FDD vs EOI

Comparison between FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF) and Eaton Vance Enhanced Equity Income Fund (EOI, ETF).

5-Year PerformanceFDD has outperformed EOI, delivering a return of +10.7% compared to +9.8%

FDD vs EOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDD(ETF)	EOI(ETF)
Net Assets	$860M	$861M
Expense Ratio	0.56%	N/A
Max Drawdown	76.57%	61.69%
Sharpe Ratio	1.58	0.12
5Y Beta	0.64	0.86
5Y Dividends CAGR	7.48%	10.05%

Net Assets

FDD

$860M

Winner

EOI

$861M

Expense Ratio

FDD

0.56%

EOI

N/A

Max Drawdown

FDD

76.57%

Winner

EOI

61.69%

Sharpe Ratio

Winner

FDD

1.58

EOI

0.12

5Y Beta

Winner

FDD

0.64

EOI

0.86

5Y Dividends CAGR

FDD

7.48%

Winner

EOI

10.05%

FDD vs EOI - Historical Returns

Returns include dividend reinvestment.

Period	FDD	EOI
1 month	+0.52%	-1.44%
3 months	+8.37%	-1.20%
6 months	+15.84%	+3.02%
1 year	+30.65%	+5.42%
5 years(CAGR)	+10.72%	+9.76%
10 years(CAGR)	+9.78%	+12.27%
Max(CAGR)	+2.43%	+8.70%

Winner

FDD

+0.52%

EOI

-1.44%

Winner

FDD

+8.37%

EOI

-1.20%

Winner

FDD

+15.84%

EOI

+3.02%

Winner

FDD

+30.65%

EOI

+5.42%

5Y(CAGR)

Winner

FDD

+10.72%

EOI

+9.76%

10Y(CAGR)

FDD

+9.78%

Winner

EOI

+12.27%

Max(CAGR)

FDD

+2.43%

Winner

EOI

+8.70%

FDD vs EOI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	FDD	EOI
2026	+8.19%	-1.81%
2025	+63.19%	+7.28%
2024	+0.98%	+36.30%
2023	+11.77%	+19.94%
2022	-16.60%	-19.61%
2021	+14.76%	+35.97%
2020	-4.96%	+9.30%
2019	+24.34%	+31.48%
2018	-9.47%	-6.60%
2017	+18.18%	+26.22%
2016	+3.66%	+3.02%
2015	-2.13%	+5.52%
2014	-0.26%	+15.58%
2013	+17.15%	+30.03%
2012	+9.83%	+14.03%
2011	-9.86%	-11.60%
2010	-1.26%	-3.69%
2009	+31.14%	+30.19%
2008	-60.17%	-26.45%
2007	+1.65%	-3.69%
2006	N/A	+19.41%
2005	N/A	-0.80%
2004	N/A	+0.78%

FDD vs EOI Drawdown Comparison

The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.

The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.

The current FDD drawdown is -3.57%. The current EOI drawdown is -4.58%.

Rank	FDD	EOI
#1	-74.73% Oct 31, 2007 - Mar 18, 2025	-53.72% Jul 3, 2007 - Mar 6, 2013
#2	-12.90% Mar 18, 2025 - Apr 22, 2025	-39.98% Feb 19, 2020 - Aug 17, 2020
#3	-9.39% Feb 26, 2026 - Apr 13, 2026	-27.99% Sep 20, 2018 - Sep 5, 2019
#4	-5.39% Jul 23, 2025 - Aug 12, 2025	-26.79% Dec 31, 2021 - Jan 26, 2024
#5	-5.18% Sep 4, 2007 - Sep 27, 2007	-23.18% Dec 4, 2024 - Jul 3, 2025
#6	-5.10% Aug 22, 2025 - Nov 11, 2025	-15.91% Dec 29, 2015 - May 31, 2016
#7	-4.87% Nov 13, 2025 - Dec 2, 2025	-13.33% Apr 24, 2015 - Dec 21, 2015
#8	-4.69% Oct 9, 2007 - Oct 29, 2007	-12.53% Jan 30, 2026 - Mar 27, 2026
#9	-3.62% Apr 17, 2026 - May 6, 2026	-12.06% Sep 18, 2014 - Nov 20, 2014
#10	-3.57% May 26, 2026 - Jun 5, 2026	-11.58% Aug 18, 2005 - Jul 20, 2006
#11	-2.47% Jul 9, 2025 - Jul 22, 2025	-11.19% Aug 26, 2020 - Nov 17, 2020
#12	-2.43% Jan 29, 2026 - Feb 9, 2026	-11.15% Jul 19, 2016 - Feb 3, 2017
#13	-1.88% Oct 5, 2007 - Oct 9, 2007	-11.03% Jul 11, 2024 - Sep 19, 2024
#14	-1.70% Feb 9, 2026 - Feb 20, 2026	-9.38% Jan 16, 2018 - Apr 18, 2018
#15	-1.57% Oct 1, 2007 - Oct 5, 2007	-8.69% Sep 12, 2025 - Jan 13, 2026

Correlation

Correlation between FDD and EOI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2004 - 2026)

FDD vs EOI dividend yield comparison.

Year	FDD	EOI
2026	0.32%	3.43%
2025	3.99%	7.81%
2024	7.65%	7.38%
2023	6.85%	7.93%
2022	6.07%	8.80%
2021	3.44%	5.83%
2020	4.01%	6.66%
2019	4.69%	6.78%
2018	5.05%	8.01%
2017	2.78%	7.15%
2016	4.88%	8.36%
2015	4.35%	7.73%
2014	4.30%	7.52%
2013	3.62%	7.98%
2012	4.96%	9.83%
2011	5.58%	10.83%
2010	4.10%	10.86%
2009	3.54%	11.59%
2008	10.79%	12.56%
2007	0.80%	9.68%
2006	0.00%	7.84%
2005	0.00%	8.15%
2004	0.00%	0.68%