XAGG vs IYZ
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and ISHARES U.S. TELECOMMUNICATIONS ETF (IYZ, ETF).
XAGG vs IYZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$963M
Winner
IYZ
$966M
Expense Ratio
XAGG
0.50%
Winner
IYZ
0.38%
Max Drawdown
Winner
XAGG
3.39%
IYZ
79.53%
Sharpe Ratio
XAGG
0.56
Winner
IYZ
2.22
5Y Beta
Winner
XAGG
0.18
IYZ
0.75
P/E Ratio
XAGG
N/A
IYZ
61.61
Forward P/E
XAGG
N/A
IYZ
16.91
5Y Dividends CAGR
XAGG
N/A
IYZ
1.34%
5Y EPS CAGR
XAGG
N/A
IYZ
10.09%
Debt to Equity
XAGG
N/A
IYZ
68.96%
P/S Ratio
XAGG
N/A
IYZ
2.46
P/B Ratio
XAGG
N/A
IYZ
2.74
XAGG vs IYZ - Historical Returns
Returns include dividend reinvestment.
1M
XAGG
-0.08%
Winner
IYZ
+0.40%
3M
XAGG
-0.17%
Winner
IYZ
+7.39%
6M
XAGG
+1.89%
Winner
IYZ
+29.21%
1Y
XAGG
N/A
IYZ
+53.29%
5Y(CAGR)
XAGG
N/A
IYZ
+7.19%
10Y(CAGR)
XAGG
N/A
IYZ
+5.75%
Max(CAGR)
Winner
XAGG
+5.66%
IYZ
+1.47%
XAGG vs IYZ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | IYZ |
|---|---|---|
| 2026 | +1.33% | +25.52% |
| 2025 | +1.61% | +28.66% |
| 2024 | N/A | +20.06% |
| 2023 | N/A | +2.94% |
| 2022 | N/A | -30.78% |
| 2021 | N/A | +11.75% |
| 2020 | N/A | +4.08% |
| 2019 | N/A | +15.27% |
| 2018 | N/A | -9.07% |
| 2017 | N/A | -15.58% |
| 2016 | N/A | +25.61% |
| 2015 | N/A | -0.00% |
| 2014 | N/A | +1.74% |
| 2013 | N/A | +23.62% |
| 2012 | N/A | +16.93% |
| 2011 | N/A | -8.68% |
| 2010 | N/A | +17.59% |
| 2009 | N/A | +22.37% |
| 2008 | N/A | -41.34% |
| 2007 | N/A | +1.44% |
| 2006 | N/A | +31.93% |
| 2005 | N/A | -1.98% |
| 2004 | N/A | +17.78% |
| 2003 | N/A | +6.69% |
| 2002 | N/A | -39.54% |
| 2001 | N/A | -18.86% |
| 2000 | N/A | -29.31% |
XAGG vs IYZ Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for IYZ was -77.08%, occurring on Sep 30, 2002. Recovery took 6408 trading sessions.
The current XAGG drawdown is -0.87%. The current IYZ drawdown is -7.33%.
| Rank | XAGG | IYZ |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Mar 30, 2026 | -77.08% Jun 19, 2000 - Dec 10, 2025 |
| #2 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -7.33% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -5.64% Apr 23, 2026 - May 14, 2026 |
| #4 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -5.44% Mar 25, 2026 - Apr 8, 2026 |
| #5 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -4.29% Mar 4, 2026 - Mar 24, 2026 |
| #6 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -4.24% Dec 11, 2025 - Dec 22, 2025 |
| #7 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -2.31% Feb 11, 2026 - Feb 20, 2026 |
| #8 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -2.23% Jan 6, 2026 - Jan 26, 2026 |
| #9 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -1.45% May 14, 2026 - May 21, 2026 |
| #10 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -1.42% Apr 8, 2026 - Apr 16, 2026 |
| #11 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -1.28% Jun 14, 2000 - Jun 19, 2000 |
| #12 | -0.04% Feb 17, 2026 - Feb 24, 2026 | -1.19% Mar 2, 2026 - Mar 4, 2026 |
| #13 | -0.02% Feb 24, 2026 - Feb 27, 2026 | -1.16% May 27, 2026 - Jun 2, 2026 |
| #14 | N/A | -1.12% Feb 24, 2026 - Feb 27, 2026 |
| #15 | N/A | -0.75% Jun 9, 2000 - Jun 13, 2000 |
Correlation
Correlation between XAGG and IYZ is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2000 - 2026)
XAGG vs IYZ dividend yield comparison.
| Year | XAGG | IYZ |
|---|---|---|
| 2026 | 2.84% | 0.35% |
| 2025 | 1.02% | 2.04% |
| 2024 | 0.00% | 1.94% |
| 2023 | 0.00% | 2.27% |
| 2022 | 0.00% | 2.55% |
| 2021 | 0.00% | 2.51% |
| 2020 | 0.00% | 2.60% |
| 2019 | 0.00% | 2.36% |
| 2018 | 0.00% | 2.15% |
| 2017 | 0.00% | 3.54% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 2.25% |
| 2013 | 0.00% | 2.62% |
| 2012 | 0.00% | 2.63% |
| 2011 | 0.00% | 3.09% |
| 2010 | 0.00% | 3.00% |
| 2009 | 0.00% | 3.51% |
| 2008 | 0.00% | 4.60% |
| 2007 | 0.00% | 2.06% |
| 2006 | 0.00% | 2.00% |
| 2005 | 0.00% | 3.56% |
| 2004 | 0.00% | 2.27% |
| 2003 | 0.00% | 2.13% |
| 2002 | 0.00% | 1.69% |
| 2001 | 0.00% | 0.77% |
| 2000 | 0.00% | 2.09% |
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