ETO vs SMRI
Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF).
ETO vs SMRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ETO
$538M
Winner
SMRI
$541M
Expense Ratio
ETO
N/A
SMRI
0.71%
Max Drawdown
ETO
75.20%
Winner
SMRI
19.59%
Sharpe Ratio
ETO
1.26
Winner
SMRI
1.70
5Y Beta
ETO
0.84
Winner
SMRI
0.80
P/E Ratio
ETO
N/A
SMRI
23.29
Forward P/E
ETO
N/A
SMRI
15.06
PEG Ratio
ETO
N/A
SMRI
0.07
5Y Dividends CAGR
ETO
5.67%
SMRI
N/A
5Y EPS CAGR
ETO
N/A
SMRI
22.52%
Debt to Equity
ETO
N/A
SMRI
11.70%
P/S Ratio
ETO
N/A
SMRI
1.25
P/B Ratio
ETO
N/A
SMRI
3.10
ETO vs SMRI - Historical Returns
Returns include dividend reinvestment.
1M
ETO
+1.16%
Winner
SMRI
+7.54%
3M
ETO
+4.96%
Winner
SMRI
+14.60%
6M
ETO
+6.41%
Winner
SMRI
+15.62%
1Y
ETO
+23.82%
Winner
SMRI
+32.37%
5Y(CAGR)
ETO
+8.52%
SMRI
N/A
10Y(CAGR)
ETO
+12.16%
SMRI
N/A
Max(CAGR)
ETO
+10.44%
Winner
SMRI
+21.51%
ETO vs SMRI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ETO | SMRI |
|---|---|---|
| 2026 | +4.59% | +15.58% |
| 2025 | +30.49% | +17.50% |
| 2024 | +16.89% | +18.08% |
| 2023 | +21.38% | +5.11% |
| 2022 | -30.30% | N/A |
| 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 SMRI Drawdown Comparison
The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.
The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current ETO drawdown is -3.41%. The current SMRI drawdown is -3.66%.
| Rank | ETO | SMRI |
|---|---|---|
| #1 | -71.95% Oct 31, 2007 - May 2, 2013 | -18.44% Dec 6, 2024 - Jul 1, 2025 |
| #2 | -51.93% Feb 20, 2020 - Dec 16, 2020 | -6.88% Sep 14, 2023 - Nov 30, 2023 |
| #3 | -35.40% Nov 11, 2021 - Dec 4, 2024 | -6.80% Jan 9, 2026 - Apr 17, 2026 |
| #4 | -29.75% Aug 28, 2018 - Mar 21, 2019 | -6.18% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -24.20% Apr 22, 2015 - Aug 23, 2016 | -5.79% Jul 30, 2024 - Aug 23, 2024 |
| #6 | -23.75% Jul 12, 2007 - Oct 5, 2007 | -5.71% Jul 1, 2025 - Aug 22, 2025 |
| #7 | -18.24% Feb 20, 2025 - May 13, 2025 | -4.21% Nov 12, 2025 - Nov 26, 2025 |
| #8 | -16.44% May 21, 2013 - Nov 15, 2013 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -15.27% Feb 25, 2026 - May 6, 2026 | -3.99% Oct 6, 2025 - Oct 27, 2025 |
| #10 | -14.73% Jun 1, 2004 - Nov 16, 2004 | -3.66% Jun 1, 2026 - Jun 5, 2026 |
| #11 | -13.96% Jul 23, 2014 - Nov 6, 2014 | -3.33% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -13.70% May 10, 2006 - Aug 9, 2006 | -2.79% Jan 2, 2024 - Feb 1, 2024 |
| #13 | -11.74% Dec 29, 2006 - Apr 3, 2007 | -2.68% Jul 16, 2024 - Jul 30, 2024 |
| #14 | -11.38% Jan 24, 2018 - Aug 7, 2018 | -2.53% Nov 11, 2024 - Nov 21, 2024 |
| #15 | -11.20% Sep 13, 2021 - Nov 11, 2021 | -1.97% May 8, 2026 - May 22, 2026 |
Correlation
Correlation between ETO and SMRI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
ETO vs SMRI dividend yield comparison.
| Year | ETO | SMRI |
|---|---|---|
| 2026 | 2.89% | 0.16% |
| 2025 | 6.85% | 1.32% |
| 2024 | 7.81% | 0.98% |
| 2023 | 6.97% | 0.45% |
| 2022 | 9.87% | 0.00% |
| 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% |
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