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EXG vs RDVI

Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).

EXG vs RDVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EXG
$3.10B
RDVI
$3.10B
Expense Ratio
EXG
N/A
RDVI
0.75%
Max Drawdown
EXG
76.12%
Winner
RDVI
20.66%
Sharpe Ratio
EXG
0.96
Winner
RDVI
1.42
5Y Beta
Winner
EXG
0.81
RDVI
0.89
P/E Ratio
EXG
N/A
RDVI
18.55
Forward P/E
EXG
N/A
RDVI
16.99
PEG Ratio
EXG
N/A
RDVI
0.38
5Y Dividends CAGR
EXG
2.93%
RDVI
N/A
5Y EPS CAGR
EXG
N/A
RDVI
24.16%
Debt to Equity
EXG
N/A
RDVI
29.02%
P/S Ratio
EXG
N/A
RDVI
2.64
P/B Ratio
EXG
N/A
RDVI
3.77

EXG vs RDVI - Historical Returns

Returns include dividend reinvestment.

1M
EXG
-0.35%
Winner
RDVI
+1.17%
3M
EXG
+1.73%
Winner
RDVI
+5.66%
6M
EXG
+4.65%
Winner
RDVI
+9.42%
1Y
EXG
+17.59%
Winner
RDVI
+24.49%
5Y(CAGR)
EXG
+7.42%
RDVI
N/A
10Y(CAGR)
EXG
+10.26%
RDVI
N/A
Max(CAGR)
EXG
+7.02%
Winner
RDVI
+19.61%

EXG vs RDVI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEXGRDVI
2026+1.93%+7.72%
2025+27.44%+18.26%
2024+16.79%+14.28%
2023+11.76%+19.01%
2022-22.10%+9.89%
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 RDVI Drawdown Comparison

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

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current EXG drawdown is -2.51%. The current RDVI drawdown is -1.78%.

RankEXGRDVI
#1-58.20%
May 15, 2007 - Jan 25, 2013
-18.34%
Nov 25, 2024 - Jul 22, 2025
#2-45.30%
Feb 12, 2020 - Dec 4, 2020
-12.56%
Feb 2, 2023 - Jul 18, 2023
#3-27.75%
Jan 4, 2022 - Jul 3, 2024
-11.09%
Jul 31, 2023 - Dec 13, 2023
#4-24.66%
Sep 11, 2018 - Nov 19, 2019
-8.47%
Feb 26, 2026 - Apr 13, 2026
#5-20.14%
Jul 21, 2015 - Aug 17, 2016
-7.88%
Jul 31, 2024 - Aug 30, 2024
#6-15.13%
Feb 18, 2025 - May 12, 2025
-6.67%
Nov 30, 2022 - Jan 13, 2023
#7-14.28%
Feb 26, 2026 - May 6, 2026
-5.19%
Mar 28, 2024 - Jul 15, 2024
#8-11.25%
Sep 19, 2014 - Mar 5, 2015
-4.58%
Aug 30, 2024 - Sep 19, 2024
#9-10.56%
Sep 6, 2016 - Feb 3, 2017
-4.42%
Oct 27, 2025 - Nov 28, 2025
#10-9.91%
Jan 23, 2018 - Jun 11, 2018
-4.07%
Oct 6, 2025 - Oct 27, 2025
#11-9.81%
May 21, 2013 - Sep 18, 2013
-3.75%
Dec 27, 2023 - Jan 30, 2024
#12-9.68%
Jul 16, 2024 - Sep 27, 2024
-3.29%
Nov 1, 2022 - Nov 7, 2022
#13-7.09%
Jan 22, 2014 - Feb 24, 2014
-3.27%
Jan 13, 2023 - Jan 23, 2023
#14-6.80%
Sep 3, 2021 - Nov 3, 2021
-2.93%
Oct 17, 2024 - Nov 6, 2024
#15-6.12%
Mar 1, 2017 - Apr 17, 2017
-2.85%
Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between EXG and RDVI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2007 - 2026)

EXG vs RDVI dividend yield comparison.

YearEXGRDVI
20263.52%3.45%
20258.27%8.10%
20249.27%8.62%
20238.60%8.45%
202210.59%1.53%
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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