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ROBO vs ETG

Comparison between ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF) and Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF).

5-Year PerformanceETG has outperformed ROBO, delivering a return of +9.9% compared to +6.0%

ROBO vs ETG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ROBO
$2B
ETG
$2B
Expense Ratio
ROBO
0.95%
ETG
N/A
Max Drawdown
Winner
ROBO
43.75%
ETG
78.34%
Sharpe Ratio
Winner
ROBO
1.47
ETG
1.08
5Y Beta
ROBO
1.27
Winner
ETG
0.93
5Y Dividends CAGR
Winner
ROBO
38.20%
ETG
6.45%

ROBO vs ETG - Historical Returns

Returns include dividend reinvestment.

1M
ROBO
+0.26%
Winner
ETG
+2.50%
3M
Winner
ROBO
+19.83%
ETG
+11.60%
6M
Winner
ROBO
+22.19%
ETG
+7.93%
1Y
Winner
ROBO
+49.10%
ETG
+21.83%
5Y(CAGR)
ROBO
+6.04%
Winner
ETG
+9.87%
10Y(CAGR)
ROBO
+13.37%
Winner
ETG
+13.39%
Max(CAGR)
Winner
ROBO
+10.32%
ETG
+8.82%

ROBO vs ETG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearROBOETG
2026+20.51%+4.00%
2025+23.76%+36.72%
2024+1.03%+17.24%
2023+23.10%+21.74%
2022-34.06%-27.67%
2021+15.51%+35.89%
2020+43.18%+9.86%
2019+29.15%+40.82%
2018-21.71%-15.13%
2017+42.57%+30.28%
2016+19.95%+0.10%
2015-5.24%+3.39%
2014-4.62%+3.25%
2013+8.06%+30.36%
2012N/A+18.06%
2011N/A-7.33%
2010N/A+10.83%
2009N/A+36.82%
2008N/A-54.78%
2007N/A+10.23%
2006N/A+33.94%
2005N/A+11.43%
2004N/A+5.75%

ROBO vs ETG Drawdown Comparison

The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.

The maximum drawdown for ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1624 trading sessions.

The current ROBO drawdown is -5.68%. The current ETG drawdown is -0.51%.

RankROBOETG
#1-43.65%
Nov 4, 2021 - Dec 10, 2025
-74.70%
Jul 13, 2007 - Dec 23, 2013
#2-36.78%
Jan 23, 2018 - Jul 20, 2020
-51.49%
Feb 20, 2020 - Dec 16, 2020
#3-26.30%
Jul 1, 2014 - Sep 22, 2016
-31.58%
Jan 3, 2022 - Jun 27, 2024
#4-17.35%
Feb 25, 2026 - Apr 24, 2026
-29.50%
Sep 21, 2018 - Oct 24, 2019
#5-16.46%
Feb 12, 2021 - Nov 4, 2021
-24.65%
Jun 2, 2015 - Mar 1, 2017
#6-12.00%
Jun 2, 2026 - Jun 10, 2026
-20.78%
Feb 6, 2004 - Nov 23, 2004
#7-9.06%
Apr 2, 2014 - Jun 30, 2014
-16.96%
Feb 19, 2025 - May 2, 2025
#8-7.69%
Jan 22, 2014 - Apr 2, 2014
-16.65%
Feb 2, 2026 - May 28, 2026
#9-6.84%
Sep 2, 2020 - Oct 8, 2020
-13.58%
Jul 7, 2014 - Mar 24, 2015
#10-5.63%
Oct 12, 2020 - Nov 5, 2020
-10.28%
Jul 16, 2024 - Sep 19, 2024
#11-5.52%
Dec 11, 2025 - Jan 5, 2026
-10.10%
Jan 23, 2018 - Jul 24, 2018
#12-5.45%
Nov 24, 2017 - Jan 4, 2018
-9.98%
Dec 20, 2006 - Apr 4, 2007
#13-5.44%
May 13, 2026 - May 22, 2026
-6.88%
Sep 12, 2005 - Nov 3, 2005
#14-5.16%
Sep 30, 2016 - Nov 22, 2016
-6.87%
Jun 4, 2007 - Jul 13, 2007
#15-4.86%
Jan 25, 2021 - Feb 4, 2021
-6.71%
Jan 22, 2014 - Feb 21, 2014

Correlation

Correlation between ROBO and ETG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2004 - 2026)

ROBO vs ETG dividend yield comparison.

YearROBOETG
20260.00%3.35%
20250.42%6.72%
20240.55%8.03%
20230.05%7.02%
20220.00%9.94%
20210.18%6.02%
20200.20%6.74%
20190.37%6.83%
20180.37%9.08%
20170.02%7.69%
20160.19%8.74%
20150.28%7.93%
20140.19%7.61%
20130.00%6.66%
20120.00%8.30%
20110.00%9.23%
20100.00%7.99%
20090.00%8.21%
20080.00%15.86%
20070.00%5.72%
20060.00%5.22%
20050.00%6.36%
20040.00%6.23%

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