EOS vs SOXS

Comparison between Eaton Vance Enhanced Equity Income Fund II (EOS, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceEOS has outperformed SOXS, delivering a return of +6.8% compared to -79.3%

EOS vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOS(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Max Drawdown	63.63%	100.00%
Sharpe Ratio	-0.19	-2.03
5Y Beta	0.98	0.00
5Y Dividends CAGR	10.80%	N/A

Net Assets

EOS

$1.30B

Winner

SOXS

$1.40B

Max Drawdown

Winner

EOS

63.63%

SOXS

100.00%

Sharpe Ratio

Winner

EOS

-0.19

SOXS

-2.03

5Y Beta

EOS

0.98

Winner

SOXS

0.00

5Y Dividends CAGR

EOS

10.80%

SOXS

N/A

EOS vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	EOS	SOXS
1 month	+1.05%	-12.33%
3 months	-0.37%	-59.93%
6 months	+3.66%	-88.56%
1 year	-0.17%	-97.14%
5 years(CAGR)	+6.82%	-79.28%
10 years(CAGR)	+13.10%	-78.48%
Max(CAGR)	+9.48%	-71.17%

Winner

EOS

+1.05%

SOXS

-12.33%

Winner

EOS

-0.37%

SOXS

-59.93%

Winner

EOS

+3.66%

SOXS

-88.56%

Winner

EOS

-0.17%

SOXS

-97.14%

5Y(CAGR)

Winner

EOS

+6.82%

SOXS

-79.28%

10Y(CAGR)

Winner

EOS

+13.10%

SOXS

-78.48%

Max(CAGR)

Winner

EOS

+9.48%

SOXS

-71.17%

EOS vs SOXS - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	EOS	SOXS
2026	-0.14%	-92.22%
2025	+6.24%	-85.29%
2024	+41.08%	-63.31%
2023	+21.50%	-85.08%
2022	-25.87%	+22.94%
2021	+22.95%	-81.18%
2020	+29.43%	-92.42%
2019	+29.90%	-83.37%
2018	+2.38%	-12.21%
2017	+27.08%	-69.30%
2016	+2.99%	-74.03%
2015	+6.40%	-25.17%
2014	+15.87%	-65.79%
2013	+33.14%	-67.79%
2012	+12.08%	-39.67%
2011	-8.20%	-24.71%
2010	-7.17%	-59.45%
2009	+45.12%	N/A
2008	-32.54%	N/A
2007	-4.93%	N/A
2006	+23.07%	N/A
2005	-3.91%	N/A

EOS vs SOXS Drawdown Comparison

The maximum drawdown for EOS was -55.70%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current EOS drawdown is -3.44%. The current SOXS drawdown is -100.00%.

Rank	EOS	SOXS
#1	-55.70% Jul 3, 2007 - Feb 8, 2013	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-41.12% Feb 19, 2020 - Aug 3, 2020	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-34.30% Dec 31, 2021 - Mar 12, 2024	N/A
#4	-25.69% Aug 29, 2018 - Jun 28, 2019	N/A
#5	-24.33% Dec 24, 2024 - Jun 27, 2025	N/A
#6	-19.16% Aug 5, 2015 - Jul 19, 2016	N/A
#7	-17.12% Sep 22, 2025 - Mar 30, 2026	N/A
#8	-12.44% Jul 10, 2024 - Oct 9, 2024	N/A
#9	-11.99% Aug 19, 2005 - Mar 3, 2006	N/A
#10	-11.46% Sep 18, 2014 - Oct 31, 2014	N/A
#11	-10.08% Sep 2, 2020 - Nov 16, 2020	N/A
#12	-8.65% Jan 26, 2018 - Mar 8, 2018	N/A
#13	-8.50% May 21, 2013 - Jul 15, 2013	N/A
#14	-8.29% Feb 14, 2005 - Jul 11, 2005	N/A
#15	-7.84% Feb 19, 2021 - Apr 13, 2021	N/A

Correlation

Correlation between EOS and SOXS is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101

Dividend Comparison (2005 - 2026)

EOS vs SOXS dividend yield comparison.

Year	EOS	SOXS
2026	4.83%	7.78%
2025	7.81%	10.80%
2024	7.17%	5.45%
2023	7.38%	9.22%
2022	9.69%	0.19%
2021	5.60%	0.00%
2020	5.01%	3.58%
2019	6.65%	2.30%
2018	7.16%	0.76%
2017	6.90%	0.00%
2016	8.20%	0.00%
2015	7.70%	0.00%
2014	7.59%	0.00%
2013	8.08%	0.00%
2012	10.15%	0.00%
2011	10.84%	1.31%
2010	11.57%	4.56%
2009	12.07%	0.00%
2008	16.19%	0.00%
2007	9.74%	0.00%
2006	8.36%	0.00%
2005	8.06%	0.00%