ETG vs USA

Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and Liberty All-Star Equity Fund (USA, ETF).

5-Year PerformanceETG has outperformed USA, delivering a return of +9.7% compared to +1.5%

ETG vs USA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETG(ETF)	USA(ETF)
Net Assets	$2B	$2B
Max Drawdown	78.34%	82.89%
Sharpe Ratio	1.08	-0.60
5Y Beta	0.93	0.79
5Y Dividends CAGR	6.45%	5.01%

Net Assets

ETG

$2B

USA

$2B

Max Drawdown

Winner

ETG

78.34%

USA

82.89%

Sharpe Ratio

Winner

ETG

1.08

USA

-0.60

5Y Beta

ETG

0.93

Winner

USA

0.79

5Y Dividends CAGR

Winner

ETG

6.45%

USA

5.01%

ETG vs USA - Historical Returns

Returns include dividend reinvestment.

Period	ETG	USA
1 month	+2.84%	+0.17%
3 months	+10.65%	+3.69%
6 months	+7.01%	-1.60%
1 year	+20.56%	-4.91%
5 years(CAGR)	+9.70%	+1.46%
10 years(CAGR)	+13.25%	+12.19%
Max(CAGR)	+8.78%	+6.60%

Winner

ETG

+2.84%

USA

+0.17%

Winner

ETG

+10.65%

USA

+3.69%

Winner

ETG

+7.01%

USA

-1.60%

Winner

ETG

+20.56%

USA

-4.91%

5Y(CAGR)

Winner

ETG

+9.70%

USA

+1.46%

10Y(CAGR)

Winner

ETG

+13.25%

USA

+12.19%

Max(CAGR)

Winner

ETG

+8.78%

USA

+6.60%

ETG vs USA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ETG	USA
2026	+3.02%	-3.48%
2025	+36.72%	-0.65%
2024	+17.24%	+22.04%
2023	+21.74%	+21.13%
2022	-27.67%	-25.15%
2021	+35.89%	+37.60%
2020	+9.86%	+11.48%
2019	+40.82%	+39.77%
2018	-15.13%	-4.91%
2017	+30.28%	+32.32%
2016	+0.10%	+8.93%
2015	+3.39%	-2.04%
2014	+3.25%	+9.24%
2013	+30.36%	+28.69%
2012	+18.06%	+18.32%
2011	-7.33%	-8.62%
2010	+10.83%	+19.75%
2009	+36.82%	+30.27%
2008	-54.78%	-43.42%
2007	+10.23%	-5.19%
2006	+33.94%	+10.28%
2005	+11.43%	-5.71%
2004	+5.75%	+10.37%
2003	N/A	+50.09%
2002	N/A	-35.15%
2001	N/A	-2.94%
2000	N/A	+17.03%
1999	N/A	-7.83%

ETG vs USA Drawdown Comparison

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

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The current ETG drawdown is -1.45%. The current USA drawdown is -8.68%.

Rank	ETG	USA
#1	-74.70% Jul 13, 2007 - Dec 23, 2013	-69.18% Jul 13, 2007 - Jul 30, 2013
#2	-51.49% Feb 20, 2020 - Dec 16, 2020	-50.47% May 21, 2001 - Mar 5, 2004
#3	-31.58% Jan 3, 2022 - Jun 27, 2024	-47.07% Feb 12, 2020 - Nov 17, 2020
#4	-29.50% Sep 21, 2018 - Oct 24, 2019	-33.98% Oct 11, 2021 - Jul 12, 2024
#5	-24.65% Jun 2, 2015 - Mar 1, 2017	-25.78% Sep 27, 2018 - Jun 18, 2019
#6	-20.78% Feb 6, 2004 - Nov 23, 2004	-21.83% May 14, 2015 - Dec 7, 2016
#7	-16.96% Feb 19, 2025 - May 2, 2025	-20.11% Nov 5, 1999 - Jun 16, 2000
#8	-16.65% Feb 2, 2026 - May 28, 2026	-18.49% Apr 5, 2004 - Feb 14, 2005
#9	-13.58% Jul 7, 2014 - Mar 24, 2015	-17.97% Aug 2, 2005 - Dec 20, 2006
#10	-10.28% Jul 16, 2024 - Sep 19, 2024	-17.69% Jan 28, 2025 - Apr 7, 2025
#11	-10.10% Jan 23, 2018 - Jul 24, 2018	-10.82% Jan 31, 2001 - May 1, 2001
#12	-9.98% Dec 20, 2006 - Apr 4, 2007	-10.47% Aug 27, 2014 - Nov 18, 2014
#13	-6.88% Sep 12, 2005 - Nov 3, 2005	-10.41% Apr 21, 2021 - Jun 1, 2021
#14	-6.87% Jun 4, 2007 - Jul 13, 2007	-10.03% Jan 26, 2018 - Jun 6, 2018
#15	-6.71% Jan 22, 2014 - Feb 21, 2014	-9.02% Feb 16, 2005 - Jul 26, 2005

Correlation

Correlation between ETG and USA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

ETG vs USA dividend yield comparison.

Year	ETG	USA
2026	2.80%	5.75%
2025	6.72%	10.67%
2024	8.03%	10.22%
2023	7.02%	9.56%
2022	9.94%	12.11%
2021	6.02%	9.67%
2020	6.74%	9.13%
2019	6.83%	9.75%
2018	9.08%	12.64%
2017	7.69%	8.89%
2016	8.74%	9.30%
2015	7.93%	9.53%
2014	7.61%	6.52%
2013	6.66%	5.86%
2012	8.30%	6.71%
2011	9.23%	8.06%
2010	7.99%	6.29%
2009	8.21%	7.16%
2008	15.86%	18.57%
2007	5.72%	12.77%
2006	5.22%	10.62%
2005	6.36%	9.54%
2004	6.23%	9.31%
2003	0.00%	8.25%
2002	0.00%	13.25%
2001	0.00%	10.82%
2000	0.00%	5.90%