XAGG vs FGD
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
XAGG vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.30B
Winner
FGD
$1.40B
Expense Ratio
Winner
XAGG
0.50%
FGD
0.55%
Max Drawdown
Winner
XAGG
3.58%
FGD
70.20%
Sharpe Ratio
XAGG
0.68
Winner
FGD
1.94
5Y Beta
Winner
XAGG
0.16
FGD
0.52
5Y Dividends CAGR
XAGG
N/A
FGD
10.00%
XAGG vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
XAGG
+0.32%
Winner
FGD
+6.80%
3M
XAGG
+0.98%
Winner
FGD
+6.58%
6M
XAGG
+0.97%
Winner
FGD
+8.58%
1Y
XAGG
N/A
FGD
+30.76%
5Y(CAGR)
XAGG
N/A
FGD
+12.53%
10Y(CAGR)
XAGG
N/A
FGD
+10.17%
Max(CAGR)
XAGG
+6.20%
Winner
FGD
+6.25%
XAGG vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | FGD |
|---|---|---|
| 2026 | +2.69% | +16.52% |
| 2025 | +1.61% | +44.34% |
| 2024 | N/A | +6.10% |
| 2023 | N/A | +8.21% |
| 2022 | N/A | -7.94% |
| 2021 | N/A | +21.01% |
| 2020 | N/A | -5.99% |
| 2019 | N/A | +20.71% |
| 2018 | N/A | -13.23% |
| 2017 | N/A | +16.88% |
| 2016 | N/A | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
XAGG vs FGD Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
| Rank | XAGG | FGD |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Jun 16, 2026 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -1.02% Jul 6, 2026 - Aug 5, 2026 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -0.60% Jun 16, 2026 - Jun 29, 2026 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -0.18% Jun 29, 2026 - Jul 6, 2026 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -0.16% Aug 5, 2026 - Aug 7, 2026 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between XAGG and FGD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
XAGG vs FGD dividend yield comparison.
| Year | XAGG | FGD |
|---|---|---|
| 2026 | 4.00% | 1.80% |
| 2025 | 1.02% | 5.62% |
| 2024 | 0.00% | 5.87% |
| 2023 | 0.00% | 6.44% |
| 2022 | 0.00% | 5.74% |
| 2021 | 0.00% | 5.35% |
| 2020 | 0.00% | 6.17% |
| 2019 | 0.00% | 5.19% |
| 2018 | 0.00% | 5.88% |
| 2017 | 0.00% | 4.01% |
| 2016 | 0.00% | 4.36% |
| 2015 | 0.00% | 5.07% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
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