ISCB vs EOT
Comparison between ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF) and Eaton Vance National Municipal Opportunities Trust (EOT, ETF).
5-Year PerformanceISCB has outperformed EOT, delivering a return of +7.2% compared to -1.3%
ISCB vs EOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ISCB vs EOT - Historical Returns
Returns include dividend reinvestment.
ISCB vs EOT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCB | EOT |
|---|---|---|
| 2026 | +14.39% | +4.67% |
| 2025 | +12.40% | +6.79% |
| 2024 | +11.73% | +1.12% |
| 2023 | +20.10% | +7.34% |
| 2022 | -19.85% | -22.68% |
| 2021 | +19.27% | +12.12% |
| 2020 | +6.32% | -2.72% |
| 2019 | +29.09% | +19.35% |
| 2018 | -14.33% | -12.34% |
| 2017 | +12.73% | +14.03% |
| 2016 | +25.73% | +2.25% |
| 2015 | -5.44% | +7.26% |
| 2014 | +10.25% | +19.53% |
| 2013 | +33.18% | -14.49% |
| 2012 | +14.34% | +11.58% |
| 2011 | -6.32% | +16.47% |
| 2010 | +24.84% | +5.94% |
| 2009 | +36.83% | -0.62% |
| 2008 | -35.09% | N/A |
| 2007 | -5.29% | N/A |
| 2006 | +18.90% | N/A |
| 2005 | +7.92% | N/A |
| 2004 | +14.58% | N/A |
ISCB vs EOT Drawdown Comparison
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The maximum drawdown for EOT was -33.25%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current ISCB drawdown is -1.16%. The current EOT drawdown is -11.01%.
| Rank | ISCB | EOT |
|---|---|---|
| #1 | -61.25% Jul 13, 2007 - Jan 18, 2011 | -33.25% Dec 13, 2021 - Oct 19, 2023 |
| #2 | -44.18% Jan 16, 2020 - Nov 24, 2020 | -30.08% Jul 11, 2019 - May 27, 2021 |
| #3 | -30.49% Apr 29, 2011 - Jan 2, 2013 | -26.49% Nov 23, 2012 - Nov 23, 2015 |
| #4 | -29.93% Nov 8, 2021 - Oct 14, 2024 | -18.61% Nov 4, 2010 - Dec 2, 2011 |
| #5 | -26.22% Nov 25, 2024 - Sep 11, 2025 | -17.50% Aug 13, 2018 - Apr 9, 2019 |
| #6 | -24.32% Aug 31, 2018 - Nov 4, 2019 | -12.99% Dec 27, 2017 - Aug 13, 2018 |
| #7 | -22.30% Jun 23, 2015 - Aug 15, 2016 | -11.00% Jun 19, 2009 - Oct 1, 2009 |
| #8 | -13.69% May 5, 2006 - Oct 26, 2006 | -10.20% Sep 28, 2016 - Jun 16, 2017 |
| #9 | -11.95% Jul 1, 2014 - Dec 23, 2014 | -7.81% Feb 27, 2012 - Apr 20, 2012 |
| #10 | -10.82% Mar 4, 2005 - Jun 17, 2005 | -7.47% Jul 28, 2021 - Dec 13, 2021 |
| #11 | -9.58% Jun 8, 2021 - Nov 1, 2021 | -7.40% Jul 26, 2012 - Sep 24, 2012 |
| #12 | -9.40% Feb 10, 2026 - Apr 17, 2026 | -6.43% Oct 16, 2017 - Nov 28, 2017 |
| #13 | -9.00% Jul 2, 2004 - Sep 13, 2004 | -5.63% May 28, 2021 - Jul 8, 2021 |
| #14 | -8.80% Aug 2, 2005 - Nov 22, 2005 | -5.19% Oct 8, 2009 - Jan 8, 2010 |
| #15 | -8.74% Jan 23, 2018 - Jun 5, 2018 | -4.95% Oct 15, 2012 - Nov 16, 2012 |
Correlation
Correlation between ISCB and EOT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ISCB vs EOT dividend yield comparison.
| Year | ISCB | EOT |
|---|---|---|
| 2026 | 0.54% | 2.77% |
| 2025 | 1.38% | 4.85% |
| 2024 | 1.31% | 4.77% |
| 2023 | 1.49% | 4.43% |
| 2022 | 1.63% | 4.56% |
| 2021 | 1.26% | 3.44% |
| 2020 | 1.26% | 3.80% |
| 2019 | 1.25% | 4.73% |
| 2018 | 1.60% | 6.13% |
| 2017 | 1.24% | 5.12% |
| 2016 | 1.58% | 5.96% |
| 2015 | 1.40% | 4.83% |
| 2014 | 1.18% | 4.90% |
| 2013 | 0.87% | 5.63% |
| 2012 | 1.86% | 4.91% |
| 2011 | 1.01% | 5.71% |
| 2010 | 1.04% | 7.15% |
| 2009 | 0.89% | 3.64% |
| 2008 | 1.02% | 0.00% |
| 2007 | 1.01% | 0.00% |
| 2006 | 0.73% | 0.00% |
| 2005 | 0.79% | 0.00% |
| 2004 | 0.45% | 0.00% |
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