ETO vs INDY
Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and ISHARES INDIA 50 ETF (INDY, ETF).
5-Year PerformanceETO has outperformed INDY, delivering a return of +8.6% compared to +1.8%
ETO vs INDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ETO vs INDY - Historical Returns
Returns include dividend reinvestment.
ETO vs INDY - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ETO | INDY |
|---|---|---|
| 2026 | +6.79% | -13.70% |
| 2025 | +30.49% | +3.47% |
| 2024 | +16.89% | +3.68% |
| 2023 | +21.38% | +16.36% |
| 2022 | -30.30% | -8.89% |
| 2021 | +38.76% | +19.01% |
| 2020 | +5.60% | +8.75% |
| 2019 | +48.13% | +10.72% |
| 2018 | -18.67% | -4.43% |
| 2017 | +33.20% | +35.75% |
| 2016 | +9.91% | +3.00% |
| 2015 | -3.13% | -10.08% |
| 2014 | +13.76% | +33.54% |
| 2013 | +30.52% | -7.78% |
| 2012 | +24.01% | +20.83% |
| 2011 | -12.34% | -37.32% |
| 2010 | +11.90% | +20.53% |
| 2009 | +40.57% | +1.93% |
| 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 INDY Drawdown Comparison
The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.
The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.
The current ETO drawdown is -1.38%. The current INDY drawdown is -19.09%.
| Rank | ETO | INDY |
|---|---|---|
| #1 | -71.95% Oct 31, 2007 - May 2, 2013 | -44.74% Nov 5, 2010 - Jan 20, 2015 |
| #2 | -51.93% Feb 20, 2020 - Dec 16, 2020 | -43.50% Jan 13, 2020 - Nov 24, 2020 |
| #3 | -35.40% Nov 11, 2021 - Dec 4, 2024 | -29.92% Jan 29, 2015 - Apr 26, 2017 |
| #4 | -29.75% Aug 28, 2018 - Mar 21, 2019 | -22.37% Sep 26, 2024 - Mar 30, 2026 |
| #5 | -24.20% Apr 22, 2015 - Aug 23, 2016 | -20.10% Jan 26, 2018 - May 31, 2019 |
| #6 | -23.75% Jul 12, 2007 - Oct 5, 2007 | -20.00% Jan 12, 2022 - Dec 14, 2023 |
| #7 | -18.24% Feb 20, 2025 - May 13, 2025 | -15.96% May 10, 2010 - Sep 10, 2010 |
| #8 | -16.44% May 21, 2013 - Nov 15, 2013 | -13.85% Jan 7, 2010 - Mar 26, 2010 |
| #9 | -15.27% Feb 25, 2026 - May 6, 2026 | -13.83% Jun 3, 2019 - Jan 13, 2020 |
| #10 | -14.73% Jun 1, 2004 - Nov 16, 2004 | -12.00% Apr 5, 2010 - May 10, 2010 |
| #11 | -13.96% Jul 23, 2014 - Nov 6, 2014 | -10.51% Mar 11, 2021 - Jun 1, 2021 |
| #12 | -13.70% May 10, 2006 - Aug 9, 2006 | -9.79% Oct 15, 2021 - Jan 12, 2022 |
| #13 | -11.74% Dec 29, 2006 - Apr 3, 2007 | -7.20% Aug 1, 2017 - Oct 31, 2017 |
| #14 | -11.38% Jan 24, 2018 - Aug 7, 2018 | -6.36% Jan 20, 2021 - Feb 2, 2021 |
| #15 | -11.20% Sep 13, 2021 - Nov 11, 2021 | -5.57% Jun 3, 2024 - Jun 17, 2024 |
Correlation
Correlation between ETO and INDY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
ETO vs INDY dividend yield comparison.
| Year | ETO | INDY |
|---|---|---|
| 2026 | 2.83% | 0.00% |
| 2025 | 6.85% | 8.11% |
| 2024 | 7.81% | 0.24% |
| 2023 | 6.97% | 0.38% |
| 2022 | 9.87% | 3.75% |
| 2021 | 5.82% | 7.12% |
| 2020 | 7.36% | 0.08% |
| 2019 | 8.32% | 0.58% |
| 2018 | 11.51% | 0.55% |
| 2017 | 8.50% | 0.27% |
| 2016 | 9.51% | 0.48% |
| 2015 | 9.29% | 0.57% |
| 2014 | 12.51% | 0.52% |
| 2013 | 8.49% | 0.76% |
| 2012 | 6.48% | 0.39% |
| 2011 | 7.55% | 0.65% |
| 2010 | 6.26% | 0.39% |
| 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% |
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