ETG vs EPP
Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceETG has outperformed EPP, delivering a return of +10.1% compared to +5.8%
ETG vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ETG vs EPP - Historical Returns
Returns include dividend reinvestment.
ETG vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | ETG | EPP |
|---|---|---|
| 2026 | +2.82% | +9.99% |
| 2025 | +36.72% | +19.75% |
| 2024 | +17.24% | +6.00% |
| 2023 | +21.74% | +6.11% |
| 2022 | -27.67% | -6.79% |
| 2021 | +35.89% | +3.86% |
| 2020 | +9.86% | +4.97% |
| 2019 | +40.82% | +19.27% |
| 2018 | -15.13% | -11.62% |
| 2017 | +30.28% | +24.09% |
| 2016 | +0.10% | +9.01% |
| 2015 | +3.39% | -8.36% |
| 2014 | +3.25% | -1.03% |
| 2013 | +30.36% | +1.73% |
| 2012 | +18.06% | +22.74% |
| 2011 | -7.33% | -14.42% |
| 2010 | +10.83% | +13.87% |
| 2009 | +36.82% | +62.26% |
| 2008 | -54.78% | -47.31% |
| 2007 | +10.23% | +29.17% |
| 2006 | +33.94% | +29.68% |
| 2005 | +11.43% | +14.63% |
| 2004 | +5.75% | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
ETG vs EPP Drawdown Comparison
The maximum drawdown for ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1624 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current ETG drawdown is -3.10%. The current EPP drawdown is -1.11%.
| Rank | ETG | EPP |
|---|---|---|
| #1 | -74.70% Jul 13, 2007 - Dec 23, 2013 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -51.49% Feb 20, 2020 - Dec 16, 2020 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -31.58% Jan 3, 2022 - Jun 27, 2024 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -29.50% Sep 21, 2018 - Oct 24, 2019 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -24.65% Jun 2, 2015 - Mar 1, 2017 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -20.78% Feb 6, 2004 - Nov 23, 2004 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -16.96% Feb 19, 2025 - May 2, 2025 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -16.65% Feb 2, 2026 - May 28, 2026 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -13.58% Jul 7, 2014 - Mar 24, 2015 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -10.28% Jul 16, 2024 - Sep 19, 2024 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -10.10% Jan 23, 2018 - Jul 24, 2018 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -9.98% Dec 20, 2006 - Apr 4, 2007 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -6.88% Sep 12, 2005 - Nov 3, 2005 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -6.87% Jun 4, 2007 - Jul 13, 2007 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -6.71% Jan 22, 2014 - Feb 21, 2014 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between ETG and EPP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
ETG vs EPP dividend yield comparison.
| Year | ETG | EPP |
|---|---|---|
| 2026 | 3.97% | 1.49% |
| 2025 | 6.72% | 3.77% |
| 2024 | 8.03% | 3.81% |
| 2023 | 7.02% | 4.10% |
| 2022 | 9.94% | 4.37% |
| 2021 | 6.02% | 4.58% |
| 2020 | 6.74% | 2.28% |
| 2019 | 6.83% | 3.89% |
| 2018 | 9.08% | 5.00% |
| 2017 | 7.69% | 4.15% |
| 2016 | 8.74% | 3.96% |
| 2015 | 7.93% | 4.90% |
| 2014 | 7.61% | 4.33% |
| 2013 | 6.66% | 4.08% |
| 2012 | 8.30% | 4.21% |
| 2011 | 9.23% | 4.41% |
| 2010 | 7.99% | 3.30% |
| 2009 | 8.21% | 3.45% |
| 2008 | 15.86% | 2.39% |
| 2007 | 5.72% | 4.72% |
| 2006 | 5.22% | 4.24% |
| 2005 | 6.36% | 3.75% |
| 2004 | 6.23% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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