ETG vs DFEV
Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF).
ETG vs DFEV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ETG
$2B
DFEV
$2B
Expense Ratio
ETG
N/A
DFEV
0.43%
Max Drawdown
ETG
78.34%
Winner
DFEV
20.42%
Sharpe Ratio
ETG
1.08
Winner
DFEV
2.00
5Y Beta
ETG
0.93
Winner
DFEV
0.71
5Y Dividends CAGR
ETG
6.45%
DFEV
N/A
ETG vs DFEV - Historical Returns
Returns include dividend reinvestment.
1M
ETG
+2.84%
Winner
DFEV
+3.90%
3M
ETG
+10.65%
Winner
DFEV
+20.23%
6M
ETG
+7.01%
Winner
DFEV
+30.57%
1Y
ETG
+20.56%
Winner
DFEV
+48.63%
5Y(CAGR)
ETG
+9.70%
Winner
DFEV
+17.55%
10Y(CAGR)
ETG
+13.25%
DFEV
N/A
Max(CAGR)
ETG
+8.78%
Winner
DFEV
+17.55%
ETG vs DFEV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ETG | DFEV |
|---|---|---|
| 2026 | +3.02% | +24.77% |
| 2025 | +36.72% | +33.08% |
| 2024 | +17.24% | +8.41% |
| 2023 | +21.74% | +15.21% |
| 2022 | -27.67% | -6.68% |
| 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 DFEV Drawdown Comparison
The maximum drawdown for ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1624 trading sessions.
The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.
The current ETG drawdown is -1.45%. The current DFEV drawdown is -3.10%.
| Rank | ETG | DFEV |
|---|---|---|
| #1 | -74.70% Jul 13, 2007 - Dec 23, 2013 | -18.47% May 4, 2022 - Jun 14, 2023 |
| #2 | -51.49% Feb 20, 2020 - Dec 16, 2020 | -17.94% Oct 7, 2024 - Jun 4, 2025 |
| #3 | -31.58% Jan 3, 2022 - Jun 27, 2024 | -11.35% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -29.50% Sep 21, 2018 - Oct 24, 2019 | -10.73% Jul 31, 2023 - Dec 28, 2023 |
| #5 | -24.65% Jun 2, 2015 - Mar 1, 2017 | -9.35% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -20.78% Feb 6, 2004 - Nov 23, 2004 | -7.91% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -16.96% Feb 19, 2025 - May 2, 2025 | -5.71% Dec 29, 2023 - Feb 16, 2024 |
| #8 | -16.65% Feb 2, 2026 - May 28, 2026 | -5.09% May 11, 2026 - May 26, 2026 |
| #9 | -13.58% Jul 7, 2014 - Mar 24, 2015 | -4.66% Apr 9, 2024 - Apr 29, 2024 |
| #10 | -10.28% Jul 16, 2024 - Sep 19, 2024 | -4.26% May 17, 2024 - Jul 3, 2024 |
| #11 | -10.10% Jan 23, 2018 - Jul 24, 2018 | -4.11% Nov 12, 2025 - Dec 26, 2025 |
| #12 | -9.98% Dec 20, 2006 - Apr 4, 2007 | -3.57% Oct 6, 2025 - Oct 16, 2025 |
| #13 | -6.88% Sep 12, 2005 - Nov 3, 2005 | -3.42% Jun 15, 2023 - Jul 12, 2023 |
| #14 | -6.87% Jun 4, 2007 - Jul 13, 2007 | -3.42% Jul 23, 2025 - Aug 13, 2025 |
| #15 | -6.71% Jan 22, 2014 - Feb 21, 2014 | -2.16% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between ETG and DFEV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
ETG vs DFEV dividend yield comparison.
| Year | ETG | DFEV |
|---|---|---|
| 2026 | 2.80% | 0.08% |
| 2025 | 6.72% | 2.69% |
| 2024 | 8.03% | 3.17% |
| 2023 | 7.02% | 3.47% |
| 2022 | 9.94% | 3.35% |
| 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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