BNDW vs ETG

Comparison between VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF) and Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF).

5-Year PerformanceETG has outperformed BNDW, delivering a return of +9.7% compared to +0.2%

BNDW vs ETG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNDW(ETF)	ETG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.05%	N/A
Max Drawdown	20.94%	78.34%
Sharpe Ratio	-0.07	1.08
5Y Beta	0.03	0.93
5Y Dividends CAGR	19.22%	6.45%

Net Assets

BNDW

$1.90B

Winner

ETG

$2B

Expense Ratio

BNDW

0.05%

ETG

N/A

Max Drawdown

Winner

BNDW

20.94%

ETG

78.34%

Sharpe Ratio

BNDW

-0.07

Winner

ETG

1.08

5Y Beta

Winner

BNDW

0.03

ETG

0.93

5Y Dividends CAGR

Winner

BNDW

19.22%

ETG

6.45%

BNDW vs ETG - Historical Returns

Returns include dividend reinvestment.

Period	BNDW	ETG
1 month	+0.79%	+2.84%
3 months	+0.79%	+10.65%
6 months	+1.04%	+7.01%
1 year	+3.18%	+20.56%
5 years(CAGR)	+0.18%	+9.70%
10 years(CAGR)	N/A	+13.25%
Max(CAGR)	+1.86%	+8.78%

BNDW

+0.79%

Winner

ETG

+2.84%

BNDW

+0.79%

Winner

ETG

+10.65%

BNDW

+1.04%

Winner

ETG

+7.01%

BNDW

+3.18%

Winner

ETG

+20.56%

5Y(CAGR)

BNDW

+0.18%

Winner

ETG

+9.70%

10Y(CAGR)

BNDW

N/A

ETG

+13.25%

Max(CAGR)

BNDW

+1.86%

Winner

ETG

+8.78%

BNDW vs ETG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BNDW	ETG
2026	+0.78%	+3.02%
2025	+4.92%	+36.72%
2024	+2.81%	+17.24%
2023	+6.52%	+21.74%
2022	-12.52%	-27.67%
2021	-2.04%	+35.89%
2020	+6.03%	+9.86%
2019	+8.13%	+40.82%
2018	+1.21%	-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%

BNDW vs ETG Drawdown Comparison

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

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

The current BNDW drawdown is -1.20%. The current ETG drawdown is -1.45%.

Rank	BNDW	ETG
#1	-17.22% Dec 31, 2020 - Feb 26, 2026	-74.70% Jul 13, 2007 - Dec 23, 2013
#2	-7.55% Mar 6, 2020 - Jun 29, 2020	-51.49% Feb 20, 2020 - Dec 16, 2020
#3	-2.69% Feb 27, 2026 - Mar 27, 2026	-31.58% Jan 3, 2022 - Jun 27, 2024
#4	-1.96% Sep 3, 2019 - Jan 24, 2020	-29.50% Sep 21, 2018 - Oct 24, 2019
#5	-1.28% Sep 6, 2018 - Dec 4, 2018	-24.65% Jun 2, 2015 - Mar 1, 2017
#6	-1.14% Aug 4, 2020 - Nov 30, 2020	-20.78% Feb 6, 2004 - Nov 23, 2004
#7	-0.72% Jul 3, 2019 - Jul 24, 2019	-16.96% Feb 19, 2025 - May 2, 2025
#8	-0.64% Mar 27, 2019 - May 7, 2019	-16.65% Feb 2, 2026 - May 28, 2026
#9	-0.57% Jan 3, 2019 - Jan 23, 2019	-13.58% Jul 7, 2014 - Mar 24, 2015
#10	-0.47% Feb 3, 2020 - Feb 18, 2020	-10.28% Jul 16, 2024 - Sep 19, 2024
#11	-0.47% Feb 22, 2019 - Mar 7, 2019	-10.10% Jan 23, 2018 - Jul 24, 2018
#12	-0.46% Aug 15, 2019 - Aug 27, 2019	-9.98% Dec 20, 2006 - Apr 4, 2007
#13	-0.42% Nov 30, 2020 - Dec 11, 2020	-6.88% Sep 12, 2005 - Nov 3, 2005
#14	-0.25% Jun 20, 2019 - Jun 28, 2019	-6.87% Jun 4, 2007 - Jul 13, 2007
#15	-0.22% Aug 7, 2019 - Aug 12, 2019	-6.71% Jan 22, 2014 - Feb 21, 2014

Correlation

Correlation between BNDW and ETG is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2004 - 2026)

BNDW vs ETG dividend yield comparison.

Year	BNDW	ETG
2026	1.40%	2.80%
2025	4.12%	6.72%
2024	3.90%	8.03%
2023	3.73%	7.02%
2022	2.02%	9.94%
2021	2.58%	6.02%
2020	1.56%	6.74%
2019	3.05%	6.83%
2018	1.66%	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%