ETO vs EIPX

Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and FT ENERGY INCOME PARTNERS STRATEGY ETF (EIPX, ETF).

ETO vs EIPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETO(ETF)	EIPX(ETF)
Net Assets	$564M	$564M
Expense Ratio	N/A	0.95%
Max Drawdown	75.20%	16.08%
Sharpe Ratio	1.23	2.01
5Y Beta	0.84	0.45
P/E Ratio	N/A	16.67
Forward P/E	N/A	14.35
PEG Ratio	N/A	0.14
5Y Dividends CAGR	5.67%	N/A
5Y EPS CAGR	N/A	16.03%
P/S Ratio	N/A	1.15
P/B Ratio	N/A	2.39

Net Assets

Winner

ETO

$564M

EIPX

$564M

Expense Ratio

ETO

N/A

EIPX

0.95%

Max Drawdown

ETO

75.20%

Winner

EIPX

16.08%

Sharpe Ratio

ETO

1.23

Winner

EIPX

2.01

5Y Beta

ETO

0.84

Winner

EIPX

0.45

P/E Ratio

ETO

N/A

EIPX

16.67

Forward P/E

ETO

N/A

EIPX

14.35

PEG Ratio

ETO

N/A

EIPX

0.14

5Y Dividends CAGR

ETO

5.67%

EIPX

N/A

5Y EPS CAGR

ETO

N/A

EIPX

16.03%

P/S Ratio

ETO

N/A

EIPX

1.15

P/B Ratio

ETO

N/A

EIPX

2.39

ETO vs EIPX - Historical Returns

Returns include dividend reinvestment.

Period	ETO	EIPX
1 month	+6.20%	+0.77%
3 months	+6.12%	+2.30%
6 months	+7.62%	+8.10%
1 year	+24.29%	+30.68%
5 years(CAGR)	+7.68%	N/A
10 years(CAGR)	+12.32%	N/A
Max(CAGR)	+10.69%	+17.91%

Winner

ETO

+6.20%

EIPX

+0.77%

Winner

ETO

+6.12%

EIPX

+2.30%

ETO

+7.62%

Winner

EIPX

+8.10%

ETO

+24.29%

Winner

EIPX

+30.68%

5Y(CAGR)

ETO

+7.68%

EIPX

N/A

10Y(CAGR)

ETO

+12.32%

EIPX

N/A

Max(CAGR)

ETO

+10.69%

Winner

EIPX

+17.91%

ETO vs EIPX - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ETO	EIPX
2026	+12.44%	+25.00%
2025	+30.49%	+10.31%
2024	+16.89%	+18.50%
2023	+21.38%	+12.80%
2022	-30.30%	+0.56%
2021	+38.76%	N/A
2020	+5.60%	N/A
2019	+48.13%	N/A
2018	-18.67%	N/A
2017	+33.20%	N/A
2016	+9.91%	N/A
2015	-3.13%	N/A
2014	+13.76%	N/A
2013	+30.52%	N/A
2012	+24.01%	N/A
2011	-12.34%	N/A
2010	+11.90%	N/A
2009	+40.57%	N/A
2008	-52.19%	N/A
2007	+19.59%	N/A
2006	+33.45%	N/A
2005	+31.87%	N/A
2004	+6.89%	N/A

ETO vs EIPX Drawdown Comparison

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The maximum drawdown for EIPX was -15.43%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.

The current ETO drawdown is -1.18%. The current EIPX drawdown is -1.71%.

Rank	ETO	EIPX
#1	-71.95% Oct 31, 2007 - May 2, 2013	-15.43% Jan 21, 2025 - Aug 28, 2025
#2	-51.93% Feb 20, 2020 - Dec 16, 2020	-9.83% Feb 14, 2023 - Jul 13, 2023
#3	-35.40% Nov 11, 2021 - Dec 4, 2024	-9.63% Nov 29, 2024 - Jan 17, 2025
#4	-29.75% Aug 28, 2018 - Mar 21, 2019	-6.70% Sep 14, 2023 - Jan 3, 2024
#5	-24.20% Apr 22, 2015 - Aug 23, 2016	-6.42% Nov 30, 2022 - Feb 10, 2023
#6	-23.75% Jul 12, 2007 - Oct 5, 2007	-5.17% Apr 30, 2026 - Jul 22, 2026
#7	-18.24% Feb 20, 2025 - May 13, 2025	-5.07% May 20, 2024 - Jul 12, 2024
#8	-16.44% May 21, 2013 - Nov 15, 2013	-4.94% Jul 31, 2024 - Aug 16, 2024
#9	-15.27% Feb 25, 2026 - May 6, 2026	-4.45% Jan 3, 2024 - Feb 21, 2024
#10	-14.73% Jun 1, 2004 - Nov 16, 2004	-4.27% Oct 7, 2024 - Nov 6, 2024
#11	-13.96% Jul 23, 2014 - Nov 6, 2014	-3.99% Sep 26, 2025 - Nov 7, 2025
#12	-13.70% May 10, 2006 - Aug 9, 2006	-3.93% Aug 26, 2024 - Sep 23, 2024
#13	-11.74% Dec 29, 2006 - Apr 3, 2007	-3.79% Mar 27, 2026 - Apr 30, 2026
#14	-11.38% Jan 24, 2018 - Aug 7, 2018	-3.58% Apr 8, 2024 - Apr 29, 2024
#15	-11.20% Sep 13, 2021 - Nov 11, 2021	-3.46% Dec 4, 2025 - Jan 13, 2026

Correlation

Correlation between ETO and EIPX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2004 - 2026)

ETO vs EIPX dividend yield comparison.

Year	ETO	EIPX
2026	4.37%	1.36%
2025	6.85%	3.23%
2024	7.81%	3.27%
2023	6.97%	3.48%
2022	9.87%	0.34%
2021	5.82%	0.00%
2020	7.36%	0.00%
2019	8.32%	0.00%
2018	11.51%	0.00%
2017	8.50%	0.00%
2016	9.51%	0.00%
2015	9.29%	0.00%
2014	12.51%	0.00%
2013	8.49%	0.00%
2012	6.48%	0.00%
2011	7.55%	0.00%
2010	6.26%	0.00%
2009	6.62%	0.00%
2008	14.74%	0.00%
2007	5.66%	0.00%
2006	5.82%	0.00%
2005	6.16%	0.00%
2004	4.31%	0.00%