ETG vs XCEM

Comparison between Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF) and COLUMBIA EM CORE EX-CHINA ETF (XCEM, ETF).

5-Year PerformanceXCEM has outperformed ETG, delivering a return of +11.4% compared to +9.7%

ETG vs XCEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETG(ETF)	XCEM(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.16%
Max Drawdown	78.34%	43.98%
Sharpe Ratio	1.08	2.04
5Y Beta	0.93	0.88
5Y Dividends CAGR	6.45%	13.90%

Net Assets

ETG

$2B

XCEM

$2B

Expense Ratio

ETG

N/A

XCEM

0.16%

Max Drawdown

ETG

78.34%

Winner

XCEM

43.98%

Sharpe Ratio

ETG

1.08

Winner

XCEM

2.04

5Y Beta

ETG

0.93

Winner

XCEM

0.88

5Y Dividends CAGR

ETG

6.45%

Winner

XCEM

13.90%

ETG vs XCEM - Historical Returns

Returns include dividend reinvestment.

Period	ETG	XCEM
1 month	+2.84%	+6.35%
3 months	+10.65%	+26.70%
6 months	+7.01%	+40.42%
1 year	+20.56%	+60.53%
5 years(CAGR)	+9.70%	+11.44%
10 years(CAGR)	+13.25%	+12.68%
Max(CAGR)	+8.78%	+12.36%

ETG

+2.84%

Winner

XCEM

+6.35%

ETG

+10.65%

Winner

XCEM

+26.70%

ETG

+7.01%

Winner

XCEM

+40.42%

ETG

+20.56%

Winner

XCEM

+60.53%

5Y(CAGR)

ETG

+9.70%

Winner

XCEM

+11.44%

10Y(CAGR)

Winner

ETG

+13.25%

XCEM

+12.68%

Max(CAGR)

ETG

+8.78%

Winner

XCEM

+12.36%

ETG vs XCEM - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ETG	XCEM
2026	+3.02%	+31.80%
2025	+36.72%	+33.80%
2024	+17.24%	+1.38%
2023	+21.74%	+20.52%
2022	-27.67%	-18.63%
2021	+35.89%	+6.23%
2020	+9.86%	+8.30%
2019	+40.82%	+18.74%
2018	-15.13%	-11.80%
2017	+30.28%	+33.04%
2016	+0.10%	+23.69%
2015	+3.39%	-0.89%
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 XCEM Drawdown Comparison

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

The maximum drawdown for XCEM was -41.24%, occurring on Mar 23, 2020. Recovery took 719 trading sessions.

The current ETG drawdown is -1.45%. The current XCEM drawdown is -3.74%.

Rank	ETG	XCEM
#1	-74.70% Jul 13, 2007 - Dec 23, 2013	-41.24% Jan 26, 2018 - Dec 3, 2020
#2	-51.49% Feb 20, 2020 - Dec 16, 2020	-29.65% Jun 4, 2021 - Jul 2, 2024
#3	-31.58% Jan 3, 2022 - Jun 27, 2024	-21.67% Oct 9, 2015 - Apr 13, 2016
#4	-29.50% Sep 21, 2018 - Oct 24, 2019	-18.87% Sep 26, 2024 - Jun 10, 2025
#5	-24.65% Jun 2, 2015 - Mar 1, 2017	-14.46% Feb 25, 2026 - Apr 17, 2026
#6	-20.78% Feb 6, 2004 - Nov 23, 2004	-10.00% Sep 6, 2016 - Jan 24, 2017
#7	-16.96% Feb 19, 2025 - May 2, 2025	-9.39% Jul 16, 2024 - Sep 24, 2024
#8	-16.65% Feb 2, 2026 - May 28, 2026	-9.16% Sep 17, 2015 - Oct 7, 2015
#9	-13.58% Jul 7, 2014 - Mar 24, 2015	-9.03% Apr 19, 2016 - Jun 8, 2016
#10	-10.28% Jul 16, 2024 - Sep 19, 2024	-8.95% Jun 2, 2026 - Jun 5, 2026
#11	-10.10% Jan 23, 2018 - Jul 24, 2018	-7.04% Jan 14, 2021 - Feb 11, 2021
#12	-9.98% Dec 20, 2006 - Apr 4, 2007	-6.25% Jun 8, 2016 - Jun 23, 2016
#13	-6.88% Sep 12, 2005 - Nov 3, 2005	-5.86% May 8, 2026 - May 26, 2026
#14	-6.87% Jun 4, 2007 - Jul 13, 2007	-5.64% May 7, 2021 - Jun 1, 2021
#15	-6.71% Jan 22, 2014 - Feb 21, 2014	-5.58% Feb 17, 2021 - May 7, 2021

Correlation

Correlation between ETG and XCEM 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 XCEM dividend yield comparison.

Year	ETG	XCEM
2026	2.80%	0.00%
2025	6.72%	3.25%
2024	8.03%	2.76%
2023	7.02%	1.22%
2022	9.94%	2.42%
2021	6.02%	1.94%
2020	6.74%	1.63%
2019	6.83%	2.11%
2018	9.08%	2.70%
2017	7.69%	9.56%
2016	8.74%	1.24%
2015	7.93%	2.63%
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%