EXG vs USCA
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF).
EXG vs USCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXG vs USCA - Historical Returns
Returns include dividend reinvestment.
EXG vs USCA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EXG | USCA |
|---|---|---|
| 2026 | +1.93% | +5.22% |
| 2025 | +27.44% | +14.76% |
| 2024 | +16.79% | +27.94% |
| 2023 | +11.76% | +19.93% |
| 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 USCA Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current EXG drawdown is -2.51%. The current USCA drawdown is -2.94%.
| Rank | EXG | USCA |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -19.14% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -10.25% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -9.97% Jul 31, 2023 - Nov 22, 2023 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -5.56% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -5.48% Mar 28, 2024 - May 15, 2024 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -2.94% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -2.65% Apr 19, 2023 - Apr 28, 2023 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -2.56% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -2.42% Jul 25, 2025 - Aug 13, 2025 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -2.38% May 1, 2023 - May 17, 2023 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -2.30% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -2.17% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between EXG and USCA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
EXG vs USCA dividend yield comparison.
| Year | EXG | USCA |
|---|---|---|
| 2026 | 3.52% | 0.24% |
| 2025 | 8.27% | 1.14% |
| 2024 | 9.27% | 1.22% |
| 2023 | 8.60% | 1.15% |
| 2022 | 10.59% | 0.00% |
| 2021 | 7.27% | 0.00% |
| 2020 | 8.43% | 0.00% |
| 2019 | 8.42% | 0.00% |
| 2018 | 12.23% | 0.00% |
| 2017 | 9.84% | 0.00% |
| 2016 | 12.16% | 0.00% |
| 2015 | 11.02% | 0.00% |
| 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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