EVMO vs XTL

Comparison between EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF) and STATE STREET(R) SPDR(R) S&P(R) TELECOM ETF (XTL, ETF).

EVMO vs XTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVMO(ETF)	XTL(ETF)
Net Assets	$891M	$889M
Expense Ratio	0.45%	0.35%
Max Drawdown	2.83%	38.49%
Sharpe Ratio	0.36	2.62
5Y Beta	0.09	1.23
P/E Ratio	N/A	-1178.32
Forward P/E	N/A	21.54
PEG Ratio	N/A	-0.02
5Y Dividends CAGR	N/A	18.99%
5Y EPS CAGR	N/A	7.64%
Debt to Equity	N/A	145.90%
P/S Ratio	N/A	2.37
P/B Ratio	N/A	3.65

Net Assets

Winner

EVMO

$891M

XTL

$889M

Expense Ratio

EVMO

0.45%

Winner

XTL

0.35%

Max Drawdown

Winner

EVMO

2.83%

XTL

38.49%

Sharpe Ratio

EVMO

0.36

Winner

XTL

2.62

5Y Beta

Winner

EVMO

0.09

XTL

1.23

P/E Ratio

EVMO

N/A

XTL

-1178.32

Forward P/E

EVMO

N/A

XTL

21.54

PEG Ratio

EVMO

N/A

XTL

-0.02

5Y Dividends CAGR

EVMO

N/A

XTL

18.99%

5Y EPS CAGR

EVMO

N/A

XTL

7.64%

Debt to Equity

EVMO

N/A

XTL

145.90%

P/S Ratio

EVMO

N/A

XTL

2.37

P/B Ratio

EVMO

N/A

XTL

3.65

EVMO vs XTL - Holdings Comparison

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

EVMO's top 25 holdings weight is 33.32%. XTL's top 25 holdings weight is 81.50%.

Rank	EVMO	XTL
#1	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45%	IRIDIUM COMMUNICATIONS INC (IRDM) - 5.37%
#2	n/a (n/a) - 5.22%	EXTREME NETWORKS INC (EXTR) - 4.81%
#3	n/a (n/a) - 3.31%	VIAVI SOLUTIONS INC (VIAV) - 4.75%
#4	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80%	CIENA CORP (CIEN) - 4.71%
#5	NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54%	VIASAT INC (VSAT) - 4.66%
#6	FHLMC 5.5% (n/a) - 1.26%	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 4.06%
#7	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24%	CISCO SYSTEMS INC (CSCO) - 4.02%
#8	n/a (n/a) - 1.06%	GLOBALSTAR INC (GSAT) - 3.85%
#9	CFMT 2025-AB3 LLC 0% (n/a) - 1.04%	APPLIED OPTOELECTRONICS INC (AAOI) - 3.71%
#10	RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91%	F5 INC (FFIV) - 3.64%
#11	ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89%	LUMENTUM HOLDINGS INC (LITE) - 3.60%
#12	RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87%	AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 3.60%
#13	SU CASITA TRUST 0% (n/a) - 0.86%	ARISTA NETWORKS INC (ANET) - 3.04%
#14	n/a (n/a) - 0.74%	ONDAS INC (ONDS) - 2.64%
#15	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69%	VERIZON COMMUNICATIONS INC (VZ) - 2.54%
#16	SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64%	AT&T INC (T) - 2.45%
#17	BOSTON LENDING TRUST 0% (n/a) - 0.63%	T-MOBILE US INC (TMUS) - 2.38%
#18	FMC GMSR ISSUER TRUST 0% (n/a) - 0.58%	MOTOROLA SOLUTIONS INC (MSI) - 2.36%
#19	GNMA 7% (n/a) - 0.58%	TELEPHONE AND DATA SYSTEMS INC (TDS) - 2.35%
#20	REALKREDIT DANMARK A/S 4% (n/a) - 0.57%	UNITI GROUP INC (UNIT) - 2.32%
#21	STAR TRUST 2022-SFR3 0% (n/a) - 0.56%	NETSCOUT SYSTEMS INC (NTCT) - 2.21%
#22	RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54%	COMCAST CORP CLASS A (CMCSA) - 2.18%
#23	n/a (n/a) - 0.48%	UBIQUITI INC (UI) - 2.11%
#24	OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46%	CALIX INC (CALX) - 2.10%
#25	ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40%	HARMONIC INC (HLIT) - 2.04%
Total Holdings	188	41

EVMO vs XTL - Historical Returns

Returns include dividend reinvestment.

Period	EVMO	XTL
1 month	+0.53%	+2.37%
3 months	+0.22%	+24.31%
6 months	+1.32%	+55.40%
1 year	+4.23%	+116.13%
5 years(CAGR)	N/A	+19.01%
10 years(CAGR)	N/A	+16.17%
Max(CAGR)	+4.92%	+11.65%

EVMO

+0.53%

Winner

XTL

+2.37%

EVMO

+0.22%

Winner

XTL

+24.31%

EVMO

+1.32%

Winner

XTL

+55.40%

EVMO

+4.23%

Winner

XTL

+116.13%

5Y(CAGR)

EVMO

N/A

XTL

+19.01%

10Y(CAGR)

EVMO

N/A

XTL

+16.17%

Max(CAGR)

EVMO

+4.92%

Winner

XTL

+11.65%

EVMO vs XTL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EVMO	XTL
2026	+0.90%	+48.31%
2025	+3.33%	+44.22%
2024	N/A	+35.20%
2023	N/A	-1.97%
2022	N/A	-19.65%
2021	N/A	+22.57%
2020	N/A	+21.82%
2019	N/A	+11.32%
2018	N/A	-7.76%
2017	N/A	-0.84%
2016	N/A	+27.75%
2015	N/A	-1.44%
2014	N/A	+6.09%
2013	N/A	+19.36%
2012	N/A	+8.50%
2011	N/A	-17.98%

EVMO vs XTL 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 XTL was -37.00%, occurring on Oct 27, 2023. Recovery took 830 trading sessions.

The current EVMO drawdown is -0.77%. The current XTL drawdown is -6.61%.

Rank	EVMO	XTL
#1	-1.89% Feb 27, 2026 - Mar 20, 2026	-37.00% Jun 25, 2021 - Oct 14, 2024
#2	-0.56% Oct 29, 2025 - Nov 24, 2025	-32.28% Feb 14, 2011 - Sep 18, 2013
#3	-0.43% Dec 3, 2025 - Dec 18, 2025	-31.56% Aug 29, 2018 - Jul 29, 2020
#4	-0.41% Sep 16, 2025 - Sep 30, 2025	-22.79% Feb 10, 2025 - Jun 24, 2025
#5	-0.35% Jan 15, 2026 - Jan 26, 2026	-21.87% Jun 18, 2015 - Jul 11, 2016
#6	-0.34% Aug 4, 2025 - Aug 19, 2025	-15.25% Aug 7, 2020 - Nov 23, 2020
#7	-0.28% Dec 29, 2025 - Jan 8, 2026	-14.70% Oct 31, 2025 - Dec 10, 2025
#8	-0.24% Oct 13, 2025 - Oct 15, 2025	-14.67% Sep 11, 2014 - Dec 22, 2014
#9	-0.24% Dec 24, 2025 - Dec 29, 2025	-10.98% Jun 6, 2017 - Mar 9, 2018
#10	-0.20% Dec 18, 2025 - Dec 24, 2025	-10.81% Jun 2, 2026 - Jun 10, 2026
#11	-0.20% Aug 28, 2025 - Sep 4, 2025	-10.03% Feb 12, 2021 - May 27, 2021
#12	-0.20% Jan 12, 2026 - Jan 15, 2026	-9.94% Dec 11, 2025 - Jan 6, 2026
#13	-0.18% Oct 8, 2025 - Oct 10, 2025	-8.67% Mar 12, 2018 - Jun 14, 2018
#14	-0.18% Jan 30, 2026 - Feb 6, 2026	-8.07% Apr 2, 2014 - Sep 11, 2014
#15	-0.16% Oct 3, 2025 - Oct 8, 2025	-8.05% Mar 25, 2026 - Apr 2, 2026

Correlation

Correlation between EVMO and XTL is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2011 - 2026)

EVMO vs XTL dividend yield comparison.

Year	EVMO	XTL
2026	2.09%	0.28%
2025	1.95%	1.05%
2024	0.00%	0.62%
2023	0.00%	0.80%
2022	0.00%	0.74%
2021	0.00%	1.25%
2020	0.00%	0.88%
2019	0.00%	0.92%
2018	0.00%	1.90%
2017	0.00%	2.08%
2016	0.00%	1.11%
2015	0.00%	1.38%
2014	0.00%	1.03%
2013	0.00%	0.45%
2012	0.00%	3.16%
2011	0.00%	0.80%