XAGG vs SYLD
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF).
XAGG vs SYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XAGG
$963M
SYLD
$960M
Expense Ratio
Winner
XAGG
0.50%
SYLD
0.59%
Max Drawdown
Winner
XAGG
3.39%
SYLD
45.80%
Sharpe Ratio
XAGG
0.56
Winner
SYLD
1.32
5Y Beta
Winner
XAGG
0.18
SYLD
0.83
P/E Ratio
XAGG
N/A
SYLD
19.69
Forward P/E
XAGG
N/A
SYLD
10.56
PEG Ratio
XAGG
N/A
SYLD
0.19
5Y Dividends CAGR
XAGG
N/A
SYLD
17.45%
5Y EPS CAGR
XAGG
N/A
SYLD
14.01%
P/S Ratio
XAGG
N/A
SYLD
0.61
P/B Ratio
XAGG
N/A
SYLD
1.49
XAGG vs SYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XAGG
-0.08%
SYLD
-1.07%
3M
XAGG
-0.17%
Winner
SYLD
+3.41%
6M
XAGG
+1.89%
Winner
SYLD
+12.50%
1Y
XAGG
N/A
SYLD
+25.90%
5Y(CAGR)
XAGG
N/A
SYLD
+5.68%
10Y(CAGR)
XAGG
N/A
SYLD
+12.91%
Max(CAGR)
XAGG
+5.66%
Winner
SYLD
+12.01%
XAGG vs SYLD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | SYLD |
|---|---|---|
| 2026 | +1.33% | +11.72% |
| 2025 | +1.61% | +4.17% |
| 2024 | N/A | +2.80% |
| 2023 | N/A | +17.58% |
| 2022 | N/A | -6.68% |
| 2021 | N/A | +51.02% |
| 2020 | N/A | +13.78% |
| 2019 | N/A | +25.70% |
| 2018 | N/A | -13.98% |
| 2017 | N/A | +19.58% |
| 2016 | N/A | +16.92% |
| 2015 | N/A | -0.82% |
| 2014 | N/A | +12.01% |
| 2013 | N/A | +17.84% |
XAGG vs SYLD 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 SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current XAGG drawdown is -0.87%. The current SYLD drawdown is -1.63%.
| Rank | XAGG | SYLD |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Mar 30, 2026 | -45.36% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -26.61% Nov 25, 2024 - Feb 2, 2026 |
| #3 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -23.67% Aug 29, 2018 - Nov 7, 2019 |
| #4 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -20.16% Nov 16, 2021 - Feb 1, 2023 |
| #5 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -16.63% Mar 2, 2015 - Sep 30, 2016 |
| #6 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -16.52% Feb 2, 2023 - Dec 13, 2023 |
| #7 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -13.19% Jun 8, 2021 - Nov 12, 2021 |
| #8 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -9.80% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -9.27% Aug 29, 2014 - Nov 6, 2014 |
| #10 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -8.42% Jul 31, 2024 - Oct 11, 2024 |
| #11 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -8.37% Mar 15, 2021 - May 3, 2021 |
| #12 | -0.04% Feb 17, 2026 - Feb 24, 2026 | -8.16% Mar 28, 2024 - Jul 31, 2024 |
| #13 | -0.02% Feb 24, 2026 - Feb 27, 2026 | -7.02% Jan 22, 2014 - Feb 24, 2014 |
| #14 | N/A | -6.93% Feb 11, 2026 - Apr 17, 2026 |
| #15 | N/A | -5.34% May 20, 2013 - Jul 8, 2013 |
Correlation
Correlation between XAGG and SYLD is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2013 - 2026)
XAGG vs SYLD dividend yield comparison.
| Year | XAGG | SYLD |
|---|---|---|
| 2026 | 2.84% | 0.54% |
| 2025 | 1.02% | 2.25% |
| 2024 | 0.00% | 2.04% |
| 2023 | 0.00% | 1.92% |
| 2022 | 0.00% | 2.20% |
| 2021 | 0.00% | 2.37% |
| 2020 | 0.00% | 1.99% |
| 2019 | 0.00% | 2.08% |
| 2018 | 0.00% | 2.52% |
| 2017 | 0.00% | 1.57% |
| 2016 | 0.00% | 1.92% |
| 2015 | 0.00% | 6.93% |
| 2014 | 0.00% | 4.35% |
| 2013 | 0.00% | 1.23% |
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