EXG vs PTLC
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).
5-Year PerformancePTLC has outperformed EXG, delivering a return of +10.3% compared to +8.4%
EXG vs PTLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXG vs PTLC - Historical Returns
Returns include dividend reinvestment.
EXG vs PTLC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EXG | PTLC |
|---|---|---|
| 2026 | +10.74% | +8.20% |
| 2025 | +27.44% | +5.32% |
| 2024 | +16.79% | +24.93% |
| 2023 | +11.76% | +16.74% |
| 2022 | -22.10% | -9.16% |
| 2021 | +34.13% | +29.84% |
| 2020 | +9.21% | -1.98% |
| 2019 | +25.03% | +17.54% |
| 2018 | -13.16% | +0.75% |
| 2017 | +29.44% | +20.42% |
| 2016 | +3.19% | +6.02% |
| 2015 | +2.91% | -6.93% |
| 2014 | +4.69% | N/A |
| 2013 | +22.32% | N/A |
| 2012 | +17.95% | N/A |
| 2011 | -12.98% | +0.00% |
| 2010 | -3.10% | +11.11% |
| 2009 | +42.60% | -52.63% |
| 2008 | -31.74% | +900.00% |
| 2007 | -10.83% | +0.00% |
| 2006 | N/A | -99.93% |
| 2005 | N/A | +100.00% |
EXG vs PTLC Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
| Rank | EXG | PTLC |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -99.95% Dec 29, 2005 - Jun 12, 2015 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -26.63% Feb 19, 2020 - Apr 1, 2021 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -16.31% Jun 23, 2015 - Feb 21, 2017 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -15.17% Feb 19, 2025 - Oct 27, 2025 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -13.47% Dec 29, 2021 - Jun 30, 2023 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -10.02% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -10.02% Jul 31, 2023 - Dec 12, 2023 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -9.92% Sep 20, 2018 - Jul 12, 2019 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -8.77% Jan 27, 2026 - May 6, 2026 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -8.44% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -6.06% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -5.30% Mar 28, 2024 - May 15, 2024 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -5.08% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -5.08% Oct 28, 2025 - Dec 10, 2025 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -4.47% Jun 2, 2026 - Aug 4, 2026 |
Correlation
Correlation between EXG and PTLC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
EXG vs PTLC dividend yield comparison.
| Year | EXG | PTLC |
|---|---|---|
| 2026 | 4.60% | 0.00% |
| 2025 | 8.27% | 1.06% |
| 2024 | 9.27% | 0.67% |
| 2023 | 8.60% | 1.18% |
| 2022 | 10.59% | 1.26% |
| 2021 | 7.27% | 0.73% |
| 2020 | 8.43% | 1.08% |
| 2019 | 8.42% | 1.10% |
| 2018 | 12.23% | 1.00% |
| 2017 | 9.84% | 0.97% |
| 2016 | 12.16% | 1.08% |
| 2015 | 11.02% | 0.42% |
| 2014 | 10.28% | 0.00% |
| 2013 | 9.76% | 0.00% |
| 2012 | 11.54% | 0.00% |
| 2011 | 13.78% | 0.00% |
| 2010 | 14.53% | 0.00% |
| 2009 | 15.41% | 0.00% |
| 2008 | 19.29% | 0.00% |
| 2007 | 8.63% | 0.00% |
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