ETO vs SGDM

Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and Sprott Gold Miners ETF (SGDM, ETF).

5-Year PerformanceSGDM has outperformed ETO, delivering a return of +18.5% compared to +8.7%

ETO vs SGDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETO(ETF)	SGDM(ETF)
Net Assets	$563M	$559M
Expense Ratio	N/A	0.46%
Max Drawdown	75.20%	55.72%
Sharpe Ratio	1.04	0.89
5Y Beta	0.84	0.74
5Y Dividends CAGR	5.67%	36.06%

Net Assets

Winner

ETO

$563M

SGDM

$559M

Expense Ratio

ETO

N/A

SGDM

0.46%

Max Drawdown

ETO

75.20%

Winner

SGDM

55.72%

Sharpe Ratio

Winner

ETO

1.04

SGDM

0.89

5Y Beta

ETO

0.84

Winner

SGDM

0.74

5Y Dividends CAGR

ETO

5.67%

Winner

SGDM

36.06%

ETO vs SGDM - Historical Returns

Returns include dividend reinvestment.

Period	ETO	SGDM
1 month	+0.76%	-8.37%
3 months	+6.59%	-19.49%
6 months	+5.87%	-25.04%
1 year	+20.19%	+36.83%
5 years(CAGR)	+8.70%	+18.53%
10 years(CAGR)	+11.88%	+9.35%
Max(CAGR)	+10.53%	+8.87%

Winner

ETO

+0.76%

SGDM

-8.37%

Winner

ETO

+6.59%

SGDM

-19.49%

Winner

ETO

+5.87%

SGDM

-25.04%

ETO

+20.19%

Winner

SGDM

+36.83%

5Y(CAGR)

ETO

+8.70%

Winner

SGDM

+18.53%

10Y(CAGR)

Winner

ETO

+11.88%

SGDM

+9.35%

Max(CAGR)

Winner

ETO

+10.53%

SGDM

+8.87%

ETO vs SGDM - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ETO	SGDM
2026	+7.92%	-11.14%
2025	+30.49%	+143.79%
2024	+16.89%	+13.52%
2023	+21.38%	-0.50%
2022	-30.30%	-6.19%
2021	+38.76%	-15.07%
2020	+5.60%	+22.67%
2019	+48.13%	+43.46%
2018	-18.67%	-17.44%
2017	+33.20%	+5.85%
2016	+9.91%	+44.55%
2015	-3.13%	-28.18%
2014	+13.76%	-27.98%
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 SGDM Drawdown Comparison

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

The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.

The current ETO drawdown is -1.16%. The current SGDM drawdown is -35.38%.

Rank	ETO	SGDM
#1	-71.95% Oct 31, 2007 - May 2, 2013	-54.96% Aug 13, 2014 - Jun 29, 2016
#2	-51.93% Feb 20, 2020 - Dec 16, 2020	-49.68% Aug 5, 2020 - Mar 17, 2025
#3	-35.40% Nov 11, 2021 - Dec 4, 2024	-49.17% Aug 2, 2016 - Apr 23, 2020
#4	-29.75% Aug 28, 2018 - Mar 21, 2019	-38.29% Mar 2, 2026 - Jul 20, 2026
#5	-24.20% Apr 22, 2015 - Aug 23, 2016	-18.55% Oct 16, 2025 - Dec 11, 2025
#6	-23.75% Jul 12, 2007 - Oct 5, 2007	-17.99% Jan 28, 2026 - Feb 24, 2026
#7	-18.24% Feb 20, 2025 - May 13, 2025	-14.10% May 19, 2020 - Jul 7, 2020
#8	-16.44% May 21, 2013 - Nov 15, 2013	-11.60% Apr 16, 2025 - Jun 2, 2025
#9	-15.27% Feb 25, 2026 - May 6, 2026	-9.39% Jul 11, 2016 - Aug 1, 2016
#10	-14.73% Jun 1, 2004 - Nov 16, 2004	-8.43% Apr 3, 2025 - Apr 10, 2025
#11	-13.96% Jul 23, 2014 - Nov 6, 2014	-6.92% Dec 26, 2025 - Jan 9, 2026
#12	-13.70% May 10, 2006 - Aug 9, 2006	-6.60% Jun 13, 2025 - Jul 22, 2025
#13	-11.74% Dec 29, 2006 - Apr 3, 2007	-5.40% Jul 22, 2025 - Aug 5, 2025
#14	-11.38% Jan 24, 2018 - Aug 7, 2018	-5.14% Jul 8, 2020 - Jul 17, 2020
#15	-11.20% Sep 13, 2021 - Nov 11, 2021	-4.63% Jul 28, 2014 - Aug 12, 2014

Correlation

Correlation between ETO and SGDM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2004 - 2026)

ETO vs SGDM dividend yield comparison.

Year	ETO	SGDM
2026	3.96%	0.00%
2025	6.85%	1.04%
2024	7.81%	1.04%
2023	6.97%	1.39%
2022	9.87%	1.42%
2021	5.82%	1.33%
2020	7.36%	0.30%
2019	8.32%	0.25%
2018	11.51%	0.50%
2017	8.50%	0.58%
2016	9.51%	0.02%
2015	9.29%	1.47%
2014	12.51%	0.26%
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%