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EXG vs BOTZ

Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).

5-Year PerformanceEXG has outperformed BOTZ, delivering a return of +7.9% compared to +1.0%

EXG vs BOTZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EXG
$3.30B
BOTZ
$3.30B
Expense Ratio
EXG
N/A
BOTZ
0.68%
Max Drawdown
EXG
76.12%
Winner
BOTZ
55.64%
Sharpe Ratio
Winner
EXG
1.27
BOTZ
0.32
5Y Beta
Winner
EXG
0.80
BOTZ
1.36
5Y Dividends CAGR
EXG
2.93%
Winner
BOTZ
7.45%

EXG vs BOTZ - Historical Returns

Returns include dividend reinvestment.

1M
EXG
+3.05%
Winner
BOTZ
+3.30%
3M
Winner
EXG
+7.68%
BOTZ
-9.06%
6M
Winner
EXG
+7.05%
BOTZ
-7.59%
1Y
Winner
EXG
+23.46%
BOTZ
+10.17%
5Y(CAGR)
Winner
EXG
+7.92%
BOTZ
+1.02%
10Y(CAGR)
Winner
EXG
+10.92%
BOTZ
+9.85%
Max(CAGR)
EXG
+7.39%
Winner
BOTZ
+9.85%

EXG vs BOTZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEXGBOTZ
2026+10.46%-1.78%
2025+27.44%+12.82%
2024+16.79%+15.46%
2023+11.76%+38.29%
2022-22.10%-42.93%
2021+34.13%+9.09%
2020+9.21%+49.32%
2019+25.03%+31.16%
2018-13.16%-29.24%
2017+29.44%+56.97%
2016+3.19%+1.68%
2015+2.91%N/A
2014+4.69%N/A
2013+22.32%N/A
2012+17.95%N/A
2011-12.98%N/A
2010-3.10%N/A
2009+42.60%N/A
2008-31.74%N/A
2007-10.83%N/A

EXG vs BOTZ Drawdown Comparison

The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.

The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.

The current EXG drawdown is -1.33%. The current BOTZ drawdown is -13.39%.

RankEXGBOTZ
#1-58.20%
May 15, 2007 - Jan 25, 2013
-55.54%
Nov 8, 2021 - Feb 25, 2026
#2-45.30%
Feb 12, 2020 - Dec 4, 2020
-43.53%
Jan 23, 2018 - Aug 12, 2020
#3-27.75%
Jan 4, 2022 - Jul 3, 2024
-19.34%
Feb 25, 2026 - May 6, 2026
#4-24.66%
Sep 11, 2018 - Nov 19, 2019
-19.06%
May 13, 2026 - Jul 29, 2026
#5-20.14%
Jul 21, 2015 - Aug 17, 2016
-13.52%
Feb 12, 2021 - Aug 24, 2021
#6-15.13%
Feb 18, 2025 - May 12, 2025
-11.73%
Sep 23, 2021 - Nov 4, 2021
#7-14.28%
Feb 26, 2026 - May 6, 2026
-7.47%
Nov 24, 2017 - Jan 5, 2018
#8-11.25%
Sep 19, 2014 - Mar 5, 2015
-5.65%
Sep 2, 2020 - Oct 1, 2020
#9-10.56%
Sep 6, 2016 - Feb 3, 2017
-5.33%
Oct 12, 2020 - Nov 5, 2020
#10-9.91%
Jan 23, 2018 - Jun 11, 2018
-4.97%
Jan 20, 2021 - Feb 8, 2021
#11-9.81%
May 21, 2013 - Sep 18, 2013
-3.97%
Oct 10, 2016 - Jan 11, 2017
#12-9.68%
Jul 16, 2024 - Sep 27, 2024
-3.65%
Jun 5, 2017 - Jul 14, 2017
#13-7.09%
Jan 22, 2014 - Feb 24, 2014
-3.13%
Nov 8, 2017 - Nov 21, 2017
#14-6.80%
Sep 3, 2021 - Nov 3, 2021
-3.00%
Oct 24, 2017 - Nov 6, 2017
#15-6.12%
Mar 1, 2017 - Apr 17, 2017
-2.95%
Mar 29, 2017 - Apr 24, 2017

Correlation

Correlation between EXG and BOTZ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2007 - 2026)

EXG vs BOTZ dividend yield comparison.

YearEXGBOTZ
20265.30%0.05%
20258.27%0.66%
20249.27%0.13%
20238.60%0.20%
202210.59%0.23%
20217.27%0.16%
20208.43%0.19%
20198.42%0.83%
201812.23%1.44%
20179.84%0.01%
201612.16%0.06%
201511.02%0.00%
201410.28%0.00%
20139.76%0.00%
201211.54%0.00%
201113.78%0.00%
201014.53%0.00%
200915.41%0.00%
200819.29%0.00%
20078.63%0.00%

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