USA vs ETG

Comparison between Liberty All-Star Equity Fund (USA, ETF) and Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG, ETF).

5-Year PerformanceETG has outperformed USA, delivering a return of +9.9% compared to +1.9%

USA vs ETG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	ETG(ETF)
Net Assets	$2B	$2B
Max Drawdown	82.89%	78.34%
Sharpe Ratio	-0.60	1.08
5Y Beta	0.79	0.93
5Y Dividends CAGR	5.01%	6.45%

Net Assets

USA

$2B

ETG

$2B

Max Drawdown

USA

82.89%

Winner

ETG

78.34%

Sharpe Ratio

USA

-0.60

Winner

ETG

1.08

5Y Beta

Winner

USA

0.79

ETG

0.93

5Y Dividends CAGR

USA

5.01%

Winner

ETG

6.45%

USA vs ETG - Historical Returns

Returns include dividend reinvestment.

Period	USA	ETG
1 month	+2.44%	+2.50%
3 months	+5.48%	+11.60%
6 months	-0.34%	+7.93%
1 year	-2.46%	+21.83%
5 years(CAGR)	+1.87%	+9.87%
10 years(CAGR)	+12.46%	+13.39%
Max(CAGR)	+6.68%	+8.82%

USA

+2.44%

Winner

ETG

+2.50%

USA

+5.48%

Winner

ETG

+11.60%

USA

-0.34%

Winner

ETG

+7.93%

USA

-2.46%

Winner

ETG

+21.83%

5Y(CAGR)

USA

+1.87%

Winner

ETG

+9.87%

10Y(CAGR)

USA

+12.46%

Winner

ETG

+13.39%

Max(CAGR)

USA

+6.68%

Winner

ETG

+8.82%

USA vs ETG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	ETG
2026	-1.29%	+4.00%
2025	-0.65%	+36.72%
2024	+22.04%	+17.24%
2023	+21.13%	+21.74%
2022	-25.15%	-27.67%
2021	+37.60%	+35.89%
2020	+11.48%	+9.86%
2019	+39.77%	+40.82%
2018	-4.91%	-15.13%
2017	+32.32%	+30.28%
2016	+8.93%	+0.10%
2015	-2.04%	+3.39%
2014	+9.24%	+3.25%
2013	+28.69%	+30.36%
2012	+18.32%	+18.06%
2011	-8.62%	-7.33%
2010	+19.75%	+10.83%
2009	+30.27%	+36.82%
2008	-43.42%	-54.78%
2007	-5.19%	+10.23%
2006	+10.28%	+33.94%
2005	-5.71%	+11.43%
2004	+10.37%	+5.75%
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs ETG Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

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

The current USA drawdown is -6.61%. The current ETG drawdown is -0.51%.

Rank	USA	ETG
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-74.70% Jul 13, 2007 - Dec 23, 2013
#2	-50.47% May 21, 2001 - Mar 5, 2004	-51.49% Feb 20, 2020 - Dec 16, 2020
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-31.58% Jan 3, 2022 - Jun 27, 2024
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-29.50% Sep 21, 2018 - Oct 24, 2019
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-24.65% Jun 2, 2015 - Mar 1, 2017
#6	-21.83% May 14, 2015 - Dec 7, 2016	-20.78% Feb 6, 2004 - Nov 23, 2004
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-16.96% Feb 19, 2025 - May 2, 2025
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-16.65% Feb 2, 2026 - May 28, 2026
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-13.58% Jul 7, 2014 - Mar 24, 2015
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-10.28% Jul 16, 2024 - Sep 19, 2024
#11	-10.82% Jan 31, 2001 - May 1, 2001	-10.10% Jan 23, 2018 - Jul 24, 2018
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-9.98% Dec 20, 2006 - Apr 4, 2007
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-6.88% Sep 12, 2005 - Nov 3, 2005
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-6.87% Jun 4, 2007 - Jul 13, 2007
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-6.71% Jan 22, 2014 - Feb 21, 2014

Correlation

Correlation between USA and ETG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

USA vs ETG dividend yield comparison.

Year	USA	ETG
2026	5.62%	3.35%
2025	10.67%	6.72%
2024	10.22%	8.03%
2023	9.56%	7.02%
2022	12.11%	9.94%
2021	9.67%	6.02%
2020	9.13%	6.74%
2019	9.75%	6.83%
2018	12.64%	9.08%
2017	8.89%	7.69%
2016	9.30%	8.74%
2015	9.53%	7.93%
2014	6.52%	7.61%
2013	5.86%	6.66%
2012	6.71%	8.30%
2011	8.06%	9.23%
2010	6.29%	7.99%
2009	7.16%	8.21%
2008	18.57%	15.86%
2007	12.77%	5.72%
2006	10.62%	5.22%
2005	9.54%	6.36%
2004	9.31%	6.23%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%