StockComparison Logo
vs

HGER vs EXG

Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).

HGER vs EXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HGER
$3.20B
EXG
$3.20B
Expense Ratio
HGER
0.68%
EXG
N/A
Max Drawdown
Winner
HGER
23.31%
EXG
76.12%
Sharpe Ratio
HGER
1.14
Winner
EXG
1.20
5Y Beta
Winner
HGER
0.15
EXG
0.81
5Y Dividends CAGR
HGER
N/A
EXG
2.93%

HGER vs EXG - Historical Returns

Returns include dividend reinvestment.

1M
HGER
-8.46%
Winner
EXG
+1.76%
3M
HGER
-0.07%
Winner
EXG
+12.07%
6M
Winner
HGER
+16.24%
EXG
+4.95%
1Y
Winner
HGER
+26.92%
EXG
+21.39%
5Y(CAGR)
Winner
HGER
+13.51%
EXG
+7.91%
10Y(CAGR)
HGER
N/A
EXG
+10.65%
Max(CAGR)
Winner
HGER
+13.51%
EXG
+7.12%

HGER vs EXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearHGEREXG
2026+19.16%+4.06%
2025+18.91%+27.44%
2024+10.26%+16.79%
2023+3.21%+11.76%
2022+9.77%-22.10%
2021N/A+34.13%
2020N/A+9.21%
2019N/A+25.03%
2018N/A-13.16%
2017N/A+29.44%
2016N/A+3.19%
2015N/A+2.91%
2014N/A+4.69%
2013N/A+22.32%
2012N/A+17.95%
2011N/A-12.98%
2010N/A-3.10%
2009N/A+42.60%
2008N/A-31.74%
2007N/A-10.83%

HGER vs EXG Drawdown Comparison

The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.

The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.

The current HGER drawdown is -12.10%. The current EXG drawdown is -1.56%.

RankHGEREXG
#1-23.31%
Mar 8, 2022 - Jan 15, 2025
-58.20%
May 15, 2007 - Jan 25, 2013
#2-12.10%
May 12, 2026 - Jun 23, 2026
-45.30%
Feb 12, 2020 - Dec 4, 2020
#3-8.84%
Apr 2, 2025 - Jun 11, 2025
-27.75%
Jan 4, 2022 - Jul 3, 2024
#4-8.09%
Jan 29, 2026 - Feb 27, 2026
-24.66%
Sep 11, 2018 - Nov 19, 2019
#5-5.64%
Mar 12, 2026 - Apr 2, 2026
-20.14%
Jul 21, 2015 - Aug 17, 2016
#6-5.16%
Jun 20, 2025 - Sep 12, 2025
-15.13%
Feb 18, 2025 - May 12, 2025
#7-4.68%
Feb 18, 2025 - Mar 31, 2025
-14.28%
Feb 26, 2026 - May 6, 2026
#8-3.36%
Nov 11, 2025 - Jan 8, 2026
-11.25%
Sep 19, 2014 - Mar 5, 2015
#9-2.19%
Oct 20, 2025 - Oct 23, 2025
-10.56%
Sep 6, 2016 - Feb 3, 2017
#10-2.09%
Sep 16, 2025 - Sep 26, 2025
-9.91%
Jan 23, 2018 - Jun 11, 2018
#11-2.07%
Oct 8, 2025 - Oct 16, 2025
-9.81%
May 21, 2013 - Sep 18, 2013
#12-1.91%
Apr 7, 2026 - Apr 16, 2026
-9.68%
Jul 16, 2024 - Sep 27, 2024
#13-1.80%
Feb 14, 2022 - Feb 22, 2022
-7.09%
Jan 22, 2014 - Feb 24, 2014
#14-1.76%
Nov 3, 2025 - Nov 10, 2025
-6.80%
Sep 3, 2021 - Nov 3, 2021
#15-1.69%
Apr 16, 2026 - Apr 22, 2026
-6.12%
Mar 1, 2017 - Apr 17, 2017

Correlation

Correlation between HGER and EXG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2007 - 2026)

HGER vs EXG dividend yield comparison.

YearHGEREXG
20260.00%4.17%
20257.09%8.27%
20243.28%9.27%
20237.24%8.60%
20220.64%10.59%
20210.00%7.27%
20200.00%8.43%
20190.00%8.42%
20180.00%12.23%
20170.00%9.84%
20160.00%12.16%
20150.00%11.02%
20140.00%10.28%
20130.00%9.76%
20120.00%11.54%
20110.00%13.78%
20100.00%14.53%
20090.00%15.41%
20080.00%19.29%
20070.00%8.63%

Select Stocks to Compare