EOT vs FTSD

Comparison between Eaton Vance National Municipal Opportunities Trust (EOT, ETF) and FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF).

5-Year PerformanceFTSD has outperformed EOT, delivering a return of +2.4% compared to -1.4%

EOT vs FTSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOT(ETF)	FTSD(ETF)
Net Assets	$283M	$284M
Expense Ratio	N/A	0.25%
Max Drawdown	40.61%	11.76%
Sharpe Ratio	0.67	0.33
5Y Beta	0.16	-0.02
5Y Dividends CAGR	2.88%	29.59%

Net Assets

EOT

$283M

Winner

FTSD

$284M

Expense Ratio

EOT

N/A

FTSD

0.25%

Max Drawdown

EOT

40.61%

Winner

FTSD

11.76%

Sharpe Ratio

Winner

EOT

0.67

FTSD

0.33

5Y Beta

EOT

0.16

Winner

FTSD

-0.02

5Y Dividends CAGR

EOT

2.88%

Winner

FTSD

29.59%

EOT vs FTSD - Historical Returns

Returns include dividend reinvestment.

Period	EOT	FTSD
1 month	-0.36%	+0.09%
3 months	-2.33%	+0.40%
6 months	+4.39%	+1.36%
1 year	+9.66%	+4.28%
5 years(CAGR)	-1.35%	+2.45%
10 years(CAGR)	+1.64%	+2.05%
Max(CAGR)	+4.10%	+1.78%

EOT

-0.36%

Winner

FTSD

+0.09%

EOT

-2.33%

Winner

FTSD

+0.40%

Winner

EOT

+4.39%

FTSD

+1.36%

Winner

EOT

+9.66%

FTSD

+4.28%

5Y(CAGR)

EOT

-1.35%

Winner

FTSD

+2.45%

10Y(CAGR)

EOT

+1.64%

Winner

FTSD

+2.05%

Max(CAGR)

Winner

EOT

+4.10%

FTSD

+1.78%

EOT vs FTSD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EOT	FTSD
2026	+1.69%	+0.81%
2025	+6.79%	+5.70%
2024	+1.12%	+5.20%
2023	+7.34%	+4.83%
2022	-22.68%	-3.10%
2021	+12.12%	-0.87%
2020	-2.72%	+3.00%
2019	+19.35%	+2.64%
2018	-12.34%	+1.64%
2017	+14.03%	+0.92%
2016	+2.25%	+0.90%
2015	+7.26%	+0.68%
2014	+19.53%	+0.77%
2013	-14.49%	+0.38%
2012	+11.58%	N/A
2011	+16.47%	N/A
2010	+5.94%	N/A
2009	-0.62%	N/A

EOT vs FTSD Drawdown Comparison

The maximum drawdown for EOT was -33.25%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.

The current EOT drawdown is -13.54%. The current FTSD drawdown is -0.17%.

Rank	EOT	FTSD
#1	-33.25% Dec 13, 2021 - Oct 19, 2023	-5.32% Feb 5, 2021 - Dec 13, 2023
#2	-30.08% Jul 11, 2019 - May 27, 2021	-0.96% Mar 6, 2020 - Apr 9, 2020
#3	-26.49% Nov 23, 2012 - Nov 23, 2015	-0.93% Apr 8, 2025 - Jun 4, 2025
#4	-18.61% Nov 4, 2010 - Dec 2, 2011	-0.87% Oct 3, 2016 - Jan 23, 2017
#5	-17.50% Aug 13, 2018 - Apr 9, 2019	-0.86% Jun 21, 2016 - Sep 30, 2016
#6	-12.99% Dec 27, 2017 - Aug 13, 2018	-0.76% Aug 3, 2015 - Jan 29, 2016
#7	-11.00% Jun 19, 2009 - Oct 1, 2009	-0.60% May 29, 2018 - Aug 10, 2018
#8	-10.20% Sep 28, 2016 - Jun 16, 2017	-0.57% Jan 29, 2016 - May 13, 2016
#9	-7.81% Feb 27, 2012 - Apr 20, 2012	-0.56% Jan 23, 2015 - Apr 30, 2015
#10	-7.47% Jul 28, 2021 - Dec 13, 2021	-0.51% Dec 27, 2017 - May 23, 2018
#11	-7.40% Jul 26, 2012 - Sep 24, 2012	-0.50% Dec 31, 2018 - Feb 20, 2019
#12	-6.43% Oct 16, 2017 - Nov 28, 2017	-0.49% Feb 24, 2017 - Apr 18, 2017
#13	-5.63% May 28, 2021 - Jul 8, 2021	-0.46% Jul 30, 2020 - Dec 29, 2020
#14	-5.19% Oct 8, 2009 - Jan 8, 2010	-0.45% Mar 6, 2026 - Apr 6, 2026
#15	-4.95% Oct 15, 2012 - Nov 16, 2012	-0.43% Apr 4, 2024 - May 2, 2024

Correlation

Correlation between EOT and FTSD is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2009 - 2026)

EOT vs FTSD dividend yield comparison.

Year	EOT	FTSD
2026	2.02%	1.76%
2025	4.85%	4.67%
2024	4.77%	4.75%
2023	4.43%	4.14%
2022	4.56%	1.73%
2021	3.44%	1.01%
2020	3.80%	1.54%
2019	4.73%	2.90%
2018	6.13%	2.63%
2017	5.12%	2.24%
2016	5.96%	1.92%
2015	4.83%	1.52%
2014	4.90%	1.91%
2013	5.63%	0.27%
2012	4.91%	0.00%
2011	5.71%	0.00%
2010	7.15%	0.00%
2009	3.64%	0.00%