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FGD vs EVLN

Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).

FGD vs EVLN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FGD
$1.60B
EVLN
$1.40B
Expense Ratio
Winner
FGD
0.55%
EVLN
0.60%
Max Drawdown
FGD
70.20%
Winner
EVLN
5.27%
Sharpe Ratio
Winner
FGD
1.89
EVLN
0.27
5Y Beta
FGD
0.52
Winner
EVLN
0.09
5Y Dividends CAGR
FGD
10.00%
EVLN
N/A

FGD vs EVLN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FGD
+6.02%
EVLN
+0.70%
3M
Winner
FGD
+4.86%
EVLN
+1.14%
6M
Winner
FGD
+7.07%
EVLN
+2.69%
1Y
Winner
FGD
+29.82%
EVLN
+4.48%
5Y(CAGR)
FGD
+12.41%
EVLN
N/A
10Y(CAGR)
FGD
+10.02%
EVLN
N/A
Max(CAGR)
Winner
FGD
+6.23%
EVLN
+6.10%

FGD vs EVLN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFGDEVLN
2026+16.09%+2.44%
2025+44.34%+5.58%
2024+6.10%+7.28%
2023+8.21%N/A
2022-7.94%N/A
2021+21.01%N/A
2020-5.99%N/A
2019+20.71%N/A
2018-13.23%N/A
2017+16.88%N/A
2016+13.11%N/A
2015-10.18%N/A
2014-0.01%N/A
2013+16.37%N/A
2012+13.69%N/A
2011-3.02%N/A
2010+10.29%N/A
2009+58.23%N/A
2008-50.12%N/A
2007+2.70%N/A

FGD vs EVLN Drawdown Comparison

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.

The current FGD drawdown is -0.37%. The current EVLN drawdown is -0.02%.

RankFGDEVLN
#1-68.07%
Nov 29, 2007 - Apr 25, 2013
-2.78%
Feb 19, 2025 - May 7, 2025
#2-44.84%
Feb 12, 2020 - Jan 13, 2021
-1.77%
Jan 22, 2026 - Apr 22, 2026
#3-28.68%
Feb 9, 2022 - May 14, 2024
-0.61%
Jul 19, 2024 - Aug 14, 2024
#4-28.08%
Jul 3, 2014 - Jul 19, 2017
-0.50%
Sep 24, 2025 - Oct 24, 2025
#5-20.87%
Jan 26, 2018 - Feb 12, 2020
-0.39%
Jun 18, 2026 - Jul 6, 2026
#6-11.50%
Mar 19, 2025 - Apr 24, 2025
-0.35%
Jul 18, 2025 - Aug 25, 2025
#7-10.80%
May 8, 2013 - Sep 10, 2013
-0.35%
Jul 20, 2026 - Aug 4, 2026
#8-9.82%
Feb 20, 2026 - Jul 16, 2026
-0.34%
Sep 24, 2024 - Sep 30, 2024
#9-9.10%
Jun 7, 2021 - Jan 11, 2022
-0.34%
Dec 13, 2024 - Dec 30, 2024
#10-8.98%
Sep 26, 2024 - Mar 7, 2025
-0.25%
Jun 4, 2026 - Jun 16, 2026
#11-6.40%
May 17, 2024 - Jul 31, 2024
-0.24%
Sep 19, 2024 - Sep 24, 2024
#12-6.14%
Jan 14, 2021 - Feb 16, 2021
-0.22%
May 19, 2025 - May 28, 2025
#13-5.66%
Dec 31, 2013 - Feb 18, 2014
-0.22%
Apr 24, 2026 - May 1, 2026
#14-5.36%
Jul 31, 2024 - Aug 19, 2024
-0.20%
Jul 8, 2026 - Jul 15, 2026
#15-4.95%
Oct 29, 2013 - Dec 30, 2013
-0.17%
Aug 29, 2024 - Sep 9, 2024

Correlation

Correlation between FGD and EVLN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2007 - 2026)

FGD vs EVLN dividend yield comparison.

YearFGDEVLN
20261.81%3.82%
20255.62%7.28%
20245.87%6.41%
20236.44%0.00%
20225.74%0.00%
20215.35%0.00%
20206.17%0.00%
20195.19%0.00%
20185.88%0.00%
20174.01%0.00%
20164.36%0.00%
20155.07%0.00%
20145.18%0.00%
20134.51%0.00%
20124.93%0.00%
20115.15%0.00%
20104.23%0.00%
20093.13%0.00%
20089.79%0.00%
20070.52%0.00%

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