EXG vs VOO
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and VANGUARD 500 INDEX FUND ETF SHARES (VOO, ETF).
5-Year PerformanceVOO has outperformed EXG, delivering a return of +13.4% compared to +7.4%
EXG vs VOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EXG
$3.10B
Winner
VOO
$1.60T
Expense Ratio
EXG
N/A
VOO
0.03%
Max Drawdown
EXG
76.12%
Winner
VOO
34.30%
Sharpe Ratio
EXG
0.96
Winner
VOO
1.63
5Y Beta
Winner
EXG
0.81
VOO
0.97
P/E Ratio
EXG
N/A
VOO
28.31
Forward P/E
EXG
N/A
VOO
22.15
5Y Dividends CAGR
EXG
2.93%
Winner
VOO
10.66%
5Y EPS CAGR
EXG
N/A
VOO
25.68%
Debt to Equity
EXG
N/A
VOO
30.51%
P/S Ratio
EXG
N/A
VOO
3.61
P/B Ratio
EXG
N/A
VOO
5.46
EXG vs VOO - Historical Returns
Returns include dividend reinvestment.
1M
EXG
-0.35%
Winner
VOO
+1.91%
3M
EXG
+1.73%
Winner
VOO
+8.51%
6M
EXG
+4.65%
Winner
VOO
+8.19%
1Y
EXG
+17.59%
Winner
VOO
+25.88%
5Y(CAGR)
EXG
+7.42%
Winner
VOO
+13.38%
10Y(CAGR)
EXG
+10.26%
Winner
VOO
+15.25%
Max(CAGR)
EXG
+7.02%
Winner
VOO
+14.90%
EXG vs VOO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EXG | VOO |
|---|---|---|
| 2026 | +1.93% | +8.26% |
| 2025 | +27.44% | +18.12% |
| 2024 | +16.79% | +25.78% |
| 2023 | +11.76% | +26.81% |
| 2022 | -22.10% | -18.68% |
| 2021 | +34.13% | +30.55% |
| 2020 | +9.21% | +17.25% |
| 2019 | +25.03% | +31.25% |
| 2018 | -13.16% | -5.20% |
| 2017 | +29.44% | +20.93% |
| 2016 | +3.19% | +13.77% |
| 2015 | +2.91% | +1.31% |
| 2014 | +4.69% | +14.58% |
| 2013 | +22.32% | +29.20% |
| 2012 | +17.95% | +14.31% |
| 2011 | -12.98% | +0.95% |
| 2010 | -3.10% | +14.77% |
| 2009 | +42.60% | N/A |
| 2008 | -31.74% | N/A |
| 2007 | -10.83% | N/A |
EXG vs VOO Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for VOO was -34.01%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current EXG drawdown is -2.51%. The current VOO drawdown is -2.90%.
| Rank | EXG | VOO |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -34.01% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -24.53% Jan 3, 2022 - Dec 13, 2023 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -19.47% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -18.75% Apr 29, 2011 - Feb 3, 2012 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -18.69% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -13.01% Jul 20, 2015 - Apr 18, 2016 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -10.09% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -9.65% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -9.45% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -7.41% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -7.30% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -6.64% May 3, 2019 - Jun 20, 2019 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -6.21% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between EXG and VOO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
EXG vs VOO dividend yield comparison.
| Year | EXG | VOO |
|---|---|---|
| 2026 | 3.52% | 0.28% |
| 2025 | 8.27% | 1.13% |
| 2024 | 9.27% | 1.24% |
| 2023 | 8.60% | 1.46% |
| 2022 | 10.59% | 1.69% |
| 2021 | 7.27% | 1.25% |
| 2020 | 8.43% | 1.54% |
| 2019 | 8.42% | 1.88% |
| 2018 | 12.23% | 2.06% |
| 2017 | 9.84% | 1.78% |
| 2016 | 12.16% | 2.02% |
| 2015 | 11.02% | 2.10% |
| 2014 | 10.28% | 1.85% |
| 2013 | 9.76% | 1.84% |
| 2012 | 11.54% | 2.18% |
| 2011 | 13.78% | 2.06% |
| 2010 | 14.53% | 0.94% |
| 2009 | 15.41% | 0.00% |
| 2008 | 19.29% | 0.00% |
| 2007 | 8.63% | 0.00% |
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