ETO vs IFN

Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceETO has outperformed IFN, delivering a return of +8.5% compared to +0.1%

ETO vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETO(ETF)	IFN(ETF)
Net Assets	$538M	$538M
Max Drawdown	75.20%	84.81%
Sharpe Ratio	1.26	-1.70
5Y Beta	0.84	0.49
5Y Dividends CAGR	5.67%	5.70%

Net Assets

Winner

ETO

$538M

IFN

$538M

Max Drawdown

Winner

ETO

75.20%

IFN

84.81%

Sharpe Ratio

Winner

ETO

1.26

IFN

-1.70

5Y Beta

ETO

0.84

Winner

IFN

0.49

5Y Dividends CAGR

ETO

5.67%

Winner

IFN

5.70%

ETO vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	ETO	IFN
1 month	+1.16%	-5.29%
3 months	+4.96%	-11.67%
6 months	+6.41%	-17.22%
1 year	+23.82%	-22.36%
5 years(CAGR)	+8.52%	+0.10%
10 years(CAGR)	+12.16%	+5.83%
Max(CAGR)	+10.44%	+9.80%

Winner

ETO

+1.16%

IFN

-5.29%

Winner

ETO

+4.96%

IFN

-11.67%

Winner

ETO

+6.41%

IFN

-17.22%

Winner

ETO

+23.82%

IFN

-22.36%

5Y(CAGR)

Winner

ETO

+8.52%

IFN

+0.10%

10Y(CAGR)

Winner

ETO

+12.16%

IFN

+5.83%

Max(CAGR)

Winner

ETO

+10.44%

IFN

+9.80%

ETO vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ETO	IFN
2026	+4.59%	-18.05%
2025	+30.49%	-1.32%
2024	+16.89%	-2.20%
2023	+21.38%	+32.46%
2022	-30.30%	-17.34%
2021	+38.76%	+22.42%
2020	+5.60%	+11.04%
2019	+48.13%	+11.21%
2018	-18.67%	-5.34%
2017	+33.20%	+39.00%
2016	+9.91%	+3.59%
2015	-3.13%	-6.72%
2014	+13.76%	+41.45%
2013	+30.52%	-2.50%
2012	+24.01%	+18.26%
2011	-12.34%	-43.26%
2010	+11.90%	+25.52%
2009	+40.57%	+59.56%
2008	-52.19%	-60.29%
2007	+19.59%	+60.19%
2006	+33.45%	+23.68%
2005	+31.87%	+45.06%
2004	+6.89%	+19.71%
2003	N/A	+136.57%
2002	N/A	+10.29%
2001	N/A	-21.06%
2000	N/A	-32.29%
1999	N/A	+40.99%

ETO vs IFN Drawdown Comparison

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

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current ETO drawdown is -3.41%. The current IFN drawdown is -29.77%.

Rank	ETO	IFN
#1	-71.95% Oct 31, 2007 - May 2, 2013	-71.83% Jan 14, 2008 - May 16, 2017
#2	-51.93% Feb 20, 2020 - Dec 16, 2020	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-35.40% Nov 11, 2021 - Dec 4, 2024	-41.96% May 10, 2006 - Oct 15, 2007
#4	-29.75% Aug 28, 2018 - Mar 21, 2019	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-24.20% Apr 22, 2015 - Aug 23, 2016	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-23.75% Jul 12, 2007 - Oct 5, 2007	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-18.24% Feb 20, 2025 - May 13, 2025	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-16.44% May 21, 2013 - Nov 15, 2013	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-15.27% Feb 25, 2026 - May 6, 2026	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-14.73% Jun 1, 2004 - Nov 16, 2004	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-13.96% Jul 23, 2014 - Nov 6, 2014	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-13.70% May 10, 2006 - Aug 9, 2006	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-11.74% Dec 29, 2006 - Apr 3, 2007	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-11.38% Jan 24, 2018 - Aug 7, 2018	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-11.20% Sep 13, 2021 - Nov 11, 2021	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between ETO and IFN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2001 - 2026)

ETO vs IFN dividend yield comparison.

Year	ETO	IFN
2026	2.89%	7.80%
2025	6.85%	16.09%
2024	7.81%	14.60%
2023	6.97%	8.97%
2022	9.87%	21.47%
2021	5.82%	15.21%
2020	7.36%	9.77%
2019	8.32%	11.57%
2018	11.51%	22.25%
2017	8.50%	12.11%
2016	9.51%	7.97%
2015	9.29%	8.02%
2014	12.51%	7.22%
2013	8.49%	4.76%
2012	6.48%	11.34%
2011	7.55%	6.09%
2010	6.26%	11.02%
2009	6.62%	0.00%
2008	14.74%	38.91%
2007	5.66%	15.44%
2006	5.82%	11.15%
2005	6.16%	11.23%
2004	4.31%	5.13%
2003	0.00%	0.52%
2002	0.00%	0.80%
2001	0.00%	0.74%