EOS vs SUSC

Comparison between Eaton Vance Enhanced Equity Income Fund II (EOS, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceEOS has outperformed SUSC, delivering a return of +6.9% compared to +0.3%

EOS vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOS(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	N/A	0.18%
Max Drawdown	63.63%	25.83%
Sharpe Ratio	-0.15	0.37
5Y Beta	1.00	0.11
5Y Dividends CAGR	10.80%	13.30%

Net Assets

EOS

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

EOS

N/A

SUSC

0.18%

Max Drawdown

EOS

63.63%

Winner

SUSC

25.83%

Sharpe Ratio

EOS

-0.15

Winner

SUSC

0.37

5Y Beta

EOS

1.00

Winner

SUSC

0.11

5Y Dividends CAGR

EOS

10.80%

Winner

SUSC

13.30%

EOS vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	EOS	SUSC
1 month	-4.39%	+1.19%
3 months	+8.23%	+2.03%
6 months	-4.06%	+0.89%
1 year	-1.00%	+4.97%
5 years(CAGR)	+6.94%	+0.25%
10 years(CAGR)	+13.46%	+2.35%
Max(CAGR)	+9.36%	+2.35%

EOS

-4.39%

Winner

SUSC

+1.19%

Winner

EOS

+8.23%

SUSC

+2.03%

EOS

-4.06%

Winner

SUSC

+0.89%

EOS

-1.00%

Winner

SUSC

+4.97%

5Y(CAGR)

Winner

EOS

+6.94%

SUSC

+0.25%

10Y(CAGR)

Winner

EOS

+13.46%

SUSC

+2.35%

Max(CAGR)

Winner

EOS

+9.36%

SUSC

+2.35%

EOS vs SUSC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	EOS	SUSC
2026	-3.52%	+1.19%
2025	+6.24%	+7.56%
2024	+41.08%	+2.77%
2023	+21.50%	+7.89%
2022	-25.87%	-15.18%
2021	+22.95%	-1.22%
2020	+29.43%	+9.45%
2019	+29.90%	+14.29%
2018	+2.38%	-2.55%
2017	+27.08%	+1.74%
2016	+2.99%	N/A
2015	+6.40%	N/A
2014	+15.87%	N/A
2013	+33.14%	N/A
2012	+12.08%	N/A
2011	-8.20%	N/A
2010	-7.17%	N/A
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 SUSC Drawdown Comparison

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

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current EOS drawdown is -6.71%. The current SUSC drawdown is -0.75%.

Rank	EOS	SUSC
#1	-55.70% Jul 3, 2007 - Feb 8, 2013	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-41.12% Feb 19, 2020 - Aug 3, 2020	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-34.30% Dec 31, 2021 - Mar 12, 2024	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-25.69% Aug 29, 2018 - Jun 28, 2019	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-24.33% Dec 24, 2024 - Jun 27, 2025	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-19.16% Aug 5, 2015 - Jul 19, 2016	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-17.12% Sep 22, 2025 - Mar 30, 2026	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-12.44% Jul 10, 2024 - Oct 9, 2024	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-11.99% Aug 19, 2005 - Mar 3, 2006	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-11.46% Sep 18, 2014 - Oct 31, 2014	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-10.08% Sep 2, 2020 - Nov 16, 2020	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-8.65% Jan 26, 2018 - Mar 8, 2018	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-8.50% May 21, 2013 - Jul 15, 2013	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-8.29% Feb 14, 2005 - Jul 11, 2005	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-7.84% Feb 19, 2021 - Apr 13, 2021	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between EOS and SUSC is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2005 - 2026)

EOS vs SUSC dividend yield comparison.

Year	EOS	SUSC
2026	4.26%	1.87%
2025	7.81%	4.37%
2024	7.17%	4.34%
2023	7.38%	3.83%
2022	9.69%	2.97%
2021	5.60%	2.21%
2020	5.01%	2.19%
2019	6.65%	3.07%
2018	7.16%	3.33%
2017	6.90%	1.33%
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%	0.00%
2010	11.57%	0.00%
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%