EVMO vs EOI
Comparison between EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF) and Eaton Vance Enhanced Equity Income Fund (EOI, ETF).
EVMO vs EOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVMO
$856M
Winner
EOI
$858M
Expense Ratio
EVMO
0.45%
EOI
N/A
Max Drawdown
Winner
EVMO
3.35%
EOI
61.69%
Sharpe Ratio
Winner
EVMO
0.16
EOI
-0.05
5Y Beta
Winner
EVMO
0.09
EOI
0.84
5Y Dividends CAGR
EVMO
N/A
EOI
10.05%
EVMO vs EOI - Historical Returns
Returns include dividend reinvestment.
1M
EVMO
+0.34%
Winner
EOI
+1.33%
3M
EVMO
+0.61%
Winner
EOI
+2.91%
6M
EVMO
-0.14%
Winner
EOI
+1.31%
1Y
Winner
EVMO
+4.35%
EOI
+2.30%
5Y(CAGR)
EVMO
N/A
EOI
+9.07%
10Y(CAGR)
EVMO
N/A
EOI
+12.57%
Max(CAGR)
EVMO
+4.20%
Winner
EOI
+8.81%
EVMO vs EOI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EVMO | EOI |
|---|---|---|
| 2026 | +1.06% | +2.23% |
| 2025 | +3.33% | +7.28% |
| 2024 | N/A | +36.30% |
| 2023 | N/A | +19.94% |
| 2022 | N/A | -19.61% |
| 2021 | N/A | +35.97% |
| 2020 | N/A | +9.30% |
| 2019 | N/A | +31.48% |
| 2018 | N/A | -6.60% |
| 2017 | N/A | +26.22% |
| 2016 | N/A | +3.02% |
| 2015 | N/A | +5.52% |
| 2014 | N/A | +15.58% |
| 2013 | N/A | +30.03% |
| 2012 | N/A | +14.03% |
| 2011 | N/A | -11.60% |
| 2010 | N/A | -3.69% |
| 2009 | N/A | +30.19% |
| 2008 | N/A | -26.45% |
| 2007 | N/A | -3.69% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | -0.80% |
| 2004 | N/A | +0.78% |
EVMO vs EOI Drawdown Comparison
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.
The current EVMO drawdown is -0.61%. The current EOI drawdown is -1.44%.
| Rank | EVMO | EOI |
|---|---|---|
| #1 | -1.89% Feb 27, 2026 - Mar 20, 2026 | -53.72% Jul 3, 2007 - Mar 6, 2013 |
| #2 | -0.56% Oct 29, 2025 - Nov 24, 2025 | -39.98% Feb 19, 2020 - Aug 17, 2020 |
| #3 | -0.43% Dec 3, 2025 - Dec 18, 2025 | -27.99% Sep 20, 2018 - Sep 5, 2019 |
| #4 | -0.41% Sep 16, 2025 - Sep 30, 2025 | -26.79% Dec 31, 2021 - Jan 26, 2024 |
| #5 | -0.35% Jan 15, 2026 - Jan 26, 2026 | -23.18% Dec 4, 2024 - Jul 3, 2025 |
| #6 | -0.34% Aug 4, 2025 - Aug 19, 2025 | -15.91% Dec 29, 2015 - May 31, 2016 |
| #7 | -0.28% Dec 29, 2025 - Jan 8, 2026 | -13.33% Apr 24, 2015 - Dec 21, 2015 |
| #8 | -0.24% Oct 13, 2025 - Oct 15, 2025 | -12.53% Jan 30, 2026 - Aug 7, 2026 |
| #9 | -0.24% Dec 24, 2025 - Dec 29, 2025 | -12.06% Sep 18, 2014 - Nov 20, 2014 |
| #10 | -0.20% Dec 18, 2025 - Dec 24, 2025 | -11.58% Aug 18, 2005 - Jul 20, 2006 |
| #11 | -0.20% Aug 28, 2025 - Sep 4, 2025 | -11.19% Aug 26, 2020 - Nov 17, 2020 |
| #12 | -0.20% Jan 12, 2026 - Jan 15, 2026 | -11.15% Jul 19, 2016 - Feb 3, 2017 |
| #13 | -0.18% Oct 8, 2025 - Oct 10, 2025 | -11.03% Jul 11, 2024 - Sep 19, 2024 |
| #14 | -0.18% Jan 30, 2026 - Feb 6, 2026 | -9.38% Jan 16, 2018 - Apr 18, 2018 |
| #15 | -0.16% Oct 3, 2025 - Oct 8, 2025 | -8.69% Sep 12, 2025 - Jan 13, 2026 |
Correlation
Correlation between EVMO and EOI is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
0.03
-101
Dividend Comparison (2004 - 2026)
EVMO vs EOI dividend yield comparison.
| Year | EVMO | EOI |
|---|---|---|
| 2026 | 2.98% | 5.38% |
| 2025 | 1.95% | 7.81% |
| 2024 | 0.00% | 7.38% |
| 2023 | 0.00% | 7.93% |
| 2022 | 0.00% | 8.80% |
| 2021 | 0.00% | 5.83% |
| 2020 | 0.00% | 6.66% |
| 2019 | 0.00% | 6.78% |
| 2018 | 0.00% | 8.01% |
| 2017 | 0.00% | 7.15% |
| 2016 | 0.00% | 8.36% |
| 2015 | 0.00% | 7.73% |
| 2014 | 0.00% | 7.52% |
| 2013 | 0.00% | 7.98% |
| 2012 | 0.00% | 9.83% |
| 2011 | 0.00% | 10.83% |
| 2010 | 0.00% | 10.86% |
| 2009 | 0.00% | 11.59% |
| 2008 | 0.00% | 12.56% |
| 2007 | 0.00% | 9.68% |
| 2006 | 0.00% | 7.84% |
| 2005 | 0.00% | 8.15% |
| 2004 | 0.00% | 0.68% |
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