ETG vs ARKQ

Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).

5-Year PerformanceARKQ has outperformed ETG, delivering a return of +11.0% compared to +10.5%

ETG vs ARKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETG(ETF)	ARKQ(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	N/A	0.75%
Max Drawdown	78.34%	60.20%
Sharpe Ratio	1.50	2.02
5Y Beta	0.92	1.66
P/E Ratio	N/A	-1332.44
Forward P/E	N/A	45.03
PEG Ratio	N/A	1.47
5Y Dividends CAGR	6.45%	N/A
5Y EPS CAGR	N/A	16.86%
P/S Ratio	N/A	4.56
P/B Ratio	N/A	5.62

Net Assets

ETG

$1.70B

Winner

ARKQ

$1.80B

Expense Ratio

ETG

N/A

ARKQ

0.75%

Max Drawdown

ETG

78.34%

Winner

ARKQ

60.20%

Sharpe Ratio

ETG

1.50

Winner

ARKQ

2.02

5Y Beta

Winner

ETG

0.92

ARKQ

1.66

P/E Ratio

ETG

N/A

ARKQ

-1332.44

Forward P/E

ETG

N/A

ARKQ

45.03

PEG Ratio

ETG

N/A

ARKQ

1.47

5Y Dividends CAGR

ETG

6.45%

ARKQ

N/A

5Y EPS CAGR

ETG

N/A

ARKQ

16.86%

P/S Ratio

ETG

N/A

ARKQ

4.56

P/B Ratio

ETG

N/A

ARKQ

5.62

ETG vs ARKQ - Historical Returns

Returns include dividend reinvestment.

Period	ETG	ARKQ
1 month	+9.70%	+12.61%
3 months	+0.56%	+6.81%
6 months	+9.55%	+19.40%
1 year	+28.41%	+85.62%
5 years(CAGR)	+10.53%	+11.04%
10 years(CAGR)	+13.28%	+23.08%
Max(CAGR)	+8.77%	+18.71%

ETG

+9.70%

Winner

ARKQ

+12.61%

ETG

+0.56%

Winner

ARKQ

+6.81%

ETG

+9.55%

Winner

ARKQ

+19.40%

ETG

+28.41%

Winner

ARKQ

+85.62%

5Y(CAGR)

ETG

+10.53%

Winner

ARKQ

+11.04%

10Y(CAGR)

ETG

+13.28%

Winner

ARKQ

+23.08%

Max(CAGR)

ETG

+8.77%

Winner

ARKQ

+18.71%

ETG vs ARKQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ETG	ARKQ
2026	+2.09%	+13.87%
2025	+36.72%	+50.23%
2024	+17.24%	+36.90%
2023	+21.74%	+42.50%
2022	-27.67%	-47.92%
2021	+35.89%	+1.02%
2020	+9.86%	+103.11%
2019	+40.82%	+25.63%
2018	-15.13%	-10.07%
2017	+30.28%	+50.37%
2016	+0.10%	+16.82%
2015	+3.39%	-1.41%
2014	+3.25%	+0.15%
2013	+30.36%	N/A
2012	+18.06%	N/A
2011	-7.33%	N/A
2010	+10.83%	N/A
2009	+36.82%	N/A
2008	-54.78%	N/A
2007	+10.23%	N/A
2006	+33.94%	N/A
2005	+11.43%	N/A
2004	+5.75%	N/A

ETG vs ARKQ Drawdown Comparison

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

The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.

The current ETG drawdown is -0.76%.

Rank	ETG	ARKQ
#1	-74.70% Jul 13, 2007 - Dec 23, 2013	-59.88% Feb 12, 2021 - Jul 17, 2025
#2	-51.49% Feb 20, 2020 - Dec 16, 2020	-36.74% Feb 19, 2020 - May 26, 2020
#3	-31.58% Jan 3, 2022 - Jun 27, 2024	-29.62% Apr 15, 2015 - Jul 26, 2016
#4	-29.50% Sep 21, 2018 - Oct 24, 2019	-22.97% Aug 29, 2018 - Dec 16, 2019
#5	-24.65% Jun 2, 2015 - Mar 1, 2017	-20.58% Jan 16, 2026 - May 8, 2026
#6	-20.78% Feb 6, 2004 - Nov 23, 2004	-18.79% Oct 29, 2025 - Jan 6, 2026
#7	-16.96% Feb 19, 2025 - May 2, 2025	-13.43% Mar 12, 2018 - Jun 18, 2018
#8	-16.65% Feb 2, 2026 - Mar 30, 2026	-13.00% Sep 2, 2020 - Oct 9, 2020
#9	-13.58% Jul 7, 2014 - Mar 24, 2015	-11.19% Jan 26, 2018 - Mar 12, 2018
#10	-10.28% Jul 16, 2024 - Sep 19, 2024	-10.26% Oct 5, 2016 - Dec 27, 2016
#11	-10.10% Jan 23, 2018 - Jul 24, 2018	-9.76% Nov 24, 2014 - Apr 10, 2015
#12	-9.98% Dec 20, 2006 - Apr 4, 2007	-9.21% Oct 14, 2020 - Nov 16, 2020
#13	-6.88% Sep 12, 2005 - Nov 3, 2005	-7.47% Jun 18, 2018 - Aug 27, 2018
#14	-6.87% Jun 4, 2007 - Jul 13, 2007	-7.19% Oct 3, 2014 - Oct 28, 2014
#15	-6.71% Jan 22, 2014 - Feb 21, 2014	-7.13% Jun 8, 2017 - Jul 25, 2017

Correlation

Correlation between ETG and ARKQ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

ETG vs ARKQ dividend yield comparison.

Year	ETG	ARKQ
2026	2.25%	0.00%
2025	6.72%	0.27%
2024	8.03%	0.00%
2023	7.02%	0.00%
2022	9.94%	0.00%
2021	6.02%	0.80%
2020	6.74%	0.86%
2019	6.83%	0.00%
2018	9.08%	2.86%
2017	7.69%	1.54%
2016	8.74%	0.00%
2015	7.93%	0.98%
2014	7.61%	0.00%
2013	6.66%	0.00%
2012	8.30%	0.00%
2011	9.23%	0.00%
2010	7.99%	0.00%
2009	8.21%	0.00%
2008	15.86%	0.00%
2007	5.72%	0.00%
2006	5.22%	0.00%
2005	6.36%	0.00%
2004	6.23%	0.00%