FWD vs EXG
Comparison between AB DISRUPTORS ETF (FWD, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
FWD vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FWD
$3.20B
EXG
$3.20B
Expense Ratio
FWD
0.65%
EXG
N/A
Max Drawdown
Winner
FWD
29.02%
EXG
76.12%
Sharpe Ratio
FWD
1.24
Winner
EXG
1.36
5Y Beta
FWD
1.51
Winner
EXG
0.80
P/E Ratio
FWD
42.52
EXG
N/A
Forward P/E
FWD
27.10
EXG
N/A
PEG Ratio
FWD
0.23
EXG
N/A
5Y Dividends CAGR
FWD
N/A
EXG
2.93%
5Y EPS CAGR
FWD
22.69%
EXG
N/A
Debt to Equity
FWD
-393.33%
EXG
N/A
P/S Ratio
FWD
4.49
EXG
N/A
P/B Ratio
FWD
7.20
EXG
N/A
FWD vs EXG - Historical Returns
Returns include dividend reinvestment.
1M
FWD
-6.67%
Winner
EXG
+1.69%
3M
FWD
-2.47%
Winner
EXG
+5.70%
6M
Winner
FWD
+16.58%
EXG
+7.18%
1Y
Winner
FWD
+41.53%
EXG
+24.23%
5Y(CAGR)
FWD
N/A
EXG
+8.28%
10Y(CAGR)
FWD
N/A
EXG
+11.06%
Max(CAGR)
Winner
FWD
+34.01%
EXG
+7.38%
FWD vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FWD | EXG |
|---|---|---|
| 2026 | +22.47% | +10.07% |
| 2025 | +30.34% | +27.44% |
| 2024 | +32.20% | +16.79% |
| 2023 | +25.66% | +11.76% |
| 2022 | N/A | -22.10% |
| 2021 | N/A | +34.13% |
| 2020 | N/A | +9.21% |
| 2019 | N/A | +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% |
FWD vs EXG Drawdown Comparison
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current FWD drawdown is -12.12%.
| Rank | FWD | EXG |
|---|---|---|
| #1 | -29.02% Jan 23, 2025 - Jun 26, 2025 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -20.49% Jun 22, 2026 - Jul 29, 2026 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -16.22% Jul 31, 2023 - Dec 12, 2023 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -13.31% Jul 10, 2024 - Oct 9, 2024 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -13.03% Feb 25, 2026 - Apr 10, 2026 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -12.02% Oct 29, 2025 - Jan 6, 2026 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -9.73% Jun 2, 2026 - Jun 18, 2026 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -9.18% Mar 7, 2024 - May 14, 2024 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -7.61% Jan 28, 2026 - Feb 24, 2026 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -6.99% Dec 6, 2024 - Jan 21, 2025 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -6.35% Mar 31, 2023 - May 22, 2023 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -5.42% Dec 28, 2023 - Jan 19, 2024 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -4.78% May 14, 2026 - May 22, 2026 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -4.63% Oct 8, 2025 - Oct 24, 2025 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -4.32% Jun 15, 2023 - Jul 12, 2023 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between FWD and EXG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
FWD vs EXG dividend yield comparison.
| Year | FWD | EXG |
|---|---|---|
| 2026 | 0.00% | 4.63% |
| 2025 | 0.11% | 8.27% |
| 2024 | 1.89% | 9.27% |
| 2023 | 0.00% | 8.60% |
| 2022 | 0.00% | 10.59% |
| 2021 | 0.00% | 7.27% |
| 2020 | 0.00% | 8.43% |
| 2019 | 0.00% | 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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