AVIG vs ETG

Comparison between AVANTIS CORE FIXED INCOME ETF (AVIG, ETF) and Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF).

5-Year PerformanceETG has outperformed AVIG, delivering a return of +9.7% compared to +0.1%

AVIG vs ETG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIG(ETF)	ETG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.15%	N/A
Max Drawdown	23.45%	78.34%
Sharpe Ratio	0.36	1.08
5Y Beta	0.06	0.93
5Y Dividends CAGR	42.57%	6.45%

Net Assets

AVIG

$1.90B

Winner

ETG

$2B

Expense Ratio

AVIG

0.15%

ETG

N/A

Max Drawdown

Winner

AVIG

23.45%

ETG

78.34%

Sharpe Ratio

AVIG

0.36

Winner

ETG

1.08

5Y Beta

Winner

AVIG

0.06

ETG

0.93

5Y Dividends CAGR

Winner

AVIG

42.57%

ETG

6.45%

AVIG vs ETG - Historical Returns

Returns include dividend reinvestment.

Period	AVIG	ETG
1 month	+0.29%	+2.84%
3 months	+0.49%	+10.65%
6 months	+0.79%	+7.01%
1 year	+4.73%	+20.56%
5 years(CAGR)	+0.05%	+9.70%
10 years(CAGR)	N/A	+13.25%
Max(CAGR)	-0.09%	+8.78%

AVIG

+0.29%

Winner

ETG

+2.84%

AVIG

+0.49%

Winner

ETG

+10.65%

AVIG

+0.79%

Winner

ETG

+7.01%

AVIG

+4.73%

Winner

ETG

+20.56%

5Y(CAGR)

AVIG

+0.05%

Winner

ETG

+9.70%

10Y(CAGR)

AVIG

N/A

ETG

+13.25%

Max(CAGR)

AVIG

-0.09%

Winner

ETG

+8.78%

AVIG vs ETG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AVIG	ETG
2026	+0.36%	+3.02%
2025	+7.93%	+36.72%
2024	+2.00%	+17.24%
2023	+5.87%	+21.74%
2022	-13.37%	-27.67%
2021	-2.02%	+35.89%
2020	+0.96%	+9.86%
2019	N/A	+40.82%
2018	N/A	-15.13%
2017	N/A	+30.28%
2016	N/A	+0.10%
2015	N/A	+3.39%
2014	N/A	+3.25%
2013	N/A	+30.36%
2012	N/A	+18.06%
2011	N/A	-7.33%
2010	N/A	+10.83%
2009	N/A	+36.82%
2008	N/A	-54.78%
2007	N/A	+10.23%
2006	N/A	+33.94%
2005	N/A	+11.43%
2004	N/A	+5.75%

AVIG vs ETG Drawdown Comparison

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1624 trading sessions.

The current AVIG drawdown is -1.44%. The current ETG drawdown is -1.45%.

Rank	AVIG	ETG
#1	-19.64% Dec 31, 2020 - Oct 20, 2022	-74.70% Jul 13, 2007 - Dec 23, 2013
#2	-0.82% Nov 5, 2020 - Nov 20, 2020	-51.49% Feb 20, 2020 - Dec 16, 2020
#3	-0.64% Oct 15, 2020 - Nov 4, 2020	-31.58% Jan 3, 2022 - Jun 27, 2024
#4	-0.42% Nov 30, 2020 - Dec 22, 2020	-29.50% Sep 21, 2018 - Oct 24, 2019
#5	-0.10% Nov 20, 2020 - Nov 27, 2020	-24.65% Jun 2, 2015 - Mar 1, 2017
#6	-0.04% Dec 22, 2020 - Dec 24, 2020	-20.78% Feb 6, 2004 - Nov 23, 2004
#7	N/A	-16.96% Feb 19, 2025 - May 2, 2025
#8	N/A	-16.65% Feb 2, 2026 - May 28, 2026
#9	N/A	-13.58% Jul 7, 2014 - Mar 24, 2015
#10	N/A	-10.28% Jul 16, 2024 - Sep 19, 2024
#11	N/A	-10.10% Jan 23, 2018 - Jul 24, 2018
#12	N/A	-9.98% Dec 20, 2006 - Apr 4, 2007
#13	N/A	-6.88% Sep 12, 2005 - Nov 3, 2005
#14	N/A	-6.87% Jun 4, 2007 - Jul 13, 2007
#15	N/A	-6.71% Jan 22, 2014 - Feb 21, 2014

Correlation

Correlation between AVIG and ETG is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2004 - 2026)

AVIG vs ETG dividend yield comparison.

Year	AVIG	ETG
2026	1.77%	2.80%
2025	4.36%	6.72%
2024	4.66%	8.03%
2023	4.06%	7.02%
2022	2.53%	9.94%
2021	1.12%	6.02%
2020	0.22%	6.74%
2019	0.00%	6.83%
2018	0.00%	9.08%
2017	0.00%	7.69%
2016	0.00%	8.74%
2015	0.00%	7.93%
2014	0.00%	7.61%
2013	0.00%	6.66%
2012	0.00%	8.30%
2011	0.00%	9.23%
2010	0.00%	7.99%
2009	0.00%	8.21%
2008	0.00%	15.86%
2007	0.00%	5.72%
2006	0.00%	5.22%
2005	0.00%	6.36%
2004	0.00%	6.23%