FRDM vs EXG
Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceFRDM has outperformed EXG, delivering a return of +16.9% compared to +7.4%
FRDM vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FRDM vs EXG - Historical Returns
Returns include dividend reinvestment.
FRDM vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | EXG |
|---|---|---|
| 2026 | +27.41% | +1.93% |
| 2025 | +60.85% | +27.44% |
| 2024 | +3.76% | +16.79% |
| 2023 | +24.18% | +11.76% |
| 2022 | -15.18% | -22.10% |
| 2021 | +4.26% | +34.13% |
| 2020 | +15.00% | +9.21% |
| 2019 | +12.33% | +25.03% |
| 2018 | N/A | -13.16% |
| 2017 | N/A | +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% |
FRDM vs EXG Drawdown Comparison
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current FRDM drawdown is -10.78%. The current EXG drawdown is -2.51%.
| Rank | FRDM | EXG |
|---|---|---|
| #1 | -40.49% Jan 13, 2020 - Nov 11, 2020 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -29.25% Jan 12, 2022 - Dec 27, 2023 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -15.43% Sep 26, 2024 - May 2, 2025 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -10.78% Jun 2, 2026 - Jun 5, 2026 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -7.16% Apr 9, 2024 - May 9, 2024 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -6.14% May 11, 2026 - May 26, 2026 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -5.80% Jan 21, 2021 - Feb 11, 2021 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between FRDM and EXG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
FRDM vs EXG dividend yield comparison.
| Year | FRDM | EXG |
|---|---|---|
| 2026 | 0.34% | 3.52% |
| 2025 | 2.26% | 8.27% |
| 2024 | 2.53% | 9.27% |
| 2023 | 2.66% | 8.60% |
| 2022 | 2.72% | 10.59% |
| 2021 | 2.17% | 7.27% |
| 2020 | 1.11% | 8.43% |
| 2019 | 1.07% | 8.42% |
| 2018 | 0.00% | 12.23% |
| 2017 | 0.00% | 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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