EXG vs USMC

Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed EXG, delivering a return of +14.6% compared to +8.7%

EXG vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EXG(ETF)	USMC(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	N/A	0.12%
Max Drawdown	76.12%	29.97%
Sharpe Ratio	1.49	1.69
5Y Beta	0.81	0.93
P/E Ratio	N/A	28.59
Forward P/E	N/A	21.57
PEG Ratio	N/A	0.60
5Y Dividends CAGR	2.93%	-0.46%
5Y EPS CAGR	N/A	28.15%
Debt to Equity	N/A	-5.44%
P/S Ratio	N/A	5.23
P/B Ratio	N/A	6.54

Net Assets

EXG

$2.90B

USMC

$2.90B

Expense Ratio

EXG

N/A

USMC

0.12%

Max Drawdown

EXG

76.12%

Winner

USMC

29.97%

Sharpe Ratio

EXG

1.49

Winner

USMC

1.69

5Y Beta

Winner

EXG

0.81

USMC

0.93

P/E Ratio

EXG

N/A

USMC

28.59

Forward P/E

EXG

N/A

USMC

21.57

PEG Ratio

EXG

N/A

USMC

0.60

5Y Dividends CAGR

Winner

EXG

2.93%

USMC

-0.46%

5Y EPS CAGR

EXG

N/A

USMC

28.15%

Debt to Equity

EXG

N/A

USMC

-5.44%

P/S Ratio

EXG

N/A

USMC

5.23

P/B Ratio

EXG

N/A

USMC

6.54

EXG vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	EXG	USMC
1 month	+5.47%	+8.36%
3 months	+0.14%	+5.97%
6 months	+8.66%	+6.79%
1 year	+25.12%	+26.37%
5 years(CAGR)	+8.68%	+14.58%
10 years(CAGR)	+10.82%	+14.98%
Max(CAGR)	+7.12%	+14.98%

EXG

+5.47%

Winner

USMC

+8.36%

EXG

+0.14%

Winner

USMC

+5.97%

Winner

EXG

+8.66%

USMC

+6.79%

EXG

+25.12%

Winner

USMC

+26.37%

5Y(CAGR)

EXG

+8.68%

Winner

USMC

+14.58%

10Y(CAGR)

EXG

+10.82%

Winner

USMC

+14.98%

Max(CAGR)

EXG

+7.12%

Winner

USMC

+14.98%

EXG vs USMC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EXG	USMC
2026	+3.27%	+6.25%
2025	+27.44%	+15.84%
2024	+16.79%	+30.19%
2023	+11.76%	+31.46%
2022	-22.10%	-17.74%
2021	+34.13%	+27.40%
2020	+9.21%	+14.89%
2019	+25.03%	+28.26%
2018	-13.16%	-2.42%
2017	+29.44%	+5.48%
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 USMC Drawdown Comparison

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

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current EXG drawdown is -0.83%.

Rank	EXG	USMC
#1	-58.20% May 15, 2007 - Jan 25, 2013	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-45.30% Feb 12, 2020 - Dec 4, 2020	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-27.75% Jan 4, 2022 - Jul 3, 2024	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-24.66% Sep 11, 2018 - Nov 19, 2019	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-20.14% Jul 21, 2015 - Aug 17, 2016	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-15.13% Feb 18, 2025 - May 12, 2025	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-14.28% Feb 26, 2026 - May 6, 2026	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-11.25% Sep 19, 2014 - Mar 5, 2015	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-10.56% Sep 6, 2016 - Feb 3, 2017	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-9.91% Jan 23, 2018 - Jun 11, 2018	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-9.81% May 21, 2013 - Sep 18, 2013	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-9.68% Jul 16, 2024 - Sep 27, 2024	-5.44% Mar 20, 2024 - May 15, 2024
#13	-7.09% Jan 22, 2014 - Feb 24, 2014	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-6.80% Sep 3, 2021 - Nov 3, 2021	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-6.12% Mar 1, 2017 - Apr 17, 2017	-4.32% Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between EXG and USMC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

EXG vs USMC dividend yield comparison.

Year	EXG	USMC
2026	2.76%	0.20%
2025	8.27%	0.79%
2024	9.27%	1.04%
2023	8.60%	1.35%
2022	10.59%	1.78%
2021	7.27%	1.53%
2020	8.43%	1.55%
2019	8.42%	2.01%
2018	12.23%	2.28%
2017	9.84%	0.24%
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%