ETO vs IXG
Comparison between Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF) and ISHARES GLOBAL FINANCIALS ETF (IXG, ETF).
5-Year PerformanceIXG has outperformed ETO, delivering a return of +11.2% compared to +8.5%
ETO vs IXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ETO vs IXG - Historical Returns
Returns include dividend reinvestment.
ETO vs IXG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | ETO | IXG |
|---|---|---|
| 2026 | +4.59% | -0.02% |
| 2025 | +30.49% | +29.11% |
| 2024 | +16.89% | +26.01% |
| 2023 | +21.38% | +14.46% |
| 2022 | -30.30% | -9.85% |
| 2021 | +38.76% | +26.24% |
| 2020 | +5.60% | -4.14% |
| 2019 | +48.13% | +24.34% |
| 2018 | -18.67% | -16.61% |
| 2017 | +33.20% | +22.14% |
| 2016 | +9.91% | +14.49% |
| 2015 | -3.13% | -3.56% |
| 2014 | +13.76% | +3.80% |
| 2013 | +30.52% | +23.48% |
| 2012 | +24.01% | +27.53% |
| 2011 | -12.34% | -21.35% |
| 2010 | +11.90% | +1.42% |
| 2009 | +40.57% | +30.94% |
| 2008 | -52.19% | -53.36% |
| 2007 | +19.59% | -8.55% |
| 2006 | +33.45% | +23.04% |
| 2005 | +31.87% | +11.86% |
| 2004 | +6.89% | +16.01% |
| 2003 | N/A | +34.91% |
| 2002 | N/A | -16.87% |
| 2001 | N/A | -0.05% |
ETO vs IXG Drawdown Comparison
The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The current ETO drawdown is -3.41%. The current IXG drawdown is -1.93%.
| Rank | ETO | IXG |
|---|---|---|
| #1 | -71.95% Oct 31, 2007 - May 2, 2013 | -78.41% Jun 4, 2007 - Jan 4, 2018 |
| #2 | -51.93% Feb 20, 2020 - Dec 16, 2020 | -43.47% Jan 26, 2018 - Feb 16, 2021 |
| #3 | -35.40% Nov 11, 2021 - Dec 4, 2024 | -33.08% Apr 19, 2002 - Oct 6, 2003 |
| #4 | -29.75% Aug 28, 2018 - Mar 21, 2019 | -27.16% Feb 9, 2022 - Feb 15, 2024 |
| #5 | -24.20% Apr 22, 2015 - Aug 23, 2016 | -13.54% Feb 18, 2025 - May 8, 2025 |
| #6 | -23.75% Jul 12, 2007 - Oct 5, 2007 | -13.48% May 9, 2006 - Oct 3, 2006 |
| #7 | -18.24% Feb 20, 2025 - May 13, 2025 | -11.75% Feb 17, 2004 - Nov 3, 2004 |
| #8 | -16.44% May 21, 2013 - Nov 15, 2013 | -11.33% Feb 9, 2026 - Mar 27, 2026 |
| #9 | -15.27% Feb 25, 2026 - May 6, 2026 | -9.59% Jan 4, 2002 - Mar 8, 2002 |
| #10 | -14.73% Jun 1, 2004 - Nov 16, 2004 | -9.00% Jun 4, 2021 - Oct 15, 2021 |
| #11 | -13.96% Jul 23, 2014 - Nov 6, 2014 | -8.30% Feb 20, 2007 - Apr 17, 2007 |
| #12 | -13.70% May 10, 2006 - Aug 9, 2006 | -8.02% Nov 3, 2021 - Jan 4, 2022 |
| #13 | -11.74% Dec 29, 2006 - Apr 3, 2007 | -7.74% Mar 8, 2005 - Aug 3, 2005 |
| #14 | -11.38% Jan 24, 2018 - Aug 7, 2018 | -7.33% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -11.20% Sep 13, 2021 - Nov 11, 2021 | -6.13% Jan 13, 2022 - Feb 9, 2022 |
Correlation
Correlation between ETO and IXG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
ETO vs IXG dividend yield comparison.
| Year | ETO | IXG |
|---|---|---|
| 2026 | 2.89% | 0.00% |
| 2025 | 6.85% | 2.04% |
| 2024 | 7.81% | 2.64% |
| 2023 | 6.97% | 2.62% |
| 2022 | 9.87% | 3.71% |
| 2021 | 5.82% | 1.69% |
| 2020 | 7.36% | 2.13% |
| 2019 | 8.32% | 2.87% |
| 2018 | 11.51% | 3.14% |
| 2017 | 8.50% | 2.12% |
| 2016 | 9.51% | 2.21% |
| 2015 | 9.29% | 2.79% |
| 2014 | 12.51% | 2.38% |
| 2013 | 8.49% | 2.14% |
| 2012 | 6.48% | 2.48% |
| 2011 | 7.55% | 3.38% |
| 2010 | 6.26% | 2.11% |
| 2009 | 6.62% | 1.83% |
| 2008 | 14.74% | 5.73% |
| 2007 | 5.66% | 3.48% |
| 2006 | 5.82% | 1.34% |
| 2005 | 6.16% | 1.63% |
| 2004 | 4.31% | 1.34% |
| 2003 | 0.00% | 2.25% |
| 2002 | 0.00% | 1.33% |
| 2001 | 0.00% | 0.08% |
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