EOI vs INFO

Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and Harbor PanAgora Dynamic Large Cap Core ETF (INFO, ETF).

EOI vs INFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOI(ETF)	INFO(ETF)
Net Assets	$866M	$865M
Expense Ratio	N/A	0.35%
Max Drawdown	61.69%	19.60%
Sharpe Ratio	0.03	1.44
5Y Beta	0.86	0.99
P/E Ratio	N/A	27.31
Forward P/E	N/A	19.09
PEG Ratio	N/A	0.13
5Y Dividends CAGR	10.05%	N/A
5Y EPS CAGR	N/A	27.57%
Debt to Equity	N/A	-17.52%
P/S Ratio	N/A	2.63
P/B Ratio	N/A	5.23

Net Assets

Winner

EOI

$866M

INFO

$865M

Expense Ratio

EOI

N/A

INFO

0.35%

Max Drawdown

EOI

61.69%

Winner

INFO

19.60%

Sharpe Ratio

EOI

0.03

Winner

INFO

1.44

5Y Beta

Winner

EOI

0.86

INFO

0.99

P/E Ratio

EOI

N/A

INFO

27.31

Forward P/E

EOI

N/A

INFO

19.09

PEG Ratio

EOI

N/A

INFO

0.13

5Y Dividends CAGR

EOI

10.05%

INFO

N/A

5Y EPS CAGR

EOI

N/A

INFO

27.57%

Debt to Equity

EOI

N/A

INFO

-17.52%

P/S Ratio

EOI

N/A

INFO

2.63

P/B Ratio

EOI

N/A

INFO

5.23

EOI vs INFO - Historical Returns

Returns include dividend reinvestment.

Period	EOI	INFO
1 month	+3.01%	+1.62%
3 months	+2.04%	+8.20%
6 months	-0.04%	+12.48%
1 year	+2.67%	+23.82%
5 years(CAGR)	+9.43%	N/A
10 years(CAGR)	+12.34%	N/A
Max(CAGR)	+8.78%	+19.57%

Winner

EOI

+3.01%

INFO

+1.62%

EOI

+2.04%

Winner

INFO

+8.20%

EOI

-0.04%

Winner

INFO

+12.48%

EOI

+2.67%

Winner

INFO

+23.82%

5Y(CAGR)

EOI

+9.43%

INFO

N/A

10Y(CAGR)

EOI

+12.34%

INFO

N/A

Max(CAGR)

EOI

+8.78%

Winner

INFO

+19.57%

EOI vs INFO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EOI	INFO
2026	+0.89%	+12.08%
2025	+7.28%	+19.87%
2024	+36.30%	+2.19%
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 INFO Drawdown Comparison

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

The maximum drawdown for INFO was -19.60%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The current EOI drawdown is -1.95%. The current INFO drawdown is -0.55%.

Rank	EOI	INFO
#1	-53.72% Jul 3, 2007 - Mar 6, 2013	-19.60% Jan 23, 2025 - Jun 24, 2025
#2	-39.98% Feb 19, 2020 - Aug 17, 2020	-8.98% Jan 28, 2026 - Apr 15, 2026
#3	-27.99% Sep 20, 2018 - Sep 5, 2019	-4.96% Oct 29, 2025 - Dec 10, 2025
#4	-26.79% Dec 31, 2021 - Jan 26, 2024	-4.62% Jun 2, 2026 - Jul 10, 2026
#5	-23.18% Dec 4, 2024 - Jul 3, 2025	-3.86% Dec 6, 2024 - Jan 22, 2025
#6	-15.91% Dec 29, 2015 - May 31, 2016	-3.09% Jan 9, 2026 - Jan 27, 2026
#7	-13.33% Apr 24, 2015 - Dec 21, 2015	-2.90% Oct 8, 2025 - Oct 24, 2025
#8	-12.53% Jan 30, 2026 - Mar 27, 2026	-2.68% Oct 14, 2024 - Nov 6, 2024
#9	-12.06% Sep 18, 2014 - Nov 20, 2014	-2.61% Dec 11, 2025 - Dec 23, 2025
#10	-11.58% Aug 18, 2005 - Jul 20, 2006	-2.39% Nov 11, 2024 - Nov 26, 2024
#11	-11.19% Aug 26, 2020 - Nov 17, 2020	-2.17% Jul 28, 2025 - Aug 8, 2025
#12	-11.15% Jul 19, 2016 - Feb 3, 2017	-2.15% May 14, 2026 - May 26, 2026
#13	-11.03% Jul 11, 2024 - Sep 19, 2024	-1.72% Aug 14, 2025 - Aug 27, 2025
#14	-9.38% Jan 16, 2018 - Apr 18, 2018	-1.56% Jul 15, 2026 - Jul 20, 2026
#15	-8.69% Sep 12, 2025 - Jan 13, 2026	-1.34% Aug 28, 2025 - Sep 4, 2025

Correlation

Correlation between EOI and INFO is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2004 - 2026)

EOI vs INFO dividend yield comparison.

Year	EOI	INFO
2026	4.74%	0.00%
2025	7.81%	0.35%
2024	7.38%	0.16%
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%