FTSD vs EOT

Comparison between FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF) and Eaton Vance National Municipal Opportunities Trust (EOT, ETF).

5-Year PerformanceFTSD has outperformed EOT, delivering a return of +2.4% compared to -1.4%

FTSD vs EOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSD(ETF)	EOT(ETF)
Net Assets	$284M	$283M
Expense Ratio	0.25%	N/A
Max Drawdown	11.76%	40.61%
Sharpe Ratio	0.33	0.67
5Y Beta	-0.02	0.16
5Y Dividends CAGR	29.59%	2.88%

Net Assets

Winner

FTSD

$284M

EOT

$283M

Expense Ratio

FTSD

0.25%

EOT

N/A

Max Drawdown

Winner

FTSD

11.76%

EOT

40.61%

Sharpe Ratio

FTSD

0.33

Winner

EOT

0.67

5Y Beta

Winner

FTSD

-0.02

EOT

0.16

5Y Dividends CAGR

Winner

FTSD

29.59%

EOT

2.88%

FTSD vs EOT - Historical Returns

Returns include dividend reinvestment.

Period	FTSD	EOT
1 month	+0.09%	-0.36%
3 months	+0.40%	-2.33%
6 months	+1.36%	+4.39%
1 year	+4.28%	+9.66%
5 years(CAGR)	+2.45%	-1.35%
10 years(CAGR)	+2.05%	+1.64%
Max(CAGR)	+1.78%	+4.10%

Winner

FTSD

+0.09%

EOT

-0.36%

Winner

FTSD

+0.40%

EOT

-2.33%

FTSD

+1.36%

Winner

EOT

+4.39%

FTSD

+4.28%

Winner

EOT

+9.66%

5Y(CAGR)

Winner

FTSD

+2.45%

EOT

-1.35%

10Y(CAGR)

Winner

FTSD

+2.05%

EOT

+1.64%

Max(CAGR)

FTSD

+1.78%

Winner

EOT

+4.10%

FTSD vs EOT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	FTSD	EOT
2026	+0.81%	+1.69%
2025	+5.70%	+6.79%
2024	+5.20%	+1.12%
2023	+4.83%	+7.34%
2022	-3.10%	-22.68%
2021	-0.87%	+12.12%
2020	+3.00%	-2.72%
2019	+2.64%	+19.35%
2018	+1.64%	-12.34%
2017	+0.92%	+14.03%
2016	+0.90%	+2.25%
2015	+0.68%	+7.26%
2014	+0.77%	+19.53%
2013	+0.38%	-14.49%
2012	N/A	+11.58%
2011	N/A	+16.47%
2010	N/A	+5.94%
2009	N/A	-0.62%

FTSD vs EOT Drawdown Comparison

The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.

The maximum drawdown for EOT was -33.25%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current FTSD drawdown is -0.17%. The current EOT drawdown is -13.54%.

Rank	FTSD	EOT
#1	-5.32% Feb 5, 2021 - Dec 13, 2023	-33.25% Dec 13, 2021 - Oct 19, 2023
#2	-0.96% Mar 6, 2020 - Apr 9, 2020	-30.08% Jul 11, 2019 - May 27, 2021
#3	-0.93% Apr 8, 2025 - Jun 4, 2025	-26.49% Nov 23, 2012 - Nov 23, 2015
#4	-0.87% Oct 3, 2016 - Jan 23, 2017	-18.61% Nov 4, 2010 - Dec 2, 2011
#5	-0.86% Jun 21, 2016 - Sep 30, 2016	-17.50% Aug 13, 2018 - Apr 9, 2019
#6	-0.76% Aug 3, 2015 - Jan 29, 2016	-12.99% Dec 27, 2017 - Aug 13, 2018
#7	-0.60% May 29, 2018 - Aug 10, 2018	-11.00% Jun 19, 2009 - Oct 1, 2009
#8	-0.57% Jan 29, 2016 - May 13, 2016	-10.20% Sep 28, 2016 - Jun 16, 2017
#9	-0.56% Jan 23, 2015 - Apr 30, 2015	-7.81% Feb 27, 2012 - Apr 20, 2012
#10	-0.51% Dec 27, 2017 - May 23, 2018	-7.47% Jul 28, 2021 - Dec 13, 2021
#11	-0.50% Dec 31, 2018 - Feb 20, 2019	-7.40% Jul 26, 2012 - Sep 24, 2012
#12	-0.49% Feb 24, 2017 - Apr 18, 2017	-6.43% Oct 16, 2017 - Nov 28, 2017
#13	-0.46% Jul 30, 2020 - Dec 29, 2020	-5.63% May 28, 2021 - Jul 8, 2021
#14	-0.45% Mar 6, 2026 - Apr 6, 2026	-5.19% Oct 8, 2009 - Jan 8, 2010
#15	-0.43% Apr 4, 2024 - May 2, 2024	-4.95% Oct 15, 2012 - Nov 16, 2012

Correlation

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

0.62

-101

Dividend Comparison (2009 - 2026)

FTSD vs EOT dividend yield comparison.

Year	FTSD	EOT
2026	1.76%	2.02%
2025	4.67%	4.85%
2024	4.75%	4.77%
2023	4.14%	4.43%
2022	1.73%	4.56%
2021	1.01%	3.44%
2020	1.54%	3.80%
2019	2.90%	4.73%
2018	2.63%	6.13%
2017	2.24%	5.12%
2016	1.92%	5.96%
2015	1.52%	4.83%
2014	1.91%	4.90%
2013	0.27%	5.63%
2012	0.00%	4.91%
2011	0.00%	5.71%
2010	0.00%	7.15%
2009	0.00%	3.64%