EOT vs TAXX
Comparison between Eaton Vance National Municipal Opportunities Trust (EOT, ETF) and BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF).
EOT vs TAXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EOT
$283M
TAXX
$283M
Expense Ratio
EOT
N/A
TAXX
0.35%
Max Drawdown
EOT
40.61%
Winner
TAXX
1.50%
Sharpe Ratio
Winner
EOT
0.67
TAXX
0.11
5Y Beta
EOT
0.16
Winner
TAXX
0.01
5Y Dividends CAGR
EOT
2.88%
TAXX
N/A
EOT vs TAXX - Historical Returns
Returns include dividend reinvestment.
1M
EOT
-0.36%
Winner
TAXX
+0.33%
3M
EOT
-2.33%
Winner
TAXX
+0.30%
6M
Winner
EOT
+4.39%
TAXX
+1.54%
1Y
Winner
EOT
+9.66%
TAXX
+3.90%
5Y(CAGR)
EOT
-1.35%
TAXX
N/A
10Y(CAGR)
EOT
+1.64%
TAXX
N/A
Max(CAGR)
Winner
EOT
+4.10%
TAXX
+4.09%
EOT vs TAXX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | EOT | TAXX |
|---|---|---|
| 2026 | +1.69% | +1.03% |
| 2025 | +6.79% | +4.38% |
| 2024 | +1.12% | +3.51% |
| 2023 | +7.34% | N/A |
| 2022 | -22.68% | N/A |
| 2021 | +12.12% | N/A |
| 2020 | -2.72% | N/A |
| 2019 | +19.35% | N/A |
| 2018 | -12.34% | N/A |
| 2017 | +14.03% | N/A |
| 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 TAXX 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 TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The current EOT drawdown is -13.54%. The current TAXX drawdown is -0.04%.
| Rank | EOT | TAXX |
|---|---|---|
| #1 | -33.25% Dec 13, 2021 - Oct 19, 2023 | -0.91% Apr 4, 2025 - May 15, 2025 |
| #2 | -30.08% Jul 11, 2019 - May 27, 2021 | -0.88% Feb 27, 2026 - Jun 1, 2026 |
| #3 | -26.49% Nov 23, 2012 - Nov 23, 2015 | -0.63% Jun 30, 2025 - Aug 8, 2025 |
| #4 | -18.61% Nov 4, 2010 - Dec 2, 2011 | -0.59% Mar 20, 2024 - May 3, 2024 |
| #5 | -17.50% Aug 13, 2018 - Apr 9, 2019 | -0.46% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -12.99% Dec 27, 2017 - Aug 13, 2018 | -0.45% Oct 1, 2024 - Nov 25, 2024 |
| #7 | -11.00% Jun 19, 2009 - Oct 1, 2009 | -0.41% Jul 23, 2024 - Aug 2, 2024 |
| #8 | -10.20% Sep 28, 2016 - Jun 16, 2017 | -0.40% Dec 6, 2024 - Jan 17, 2025 |
| #9 | -7.81% Feb 27, 2012 - Apr 20, 2012 | -0.38% May 15, 2024 - Jun 5, 2024 |
| #10 | -7.47% Jul 28, 2021 - Dec 13, 2021 | -0.37% Oct 30, 2025 - Dec 4, 2025 |
| #11 | -7.40% Jul 26, 2012 - Sep 24, 2012 | -0.25% Mar 3, 2025 - Apr 1, 2025 |
| #12 | -6.43% Oct 16, 2017 - Nov 28, 2017 | -0.23% Sep 26, 2025 - Oct 17, 2025 |
| #13 | -5.63% May 28, 2021 - Jul 8, 2021 | -0.20% Jan 27, 2025 - Jan 31, 2025 |
| #14 | -5.19% Oct 8, 2009 - Jan 8, 2010 | -0.20% Aug 5, 2024 - Aug 13, 2024 |
| #15 | -4.95% Oct 15, 2012 - Nov 16, 2012 | -0.19% Feb 6, 2025 - Feb 20, 2025 |
Correlation
Correlation between EOT and TAXX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2009 - 2026)
EOT vs TAXX dividend yield comparison.
| Year | EOT | TAXX |
|---|---|---|
| 2026 | 2.02% | 1.29% |
| 2025 | 4.85% | 3.72% |
| 2024 | 4.77% | 2.70% |
| 2023 | 4.43% | 0.00% |
| 2022 | 4.56% | 0.00% |
| 2021 | 3.44% | 0.00% |
| 2020 | 3.80% | 0.00% |
| 2019 | 4.73% | 0.00% |
| 2018 | 6.13% | 0.00% |
| 2017 | 5.12% | 0.00% |
| 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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