EOT vs OMFS
Comparison between Eaton Vance National Municipal Opportunities Trust (EOT, ETF) and INVESCO RUSSELL 2000(R) DYNAMIC MULTIFACTOR ETF (OMFS, ETF).
5-Year PerformanceOMFS has outperformed EOT, delivering a return of +5.9% compared to -1.0%
EOT vs OMFS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EOT vs OMFS - Historical Returns
Returns include dividend reinvestment.
EOT vs OMFS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | EOT | OMFS |
|---|---|---|
| 2026 | +3.73% | +16.32% |
| 2025 | +6.79% | +13.34% |
| 2024 | +1.12% | +4.63% |
| 2023 | +7.34% | +14.98% |
| 2022 | -22.68% | -17.39% |
| 2021 | +12.12% | +30.37% |
| 2020 | -2.72% | +15.67% |
| 2019 | +19.35% | +26.22% |
| 2018 | -12.34% | -9.04% |
| 2017 | +14.03% | +3.71% |
| 2016 | +2.25% | N/A |
| 2015 | +7.26% | N/A |
| 2014 | +19.53% | N/A |
| 2013 | -14.49% | N/A |
| 2012 | +11.58% | N/A |
| 2011 | +16.47% | N/A |
| 2010 | +5.94% | N/A |
| 2009 | -0.62% | N/A |
EOT vs OMFS 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 OMFS was -42.50%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.
The current EOT drawdown is -11.80%.
| Rank | EOT | OMFS |
|---|---|---|
| #1 | -33.25% Dec 13, 2021 - Oct 19, 2023 | -42.50% Dec 19, 2019 - Nov 16, 2020 |
| #2 | -30.08% Jul 11, 2019 - May 27, 2021 | -29.23% Nov 12, 2021 - Nov 8, 2024 |
| #3 | -26.49% Nov 23, 2012 - Nov 23, 2015 | -22.94% Aug 27, 2018 - Sep 16, 2019 |
| #4 | -18.61% Nov 4, 2010 - Dec 2, 2011 | -22.35% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -17.50% Aug 13, 2018 - Apr 9, 2019 | -11.30% Jun 8, 2021 - Oct 25, 2021 |
| #6 | -12.99% Dec 27, 2017 - Aug 13, 2018 | -10.10% Mar 15, 2021 - Jun 7, 2021 |
| #7 | -11.00% Jun 19, 2009 - Oct 1, 2009 | -9.38% Feb 6, 2026 - Apr 14, 2026 |
| #8 | -10.20% Sep 28, 2016 - Jun 16, 2017 | -8.60% Sep 18, 2025 - Dec 3, 2025 |
| #9 | -7.81% Feb 27, 2012 - Apr 20, 2012 | -8.42% Sep 16, 2019 - Nov 4, 2019 |
| #10 | -7.47% Jul 28, 2021 - Dec 13, 2021 | -7.63% Jan 26, 2018 - May 21, 2018 |
| #11 | -7.40% Jul 26, 2012 - Sep 24, 2012 | -6.57% Feb 9, 2021 - Mar 10, 2021 |
| #12 | -6.43% Oct 16, 2017 - Nov 28, 2017 | -4.90% Nov 24, 2020 - Dec 4, 2020 |
| #13 | -5.63% May 28, 2021 - Jul 8, 2021 | -4.52% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -5.19% Oct 8, 2009 - Jan 8, 2010 | -4.21% Dec 11, 2025 - Jan 8, 2026 |
| #15 | -4.95% Oct 15, 2012 - Nov 16, 2012 | -3.85% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between EOT and OMFS is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2009 - 2026)
EOT vs OMFS dividend yield comparison.
| Year | EOT | OMFS |
|---|---|---|
| 2026 | 1.98% | 0.28% |
| 2025 | 4.85% | 0.80% |
| 2024 | 4.77% | 1.87% |
| 2023 | 4.43% | 1.27% |
| 2022 | 4.56% | 1.84% |
| 2021 | 3.44% | 0.66% |
| 2020 | 3.80% | 1.07% |
| 2019 | 4.73% | 1.29% |
| 2018 | 6.13% | 1.50% |
| 2017 | 5.12% | 0.34% |
| 2016 | 5.96% | 0.00% |
| 2015 | 4.83% | 0.00% |
| 2014 | 4.90% | 0.00% |
| 2013 | 5.63% | 0.00% |
| 2012 | 4.91% | 0.00% |
| 2011 | 5.71% | 0.00% |
| 2010 | 7.15% | 0.00% |
| 2009 | 3.64% | 0.00% |
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