ACWV vs EXG
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceEXG has outperformed ACWV, delivering a return of +8.3% compared to +5.5%
ACWV vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ACWV vs EXG - Historical Returns
Returns include dividend reinvestment.
ACWV vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | EXG |
|---|---|---|
| 2026 | +3.55% | +7.20% |
| 2025 | +11.32% | +27.44% |
| 2024 | +11.25% | +16.79% |
| 2023 | +7.77% | +11.76% |
| 2022 | -9.99% | -22.10% |
| 2021 | +14.56% | +34.13% |
| 2020 | +2.75% | +9.21% |
| 2019 | +21.70% | +25.03% |
| 2018 | -1.61% | -13.16% |
| 2017 | +18.27% | +29.44% |
| 2016 | +8.98% | +3.19% |
| 2015 | +3.19% | +2.91% |
| 2014 | +12.02% | +4.69% |
| 2013 | +15.87% | +22.32% |
| 2012 | +9.50% | +17.95% |
| 2011 | -0.92% | -12.98% |
| 2010 | N/A | -3.10% |
| 2009 | N/A | +42.60% |
| 2008 | N/A | -31.74% |
| 2007 | N/A | -10.83% |
ACWV vs EXG Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current ACWV drawdown is -1.85%. The current EXG drawdown is -1.12%.
| Rank | ACWV | EXG |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -6.37% Feb 27, 2026 - Mar 27, 2026 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between ACWV and EXG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
ACWV vs EXG dividend yield comparison.
| Year | ACWV | EXG |
|---|---|---|
| 2026 | 0.88% | 4.75% |
| 2025 | 2.09% | 8.27% |
| 2024 | 2.33% | 9.27% |
| 2023 | 2.41% | 8.60% |
| 2022 | 2.18% | 10.59% |
| 2021 | 1.92% | 7.27% |
| 2020 | 1.77% | 8.43% |
| 2019 | 2.54% | 8.42% |
| 2018 | 2.32% | 12.23% |
| 2017 | 2.04% | 9.84% |
| 2016 | 2.56% | 12.16% |
| 2015 | 2.28% | 11.02% |
| 2014 | 2.22% | 10.28% |
| 2013 | 2.47% | 9.76% |
| 2012 | 1.94% | 11.54% |
| 2011 | 0.51% | 13.78% |
| 2010 | 0.00% | 14.53% |
| 2009 | 0.00% | 15.41% |
| 2008 | 0.00% | 19.29% |
| 2007 | 0.00% | 8.63% |
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