ETO vs VKQ

Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and Invesco Municipal Trust (VKQ, ETF).

5-Year PerformanceETO has outperformed VKQ, delivering a return of +8.7% compared to -0.2%

ETO vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETO(ETF)	VKQ(ETF)
Net Assets	$563M	$562M
Max Drawdown	75.20%	55.10%
Sharpe Ratio	1.04	1.64
5Y Beta	0.84	0.19
5Y Dividends CAGR	5.67%	3.89%

Net Assets

Winner

ETO

$563M

VKQ

$562M

Max Drawdown

ETO

75.20%

Winner

VKQ

55.10%

Sharpe Ratio

ETO

1.04

Winner

VKQ

1.64

5Y Beta

ETO

0.84

Winner

VKQ

0.19

5Y Dividends CAGR

Winner

ETO

5.67%

VKQ

3.89%

ETO vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	ETO	VKQ
1 month	+0.76%	+0.12%
3 months	+6.59%	+3.19%
6 months	+5.87%	+5.74%
1 year	+20.19%	+18.15%
5 years(CAGR)	+8.70%	-0.16%
10 years(CAGR)	+11.88%	+2.27%
Max(CAGR)	+10.53%	+5.05%

Winner

ETO

+0.76%

VKQ

+0.12%

Winner

ETO

+6.59%

VKQ

+3.19%

Winner

ETO

+5.87%

VKQ

+5.74%

Winner

ETO

+20.19%

VKQ

+18.15%

5Y(CAGR)

Winner

ETO

+8.70%

VKQ

-0.16%

10Y(CAGR)

Winner

ETO

+11.88%

VKQ

+2.27%

Max(CAGR)

Winner

ETO

+10.53%

VKQ

+5.05%

ETO vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ETO	VKQ
2026	+7.92%	+6.20%
2025	+30.49%	+5.95%
2024	+16.89%	+9.60%
2023	+21.38%	+1.27%
2022	-30.30%	-22.51%
2021	+38.76%	+10.50%
2020	+5.60%	+8.50%
2019	+48.13%	+15.02%
2018	-18.67%	-6.10%
2017	+33.20%	+7.88%
2016	+9.91%	+1.23%
2015	-3.13%	+7.45%
2014	+13.76%	+16.72%
2013	+30.52%	-16.55%
2012	+24.01%	+10.08%
2011	-12.34%	+20.62%
2010	+11.90%	+3.27%
2009	+40.57%	+49.36%
2008	-52.19%	-36.79%
2007	+19.59%	+1.29%
2006	+33.45%	+18.83%
2005	+31.87%	+3.17%
2004	+6.89%	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

ETO vs VKQ Drawdown Comparison

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

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current ETO drawdown is -1.16%. The current VKQ drawdown is -5.50%.

Rank	ETO	VKQ
#1	-71.95% Oct 31, 2007 - May 2, 2013	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-51.93% Feb 20, 2020 - Dec 16, 2020	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-35.40% Nov 11, 2021 - Dec 4, 2024	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-29.75% Aug 28, 2018 - Mar 21, 2019	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-24.20% Apr 22, 2015 - Aug 23, 2016	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-23.75% Jul 12, 2007 - Oct 5, 2007	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-18.24% Feb 20, 2025 - May 13, 2025	-14.76% May 11, 2007 - Jan 23, 2008
#8	-16.44% May 21, 2013 - Nov 15, 2013	-14.41% Aug 12, 2016 - May 13, 2019
#9	-15.27% Feb 25, 2026 - May 6, 2026	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-14.73% Jun 1, 2004 - Nov 16, 2004	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-13.96% Jul 23, 2014 - Nov 6, 2014	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-13.70% May 10, 2006 - Aug 9, 2006	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-11.74% Dec 29, 2006 - Apr 3, 2007	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-11.38% Jan 24, 2018 - Aug 7, 2018	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-11.20% Sep 13, 2021 - Nov 11, 2021	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between ETO and VKQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

ETO vs VKQ dividend yield comparison.

Year	ETO	VKQ
2026	3.96%	4.46%
2025	6.85%	7.81%
2024	7.81%	6.43%
2023	6.97%	4.60%
2022	9.87%	5.63%
2021	5.82%	4.71%
2020	7.36%	4.65%
2019	8.32%	4.96%
2018	11.51%	5.98%
2017	8.50%	5.78%
2016	9.51%	6.44%
2015	9.29%	6.39%
2014	12.51%	6.38%
2013	8.49%	7.38%
2012	6.48%	6.64%
2011	7.55%	6.86%
2010	6.26%	7.69%
2009	6.62%	6.76%
2008	14.74%	9.27%
2007	5.66%	5.28%
2006	5.82%	4.92%
2005	6.16%	7.90%
2004	4.31%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%