FIXD vs EXG
Comparison between FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF (FIXD, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceEXG has outperformed FIXD, delivering a return of +8.4% compared to -0.7%
FIXD vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FIXD vs EXG - Historical Returns
Returns include dividend reinvestment.
FIXD vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FIXD | EXG |
|---|---|---|
| 2026 | -0.12% | +10.74% |
| 2025 | +7.82% | +27.44% |
| 2024 | +1.26% | +16.79% |
| 2023 | +5.12% | +11.76% |
| 2022 | -14.49% | -22.10% |
| 2021 | -1.13% | +34.13% |
| 2020 | +8.82% | +9.21% |
| 2019 | +10.30% | +25.03% |
| 2018 | +0.14% | -13.16% |
| 2017 | +3.50% | +29.44% |
| 2016 | N/A | +3.19% |
| 2015 | N/A | +2.91% |
| 2014 | N/A | +4.69% |
| 2013 | N/A | +22.32% |
| 2012 | N/A | +17.95% |
| 2011 | N/A | -12.98% |
| 2010 | N/A | -3.10% |
| 2009 | N/A | +42.60% |
| 2008 | N/A | -31.74% |
| 2007 | N/A | -10.83% |
FIXD vs EXG Drawdown Comparison
The maximum drawdown for FIXD was -20.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current FIXD drawdown is -3.90%.
| Rank | FIXD | EXG |
|---|---|---|
| #1 | -20.44% Aug 4, 2021 - Oct 20, 2022 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -8.51% Mar 9, 2020 - May 22, 2020 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -3.22% Jan 4, 2021 - Jul 19, 2021 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -3.17% Sep 5, 2017 - Jan 3, 2019 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -2.11% Sep 4, 2019 - Oct 4, 2019 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -1.53% Oct 4, 2019 - Dec 13, 2019 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -1.52% Feb 24, 2017 - Apr 11, 2017 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -1.47% Jun 23, 2017 - Aug 24, 2017 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -1.29% Aug 6, 2020 - Dec 29, 2020 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -0.77% Jul 3, 2019 - Aug 1, 2019 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -0.73% Mar 28, 2019 - May 7, 2019 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -0.72% Jun 6, 2017 - Jun 22, 2017 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -0.57% Jan 31, 2020 - Feb 20, 2020 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -0.54% Dec 13, 2019 - Jan 2, 2020 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -0.48% Feb 26, 2019 - Mar 7, 2019 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between FIXD and EXG is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
FIXD vs EXG dividend yield comparison.
| Year | FIXD | EXG |
|---|---|---|
| 2026 | 2.68% | 4.60% |
| 2025 | 4.50% | 8.27% |
| 2024 | 4.56% | 9.27% |
| 2023 | 3.93% | 8.60% |
| 2022 | 3.07% | 10.59% |
| 2021 | 1.74% | 7.27% |
| 2020 | 3.14% | 8.43% |
| 2019 | 5.10% | 8.42% |
| 2018 | 2.81% | 12.23% |
| 2017 | 1.95% | 9.84% |
| 2016 | 0.00% | 12.16% |
| 2015 | 0.00% | 11.02% |
| 2014 | 0.00% | 10.28% |
| 2013 | 0.00% | 9.76% |
| 2012 | 0.00% | 11.54% |
| 2011 | 0.00% | 13.78% |
| 2010 | 0.00% | 14.53% |
| 2009 | 0.00% | 15.41% |
| 2008 | 0.00% | 19.29% |
| 2007 | 0.00% | 8.63% |
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