% | 0.00% |
| 2011 | 10.83% | 0.00% |
| 2010 | 10.86% | 0.00% |
| 2009 | 11.59% | 0.00% |
| 2008 | 12.56% | 0.00% |
| 2007 | 9.68% | 0.00% |
| 2006 | 7.84% | 0.00% |
| 2005 | 8.15% | 0.00% |
| 2004 | 0.68% | 0.00% |
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