XAGG vs LGLV

Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).

XAGG vs LGLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XAGG(ETF)	LGLV(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.50%	0.12%
Max Drawdown	3.39%	36.99%
Sharpe Ratio	0.74	0.34
5Y Beta	0.17	0.43
P/E Ratio	N/A	23.48
Forward P/E	N/A	19.98
PEG Ratio	N/A	0.49
5Y Dividends CAGR	N/A	10.68%
5Y EPS CAGR	N/A	10.53%
Debt to Equity	N/A	69.18%
P/S Ratio	N/A	2.79
P/B Ratio	N/A	3.24

Net Assets

XAGG

$1.10B

LGLV

$1.10B

Expense Ratio

XAGG

0.50%

Winner

LGLV

0.12%

Max Drawdown

Winner

XAGG

3.39%

LGLV

36.99%

Sharpe Ratio

Winner

XAGG

0.74

LGLV

0.34

5Y Beta

Winner

XAGG

0.17

LGLV

0.43

P/E Ratio

XAGG

N/A

LGLV

23.48

Forward P/E

XAGG

N/A

LGLV

19.98

PEG Ratio

XAGG

N/A

LGLV

0.49

5Y Dividends CAGR

XAGG

N/A

LGLV

10.68%

5Y EPS CAGR

XAGG

N/A

LGLV

10.53%

Debt to Equity

XAGG

N/A

LGLV

69.18%

P/S Ratio

XAGG

N/A

LGLV

2.79

P/B Ratio

XAGG

N/A

LGLV

3.24

XAGG vs LGLV - Historical Returns

Returns include dividend reinvestment.

Period	XAGG	LGLV
1 month	+0.29%	+1.86%
3 months	+1.45%	+0.83%
6 months	+2.55%	+3.72%
1 year	N/A	+5.93%
5 years(CAGR)	N/A	+8.31%
10 years(CAGR)	N/A	+11.27%
Max(CAGR)	+6.41%	+11.79%

XAGG

+0.29%

Winner

LGLV

+1.86%

Winner

XAGG

+1.45%

LGLV

+0.83%

XAGG

+2.55%

Winner

LGLV

+3.72%

XAGG

N/A

LGLV

+5.93%

5Y(CAGR)

XAGG

N/A

LGLV

+8.31%

10Y(CAGR)

XAGG

N/A

LGLV

+11.27%

Max(CAGR)

XAGG

+6.41%

Winner

LGLV

+11.79%

XAGG vs LGLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XAGG	LGLV
2026	+1.86%	+3.76%
2025	+1.61%	+8.79%
2024	N/A	+15.88%
2023	N/A	+9.02%
2022	N/A	-7.09%
2021	N/A	+30.70%
2020	N/A	+7.07%
2019	N/A	+31.91%
2018	N/A	+0.78%
2017	N/A	+17.66%
2016	N/A	+13.77%
2015	N/A	+3.00%
2014	N/A	+18.26%
2013	N/A	+18.38%

XAGG vs LGLV 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 LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The current XAGG drawdown is -0.35%. The current LGLV drawdown is -3.75%.

Rank	XAGG	LGLV
#1	-2.88% Feb 27, 2026 - Mar 30, 2026	-36.62% Feb 14, 2020 - Dec 17, 2020
#2	-0.71% Dec 4, 2025 - Dec 22, 2025	-17.49% Dec 29, 2021 - Dec 28, 2023
#3	-0.36% Nov 13, 2025 - Nov 21, 2025	-13.61% Sep 21, 2018 - Feb 19, 2019
#4	-0.31% Jan 14, 2026 - Jan 22, 2026	-10.18% Nov 27, 2024 - May 19, 2025
#5	-0.22% Nov 28, 2025 - Dec 3, 2025	-10.04% Nov 19, 2015 - Mar 16, 2016
#6	-0.22% Feb 10, 2026 - Feb 12, 2026	-9.04% Aug 17, 2015 - Oct 28, 2015
#7	-0.19% Jan 30, 2026 - Feb 6, 2026	-7.99% Jan 26, 2018 - Jul 18, 2018
#8	-0.16% Dec 24, 2025 - Jan 2, 2026	-7.52% Sep 2, 2016 - Dec 13, 2016
#9	-0.13% Jan 6, 2026 - Jan 9, 2026	-6.86% Mar 2, 2026 - Mar 27, 2026
#10	-0.08% Nov 10, 2025 - Nov 12, 2025	-6.10% Sep 2, 2021 - Oct 21, 2021
#11	-0.06% Jan 9, 2026 - Jan 14, 2026	-5.91% May 21, 2013 - Jul 15, 2013
#12	-0.04% Feb 17, 2026 - Feb 24, 2026	-5.56% Aug 2, 2013 - Oct 18, 2013
#13	-0.02% Feb 24, 2026 - Feb 27, 2026	-5.18% Mar 28, 2024 - Jun 24, 2024
#14	N/A	-5.14% Sep 19, 2014 - Oct 28, 2014
#15	N/A	-4.50% Jul 26, 2019 - Sep 4, 2019

Correlation

Correlation between XAGG and LGLV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2013 - 2026)

XAGG vs LGLV dividend yield comparison.

Year	XAGG	LGLV
2026	2.83%	0.53%
2025	1.02%	1.94%
2024	0.00%	1.93%
2023	0.00%	2.03%
2022	0.00%	1.95%
2021	0.00%	1.65%
2020	0.00%	1.98%
2019	0.00%	1.89%
2018	0.00%	2.09%
2017	0.00%	4.39%
2016	0.00%	2.54%
2015	0.00%	2.97%
2014	0.00%	7.14%
2013	0.00%	2.99%