EOI vs SPY
Comparison between Eaton Vance Enhanced Equity Income Fund (EOI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EOI, delivering a return of +13.3% compared to +9.8%
EOI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EOI vs SPY - Historical Returns
Returns include dividend reinvestment.
EOI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EOI | SPY |
|---|---|---|
| 2026 | -1.81% | +8.26% |
| 2025 | +7.28% | +18.00% |
| 2024 | +36.30% | +25.59% |
| 2023 | +19.94% | +26.72% |
| 2022 | -19.61% | -18.64% |
| 2021 | +35.97% | +30.52% |
| 2020 | +9.30% | +17.28% |
| 2019 | +31.48% | +31.09% |
| 2018 | -6.60% | -5.24% |
| 2017 | +26.22% | +20.78% |
| 2016 | +3.02% | +13.59% |
| 2015 | +5.52% | +1.31% |
| 2014 | +15.58% | +14.56% |
| 2013 | +30.03% | +29.00% |
| 2012 | +14.03% | +14.17% |
| 2011 | -11.60% | +0.85% |
| 2010 | -3.69% | +13.14% |
| 2009 | +30.19% | +22.67% |
| 2008 | -26.45% | -36.25% |
| 2007 | -3.69% | +5.32% |
| 2006 | +19.41% | +13.85% |
| 2005 | -0.80% | +5.32% |
| 2004 | +0.78% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EOI vs SPY Drawdown Comparison
The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EOI drawdown is -4.58%. The current SPY drawdown is -2.90%.
| Rank | EOI | SPY |
|---|---|---|
| #1 | -53.72% Jul 3, 2007 - Mar 6, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.98% Feb 19, 2020 - Aug 17, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.99% Sep 20, 2018 - Sep 5, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.79% Dec 31, 2021 - Jan 26, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.18% Dec 4, 2024 - Jul 3, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.91% Dec 29, 2015 - May 31, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.33% Apr 24, 2015 - Dec 21, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.53% Jan 30, 2026 - Mar 27, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.06% Sep 18, 2014 - Nov 20, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.58% Aug 18, 2005 - Jul 20, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.19% Aug 26, 2020 - Nov 17, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.15% Jul 19, 2016 - Feb 3, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.03% Jul 11, 2024 - Sep 19, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.38% Jan 16, 2018 - Apr 18, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.69% Sep 12, 2025 - Jan 13, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EOI and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EOI vs SPY dividend yield comparison.
| Year | EOI | SPY |
|---|---|---|
| 2026 | 3.43% | 0.24% |
| 2025 | 7.81% | 1.07% |
| 2024 | 7.38% | 1.21% |
| 2023 | 7.93% | 1.40% |
| 2022 | 8.80% | 1.65% |
| 2021 | 5.83% | 1.20% |
| 2020 | 6.66% | 1.52% |
| 2019 | 6.78% | 1.75% |
| 2018 | 8.01% | 2.04% |
| 2017 | 7.15% | 1.80% |
| 2016 | 8.36% | 2.03% |
| 2015 | 7.73% | 2.06% |
| 2014 | 7.52% | 1.87% |
| 2013 | 7.98% | 1.81% |
| 2012 | 9.83% | 2.18% |
| 2011 | 10.83% | 2.05% |
| 2010 | 10.86% | 1.80% |
| 2009 | 11.59% | 1.95% |
| 2008 | 12.56% | 3.02% |
| 2007 | 9.68% | 1.85% |
| 2006 | 7.84% | 1.73% |
| 2005 | 8.15% | 1.73% |
| 2004 | 0.68% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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