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EXG vs FLXR

Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and TCW Flexible Income ETF (FLXR, ETF).

EXG vs FLXR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EXG
$3.20B
Winner
FLXR
$3.30B
Expense Ratio
EXG
N/A
FLXR
0.40%
Max Drawdown
EXG
76.12%
Winner
FLXR
3.44%
Sharpe Ratio
Winner
EXG
1.07
FLXR
0.46
5Y Beta
EXG
0.81
Winner
FLXR
0.04
5Y Dividends CAGR
EXG
2.93%
FLXR
N/A

EXG vs FLXR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EXG
+2.04%
FLXR
+0.26%
3M
Winner
EXG
+7.29%
FLXR
+0.51%
6M
Winner
EXG
+5.69%
FLXR
+1.23%
1Y
Winner
EXG
+20.15%
FLXR
+4.79%
5Y(CAGR)
EXG
+8.28%
FLXR
N/A
10Y(CAGR)
EXG
+10.89%
FLXR
N/A
Max(CAGR)
Winner
EXG
+7.25%
FLXR
+7.03%

EXG vs FLXR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEXGFLXR
2026+7.20%+1.46%
2025+27.44%+8.34%
2024+16.79%+4.77%
2023+11.76%N/A
2022-22.10%N/A
2021+34.13%N/A
2020+9.21%N/A
2019+25.03%N/A
2018-13.16%N/A
2017+29.44%N/A
2016+3.19%N/A
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 FLXR Drawdown Comparison

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

The maximum drawdown for FLXR was -1.94%, occurring on Nov 1, 2024. Recovery took 97 trading sessions.

The current EXG drawdown is -1.12%. The current FLXR drawdown is -0.36%.

RankEXGFLXR
#1-58.20%
May 15, 2007 - Jan 25, 2013
-1.94%
Oct 1, 2024 - Feb 21, 2025
#2-45.30%
Feb 12, 2020 - Dec 4, 2020
-1.47%
Apr 3, 2025 - Apr 29, 2025
#3-27.75%
Jan 4, 2022 - Jul 3, 2024
-1.46%
Feb 27, 2026 - Apr 17, 2026
#4-24.66%
Sep 11, 2018 - Nov 19, 2019
-0.79%
May 8, 2026 - May 28, 2026
#5-20.14%
Jul 21, 2015 - Aug 17, 2016
-0.53%
Aug 5, 2024 - Aug 14, 2024
#6-15.13%
Feb 18, 2025 - May 12, 2025
-0.53%
Sep 16, 2024 - Oct 1, 2024
#7-14.28%
Feb 26, 2026 - May 6, 2026
-0.50%
Oct 28, 2025 - Nov 11, 2025
#8-11.25%
Sep 19, 2014 - Mar 5, 2015
-0.47%
Jul 6, 2026 - Jul 13, 2026
#9-10.56%
Sep 6, 2016 - Feb 3, 2017
-0.46%
Apr 30, 2025 - May 19, 2025
#10-9.91%
Jan 23, 2018 - Jun 11, 2018
-0.43%
Jun 27, 2024 - Jul 3, 2024
#11-9.81%
May 21, 2013 - Sep 18, 2013
-0.42%
Jun 16, 2026 - Jun 25, 2026
#12-9.68%
Jul 16, 2024 - Sep 27, 2024
-0.41%
May 29, 2026 - Jun 11, 2026
#13-7.09%
Jan 22, 2014 - Feb 24, 2014
-0.41%
Apr 17, 2026 - May 8, 2026
#14-6.80%
Sep 3, 2021 - Nov 3, 2021
-0.38%
Sep 16, 2025 - Oct 8, 2025
#15-6.12%
Mar 1, 2017 - Apr 17, 2017
-0.35%
Aug 8, 2025 - Aug 25, 2025

Correlation

Correlation between EXG and FLXR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

EXG vs FLXR dividend yield comparison.

YearEXGFLXR
20264.75%3.08%
20258.27%5.66%
20249.27%3.44%
20238.60%0.00%
202210.59%0.00%
20217.27%0.00%
20208.43%0.00%
20198.42%0.00%
201812.23%0.00%
20179.84%0.00%
201612.16%0.00%
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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