EXG vs NEA
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).
5-Year PerformanceEXG has outperformed NEA, delivering a return of +8.4% compared to -0.8%
EXG vs NEA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXG vs NEA - Historical Returns
Returns include dividend reinvestment.
EXG vs NEA - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | EXG | NEA |
|---|---|---|
| 2026 | +10.74% | +2.22% |
| 2025 | +27.44% | +10.42% |
| 2024 | +16.79% | +9.00% |
| 2023 | +11.76% | -0.58% |
| 2022 | -22.10% | -23.00% |
| 2021 | +34.13% | +8.45% |
| 2020 | +9.21% | +10.47% |
| 2019 | +25.03% | +20.56% |
| 2018 | -13.16% | -5.87% |
| 2017 | +29.44% | +9.35% |
| 2016 | +3.19% | +1.99% |
| 2015 | +2.91% | +6.25% |
| 2014 | +4.69% | +21.40% |
| 2013 | +22.32% | -16.42% |
| 2012 | +17.95% | +6.78% |
| 2011 | -12.98% | +17.35% |
| 2010 | -3.10% | +1.80% |
| 2009 | +42.60% | +34.36% |
| 2008 | -31.74% | -24.81% |
| 2007 | -10.83% | +5.52% |
| 2006 | N/A | +11.55% |
| 2005 | N/A | +4.15% |
| 2004 | N/A | -4.83% |
| 2003 | N/A | +8.59% |
| 2002 | N/A | +0.07% |
EXG vs NEA Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The current NEA drawdown is -4.79%.
| Rank | EXG | NEA |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -43.81% Feb 12, 2008 - Sep 21, 2009 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -36.56% Sep 15, 2021 - Oct 23, 2023 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -25.03% Mar 6, 2020 - Aug 10, 2020 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -23.18% Nov 30, 2012 - Jan 7, 2015 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -18.08% Sep 10, 2010 - Dec 2, 2011 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -16.44% Mar 5, 2004 - Jun 29, 2005 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -12.37% Jul 8, 2016 - Mar 7, 2019 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -12.29% Feb 12, 2007 - Jan 15, 2008 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -10.90% Jul 28, 2005 - Jul 12, 2006 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -10.61% Jul 14, 2003 - Dec 31, 2003 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -9.23% Feb 2, 2015 - Dec 24, 2015 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -9.15% Oct 7, 2009 - Feb 2, 2010 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -6.54% Mar 12, 2012 - May 16, 2012 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -4.92% Jan 27, 2021 - Apr 13, 2021 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -4.73% Nov 30, 2006 - Feb 12, 2007 |
Correlation
Correlation between EXG and NEA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
EXG vs NEA dividend yield comparison.
| Year | EXG | NEA |
|---|---|---|
| 2026 | 4.60% | 4.16% |
| 2025 | 8.27% | 7.36% |
| 2024 | 9.27% | 6.63% |
| 2023 | 8.60% | 3.95% |
| 2022 | 10.59% | 5.49% |
| 2021 | 7.27% | 4.50% |
| 2020 | 8.43% | 4.45% |
| 2019 | 8.42% | 4.46% |
| 2018 | 12.23% | 5.40% |
| 2017 | 9.84% | 5.33% |
| 2016 | 12.16% | 5.70% |
| 2015 | 11.02% | 5.71% |
| 2014 | 10.28% | 5.95% |
| 2013 | 9.76% | 6.24% |
| 2012 | 11.54% | 5.65% |
| 2011 | 13.78% | 5.64% |
| 2010 | 14.53% | 6.09% |
| 2009 | 15.41% | 5.37% |
| 2008 | 19.29% | 6.81% |
| 2007 | 8.63% | 4.93% |
| 2006 | 0.00% | 5.10% |
| 2005 | 0.00% | 5.93% |
| 2004 | 0.00% | 6.81% |
| 2003 | 0.00% | 6.11% |
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