StockComparison Logo
vs

USCA vs EXG

Comparison between XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).

USCA vs EXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USCA
$3.20B
EXG
$3.20B
Expense Ratio
USCA
0.07%
EXG
N/A
Max Drawdown
Winner
USCA
19.36%
EXG
76.12%
Sharpe Ratio
USCA
0.90
Winner
EXG
1.10
5Y Beta
USCA
0.96
Winner
EXG
0.81
P/E Ratio
USCA
29.80
EXG
N/A
Forward P/E
USCA
23.22
EXG
N/A
5Y Dividends CAGR
USCA
N/A
EXG
2.93%
5Y EPS CAGR
USCA
28.75%
EXG
N/A
Debt to Equity
USCA
44.13%
EXG
N/A
P/S Ratio
USCA
4.25
EXG
N/A
P/B Ratio
USCA
6.69
EXG
N/A

USCA vs EXG - Historical Returns

Returns include dividend reinvestment.

1M
USCA
+0.52%
Winner
EXG
+1.87%
3M
Winner
USCA
+7.75%
EXG
+6.24%
6M
Winner
USCA
+6.66%
EXG
+5.47%
1Y
USCA
+15.12%
Winner
EXG
+21.06%
5Y(CAGR)
USCA
N/A
EXG
+8.36%
10Y(CAGR)
USCA
N/A
EXG
+10.92%
Max(CAGR)
Winner
USCA
+20.93%
EXG
+7.29%

USCA vs EXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUSCAEXG
2026+7.41%+7.69%
2025+14.76%+27.44%
2024+27.94%+16.79%
2023+19.93%+11.76%
2022N/A-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%

USCA vs EXG Drawdown Comparison

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

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

The current USCA drawdown is -0.93%. The current EXG drawdown is -0.51%.

RankUSCAEXG
#1-19.14%
Feb 19, 2025 - Jun 30, 2025
-58.20%
May 15, 2007 - Jan 25, 2013
#2-10.25%
Jan 12, 2026 - Apr 17, 2026
-45.30%
Feb 12, 2020 - Dec 4, 2020
#3-9.97%
Jul 31, 2023 - Nov 22, 2023
-27.75%
Jan 4, 2022 - Jul 3, 2024
#4-8.66%
Jul 16, 2024 - Sep 19, 2024
-24.66%
Sep 11, 2018 - Nov 19, 2019
#5-5.56%
Oct 28, 2025 - Dec 24, 2025
-20.14%
Jul 21, 2015 - Aug 17, 2016
#6-5.48%
Mar 28, 2024 - May 15, 2024
-15.13%
Feb 18, 2025 - May 12, 2025
#7-4.85%
Jun 2, 2026 - Jun 10, 2026
-14.28%
Feb 26, 2026 - May 6, 2026
#8-4.69%
Dec 11, 2024 - Jan 30, 2025
-11.25%
Sep 19, 2014 - Mar 5, 2015
#9-2.65%
Apr 19, 2023 - Apr 28, 2023
-10.56%
Sep 6, 2016 - Feb 3, 2017
#10-2.56%
Oct 8, 2025 - Oct 24, 2025
-9.91%
Jan 23, 2018 - Jun 11, 2018
#11-2.45%
Jun 15, 2023 - Jun 30, 2023
-9.81%
May 21, 2013 - Sep 18, 2013
#12-2.42%
Jul 25, 2025 - Aug 13, 2025
-9.68%
Jul 16, 2024 - Sep 27, 2024
#13-2.38%
May 1, 2023 - May 17, 2023
-7.09%
Jan 22, 2014 - Feb 24, 2014
#14-2.30%
Oct 18, 2024 - Nov 6, 2024
-6.80%
Sep 3, 2021 - Nov 3, 2021
#15-2.17%
Nov 11, 2024 - Nov 26, 2024
-6.12%
Mar 1, 2017 - Apr 17, 2017

Correlation

Correlation between USCA 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)

USCA vs EXG dividend yield comparison.

YearUSCAEXG
20260.52%4.03%
20251.14%8.27%
20241.22%9.27%
20231.15%8.60%
20220.00%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