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EVMO vs SPY

Comparison between EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

EVMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EVMO
$876M
Winner
SPY
$735B
Expense Ratio
EVMO
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
EVMO
2.82%
SPY
56.47%
Sharpe Ratio
EVMO
0.27
Winner
SPY
1.62
5Y Beta
Winner
EVMO
0.09
SPY
1.00
P/E Ratio
EVMO
N/A
SPY
28.99
Forward P/E
EVMO
N/A
SPY
22.37
5Y Dividends CAGR
EVMO
N/A
SPY
5.43%
5Y EPS CAGR
EVMO
N/A
SPY
26.05%
Debt to Equity
EVMO
N/A
SPY
32.40%
P/S Ratio
EVMO
N/A
SPY
3.74
P/B Ratio
EVMO
N/A
SPY
5.61

EVMO vs SPY - Holdings Comparison

EVMO and SPY have 1 common holdings. Overlap is -0.12%

EVMO's top 25 holdings weight is 33.32%. SPY's top 25 holdings weight is 52.37%.

RankEVMOSPY
#1
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45%
NVIDIA CORP (NVDA) - 8.10%
#2
n/a (n/a) - 5.22%
APPLE INC (AAPL) - 7.02%
#3
n/a (n/a) - 3.31%
MICROSOFT CORP (MSFT) - 4.79%
#4
FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80%
AMAZON.COM INC (AMZN) - 4.02%
#5
NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
FHLMC 5.5% (n/a) - 1.26%
BROADCOM INC (AVGO) - 3.10%
#7
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
n/a (n/a) - 1.06%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CFMT 2025-AB3 LLC 0% (n/a) - 1.04%
TESLA INC (TSLA) - 1.89%
#10
RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87%
ELI LILLY AND CO (LLY) - 1.31%
#13
SU CASITA TRUST 0% (n/a) - 0.86%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
n/a (n/a) - 0.74%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69%
EXXON MOBIL CORP (XOM) - 0.97%
#16
SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64%
INTEL CORP (INTC) - 0.90%
#17
BOSTON LENDING TRUST 0% (n/a) - 0.63%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
FMC GMSR ISSUER TRUST 0% (n/a) - 0.58%
VISA INC CLASS A (V) - 0.85%
#19
GNMA 7% (n/a) - 0.58%
WALMART INC (WMT) - 0.81%
#20
REALKREDIT DANMARK A/S 4% (n/a) - 0.57%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
STAR TRUST 2022-SFR3 0% (n/a) - 0.56%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54%
CATERPILLAR INC (CAT) - 0.66%
#23
n/a (n/a) - 0.48%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40%
ABBVIE INC (ABBV) - 0.58%
Total Holdings188505

EVMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EVMO
-0.28%
Winner
SPY
+1.90%
3M
EVMO
-0.84%
Winner
SPY
+8.55%
6M
EVMO
+0.81%
Winner
SPY
+8.18%
1Y
EVMO
+3.71%
Winner
SPY
+25.79%
5Y(CAGR)
EVMO
N/A
SPY
+13.32%
10Y(CAGR)
EVMO
N/A
SPY
+15.19%
Max(CAGR)
EVMO
+4.46%
Winner
SPY
+8.47%

EVMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVMOSPY
2026+0.40%+8.26%
2025+3.33%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EVMO vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EVMO drawdown is -1.27%. The current SPY drawdown is -2.90%.

RankEVMOSPY
#1-1.89%
Feb 27, 2026 - Mar 20, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-0.56%
Oct 29, 2025 - Nov 24, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.43%
Dec 3, 2025 - Dec 18, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.41%
Sep 16, 2025 - Sep 30, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.35%
Jan 15, 2026 - Jan 26, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.34%
Aug 4, 2025 - Aug 19, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.28%
Dec 29, 2025 - Jan 8, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.24%
Oct 13, 2025 - Oct 15, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.24%
Dec 24, 2025 - Dec 29, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.20%
Dec 18, 2025 - Dec 24, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.20%
Aug 28, 2025 - Sep 4, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.20%
Jan 12, 2026 - Jan 15, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.18%
Oct 8, 2025 - Oct 10, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.18%
Jan 30, 2026 - Feb 6, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.16%
Oct 3, 2025 - Oct 8, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EVMO and SPY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (1999 - 2026)

EVMO vs SPY dividend yield comparison.

YearEVMOSPY
20262.10%0.24%
20251.95%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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