EOI vs MSFU
Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and DIREXION DAILY MSFT BULL 2X SHARES (MSFU, ETF).
EOI vs MSFU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EOI
$866M
MSFU
$862M
Max Drawdown
Winner
EOI
61.69%
MSFU
65.09%
Sharpe Ratio
Winner
EOI
0.03
MSFU
-1.00
5Y Beta
Winner
EOI
0.86
MSFU
1.74
5Y Dividends CAGR
EOI
10.05%
MSFU
N/A
EOI vs MSFU - Historical Returns
Returns include dividend reinvestment.
1M
EOI
+3.01%
Winner
MSFU
+15.22%
3M
Winner
EOI
+2.04%
MSFU
-16.22%
6M
Winner
EOI
-0.04%
MSFU
-27.40%
1Y
Winner
EOI
+2.67%
MSFU
-48.34%
5Y(CAGR)
EOI
+9.43%
MSFU
N/A
10Y(CAGR)
EOI
+12.34%
MSFU
N/A
Max(CAGR)
Winner
EOI
+8.78%
MSFU
+3.92%
EOI vs MSFU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EOI | MSFU |
|---|---|---|
| 2026 | +0.89% | -36.40% |
| 2025 | +7.28% | +15.26% |
| 2024 | +36.30% | +8.05% |
| 2023 | +19.94% | +83.14% |
| 2022 | -19.61% | -13.28% |
| 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 MSFU Drawdown Comparison
The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.
The maximum drawdown for MSFU was -62.31%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current EOI drawdown is -1.95%. The current MSFU drawdown is -52.80%.
| Rank | EOI | MSFU |
|---|---|---|
| #1 | -53.72% Jul 3, 2007 - Mar 6, 2013 | -62.31% Aug 4, 2025 - Jun 25, 2026 |
| #2 | -39.98% Feb 19, 2020 - Aug 17, 2020 | -48.11% Jul 5, 2024 - Jul 15, 2025 |
| #3 | -27.99% Sep 20, 2018 - Sep 5, 2019 | -29.17% Sep 12, 2022 - Mar 16, 2023 |
| #4 | -26.79% Dec 31, 2021 - Jan 26, 2024 | -20.16% Jul 18, 2023 - Nov 10, 2023 |
| #5 | -23.18% Dec 4, 2024 - Jul 3, 2025 | -18.48% Mar 21, 2024 - Jun 12, 2024 |
| #6 | -15.91% Dec 29, 2015 - May 31, 2016 | -8.42% Jun 15, 2023 - Jul 18, 2023 |
| #7 | -13.33% Apr 24, 2015 - Dec 21, 2015 | -8.28% Apr 6, 2023 - Apr 26, 2023 |
| #8 | -12.53% Jan 30, 2026 - Mar 27, 2026 | -6.86% Nov 28, 2023 - Jan 12, 2024 |
| #9 | -12.06% Sep 18, 2014 - Nov 20, 2014 | -6.65% Feb 9, 2024 - Mar 14, 2024 |
| #10 | -11.58% Aug 18, 2005 - Jul 20, 2006 | -5.60% Jun 5, 2023 - Jun 14, 2023 |
| #11 | -11.19% Aug 26, 2020 - Nov 17, 2020 | -4.61% Jan 29, 2024 - Feb 2, 2024 |
| #12 | -11.15% Jul 19, 2016 - Feb 3, 2017 | -3.72% Mar 17, 2023 - Mar 24, 2023 |
| #13 | -11.03% Jul 11, 2024 - Sep 19, 2024 | -3.48% Jul 31, 2025 - Aug 4, 2025 |
| #14 | -9.38% Jan 16, 2018 - Apr 18, 2018 | -3.42% May 22, 2023 - May 25, 2023 |
| #15 | -8.69% Sep 12, 2025 - Jan 13, 2026 | -3.21% Mar 14, 2024 - Mar 21, 2024 |
Correlation
Correlation between EOI and MSFU is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2004 - 2026)
EOI vs MSFU dividend yield comparison.
| Year | EOI | MSFU |
|---|---|---|
| 2026 | 4.74% | 1.10% |
| 2025 | 7.81% | 8.15% |
| 2024 | 7.38% | 7.00% |
| 2023 | 7.93% | 2.11% |
| 2022 | 8.80% | 0.54% |
| 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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