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ETY vs CGGE

Comparison between Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF) and CAPITAL GROUP GLOBAL EQUITY ETF SHARE CLASS (CGGE, ETF).

ETY vs CGGE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ETY
$2.50B
CGGE
$2.50B
Expense Ratio
ETY
N/A
CGGE
0.47%
Max Drawdown
ETY
64.57%
Winner
CGGE
14.44%
Sharpe Ratio
ETY
0.11
Winner
CGGE
1.05
5Y Beta
ETY
0.93
Winner
CGGE
0.83
P/E Ratio
ETY
N/A
CGGE
29.32
Forward P/E
ETY
N/A
CGGE
23.19
PEG Ratio
ETY
N/A
CGGE
0.57
5Y Dividends CAGR
ETY
4.98%
CGGE
N/A
5Y EPS CAGR
ETY
N/A
CGGE
24.82%
P/S Ratio
ETY
N/A
CGGE
2.23
P/B Ratio
ETY
N/A
CGGE
6.47

ETY vs CGGE - Historical Returns

Returns include dividend reinvestment.

1M
ETY
-2.69%
Winner
CGGE
+1.11%
3M
ETY
-0.20%
Winner
CGGE
+5.82%
6M
ETY
-3.80%
Winner
CGGE
+7.53%
1Y
ETY
+4.41%
Winner
CGGE
+19.06%
5Y(CAGR)
ETY
+9.40%
CGGE
N/A
10Y(CAGR)
ETY
+12.34%
CGGE
N/A
Max(CAGR)
ETY
+8.52%
Winner
CGGE
+16.91%

ETY vs CGGE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearETYCGGE
2026-1.99%+5.16%
2025+11.01%+24.46%
2024+35.10%+2.30%
2023+21.52%N/A
2022-20.72%N/A
2021+34.82%N/A
2020+6.29%N/A
2019+31.23%N/A
2018-10.18%N/A
2017+29.36%N/A
2016+4.62%N/A
2015+9.12%N/A
2014+12.87%N/A
2013+25.11%N/A
2012+16.30%N/A
2011-13.08%N/A
2010-2.81%N/A
2009+36.46%N/A
2008-25.83%N/A
2007-8.21%N/A
2006+0.25%N/A

ETY vs CGGE Drawdown Comparison

The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.

The maximum drawdown for CGGE was -14.44%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The current ETY drawdown is -4.52%. The current CGGE drawdown is -3.20%.

RankETYCGGE
#1-52.91%
Jun 1, 2007 - Jan 18, 2013
-14.44%
Feb 18, 2025 - May 12, 2025
#2-42.40%
Feb 12, 2020 - Nov 17, 2020
-10.93%
Feb 25, 2026 - Apr 17, 2026
#3-24.43%
Sep 13, 2018 - Jun 20, 2019
-5.79%
Jul 16, 2024 - Aug 19, 2024
#4-24.03%
Dec 31, 2021 - Feb 5, 2024
-4.97%
Oct 14, 2024 - Jan 24, 2025
#5-21.28%
Feb 19, 2025 - Jun 25, 2025
-4.64%
Nov 12, 2025 - Dec 10, 2025
#6-14.39%
Sep 22, 2025 - Mar 30, 2026
-4.04%
Aug 30, 2024 - Sep 19, 2024
#7-13.90%
Nov 3, 2015 - Aug 5, 2016
-3.25%
Jan 27, 2026 - Feb 20, 2026
#8-12.52%
Sep 3, 2014 - Nov 5, 2014
-3.20%
Jun 2, 2026 - Jun 5, 2026
#9-11.93%
Jul 20, 2015 - Nov 3, 2015
-2.97%
Oct 6, 2025 - Oct 27, 2025
#10-8.97%
Jan 26, 2018 - May 8, 2018
-2.76%
Jul 25, 2025 - Aug 12, 2025
#11-8.63%
Sep 8, 2016 - Jan 26, 2017
-2.45%
Dec 11, 2025 - Dec 23, 2025
#12-8.09%
May 21, 2013 - Jul 15, 2013
-2.35%
Jan 12, 2026 - Jan 27, 2026
#13-7.21%
Jul 10, 2024 - Aug 30, 2024
-2.29%
May 6, 2026 - May 26, 2026
#14-6.77%
Nov 28, 2014 - Feb 27, 2015
-2.18%
Jun 12, 2025 - Jun 26, 2025
#15-6.17%
Jan 22, 2014 - Feb 18, 2014
-2.14%
Apr 17, 2026 - May 5, 2026

Correlation

Correlation between ETY and CGGE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2007 - 2026)

ETY vs CGGE dividend yield comparison.

YearETYCGGE
20263.43%0.00%
20257.76%0.40%
20247.59%0.35%
20237.92%0.00%
202210.04%0.00%
20217.01%0.00%
20208.26%0.00%
20198.08%0.00%
20189.92%0.00%
20178.30%0.00%
20169.77%0.00%
20159.03%0.00%
20149.06%0.00%
20139.26%0.00%
201211.19%0.00%
201113.06%0.00%
201014.35%0.00%
200914.09%0.00%
200817.11%0.00%
200711.13%0.00%

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