OUSM vs EOI
Comparison between ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF) and Eaton Vance Enhanced Equity Income Fund (EOI, ETF).
5-Year PerformanceEOI has outperformed OUSM, delivering a return of +9.3% compared to +7.6%
OUSM vs EOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OUSM vs EOI - Historical Returns
Returns include dividend reinvestment.
OUSM vs EOI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | OUSM | EOI |
|---|---|---|
| 2026 | +7.72% | -2.01% |
| 2025 | +2.83% | +7.28% |
| 2024 | +13.77% | +36.30% |
| 2023 | +17.87% | +19.94% |
| 2022 | -7.79% | -19.61% |
| 2021 | +22.84% | +35.97% |
| 2020 | +7.71% | +9.30% |
| 2019 | +28.03% | +31.48% |
| 2018 | -11.00% | -6.60% |
| 2017 | +10.41% | +26.22% |
| 2016 | +0.00% | +3.02% |
| 2015 | N/A | +5.52% |
| 2014 | N/A | +15.58% |
| 2013 | N/A | +30.03% |
| 2012 | N/A | +14.03% |
| 2011 | N/A | -11.60% |
| 2010 | N/A | -3.69% |
| 2009 | N/A | +30.19% |
| 2008 | N/A | -26.45% |
| 2007 | N/A | -3.69% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | -0.80% |
| 2004 | N/A | +0.78% |
OUSM vs EOI Drawdown Comparison
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.
The current OUSM drawdown is -0.33%. The current EOI drawdown is -4.78%.
| Rank | OUSM | EOI |
|---|---|---|
| #1 | -39.83% Jan 16, 2020 - Nov 16, 2020 | -53.72% Jul 3, 2007 - Mar 6, 2013 |
| #2 | -22.47% Sep 14, 2018 - Oct 28, 2019 | -39.98% Feb 19, 2020 - Aug 17, 2020 |
| #3 | -19.44% Nov 25, 2024 - Feb 4, 2026 | -27.99% Sep 20, 2018 - Sep 5, 2019 |
| #4 | -19.05% Jan 4, 2022 - Feb 1, 2023 | -26.79% Dec 31, 2021 - Jan 26, 2024 |
| #5 | -11.01% Jul 19, 2023 - Dec 11, 2023 | -23.18% Dec 4, 2024 - Jul 3, 2025 |
| #6 | -10.32% Feb 2, 2023 - Jul 13, 2023 | -15.91% Dec 29, 2015 - May 31, 2016 |
| #7 | -9.21% Feb 11, 2026 - Mar 20, 2026 | -13.33% Apr 24, 2015 - Dec 21, 2015 |
| #8 | -8.85% Jan 23, 2018 - Jun 5, 2018 | -12.53% Jan 30, 2026 - Mar 27, 2026 |
| #9 | -7.36% Nov 12, 2021 - Jan 4, 2022 | -12.06% Sep 18, 2014 - Nov 20, 2014 |
| #10 | -7.07% Mar 28, 2024 - Jul 12, 2024 | -11.58% Aug 18, 2005 - Jul 20, 2006 |
| #11 | -5.96% Jul 31, 2024 - Aug 23, 2024 | -11.19% Aug 26, 2020 - Nov 17, 2020 |
| #12 | -5.25% Sep 2, 2021 - Oct 21, 2021 | -11.15% Jul 19, 2016 - Feb 3, 2017 |
| #13 | -4.97% May 7, 2021 - Aug 3, 2021 | -11.03% Jul 11, 2024 - Sep 19, 2024 |
| #14 | -4.78% Jan 20, 2021 - Feb 8, 2021 | -9.38% Jan 16, 2018 - Apr 18, 2018 |
| #15 | -3.96% Nov 11, 2024 - Nov 25, 2024 | -8.69% Sep 12, 2025 - Jan 13, 2026 |
Correlation
Correlation between OUSM and EOI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
OUSM vs EOI dividend yield comparison.
| Year | OUSM | EOI |
|---|---|---|
| 2026 | 0.69% | 3.44% |
| 2025 | 2.09% | 7.81% |
| 2024 | 1.62% | 7.38% |
| 2023 | 1.64% | 7.93% |
| 2022 | 1.98% | 8.80% |
| 2021 | 1.55% | 5.83% |
| 2020 | 2.02% | 6.66% |
| 2019 | 1.99% | 6.78% |
| 2018 | 2.63% | 8.01% |
| 2017 | 2.17% | 7.15% |
| 2016 | 0.00% | 8.36% |
| 2015 | 0.00% | 7.73% |
| 2014 | 0.00% | 7.52% |
| 2013 | 0.00% | 7.98% |
| 2012 | 0.00% | 9.83% |
| 2011 | 0.00% | 10.83% |
| 2010 | 0.00% | 10.86% |
| 2009 | 0.00% | 11.59% |
| 2008 | 0.00% | 12.56% |
| 2007 | 0.00% | 9.68% |
| 2006 | 0.00% | 7.84% |
| 2005 | 0.00% | 8.15% |
| 2004 | 0.00% | 0.68% |
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