EXG vs ADX
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and Adams Diversified Equity Fund (ADX, ETF).
5-Year PerformanceADX has outperformed EXG, delivering a return of +16.8% compared to +7.4%
EXG vs ADX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXG vs ADX - Historical Returns
Returns include dividend reinvestment.
EXG vs ADX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EXG | ADX |
|---|---|---|
| 2026 | +1.93% | +11.63% |
| 2025 | +27.44% | +25.68% |
| 2024 | +16.79% | +30.30% |
| 2023 | +11.76% | +31.71% |
| 2022 | -22.10% | -20.45% |
| 2021 | +34.13% | +31.72% |
| 2020 | +9.21% | +16.75% |
| 2019 | +25.03% | +36.30% |
| 2018 | -13.16% | -4.03% |
| 2017 | +29.44% | +28.84% |
| 2016 | +3.19% | +8.21% |
| 2015 | +2.91% | +0.50% |
| 2014 | +4.69% | +14.96% |
| 2013 | +22.32% | +28.61% |
| 2012 | +17.95% | +15.17% |
| 2011 | -12.98% | -5.54% |
| 2010 | -3.10% | +10.00% |
| 2009 | +42.60% | +27.29% |
| 2008 | -31.74% | -37.00% |
| 2007 | -10.83% | +10.35% |
| 2006 | N/A | +16.29% |
| 2005 | N/A | +2.53% |
| 2004 | N/A | +13.61% |
| 2003 | N/A | +22.25% |
| 2002 | N/A | -20.77% |
| 2001 | N/A | -22.59% |
| 2000 | N/A | -32.31% |
| 1999 | N/A | +11.64% |
EXG vs ADX Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The current EXG drawdown is -2.51%. The current ADX drawdown is -2.62%.
| Rank | EXG | ADX |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -71.51% Sep 5, 2000 - Dec 13, 2016 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -37.17% Feb 19, 2020 - Aug 25, 2020 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -36.67% Feb 8, 2000 - Mar 3, 2000 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -34.19% Jan 19, 2000 - Feb 8, 2000 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -33.68% Mar 23, 2000 - Mar 28, 2000 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -25.07% Dec 29, 2021 - Nov 22, 2023 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -18.73% Sep 27, 2018 - Apr 4, 2019 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -18.29% Feb 18, 2025 - May 29, 2025 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -10.16% Feb 2, 2026 - Apr 9, 2026 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -10.01% Mar 31, 2000 - Jul 7, 2000 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -9.85% Jan 26, 2018 - Jul 24, 2018 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -9.59% Sep 2, 2020 - Nov 13, 2020 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -9.25% Jul 16, 2024 - Nov 6, 2024 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -7.76% Nov 17, 1999 - Dec 27, 1999 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -5.90% Sep 3, 2021 - Oct 25, 2021 |
Correlation
Correlation between EXG and ADX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
EXG vs ADX dividend yield comparison.
| Year | EXG | ADX |
|---|---|---|
| 2026 | 3.52% | 3.81% |
| 2025 | 8.27% | 7.93% |
| 2024 | 9.27% | 12.38% |
| 2023 | 8.60% | 7.34% |
| 2022 | 10.59% | 7.36% |
| 2021 | 7.27% | 15.35% |
| 2020 | 8.43% | 6.54% |
| 2019 | 8.42% | 9.00% |
| 2018 | 12.23% | 15.85% |
| 2017 | 9.84% | 9.18% |
| 2016 | 12.16% | 7.79% |
| 2015 | 11.02% | 7.17% |
| 2014 | 10.28% | 8.48% |
| 2013 | 9.76% | 6.35% |
| 2012 | 11.54% | 6.23% |
| 2011 | 13.78% | 6.33% |
| 2010 | 14.53% | 4.56% |
| 2009 | 15.41% | 4.46% |
| 2008 | 19.29% | 7.85% |
| 2007 | 8.63% | 7.29% |
| 2006 | 0.00% | 6.49% |
| 2005 | 0.00% | 6.22% |
| 2004 | 0.00% | 6.78% |
| 2003 | 0.00% | 6.29% |
| 2002 | 0.00% | 6.91% |
| 2001 | 0.00% | 11.32% |
| 2000 | 0.00% | 8.70% |
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