ETG vs BKMI
Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).
ETG vs BKMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ETG
$1.70B
BKMI
$1.70B
Expense Ratio
ETG
N/A
BKMI
0.35%
Max Drawdown
ETG
78.34%
Winner
BKMI
3.15%
Sharpe Ratio
Winner
ETG
1.50
BKMI
-1.32
5Y Beta
ETG
0.92
Winner
BKMI
0.07
5Y Dividends CAGR
ETG
6.45%
BKMI
N/A
ETG vs BKMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ETG
+9.70%
BKMI
+0.26%
3M
Winner
ETG
+0.56%
BKMI
-0.73%
6M
ETG
+9.55%
BKMI
N/A
1Y
ETG
+28.41%
BKMI
N/A
5Y(CAGR)
ETG
+10.53%
BKMI
N/A
10Y(CAGR)
ETG
+13.28%
BKMI
N/A
Max(CAGR)
Winner
ETG
+8.77%
BKMI
-0.08%
ETG vs BKMI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ETG | BKMI |
|---|---|---|
| 2026 | +2.09% | -0.03% |
| 2025 | +36.72% | N/A |
| 2024 | +17.24% | N/A |
| 2023 | +21.74% | N/A |
| 2022 | -27.67% | N/A |
| 2021 | +35.89% | N/A |
| 2020 | +9.86% | N/A |
| 2019 | +40.82% | N/A |
| 2018 | -15.13% | N/A |
| 2017 | +30.28% | N/A |
| 2016 | +0.10% | N/A |
| 2015 | +3.39% | N/A |
| 2014 | +3.25% | N/A |
| 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 BKMI Drawdown Comparison
The maximum drawdown for ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1624 trading sessions.
The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current ETG drawdown is -0.76%. The current BKMI drawdown is -1.51%.
| Rank | ETG | BKMI |
|---|---|---|
| #1 | -74.70% Jul 13, 2007 - Dec 23, 2013 | -2.99% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -51.49% Feb 20, 2020 - Dec 16, 2020 | -0.24% Jan 27, 2026 - Jan 29, 2026 |
| #3 | -31.58% Jan 3, 2022 - Jun 27, 2024 | -0.23% Jan 16, 2026 - Jan 27, 2026 |
| #4 | -29.50% Sep 21, 2018 - Oct 24, 2019 | -0.12% Feb 17, 2026 - Feb 19, 2026 |
| #5 | -24.65% Jun 2, 2015 - Mar 1, 2017 | -0.04% Jan 12, 2026 - Jan 16, 2026 |
| #6 | -20.78% Feb 6, 2004 - Nov 23, 2004 | -0.04% Feb 6, 2026 - Feb 10, 2026 |
| #7 | -16.96% Feb 19, 2025 - May 2, 2025 | -0.02% Feb 20, 2026 - Feb 24, 2026 |
| #8 | -16.65% Feb 2, 2026 - Mar 30, 2026 | -0.02% Feb 25, 2026 - Feb 27, 2026 |
| #9 | -13.58% Jul 7, 2014 - Mar 24, 2015 | N/A |
| #10 | -10.28% Jul 16, 2024 - Sep 19, 2024 | N/A |
| #11 | -10.10% Jan 23, 2018 - Jul 24, 2018 | N/A |
| #12 | -9.98% Dec 20, 2006 - Apr 4, 2007 | N/A |
| #13 | -6.88% Sep 12, 2005 - Nov 3, 2005 | N/A |
| #14 | -6.87% Jun 4, 2007 - Jul 13, 2007 | N/A |
| #15 | -6.71% Jan 22, 2014 - Feb 21, 2014 | N/A |
Correlation
Correlation between ETG and BKMI is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2004 - 2026)
ETG vs BKMI dividend yield comparison.
| Year | ETG | BKMI |
|---|---|---|
| 2026 | 2.25% | 0.72% |
| 2025 | 6.72% | 0.00% |
| 2024 | 8.03% | 0.00% |
| 2023 | 7.02% | 0.00% |
| 2022 | 9.94% | 0.00% |
| 2021 | 6.02% | 0.00% |
| 2020 | 6.74% | 0.00% |
| 2019 | 6.83% | 0.00% |
| 2018 | 9.08% | 0.00% |
| 2017 | 7.69% | 0.00% |
| 2016 | 8.74% | 0.00% |
| 2015 | 7.93% | 0.00% |
| 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% |
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