INDY vs ETO
Comparison between ISHARES INDIA 50 ETF (INDY, ETF) and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF).
5-Year PerformanceETO has outperformed INDY, delivering a return of +7.7% compared to +1.7%
INDY vs ETO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
INDY vs ETO - Historical Returns
Returns include dividend reinvestment.
INDY vs ETO - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | INDY | ETO |
|---|---|---|
| 2026 | -10.69% | +12.44% |
| 2025 | +3.47% | +30.49% |
| 2024 | +3.68% | +16.89% |
| 2023 | +16.36% | +21.38% |
| 2022 | -8.89% | -30.30% |
| 2021 | +19.01% | +38.76% |
| 2020 | +8.75% | +5.60% |
| 2019 | +10.72% | +48.13% |
| 2018 | -4.43% | -18.67% |
| 2017 | +35.75% | +33.20% |
| 2016 | +3.00% | +9.91% |
| 2015 | -10.08% | -3.13% |
| 2014 | +33.54% | +13.76% |
| 2013 | -7.78% | +30.52% |
| 2012 | +20.83% | +24.01% |
| 2011 | -37.32% | -12.34% |
| 2010 | +20.53% | +11.90% |
| 2009 | +1.93% | +40.57% |
| 2008 | N/A | -52.19% |
| 2007 | N/A | +19.59% |
| 2006 | N/A | +33.45% |
| 2005 | N/A | +31.87% |
| 2004 | N/A | +6.89% |
INDY vs ETO Drawdown Comparison
The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.
The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.
The current INDY drawdown is -16.26%. The current ETO drawdown is -1.18%.
| Rank | INDY | ETO |
|---|---|---|
| #1 | -44.74% Nov 5, 2010 - Jan 20, 2015 | -71.95% Oct 31, 2007 - May 2, 2013 |
| #2 | -43.50% Jan 13, 2020 - Nov 24, 2020 | -51.93% Feb 20, 2020 - Dec 16, 2020 |
| #3 | -29.92% Jan 29, 2015 - Apr 26, 2017 | -35.40% Nov 11, 2021 - Dec 4, 2024 |
| #4 | -22.37% Sep 26, 2024 - Mar 30, 2026 | -29.75% Aug 28, 2018 - Mar 21, 2019 |
| #5 | -20.10% Jan 26, 2018 - May 31, 2019 | -24.20% Apr 22, 2015 - Aug 23, 2016 |
| #6 | -20.00% Jan 12, 2022 - Dec 14, 2023 | -23.75% Jul 12, 2007 - Oct 5, 2007 |
| #7 | -15.96% May 10, 2010 - Sep 10, 2010 | -18.24% Feb 20, 2025 - May 13, 2025 |
| #8 | -13.85% Jan 7, 2010 - Mar 26, 2010 | -16.44% May 21, 2013 - Nov 15, 2013 |
| #9 | -13.83% Jun 3, 2019 - Jan 13, 2020 | -15.27% Feb 25, 2026 - May 6, 2026 |
| #10 | -12.00% Apr 5, 2010 - May 10, 2010 | -14.73% Jun 1, 2004 - Nov 16, 2004 |
| #11 | -10.51% Mar 11, 2021 - Jun 1, 2021 | -13.96% Jul 23, 2014 - Nov 6, 2014 |
| #12 | -9.79% Oct 15, 2021 - Jan 12, 2022 | -13.70% May 10, 2006 - Aug 9, 2006 |
| #13 | -7.20% Aug 1, 2017 - Oct 31, 2017 | -11.74% Dec 29, 2006 - Apr 3, 2007 |
| #14 | -6.36% Jan 20, 2021 - Feb 2, 2021 | -11.38% Jan 24, 2018 - Aug 7, 2018 |
| #15 | -5.57% Jun 3, 2024 - Jun 17, 2024 | -11.20% Sep 13, 2021 - Nov 11, 2021 |
Correlation
Correlation between INDY and ETO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
INDY vs ETO dividend yield comparison.
| Year | INDY | ETO |
|---|---|---|
| 2026 | 0.22% | 4.37% |
| 2025 | 8.11% | 6.85% |
| 2024 | 0.24% | 7.81% |
| 2023 | 0.38% | 6.97% |
| 2022 | 3.75% | 9.87% |
| 2021 | 7.12% | 5.82% |
| 2020 | 0.08% | 7.36% |
| 2019 | 0.58% | 8.32% |
| 2018 | 0.55% | 11.51% |
| 2017 | 0.27% | 8.50% |
| 2016 | 0.48% | 9.51% |
| 2015 | 0.57% | 9.29% |
| 2014 | 0.52% | 12.51% |
| 2013 | 0.76% | 8.49% |
| 2012 | 0.39% | 6.48% |
| 2011 | 0.65% | 7.55% |
| 2010 | 0.39% | 6.26% |
| 2009 | 0.00% | 6.62% |
| 2008 | 0.00% | 14.74% |
| 2007 | 0.00% | 5.66% |
| 2006 | 0.00% | 5.82% |
| 2005 | 0.00% | 6.16% |
| 2004 | 0.00% | 4.31% |
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