EOS vs UTES
Comparison between Eaton Vance Enhanced Equity Income Fund II (EOS, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed EOS, delivering a return of +14.0% compared to +6.8%
EOS vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EOS vs UTES - Historical Returns
Returns include dividend reinvestment.
EOS vs UTES - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EOS | UTES |
|---|---|---|
| 2026 | -0.14% | -4.33% |
| 2025 | +6.24% | +22.66% |
| 2024 | +41.08% | +43.95% |
| 2023 | +21.50% | -1.97% |
| 2022 | -25.87% | +1.90% |
| 2021 | +22.95% | +23.82% |
| 2020 | +29.43% | +1.59% |
| 2019 | +29.90% | +27.65% |
| 2018 | +2.38% | +6.28% |
| 2017 | +27.08% | +14.80% |
| 2016 | +2.99% | +16.95% |
| 2015 | +6.40% | +5.54% |
| 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 UTES Drawdown Comparison
The maximum drawdown for EOS was -55.70%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current EOS drawdown is -3.44%. The current UTES drawdown is -11.47%.
| Rank | EOS | UTES |
|---|---|---|
| #1 | -55.70% Jul 3, 2007 - Feb 8, 2013 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -41.12% Feb 19, 2020 - Aug 3, 2020 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -34.30% Dec 31, 2021 - Mar 12, 2024 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -25.69% Aug 29, 2018 - Jun 28, 2019 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -24.33% Dec 24, 2024 - Jun 27, 2025 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -19.16% Aug 5, 2015 - Jul 19, 2016 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -17.12% Sep 22, 2025 - Mar 30, 2026 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -12.44% Jul 10, 2024 - Oct 9, 2024 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -11.99% Aug 19, 2005 - Mar 3, 2006 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -11.46% Sep 18, 2014 - Oct 31, 2014 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -10.08% Sep 2, 2020 - Nov 16, 2020 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -8.65% Jan 26, 2018 - Mar 8, 2018 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -8.50% May 21, 2013 - Jul 15, 2013 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -8.29% Feb 14, 2005 - Jul 11, 2005 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -7.84% Feb 19, 2021 - Apr 13, 2021 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between EOS and UTES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
EOS vs UTES dividend yield comparison.
| Year | EOS | UTES |
|---|---|---|
| 2026 | 4.83% | 0.74% |
| 2025 | 7.81% | 1.42% |
| 2024 | 7.17% | 1.51% |
| 2023 | 7.38% | 2.44% |
| 2022 | 9.69% | 2.13% |
| 2021 | 5.60% | 1.94% |
| 2020 | 5.01% | 2.09% |
| 2019 | 6.65% | 1.84% |
| 2018 | 7.16% | 2.09% |
| 2017 | 6.90% | 3.44% |
| 2016 | 8.20% | 3.53% |
| 2015 | 7.70% | 0.61% |
| 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% |
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