EOI vs LSGR

Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).

EOI vs LSGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOI(ETF)	LSGR(ETF)
Net Assets	$858M	$856M
Expense Ratio	N/A	0.59%
Max Drawdown	61.69%	22.97%
Sharpe Ratio	-0.05	0.21
5Y Beta	0.84	1.18
P/E Ratio	N/A	28.46
Forward P/E	N/A	23.97
PEG Ratio	N/A	0.33
5Y Dividends CAGR	10.05%	N/A
5Y EPS CAGR	N/A	41.81%
Debt to Equity	N/A	52.08%
P/S Ratio	N/A	6.71
P/B Ratio	N/A	8.21

Net Assets

Winner

EOI

$858M

LSGR

$856M

Expense Ratio

EOI

N/A

LSGR

0.59%

Max Drawdown

EOI

61.69%

Winner

LSGR

22.97%

Sharpe Ratio

EOI

-0.05

Winner

LSGR

0.21

5Y Beta

Winner

EOI

0.84

LSGR

1.18

P/E Ratio

EOI

N/A

LSGR

28.46

Forward P/E

EOI

N/A

LSGR

23.97

PEG Ratio

EOI

N/A

LSGR

0.33

5Y Dividends CAGR

EOI

10.05%

LSGR

N/A

5Y EPS CAGR

EOI

N/A

LSGR

41.81%

Debt to Equity

EOI

N/A

LSGR

52.08%

P/S Ratio

EOI

N/A

LSGR

6.71

P/B Ratio

EOI

N/A

LSGR

8.21

EOI vs LSGR - Historical Returns

Returns include dividend reinvestment.

Period	EOI	LSGR
1 month	+1.33%	+5.48%
3 months	+2.91%	-0.53%
6 months	+1.31%	+7.07%
1 year	+2.30%	+6.69%
5 years(CAGR)	+9.07%	N/A
10 years(CAGR)	+12.57%	N/A
Max(CAGR)	+8.81%	+20.50%

EOI

+1.33%

Winner

LSGR

+5.48%

Winner

EOI

+2.91%

LSGR

-0.53%

EOI

+1.31%

Winner

LSGR

+7.07%

EOI

+2.30%

Winner

LSGR

+6.69%

5Y(CAGR)

EOI

+9.07%

LSGR

N/A

10Y(CAGR)

EOI

+12.57%

LSGR

N/A

Max(CAGR)

EOI

+8.81%

Winner

LSGR

+20.50%

EOI vs LSGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EOI	LSGR
2026	+2.23%	+0.95%
2025	+7.28%	+15.76%
2024	+36.30%	+40.59%
2023	+19.94%	+12.34%
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 LSGR Drawdown Comparison

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

The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The current EOI drawdown is -1.44%. The current LSGR drawdown is -2.96%.

Rank	EOI	LSGR
#1	-53.72% Jul 3, 2007 - Mar 6, 2013	-22.92% Jan 23, 2025 - Jun 24, 2025
#2	-39.98% Feb 19, 2020 - Aug 17, 2020	-18.13% Oct 28, 2025 - Mar 27, 2026
#3	-27.99% Sep 20, 2018 - Sep 5, 2019	-12.95% Jul 10, 2024 - Oct 8, 2024
#4	-26.79% Dec 31, 2021 - Jan 26, 2024	-11.58% Jul 19, 2023 - Nov 20, 2023
#5	-23.18% Dec 4, 2024 - Jul 3, 2025	-8.70% Mar 22, 2024 - Jun 5, 2024
#6	-15.91% Dec 29, 2015 - May 31, 2016	-6.47% Dec 11, 2024 - Jan 23, 2025
#7	-13.33% Apr 24, 2015 - Dec 21, 2015	-3.32% Sep 22, 2025 - Oct 27, 2025
#8	-12.53% Jan 30, 2026 - Aug 7, 2026	-3.17% Dec 27, 2023 - Jan 10, 2024
#9	-12.06% Sep 18, 2014 - Nov 20, 2014	-3.04% Nov 13, 2024 - Dec 4, 2024
#10	-11.58% Aug 18, 2005 - Jul 20, 2006	-2.63% Mar 1, 2024 - Mar 20, 2024
#11	-11.19% Aug 26, 2020 - Nov 17, 2020	-2.61% Feb 15, 2024 - Feb 22, 2024
#12	-11.15% Jul 19, 2016 - Feb 3, 2017	-2.59% Aug 18, 2025 - Sep 9, 2025
#13	-11.03% Jul 11, 2024 - Sep 19, 2024	-2.57% Oct 29, 2024 - Nov 6, 2024
#14	-9.38% Jan 16, 2018 - Apr 18, 2018	-2.49% Jul 28, 2025 - Aug 12, 2025
#15	-8.69% Sep 12, 2025 - Jan 13, 2026	-2.11% Feb 9, 2024 - Feb 15, 2024

Correlation

Correlation between EOI and LSGR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2004 - 2026)

EOI vs LSGR dividend yield comparison.

Year	EOI	LSGR
2026	5.38%	0.00%
2025	7.81%	0.05%
2024	7.38%	0.08%
2023	7.93%	0.03%
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%