EOS vs IAI
Comparison between Eaton Vance Enhanced Equity Income Fund II (EOS, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed EOS, delivering a return of +13.9% compared to +6.8%
EOS vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EOS vs IAI - Historical Returns
Returns include dividend reinvestment.
EOS vs IAI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EOS | IAI |
|---|---|---|
| 2026 | -0.14% | +4.24% |
| 2025 | +6.24% | +25.49% |
| 2024 | +41.08% | +35.52% |
| 2023 | +21.50% | +14.79% |
| 2022 | -25.87% | -11.75% |
| 2021 | +22.95% | +41.17% |
| 2020 | +29.43% | +17.15% |
| 2019 | +29.90% | +23.36% |
| 2018 | +2.38% | -9.42% |
| 2017 | +27.08% | +27.80% |
| 2016 | +2.99% | +24.66% |
| 2015 | +6.40% | -0.96% |
| 2014 | +15.87% | +12.35% |
| 2013 | +33.14% | +61.82% |
| 2012 | +12.08% | +13.26% |
| 2011 | -8.20% | -28.09% |
| 2010 | -7.17% | +2.58% |
| 2009 | +45.12% | +39.54% |
| 2008 | -32.54% | -59.22% |
| 2007 | -4.93% | -5.34% |
| 2006 | +23.07% | +5.67% |
| 2005 | -3.91% | N/A |
EOS vs IAI Drawdown Comparison
The maximum drawdown for EOS was -55.70%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current EOS drawdown is -3.44%. The current IAI drawdown is -4.11%.
| Rank | EOS | IAI |
|---|---|---|
| #1 | -55.70% Jul 3, 2007 - Feb 8, 2013 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -41.12% Feb 19, 2020 - Aug 3, 2020 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -34.30% Dec 31, 2021 - Mar 12, 2024 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -25.69% Aug 29, 2018 - Jun 28, 2019 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -24.33% Dec 24, 2024 - Jun 27, 2025 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -19.16% Aug 5, 2015 - Jul 19, 2016 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -17.12% Sep 22, 2025 - Mar 30, 2026 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -12.44% Jul 10, 2024 - Oct 9, 2024 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -11.99% Aug 19, 2005 - Mar 3, 2006 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -11.46% Sep 18, 2014 - Oct 31, 2014 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -10.08% Sep 2, 2020 - Nov 16, 2020 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -8.65% Jan 26, 2018 - Mar 8, 2018 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -8.50% May 21, 2013 - Jul 15, 2013 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -8.29% Feb 14, 2005 - Jul 11, 2005 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -7.84% Feb 19, 2021 - Apr 13, 2021 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between EOS and IAI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
EOS vs IAI dividend yield comparison.
| Year | EOS | IAI |
|---|---|---|
| 2026 | 4.83% | 0.62% |
| 2025 | 7.81% | 0.95% |
| 2024 | 7.17% | 1.05% |
| 2023 | 7.38% | 1.80% |
| 2022 | 9.69% | 2.14% |
| 2021 | 5.60% | 1.31% |
| 2020 | 5.01% | 1.55% |
| 2019 | 6.65% | 1.52% |
| 2018 | 7.16% | 1.58% |
| 2017 | 6.90% | 1.37% |
| 2016 | 8.20% | 1.49% |
| 2015 | 7.70% | 1.31% |
| 2014 | 7.59% | 1.13% |
| 2013 | 8.08% | 1.13% |
| 2012 | 10.15% | 2.97% |
| 2011 | 10.84% | 1.25% |
| 2010 | 11.57% | 1.62% |
| 2009 | 12.07% | 0.57% |
| 2008 | 16.19% | 2.28% |
| 2007 | 9.74% | 0.68% |
| 2006 | 8.36% | 0.20% |
| 2005 | 8.06% | 0.00% |
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