IFN vs ETO

Comparison between India Fund Inc (IFN, ETF) and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF).

5-Year PerformanceETO has outperformed IFN, delivering a return of +8.5% compared to +0.1%

IFN vs ETO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFN(ETF)	ETO(ETF)
Net Assets	$538M	$538M
Max Drawdown	84.81%	75.20%
Sharpe Ratio	-1.70	1.26
5Y Beta	0.49	0.84
5Y Dividends CAGR	5.70%	5.67%

Net Assets

IFN

$538M

Winner

ETO

$538M

Max Drawdown

IFN

84.81%

Winner

ETO

75.20%

Sharpe Ratio

IFN

-1.70

Winner

ETO

1.26

5Y Beta

Winner

IFN

0.49

ETO

0.84

5Y Dividends CAGR

Winner

IFN

5.70%

ETO

5.67%

IFN vs ETO - Historical Returns

Returns include dividend reinvestment.

Period	IFN	ETO
1 month	-5.29%	+1.16%
3 months	-11.67%	+4.96%
6 months	-17.22%	+6.41%
1 year	-22.36%	+23.82%
5 years(CAGR)	+0.10%	+8.52%
10 years(CAGR)	+5.83%	+12.16%
Max(CAGR)	+9.80%	+10.44%

IFN

-5.29%

Winner

ETO

+1.16%

IFN

-11.67%

Winner

ETO

+4.96%

IFN

-17.22%

Winner

ETO

+6.41%

IFN

-22.36%

Winner

ETO

+23.82%

5Y(CAGR)

IFN

+0.10%

Winner

ETO

+8.52%

10Y(CAGR)

IFN

+5.83%

Winner

ETO

+12.16%

Max(CAGR)

IFN

+9.80%

Winner

ETO

+10.44%

IFN vs ETO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	ETO
2026	-18.05%	+4.59%
2025	-1.32%	+30.49%
2024	-2.20%	+16.89%
2023	+32.46%	+21.38%
2022	-17.34%	-30.30%
2021	+22.42%	+38.76%
2020	+11.04%	+5.60%
2019	+11.21%	+48.13%
2018	-5.34%	-18.67%
2017	+39.00%	+33.20%
2016	+3.59%	+9.91%
2015	-6.72%	-3.13%
2014	+41.45%	+13.76%
2013	-2.50%	+30.52%
2012	+18.26%	+24.01%
2011	-43.26%	-12.34%
2010	+25.52%	+11.90%
2009	+59.56%	+40.57%
2008	-60.29%	-52.19%
2007	+60.19%	+19.59%
2006	+23.68%	+33.45%
2005	+45.06%	+31.87%
2004	+19.71%	+6.89%
2003	+136.57%	N/A
2002	+10.29%	N/A
2001	-21.06%	N/A
2000	-32.29%	N/A
1999	+40.99%	N/A

IFN vs ETO Drawdown Comparison

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The current IFN drawdown is -29.77%. The current ETO drawdown is -3.41%.

Rank	IFN	ETO
#1	-71.83% Jan 14, 2008 - May 16, 2017	-71.95% Oct 31, 2007 - May 2, 2013
#2	-65.52% Mar 6, 2000 - Dec 12, 2003	-51.93% Feb 20, 2020 - Dec 16, 2020
#3	-41.96% May 10, 2006 - Oct 15, 2007	-35.40% Nov 11, 2021 - Dec 4, 2024
#4	-41.41% Jan 17, 2020 - Dec 1, 2020	-29.75% Aug 28, 2018 - Mar 21, 2019
#5	-32.89% Apr 5, 2004 - Dec 13, 2004	-24.20% Apr 22, 2015 - Aug 23, 2016
#6	-31.53% Mar 8, 2024 - Mar 30, 2026	-23.75% Jul 12, 2007 - Oct 5, 2007
#7	-24.71% Jan 13, 2022 - Sep 11, 2023	-18.24% Feb 20, 2025 - May 13, 2025
#8	-23.21% Jan 23, 2018 - Jan 13, 2020	-16.44% May 21, 2013 - Nov 15, 2013
#9	-19.93% Jan 3, 2005 - Jun 29, 2005	-15.27% Feb 25, 2026 - May 6, 2026
#10	-18.00% Sep 20, 2005 - Dec 22, 2005	-14.73% Jun 1, 2004 - Nov 16, 2004
#11	-17.60% Jan 14, 2004 - Apr 5, 2004	-13.96% Jul 23, 2014 - Nov 6, 2014
#12	-17.14% Oct 31, 2007 - Dec 6, 2007	-13.70% May 10, 2006 - Aug 9, 2006
#13	-12.67% Oct 15, 2007 - Oct 29, 2007	-11.74% Dec 29, 2006 - Apr 3, 2007
#14	-10.93% Sep 25, 2023 - Nov 17, 2023	-11.38% Jan 24, 2018 - Aug 7, 2018
#15	-10.70% Mar 3, 2006 - Apr 10, 2006	-11.20% Sep 13, 2021 - Nov 11, 2021

Correlation

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

0.95

-101

Dividend Comparison (2001 - 2026)

IFN vs ETO dividend yield comparison.

Year	IFN	ETO
2026	7.80%	2.89%
2025	16.09%	6.85%
2024	14.60%	7.81%
2023	8.97%	6.97%
2022	21.47%	9.87%
2021	15.21%	5.82%
2020	9.77%	7.36%
2019	11.57%	8.32%
2018	22.25%	11.51%
2017	12.11%	8.50%
2016	7.97%	9.51%
2015	8.02%	9.29%
2014	7.22%	12.51%
2013	4.76%	8.49%
2012	11.34%	6.48%
2011	6.09%	7.55%
2010	11.02%	6.26%
2009	0.00%	6.62%
2008	38.91%	14.74%
2007	15.44%	5.66%
2006	11.15%	5.82%
2005	11.23%	6.16%
2004	5.13%	4.31%
2003	0.52%	0.00%
2002	0.80%	0.00%
2001	0.74%	0.00%