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ETG vs ROBO

Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF).

5-Year PerformanceETG has outperformed ROBO, delivering a return of +9.9% compared to +6.0%

ETG vs ROBO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETG
$2B
ROBO
$2B
Expense Ratio
ETG
N/A
ROBO
0.95%
Max Drawdown
ETG
78.34%
Winner
ROBO
43.75%
Sharpe Ratio
ETG
1.08
Winner
ROBO
1.47
5Y Beta
Winner
ETG
0.93
ROBO
1.27
5Y Dividends CAGR
ETG
6.45%
Winner
ROBO
38.20%

ETG vs ROBO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ETG
+2.50%
ROBO
+0.26%
3M
ETG
+11.60%
Winner
ROBO
+19.83%
6M
ETG
+7.93%
Winner
ROBO
+22.19%
1Y
ETG
+21.83%
Winner
ROBO
+49.10%
5Y(CAGR)
Winner
ETG
+9.87%
ROBO
+6.04%
10Y(CAGR)
Winner
ETG
+13.39%
ROBO
+13.37%
Max(CAGR)
ETG
+8.82%
Winner
ROBO
+10.32%

ETG vs ROBO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearETGROBO
2026+4.00%+20.51%
2025+36.72%+23.76%
2024+17.24%+1.03%
2023+21.74%+23.10%
2022-27.67%-34.06%
2021+35.89%+15.51%
2020+9.86%+43.18%
2019+40.82%+29.15%
2018-15.13%-21.71%
2017+30.28%+42.57%
2016+0.10%+19.95%
2015+3.39%-5.24%
2014+3.25%-4.62%
2013+30.36%+8.06%
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 ROBO Drawdown Comparison

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

The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.

The current ETG drawdown is -0.51%. The current ROBO drawdown is -5.68%.

RankETGROBO
#1-74.70%
Jul 13, 2007 - Dec 23, 2013
-43.65%
Nov 4, 2021 - Dec 10, 2025
#2-51.49%
Feb 20, 2020 - Dec 16, 2020
-36.78%
Jan 23, 2018 - Jul 20, 2020
#3-31.58%
Jan 3, 2022 - Jun 27, 2024
-26.30%
Jul 1, 2014 - Sep 22, 2016
#4-29.50%
Sep 21, 2018 - Oct 24, 2019
-17.35%
Feb 25, 2026 - Apr 24, 2026
#5-24.65%
Jun 2, 2015 - Mar 1, 2017
-16.46%
Feb 12, 2021 - Nov 4, 2021
#6-20.78%
Feb 6, 2004 - Nov 23, 2004
-12.00%
Jun 2, 2026 - Jun 10, 2026
#7-16.96%
Feb 19, 2025 - May 2, 2025
-9.06%
Apr 2, 2014 - Jun 30, 2014
#8-16.65%
Feb 2, 2026 - May 28, 2026
-7.69%
Jan 22, 2014 - Apr 2, 2014
#9-13.58%
Jul 7, 2014 - Mar 24, 2015
-6.84%
Sep 2, 2020 - Oct 8, 2020
#10-10.28%
Jul 16, 2024 - Sep 19, 2024
-5.63%
Oct 12, 2020 - Nov 5, 2020
#11-10.10%
Jan 23, 2018 - Jul 24, 2018
-5.52%
Dec 11, 2025 - Jan 5, 2026
#12-9.98%
Dec 20, 2006 - Apr 4, 2007
-5.45%
Nov 24, 2017 - Jan 4, 2018
#13-6.88%
Sep 12, 2005 - Nov 3, 2005
-5.44%
May 13, 2026 - May 22, 2026
#14-6.87%
Jun 4, 2007 - Jul 13, 2007
-5.16%
Sep 30, 2016 - Nov 22, 2016
#15-6.71%
Jan 22, 2014 - Feb 21, 2014
-4.86%
Jan 25, 2021 - Feb 4, 2021

Correlation

Correlation between ETG and ROBO 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 ROBO dividend yield comparison.

YearETGROBO
20263.35%0.00%
20256.72%0.42%
20248.03%0.55%
20237.02%0.05%
20229.94%0.00%
20216.02%0.18%
20206.74%0.20%
20196.83%0.37%
20189.08%0.37%
20177.69%0.02%
20168.74%0.19%
20157.93%0.28%
20147.61%0.19%
20136.66%0.00%
20128.30%0.00%
20119.23%0.00%
20107.99%0.00%
20098.21%0.00%
200815.86%0.00%
20075.72%0.00%
20065.22%0.00%
20056.36%0.00%
20046.23%0.00%

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