UFOX vs XAGG
Comparison between Defiance Connective Technologies ETF (UFOX, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
UFOX vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFOX
$1.10B
XAGG
$1.10B
Expense Ratio
Winner
UFOX
0.30%
XAGG
0.50%
Max Drawdown
UFOX
34.97%
Winner
XAGG
3.39%
Sharpe Ratio
Winner
UFOX
2.45
XAGG
0.74
5Y Beta
UFOX
1.43
Winner
XAGG
0.17
P/E Ratio
UFOX
84.29
XAGG
N/A
Forward P/E
UFOX
21.69
XAGG
N/A
PEG Ratio
UFOX
0.22
XAGG
N/A
5Y Dividends CAGR
UFOX
5.86%
XAGG
N/A
5Y EPS CAGR
UFOX
19.69%
XAGG
N/A
Debt to Equity
UFOX
43.33%
XAGG
N/A
P/S Ratio
UFOX
4.44
XAGG
N/A
P/B Ratio
UFOX
6.84
XAGG
N/A
UFOX vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFOX
+3.65%
XAGG
+0.29%
3M
Winner
UFOX
+40.33%
XAGG
+1.45%
6M
Winner
UFOX
+46.15%
XAGG
+2.55%
1Y
UFOX
+93.99%
XAGG
N/A
5Y(CAGR)
UFOX
+21.65%
XAGG
N/A
Max(CAGR)
Winner
UFOX
+21.65%
XAGG
+6.41%
UFOX vs XAGG - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | UFOX | XAGG |
|---|---|---|
| 2026 | +46.82% | +1.86% |
| 2025 | +34.27% | +1.61% |
| 2024 | +36.84% | N/A |
| 2023 | +21.53% | N/A |
| 2022 | -27.96% | N/A |
| 2021 | +26.69% | N/A |
| 2020 | +28.09% | N/A |
| 2019 | +6.81% | N/A |
UFOX vs XAGG Drawdown Comparison
The maximum drawdown for UFOX was -33.89%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current UFOX drawdown is -10.69%. The current XAGG drawdown is -0.35%.
| Rank | UFOX | XAGG |
|---|---|---|
| #1 | -33.89% Dec 27, 2021 - Jun 12, 2024 | -2.88% Feb 27, 2026 - Mar 30, 2026 |
| #2 | -29.50% Jan 23, 2020 - Jun 3, 2020 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #3 | -28.14% Jan 23, 2025 - Jun 24, 2025 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #4 | -15.76% Jul 16, 2024 - Oct 9, 2024 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #5 | -15.31% Apr 24, 2019 - Jan 2, 2020 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #6 | -14.14% Jun 2, 2026 - Jun 10, 2026 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #7 | -11.04% Oct 31, 2025 - Jan 28, 2026 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #8 | -10.55% Feb 12, 2021 - Apr 23, 2021 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #9 | -9.50% Sep 2, 2020 - Oct 12, 2020 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #10 | -8.84% Mar 25, 2026 - Apr 2, 2026 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #11 | -7.30% Sep 3, 2021 - Nov 2, 2021 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
| #12 | -7.25% Apr 26, 2021 - Jun 4, 2021 | -0.04% Feb 17, 2026 - Feb 24, 2026 |
| #13 | -7.01% Jun 8, 2020 - Jul 6, 2020 | -0.02% Feb 24, 2026 - Feb 27, 2026 |
| #14 | -6.65% Oct 12, 2020 - Nov 5, 2020 | N/A |
| #15 | -5.84% Dec 16, 2024 - Jan 21, 2025 | N/A |
Correlation
Correlation between UFOX and XAGG is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2019 - 2026)
UFOX vs XAGG dividend yield comparison.
| Year | UFOX | XAGG |
|---|---|---|
| 2026 | 0.10% | 2.83% |
| 2025 | 0.56% | 1.02% |
| 2024 | 0.79% | 0.00% |
| 2023 | 1.40% | 0.00% |
| 2022 | 1.63% | 0.00% |
| 2021 | 1.17% | 0.00% |
| 2020 | 0.99% | 0.00% |
| 2019 | 0.75% | 0.00% |
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