ETO vs SSUS

Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and DAY HAGAN SMART SECTOR ETF (SSUS, ETF).

5-Year PerformanceSSUS has outperformed ETO, delivering a return of +10.7% compared to +7.7%

ETO vs SSUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETO(ETF)	SSUS(ETF)
Net Assets	$564M	$564M
Expense Ratio	N/A	0.77%
Max Drawdown	75.20%	23.75%
Sharpe Ratio	1.23	1.20
5Y Beta	0.84	0.95
5Y Dividends CAGR	5.67%	11.62%

Net Assets

ETO

$564M

Winner

SSUS

$564M

Expense Ratio

ETO

N/A

SSUS

0.77%

Max Drawdown

ETO

75.20%

Winner

SSUS

23.75%

Sharpe Ratio

Winner

ETO

1.23

SSUS

1.20

5Y Beta

Winner

ETO

0.84

SSUS

0.95

5Y Dividends CAGR

ETO

5.67%

Winner

SSUS

11.62%

ETO vs SSUS - Historical Returns

Returns include dividend reinvestment.

Period	ETO	SSUS
1 month	+6.20%	+3.59%
3 months	+6.12%	+1.87%
6 months	+7.62%	+12.84%
1 year	+24.29%	+21.62%
5 years(CAGR)	+7.68%	+10.72%
10 years(CAGR)	+12.32%	N/A
Max(CAGR)	+10.69%	+13.69%

Winner

ETO

+6.20%

SSUS

+3.59%

Winner

ETO

+6.12%

SSUS

+1.87%

ETO

+7.62%

Winner

SSUS

+12.84%

Winner

ETO

+24.29%

SSUS

+21.62%

5Y(CAGR)

ETO

+7.68%

Winner

SSUS

+10.72%

10Y(CAGR)

ETO

+12.32%

SSUS

N/A

Max(CAGR)

ETO

+10.69%

Winner

SSUS

+13.69%

ETO vs SSUS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ETO	SSUS
2026	+12.44%	+14.99%
2025	+30.49%	+16.81%
2024	+16.89%	+19.61%
2023	+21.38%	+18.62%
2022	-30.30%	-18.25%
2021	+38.76%	+30.08%
2020	+5.60%	+17.44%
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 SSUS Drawdown Comparison

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

The maximum drawdown for SSUS was -23.75%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current ETO drawdown is -1.18%. The current SSUS drawdown is -1.53%.

Rank	ETO	SSUS
#1	-71.95% Oct 31, 2007 - May 2, 2013	-23.75% Feb 19, 2020 - Aug 3, 2020
#2	-51.93% Feb 20, 2020 - Dec 16, 2020	-23.45% Jan 4, 2022 - Feb 9, 2024
#3	-35.40% Nov 11, 2021 - Dec 4, 2024	-17.60% Feb 19, 2025 - Jun 24, 2025
#4	-29.75% Aug 28, 2018 - Mar 21, 2019	-9.25% Sep 2, 2020 - Nov 13, 2020
#5	-24.20% Apr 22, 2015 - Aug 23, 2016	-9.05% Jan 28, 2026 - Apr 14, 2026
#6	-23.75% Jul 12, 2007 - Oct 5, 2007	-8.67% Jul 16, 2024 - Sep 19, 2024
#7	-18.24% Feb 20, 2025 - May 13, 2025	-5.73% Oct 27, 2025 - Dec 24, 2025
#8	-16.44% May 21, 2013 - Nov 15, 2013	-5.54% Mar 28, 2024 - May 15, 2024
#9	-15.27% Feb 25, 2026 - May 6, 2026	-5.51% Jun 2, 2026 - Aug 4, 2026
#10	-14.73% Jun 1, 2004 - Nov 16, 2004	-4.93% Dec 4, 2024 - Feb 18, 2025
#11	-13.96% Jul 23, 2014 - Nov 6, 2014	-4.67% Sep 3, 2021 - Oct 19, 2021
#12	-13.70% May 10, 2006 - Aug 9, 2006	-4.57% Feb 12, 2021 - Mar 12, 2021
#13	-11.74% Dec 29, 2006 - Apr 3, 2007	-4.19% Nov 24, 2021 - Dec 10, 2021
#14	-11.38% Jan 24, 2018 - Aug 7, 2018	-3.80% May 7, 2021 - Jun 4, 2021
#15	-11.20% Sep 13, 2021 - Nov 11, 2021	-3.51% Dec 10, 2021 - Dec 27, 2021

Correlation

Correlation between ETO and SSUS 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 SSUS dividend yield comparison.

Year	ETO	SSUS
2026	4.37%	0.00%
2025	6.85%	0.52%
2024	7.81%	0.68%
2023	6.97%	1.07%
2022	9.87%	0.63%
2021	5.82%	0.55%
2020	7.36%	0.50%
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%