EXG vs XYLD
Comparison between Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF) and GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF).
5-Year PerformanceXYLD has outperformed EXG, delivering a return of +7.5% compared to +7.4%
EXG vs XYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXG vs XYLD - Historical Returns
Returns include dividend reinvestment.
EXG vs XYLD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EXG | XYLD |
|---|---|---|
| 2026 | +1.93% | +3.96% |
| 2025 | +27.44% | +8.28% |
| 2024 | +16.79% | +19.45% |
| 2023 | +11.76% | +11.03% |
| 2022 | -22.10% | -12.48% |
| 2021 | +34.13% | +20.21% |
| 2020 | +9.21% | -1.44% |
| 2019 | +25.03% | +20.99% |
| 2018 | -13.16% | -7.25% |
| 2017 | +29.44% | +16.08% |
| 2016 | +3.19% | +8.87% |
| 2015 | +2.91% | +0.47% |
| 2014 | +4.69% | +8.61% |
| 2013 | +22.32% | +13.95% |
| 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 XYLD Drawdown Comparison
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current EXG drawdown is -2.51%. The current XYLD drawdown is -0.91%.
| Rank | EXG | XYLD |
|---|---|---|
| #1 | -58.20% May 15, 2007 - Jan 25, 2013 | -33.44% Feb 19, 2020 - Mar 15, 2021 |
| #2 | -45.30% Feb 12, 2020 - Dec 4, 2020 | -18.66% Apr 4, 2022 - Mar 12, 2024 |
| #3 | -27.75% Jan 4, 2022 - Jul 3, 2024 | -18.10% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -24.66% Sep 11, 2018 - Nov 19, 2019 | -15.53% Feb 19, 2025 - Oct 20, 2025 |
| #5 | -20.14% Jul 21, 2015 - Aug 17, 2016 | -12.17% Jun 22, 2015 - Jun 23, 2016 |
| #6 | -15.13% Feb 18, 2025 - May 12, 2025 | -9.10% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -14.28% Feb 26, 2026 - May 6, 2026 | -6.96% Sep 18, 2014 - Nov 24, 2014 |
| #8 | -11.25% Sep 19, 2014 - Mar 5, 2015 | -6.02% Jan 4, 2022 - Mar 24, 2022 |
| #9 | -10.56% Sep 6, 2016 - Feb 3, 2017 | -5.79% Jul 26, 2019 - Oct 30, 2019 |
| #10 | -9.91% Jan 23, 2018 - Jun 11, 2018 | -5.30% Feb 25, 2026 - Apr 30, 2026 |
| #11 | -9.81% May 21, 2013 - Sep 18, 2013 | -5.26% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -9.68% Jul 16, 2024 - Sep 27, 2024 | -5.19% Jul 18, 2024 - Aug 15, 2024 |
| #13 | -7.09% Jan 22, 2014 - Feb 24, 2014 | -4.63% Jun 23, 2016 - Jul 11, 2016 |
| #14 | -6.80% Sep 3, 2021 - Nov 3, 2021 | -4.07% Dec 29, 2014 - Feb 13, 2015 |
| #15 | -6.12% Mar 1, 2017 - Apr 17, 2017 | -3.79% Aug 1, 2013 - Sep 18, 2013 |
Correlation
Correlation between EXG and XYLD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
EXG vs XYLD dividend yield comparison.
| Year | EXG | XYLD |
|---|---|---|
| 2026 | 3.52% | 4.56% |
| 2025 | 8.27% | 10.51% |
| 2024 | 9.27% | 11.54% |
| 2023 | 8.60% | 10.51% |
| 2022 | 10.59% | 13.43% |
| 2021 | 7.27% | 9.07% |
| 2020 | 8.43% | 7.93% |
| 2019 | 8.42% | 5.76% |
| 2018 | 12.23% | 7.12% |
| 2017 | 9.84% | 5.18% |
| 2016 | 12.16% | 3.23% |
| 2015 | 11.02% | 4.65% |
| 2014 | 10.28% | 4.15% |
| 2013 | 9.76% | 2.49% |
| 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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