XAGG vs IAI
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
XAGG vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.30B
IAI
$1.30B
Expense Ratio
XAGG
0.50%
Winner
IAI
0.38%
Max Drawdown
Winner
XAGG
3.58%
IAI
75.80%
Sharpe Ratio
Winner
XAGG
0.68
IAI
0.38
5Y Beta
Winner
XAGG
0.16
IAI
1.07
P/E Ratio
XAGG
N/A
IAI
21.25
Forward P/E
XAGG
N/A
IAI
19.38
PEG Ratio
XAGG
N/A
IAI
0.48
5Y Dividends CAGR
XAGG
N/A
IAI
12.58%
5Y EPS CAGR
XAGG
N/A
IAI
11.97%
Debt to Equity
XAGG
N/A
IAI
74.98%
P/S Ratio
XAGG
N/A
IAI
3.22
P/B Ratio
XAGG
N/A
IAI
3.71
XAGG vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XAGG
+0.32%
IAI
-0.29%
3M
XAGG
+0.98%
Winner
IAI
+6.85%
6M
XAGG
+0.97%
Winner
IAI
+6.19%
1Y
XAGG
N/A
IAI
+9.85%
5Y(CAGR)
XAGG
N/A
IAI
+13.85%
10Y(CAGR)
XAGG
N/A
IAI
+18.62%
Max(CAGR)
XAGG
+6.20%
Winner
IAI
+8.25%
XAGG vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | IAI |
|---|---|---|
| 2026 | +2.69% | +4.24% |
| 2025 | +1.61% | +25.49% |
| 2024 | N/A | +35.52% |
| 2023 | N/A | +14.79% |
| 2022 | N/A | -11.75% |
| 2021 | N/A | +41.17% |
| 2020 | N/A | +17.15% |
| 2019 | N/A | +23.36% |
| 2018 | N/A | -9.42% |
| 2017 | N/A | +27.80% |
| 2016 | N/A | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
XAGG vs IAI Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current IAI drawdown is -4.11%.
| Rank | XAGG | IAI |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Jun 16, 2026 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -1.02% Jul 6, 2026 - Aug 5, 2026 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -0.60% Jun 16, 2026 - Jun 29, 2026 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -0.18% Jun 29, 2026 - Jul 6, 2026 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -0.16% Aug 5, 2026 - Aug 7, 2026 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between XAGG and IAI is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2006 - 2026)
XAGG vs IAI dividend yield comparison.
| Year | XAGG | IAI |
|---|---|---|
| 2026 | 4.00% | 0.62% |
| 2025 | 1.02% | 0.95% |
| 2024 | 0.00% | 1.05% |
| 2023 | 0.00% | 1.80% |
| 2022 | 0.00% | 2.14% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 1.52% |
| 2018 | 0.00% | 1.58% |
| 2017 | 0.00% | 1.37% |
| 2016 | 0.00% | 1.49% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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