EOI vs OUSM
Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).
5-Year PerformanceEOI has outperformed OUSM, delivering a return of +9.3% compared to +7.6%
EOI vs OUSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EOI vs OUSM - Historical Returns
Returns include dividend reinvestment.
EOI vs OUSM - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EOI | OUSM |
|---|---|---|
| 2026 | -2.01% | +7.72% |
| 2025 | +7.28% | +2.83% |
| 2024 | +36.30% | +13.77% |
| 2023 | +19.94% | +17.87% |
| 2022 | -19.61% | -7.79% |
| 2021 | +35.97% | +22.84% |
| 2020 | +9.30% | +7.71% |
| 2019 | +31.48% | +28.03% |
| 2018 | -6.60% | -11.00% |
| 2017 | +26.22% | +10.41% |
| 2016 | +3.02% | +0.00% |
| 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 OUSM Drawdown Comparison
The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current EOI drawdown is -4.78%. The current OUSM drawdown is -0.33%.
| Rank | EOI | OUSM |
|---|---|---|
| #1 | -53.72% Jul 3, 2007 - Mar 6, 2013 | -39.83% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -39.98% Feb 19, 2020 - Aug 17, 2020 | -22.47% Sep 14, 2018 - Oct 28, 2019 |
| #3 | -27.99% Sep 20, 2018 - Sep 5, 2019 | -19.44% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -26.79% Dec 31, 2021 - Jan 26, 2024 | -19.05% Jan 4, 2022 - Feb 1, 2023 |
| #5 | -23.18% Dec 4, 2024 - Jul 3, 2025 | -11.01% Jul 19, 2023 - Dec 11, 2023 |
| #6 | -15.91% Dec 29, 2015 - May 31, 2016 | -10.32% Feb 2, 2023 - Jul 13, 2023 |
| #7 | -13.33% Apr 24, 2015 - Dec 21, 2015 | -9.21% Feb 11, 2026 - Mar 20, 2026 |
| #8 | -12.53% Jan 30, 2026 - Mar 27, 2026 | -8.85% Jan 23, 2018 - Jun 5, 2018 |
| #9 | -12.06% Sep 18, 2014 - Nov 20, 2014 | -7.36% Nov 12, 2021 - Jan 4, 2022 |
| #10 | -11.58% Aug 18, 2005 - Jul 20, 2006 | -7.07% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -11.19% Aug 26, 2020 - Nov 17, 2020 | -5.96% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -11.15% Jul 19, 2016 - Feb 3, 2017 | -5.25% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -11.03% Jul 11, 2024 - Sep 19, 2024 | -4.97% May 7, 2021 - Aug 3, 2021 |
| #14 | -9.38% Jan 16, 2018 - Apr 18, 2018 | -4.78% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -8.69% Sep 12, 2025 - Jan 13, 2026 | -3.96% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between EOI and OUSM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
EOI vs OUSM dividend yield comparison.
| Year | EOI | OUSM |
|---|---|---|
| 2026 | 3.44% | 0.69% |
| 2025 | 7.81% | 2.09% |
| 2024 | 7.38% | 1.62% |
| 2023 | 7.93% | 1.64% |
| 2022 | 8.80% | 1.98% |
| 2021 | 5.83% | 1.55% |
| 2020 | 6.66% | 2.02% |
| 2019 | 6.78% | 1.99% |
| 2018 | 8.01% | 2.63% |
| 2017 | 7.15% | 2.17% |
| 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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