EOT vs SPY
Comparison between Eaton Vance National Municipal Opportunities Trust (EOT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EOT, delivering a return of +13.3% compared to -1.4%
EOT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EOT vs SPY - Historical Returns
Returns include dividend reinvestment.
EOT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EOT | SPY |
|---|---|---|
| 2026 | +1.69% | +8.26% |
| 2025 | +6.79% | +18.00% |
| 2024 | +1.12% | +25.59% |
| 2023 | +7.34% | +26.72% |
| 2022 | -22.68% | -18.64% |
| 2021 | +12.12% | +30.52% |
| 2020 | -2.72% | +17.28% |
| 2019 | +19.35% | +31.09% |
| 2018 | -12.34% | -5.24% |
| 2017 | +14.03% | +20.78% |
| 2016 | +2.25% | +13.59% |
| 2015 | +7.26% | +1.31% |
| 2014 | +19.53% | +14.56% |
| 2013 | -14.49% | +29.00% |
| 2012 | +11.58% | +14.17% |
| 2011 | +16.47% | +0.85% |
| 2010 | +5.94% | +13.14% |
| 2009 | -0.62% | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EOT vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EOT drawdown is -13.54%. The current SPY drawdown is -2.90%.
| Rank | EOT | SPY |
|---|---|---|
| #1 | -33.25% Dec 13, 2021 - Oct 19, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.08% Jul 11, 2019 - May 27, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.49% Nov 23, 2012 - Nov 23, 2015 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.61% Nov 4, 2010 - Dec 2, 2011 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.50% Aug 13, 2018 - Apr 9, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.99% Dec 27, 2017 - Aug 13, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.00% Jun 19, 2009 - Oct 1, 2009 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.20% Sep 28, 2016 - Jun 16, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.81% Feb 27, 2012 - Apr 20, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.47% Jul 28, 2021 - Dec 13, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.40% Jul 26, 2012 - Sep 24, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.43% Oct 16, 2017 - Nov 28, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.63% May 28, 2021 - Jul 8, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.19% Oct 8, 2009 - Jan 8, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.95% Oct 15, 2012 - Nov 16, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EOT and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
EOT vs SPY dividend yield comparison.
| Year | EOT | SPY |
|---|---|---|
| 2026 | 2.02% | 0.24% |
| 2025 | 4.85% | 1.07% |
| 2024 | 4.77% | 1.21% |
| 2023 | 4.43% | 1.40% |
| 2022 | 4.56% | 1.65% |
| 2021 | 3.44% | 1.20% |
| 2020 | 3.80% | 1.52% |
| 2019 | 4.73% | 1.75% |
| 2018 | 6.13% | 2.04% |
| 2017 | 5.12% | 1.80% |
| 2016 | 5.96% | 2.03% |
| 2015 | 4.83% | 2.06% |
| 2014 | 4.90% | 1.87% |
| 2013 | 5.63% | 1.81% |
| 2012 | 4.91% | 2.18% |
| 2011 | 5.71% | 2.05% |
| 2010 | 7.15% | 1.80% |
| 2009 | 3.64% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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