ETG vs RWJ
Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed ETG, delivering a return of +11.0% compared to +10.1%
ETG vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ETG vs RWJ - Historical Returns
Returns include dividend reinvestment.
ETG vs RWJ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ETG | RWJ |
|---|---|---|
| 2026 | +2.82% | +23.91% |
| 2025 | +36.72% | +8.28% |
| 2024 | +17.24% | +11.98% |
| 2023 | +21.74% | +16.69% |
| 2022 | -27.67% | -12.27% |
| 2021 | +35.89% | +54.19% |
| 2020 | +9.86% | +21.02% |
| 2019 | +40.82% | +17.99% |
| 2018 | -15.13% | -18.19% |
| 2017 | +30.28% | +4.20% |
| 2016 | +0.10% | +32.88% |
| 2015 | +3.39% | -7.94% |
| 2014 | +3.25% | +7.70% |
| 2013 | +30.36% | +41.60% |
| 2012 | +18.06% | +16.48% |
| 2011 | -7.33% | -2.72% |
| 2010 | +10.83% | +22.38% |
| 2009 | +36.82% | +44.07% |
| 2008 | -54.78% | -27.28% |
| 2007 | +10.23% | N/A |
| 2006 | +33.94% | N/A |
| 2005 | +11.43% | N/A |
| 2004 | +5.75% | N/A |
ETG vs RWJ Drawdown Comparison
The maximum drawdown for ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1624 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current ETG drawdown is -3.10%. The current RWJ drawdown is -1.43%.
| Rank | ETG | RWJ |
|---|---|---|
| #1 | -74.70% Jul 13, 2007 - Dec 23, 2013 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -51.49% Feb 20, 2020 - Dec 16, 2020 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -31.58% Jan 3, 2022 - Jun 27, 2024 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -29.50% Sep 21, 2018 - Oct 24, 2019 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -24.65% Jun 2, 2015 - Mar 1, 2017 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -20.78% Feb 6, 2004 - Nov 23, 2004 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -16.96% Feb 19, 2025 - May 2, 2025 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -16.65% Feb 2, 2026 - May 28, 2026 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -13.58% Jul 7, 2014 - Mar 24, 2015 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -10.28% Jul 16, 2024 - Sep 19, 2024 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -10.10% Jan 23, 2018 - Jul 24, 2018 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -9.98% Dec 20, 2006 - Apr 4, 2007 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -6.88% Sep 12, 2005 - Nov 3, 2005 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -6.87% Jun 4, 2007 - Jul 13, 2007 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -6.71% Jan 22, 2014 - Feb 21, 2014 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between ETG and RWJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
ETG vs RWJ dividend yield comparison.
| Year | ETG | RWJ |
|---|---|---|
| 2026 | 3.97% | 0.52% |
| 2025 | 6.72% | 1.11% |
| 2024 | 8.03% | 1.15% |
| 2023 | 7.02% | 1.34% |
| 2022 | 9.94% | 1.02% |
| 2021 | 6.02% | 0.61% |
| 2020 | 6.74% | 0.89% |
| 2019 | 6.83% | 1.22% |
| 2018 | 9.08% | 1.44% |
| 2017 | 7.69% | 1.11% |
| 2016 | 8.74% | 0.61% |
| 2015 | 7.93% | 0.74% |
| 2014 | 7.61% | 0.57% |
| 2013 | 6.66% | 1.27% |
| 2012 | 8.30% | 1.34% |
| 2011 | 9.23% | 0.37% |
| 2010 | 7.99% | 0.39% |
| 2009 | 8.21% | 0.24% |
| 2008 | 15.86% | 0.85% |
| 2007 | 5.72% | 0.00% |
| 2006 | 5.22% | 0.00% |
| 2005 | 6.36% | 0.00% |
| 2004 | 6.23% | 0.00% |
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