GWX vs EOI

Comparison between STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF (GWX, ETF) and Eaton Vance Enhanced Equity Income Fund (EOI, ETF).

5-Year PerformanceEOI has outperformed GWX, delivering a return of +9.4% compared to +5.4%

GWX vs EOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GWX(ETF)	EOI(ETF)
Net Assets	$869M	$866M
Expense Ratio	0.40%	N/A
Max Drawdown	64.84%	61.69%
Sharpe Ratio	0.90	0.03
5Y Beta	0.72	0.86
5Y Dividends CAGR	11.24%	10.05%

Net Assets

Winner

GWX

$869M

EOI

$866M

Expense Ratio

GWX

0.40%

EOI

N/A

Max Drawdown

GWX

64.84%

Winner

EOI

61.69%

Sharpe Ratio

Winner

GWX

0.90

EOI

0.03

5Y Beta

Winner

GWX

0.72

EOI

0.86

5Y Dividends CAGR

Winner

GWX

11.24%

EOI

10.05%

GWX vs EOI - Historical Returns

Returns include dividend reinvestment.

Period	GWX	EOI
1 month	-3.15%	+3.01%
3 months	-2.41%	+2.04%
6 months	+2.53%	-0.04%
1 year	+18.17%	+2.67%
5 years(CAGR)	+5.39%	+9.43%
10 years(CAGR)	+7.27%	+12.34%
Max(CAGR)	+4.51%	+8.78%

GWX

-3.15%

Winner

EOI

+3.01%

GWX

-2.41%

Winner

EOI

+2.04%

Winner

GWX

+2.53%

EOI

-0.04%

Winner

GWX

+18.17%

EOI

+2.67%

5Y(CAGR)

GWX

+5.39%

Winner

EOI

+9.43%

10Y(CAGR)

GWX

+7.27%

Winner

EOI

+12.34%

Max(CAGR)

GWX

+4.51%

Winner

EOI

+8.78%

GWX vs EOI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	GWX	EOI
2026	+6.28%	+0.89%
2025	+35.62%	+7.28%
2024	+1.47%	+36.30%
2023	+10.99%	+19.94%
2022	-20.31%	-19.61%
2021	+10.03%	+35.97%
2020	+12.62%	+9.30%
2019	+17.92%	+31.48%
2018	-19.91%	-6.60%
2017	+27.90%	+26.22%
2016	+8.22%	+3.02%
2015	+5.86%	+5.52%
2014	-6.48%	+15.58%
2013	+19.64%	+30.03%
2012	+13.12%	+14.03%
2011	-16.33%	-11.60%
2010	+21.76%	-3.69%
2009	+35.68%	+30.19%
2008	-44.34%	-26.45%
2007	-1.74%	-3.69%
2006	N/A	+19.41%
2005	N/A	-0.80%
2004	N/A	+0.78%

GWX vs EOI Drawdown Comparison

The maximum drawdown for GWX was -63.21%, occurring on Mar 9, 2009. Recovery took 1504 trading sessions.

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

The current GWX drawdown is -6.79%. The current EOI drawdown is -1.95%.

Rank	GWX	EOI
#1	-63.21% Oct 31, 2007 - Oct 22, 2013	-53.72% Jul 3, 2007 - Mar 6, 2013
#2	-45.26% Jan 26, 2018 - Dec 17, 2020	-39.98% Feb 19, 2020 - Aug 17, 2020
#3	-34.58% Sep 3, 2021 - Jun 12, 2025	-27.99% Sep 20, 2018 - Sep 5, 2019
#4	-19.35% Jul 3, 2014 - Aug 10, 2016	-26.79% Dec 31, 2021 - Jan 26, 2024
#5	-13.12% Jul 12, 2007 - Oct 29, 2007	-23.18% Dec 4, 2024 - Jul 3, 2025
#6	-11.91% Feb 27, 2026 - May 6, 2026	-15.91% Dec 29, 2015 - May 31, 2016
#7	-8.04% May 11, 2026 - Jul 20, 2026	-13.33% Apr 24, 2015 - Dec 21, 2015
#8	-6.36% Oct 27, 2025 - Dec 10, 2025	-12.53% Jan 30, 2026 - Mar 27, 2026
#9	-6.21% Jan 22, 2014 - Feb 28, 2014	-12.06% Sep 18, 2014 - Nov 20, 2014
#10	-6.15% Sep 28, 2016 - Jan 25, 2017	-11.58% Aug 18, 2005 - Jul 20, 2006
#11	-5.60% Jun 7, 2021 - Sep 1, 2021	-11.19% Aug 26, 2020 - Nov 17, 2020
#12	-4.19% May 7, 2021 - Jun 1, 2021	-11.15% Jul 19, 2016 - Feb 3, 2017
#13	-4.06% Mar 6, 2014 - Jun 5, 2014	-11.03% Jul 11, 2024 - Sep 19, 2024
#14	-3.96% Jan 21, 2021 - Feb 5, 2021	-9.38% Jan 16, 2018 - Apr 18, 2018
#15	-3.87% Oct 22, 2013 - Dec 30, 2013	-8.69% Sep 12, 2025 - Jan 13, 2026

Correlation

Correlation between GWX and EOI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2004 - 2026)

GWX vs EOI dividend yield comparison.

Year	GWX	EOI
2026	1.22%	4.74%
2025	2.83%	7.81%
2024	2.71%	7.38%
2023	2.64%	7.93%
2022	2.71%	8.80%
2021	2.75%	5.83%
2020	1.74%	6.66%
2019	3.41%	6.78%
2018	2.94%	8.01%
2017	5.18%	7.15%
2016	4.21%	8.36%
2015	2.67%	7.73%
2014	13.53%	7.52%
2013	3.06%	7.98%
2012	2.68%	9.83%
2011	3.25%	10.83%
2010	2.36%	10.86%
2009	1.49%	11.59%
2008	1.92%	12.56%
2007	2.38%	9.68%
2006	0.00%	7.84%
2005	0.00%	8.15%
2004	0.00%	0.68%