EWD vs EFT

Comparison between ISHARES MSCI SWEDEN ETF (EWD, ETF) and Eaton Vance Floating-Rate Income Trust (EFT, ETF).

5-Year PerformanceEWD has outperformed EFT, delivering a return of +4.3% compared to +3.4%

EWD vs EFT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWD(ETF)	EFT(ETF)
Net Assets	$320M	$321M
Expense Ratio	0.51%	N/A
Max Drawdown	79.94%	66.40%
Sharpe Ratio	0.68	-0.85
5Y Beta	0.85	0.41
5Y Dividends CAGR	14.87%	8.43%

Net Assets

EWD

$320M

Winner

EFT

$321M

Expense Ratio

EWD

0.51%

EFT

N/A

Max Drawdown

EWD

79.94%

Winner

EFT

66.40%

Sharpe Ratio

Winner

EWD

0.68

EFT

-0.85

5Y Beta

EWD

0.85

Winner

EFT

0.41

5Y Dividends CAGR

Winner

EWD

14.87%

EFT

8.43%

EWD vs EFT - Historical Returns

Returns include dividend reinvestment.

Period	EWD	EFT
1 month	+1.85%	-1.28%
3 months	+2.22%	+2.74%
6 months	+5.90%	-1.31%
1 year	+16.19%	-5.07%
5 years(CAGR)	+4.28%	+3.44%
10 years(CAGR)	+9.89%	+5.42%
Max(CAGR)	+6.68%	+4.61%

Winner

EWD

+1.85%

EFT

-1.28%

EWD

+2.22%

Winner

EFT

+2.74%

Winner

EWD

+5.90%

EFT

-1.31%

Winner

EWD

+16.19%

EFT

-5.07%

5Y(CAGR)

Winner

EWD

+4.28%

EFT

+3.44%

10Y(CAGR)

Winner

EWD

+9.89%

EFT

+5.42%

Max(CAGR)

Winner

EWD

+6.68%

EFT

+4.61%

EWD vs EFT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWD	EFT
2026	+4.13%	-1.19%
2025	+36.16%	-4.98%
2024	-1.94%	+10.09%
2023	+23.68%	+25.67%
2022	-28.45%	-19.37%
2021	+21.34%	+21.84%
2020	+18.94%	+2.02%
2019	+23.80%	+15.47%
2018	-13.43%	-6.38%
2017	+21.04%	+1.03%
2016	+4.52%	+26.83%
2015	-3.90%	-3.08%
2014	-5.97%	-3.45%
2013	+21.95%	-6.56%
2012	+19.94%	+25.50%
2011	-18.22%	-5.17%
2010	+31.31%	+19.50%
2009	+48.46%	+82.60%
2008	-46.58%	-44.31%
2007	-2.28%	-8.04%
2006	+38.19%	+17.88%
2005	+9.32%	-5.07%
2004	+34.96%	-2.51%
2003	+57.95%	N/A
2002	-31.32%	N/A
2001	-22.76%	N/A
2000	-27.76%	N/A
1999	+27.13%	N/A

EWD vs EFT Drawdown Comparison

The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.

The maximum drawdown for EFT was -60.58%, occurring on Dec 15, 2008. Recovery took 675 trading sessions.

The current EWD drawdown is -5.61%. The current EFT drawdown is -10.63%.

Rank	EWD	EFT
#1	-75.34% Mar 3, 2000 - Oct 20, 2006	-60.58% Jun 25, 2007 - Mar 1, 2010
#2	-68.10% Jul 12, 2007 - Apr 21, 2011	-45.43% Jan 22, 2020 - Dec 3, 2020
#3	-42.26% Aug 13, 2021 - Feb 18, 2025	-24.97% Jan 12, 2022 - Dec 15, 2023
#4	-37.22% Feb 12, 2020 - Jul 17, 2020	-23.47% May 23, 2013 - Nov 11, 2016
#5	-36.19% May 2, 2011 - Mar 7, 2013	-20.16% Feb 24, 2011 - Mar 21, 2012
#6	-25.57% May 21, 2014 - May 2, 2017	-17.49% Jan 24, 2025 - Apr 7, 2025
#7	-23.30% Jan 24, 2018 - Jan 2, 2020	-15.52% Apr 12, 2018 - Dec 16, 2019
#8	-17.84% Mar 7, 2025 - May 13, 2025	-13.57% Mar 25, 2010 - Oct 21, 2010
#9	-14.49% Feb 27, 2026 - Mar 20, 2026	-10.39% Mar 4, 2005 - Mar 16, 2006
#10	-12.59% May 21, 2013 - Jul 23, 2013	-9.92% Mar 27, 2012 - Aug 20, 2012
#11	-9.09% Feb 26, 2007 - Mar 21, 2007	-7.83% Oct 25, 2012 - Dec 19, 2012
#12	-8.75% May 7, 2007 - Jul 6, 2007	-6.75% Jul 27, 2017 - Mar 14, 2018
#13	-8.18% Oct 12, 2020 - Nov 6, 2020	-5.95% Oct 4, 2012 - Oct 25, 2012
#14	-8.16% Sep 18, 2013 - Dec 30, 2013	-5.70% Jul 23, 2024 - Nov 7, 2024
#15	-7.82% Oct 27, 2025 - Dec 10, 2025	-5.63% Sep 10, 2021 - Jan 10, 2022

Correlation

Correlation between EWD and EFT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

EWD vs EFT dividend yield comparison.

Year	EWD	EFT
2026	0.00%	2.76%
2025	3.27%	9.55%
2024	1.77%	10.52%
2023	2.41%	11.09%
2022	3.68%	9.81%
2021	5.46%	5.24%
2020	0.98%	5.88%
2019	4.15%	7.41%
2018	5.17%	6.77%
2017	3.23%	5.73%
2016	3.91%	5.54%
2015	4.08%	6.57%
2014	3.92%	5.82%
2013	3.47%	6.62%
2012	3.03%	5.62%
2011	4.13%	7.17%
2010	1.77%	5.85%
2009	2.13%	6.02%
2008	8.23%	15.12%
2007	3.61%	9.97%
2006	1.05%	8.47%
2005	1.85%	7.46%
2004	0.70%	2.45%
2003	1.58%	0.00%
2002	1.28%	0.00%
2001	0.35%	0.00%
2000	30.15%	0.00%
1999	3.42%	0.00%