EXG vs AOA
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed EXG, delivering a return of +9.5% compared to +8.6%
EXG vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXG vs AOA - Historical Returns
Returns include dividend reinvestment.
EXG vs AOA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EXG | AOA |
|---|---|---|
| 2026 | +5.60% | +9.41% |
| 2025 | +27.44% | +19.99% |
| 2024 | +16.79% | +14.32% |
| 2023 | +11.76% | +18.04% |
| 2022 | -22.10% | -16.54% |
| 2021 | +34.13% | +15.99% |
| 2020 | +9.21% | +11.88% |
| 2019 | +25.03% | +22.58% |
| 2018 | -13.16% | -8.43% |
| 2017 | +29.44% | +19.48% |
| 2016 | +3.19% | +9.03% |
| 2015 | +2.91% | -0.97% |
| 2014 | +4.69% | +7.12% |
| 2013 | +22.32% | +20.51% |
| 2012 | +17.95% | +13.52% |
| 2011 | -12.98% | -2.65% |
| 2010 | -3.10% | +14.90% |
| 2009 | +42.60% | +23.86% |
| 2008 | -31.74% | -2.55% |
| 2007 | -10.83% | N/A |
EXG vs AOA Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current EXG drawdown is -0.10%. The current AOA drawdown is -0.43%.
| Rank | EXG | AOA |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between EXG and AOA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
EXG vs AOA dividend yield comparison.
| Year | EXG | AOA |
|---|---|---|
| 2026 | 4.11% | 0.28% |
| 2025 | 8.27% | 2.18% |
| 2024 | 9.27% | 2.30% |
| 2023 | 8.60% | 2.22% |
| 2022 | 10.59% | 2.10% |
| 2021 | 7.27% | 1.67% |
| 2020 | 8.43% | 1.71% |
| 2019 | 8.42% | 2.50% |
| 2018 | 12.23% | 2.37% |
| 2017 | 9.84% | 5.09% |
| 2016 | 12.16% | 2.26% |
| 2015 | 11.02% | 2.15% |
| 2014 | 10.28% | 2.18% |
| 2013 | 9.76% | 1.84% |
| 2012 | 11.54% | 2.18% |
| 2011 | 13.78% | 2.21% |
| 2010 | 14.53% | 1.63% |
| 2009 | 15.41% | 2.04% |
| 2008 | 19.29% | 0.71% |
| 2007 | 8.63% | 0.00% |
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