StockComparison Logo
vs

ICLN vs EXG

Comparison between ISHARES GLOBAL CLEAN ENERGY ETF (ICLN, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).

5-Year PerformanceEXG has outperformed ICLN, delivering a return of +7.9% compared to -0.7%

ICLN vs EXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ICLN
$3.20B
EXG
$3.20B
Expense Ratio
ICLN
0.39%
EXG
N/A
Max Drawdown
ICLN
88.31%
Winner
EXG
76.12%
Sharpe Ratio
Winner
ICLN
1.78
EXG
1.20
5Y Beta
Winner
ICLN
0.75
EXG
0.81
P/E Ratio
ICLN
-4.32
EXG
N/A
Forward P/E
ICLN
22.14
EXG
N/A
PEG Ratio
ICLN
-0.00
EXG
N/A
5Y Dividends CAGR
Winner
ICLN
7.95%
EXG
2.93%
Debt to Equity
ICLN
-85.94%
EXG
N/A
P/S Ratio
ICLN
1.07
EXG
N/A
P/B Ratio
ICLN
5.89
EXG
N/A

ICLN vs EXG - Historical Returns

Returns include dividend reinvestment.

1M
ICLN
-7.52%
Winner
EXG
+1.76%
3M
Winner
ICLN
+14.00%
EXG
+12.07%
6M
Winner
ICLN
+25.30%
EXG
+4.95%
1Y
Winner
ICLN
+64.47%
EXG
+21.39%
5Y(CAGR)
ICLN
-0.66%
Winner
EXG
+7.91%
10Y(CAGR)
Winner
ICLN
+10.79%
EXG
+10.65%
Max(CAGR)
ICLN
-3.13%
Winner
EXG
+7.12%

ICLN vs EXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearICLNEXG
2026+21.20%+4.06%
2025+44.25%+27.44%
2024-24.85%+16.79%
2023-19.49%+11.76%
2022-6.16%-22.10%
2021-25.35%+34.13%
2020+138.15%+9.21%
2019+43.31%+25.03%
2018-10.37%-13.16%
2017+20.11%+29.44%
2016-16.14%+3.19%
2015+3.07%+2.91%
2014-6.04%+4.69%
2013+44.46%+22.32%
2012-15.01%+17.95%
2011-44.77%-12.98%
2010-29.17%-3.10%
2009-0.11%+42.60%
2008-59.33%-31.74%
2007N/A-10.83%

ICLN vs EXG Drawdown Comparison

The maximum drawdown for ICLN was -87.15%, occurring on Jul 25, 2012. 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 ICLN drawdown is -43.54%. The current EXG drawdown is -1.56%.

RankICLNEXG
#1-87.15%
Jun 25, 2008 - Jul 25, 2012
-58.20%
May 15, 2007 - Jan 25, 2013
#2N/A-45.30%
Feb 12, 2020 - Dec 4, 2020
#3N/A-27.75%
Jan 4, 2022 - Jul 3, 2024
#4N/A-24.66%
Sep 11, 2018 - Nov 19, 2019
#5N/A-20.14%
Jul 21, 2015 - Aug 17, 2016
#6N/A-15.13%
Feb 18, 2025 - May 12, 2025
#7N/A-14.28%
Feb 26, 2026 - May 6, 2026
#8N/A-11.25%
Sep 19, 2014 - Mar 5, 2015
#9N/A-10.56%
Sep 6, 2016 - Feb 3, 2017
#10N/A-9.91%
Jan 23, 2018 - Jun 11, 2018
#11N/A-9.81%
May 21, 2013 - Sep 18, 2013
#12N/A-9.68%
Jul 16, 2024 - Sep 27, 2024
#13N/A-7.09%
Jan 22, 2014 - Feb 24, 2014
#14N/A-6.80%
Sep 3, 2021 - Nov 3, 2021
#15N/A-6.12%
Mar 1, 2017 - Apr 17, 2017

Correlation

Correlation between ICLN and EXG is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2007 - 2026)

ICLN vs EXG dividend yield comparison.

YearICLNEXG
20260.27%4.17%
20251.63%8.27%
20241.85%9.27%
20231.59%8.60%
20220.89%10.59%
20211.18%7.27%
20200.34%8.43%
20191.36%8.42%
20182.77%12.23%
20172.49%9.84%
20163.88%12.16%
20152.36%11.02%
20142.83%10.28%
20132.11%9.76%
20123.85%11.54%
20114.69%13.78%
20101.90%14.53%
20091.31%15.41%
20080.29%19.29%
20070.00%8.63%

Select Stocks to Compare

More Comparisons

Compare with similar stocks