XYLD vs EXG
Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceEXG has outperformed XYLD, delivering a return of +7.9% compared to +7.4%
XYLD vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XYLD vs EXG - Historical Returns
Returns include dividend reinvestment.
XYLD vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XYLD | EXG |
|---|---|---|
| 2026 | +4.31% | +4.06% |
| 2025 | +8.28% | +27.44% |
| 2024 | +19.45% | +16.79% |
| 2023 | +11.03% | +11.76% |
| 2022 | -12.48% | -22.10% |
| 2021 | +20.21% | +34.13% |
| 2020 | -1.44% | +9.21% |
| 2019 | +20.99% | +25.03% |
| 2018 | -7.25% | -13.16% |
| 2017 | +16.08% | +29.44% |
| 2016 | +8.87% | +3.19% |
| 2015 | +0.47% | +2.91% |
| 2014 | +8.61% | +4.69% |
| 2013 | +13.95% | +22.32% |
| 2012 | N/A | +17.95% |
| 2011 | N/A | -12.98% |
| 2010 | N/A | -3.10% |
| 2009 | N/A | +42.60% |
| 2008 | N/A | -31.74% |
| 2007 | N/A | -10.83% |
XYLD vs EXG Drawdown Comparison
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current XYLD drawdown is -0.93%. The current EXG drawdown is -1.56%.
| Rank | XYLD | EXG |
|---|---|---|
| #1 | -33.44% Feb 19, 2020 - Mar 15, 2021 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -18.66% Apr 4, 2022 - Mar 12, 2024 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -18.10% Sep 20, 2018 - Jul 12, 2019 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -15.53% Feb 19, 2025 - Oct 20, 2025 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -12.17% Jun 22, 2015 - Jun 23, 2016 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -9.10% Jan 26, 2018 - Jul 9, 2018 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -6.96% Sep 18, 2014 - Nov 24, 2014 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -6.02% Jan 4, 2022 - Mar 24, 2022 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -5.79% Jul 26, 2019 - Oct 30, 2019 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -5.30% Feb 25, 2026 - Apr 30, 2026 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -5.26% Jan 15, 2014 - Feb 14, 2014 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -5.19% Jul 18, 2024 - Aug 15, 2024 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -4.63% Jun 23, 2016 - Jul 11, 2016 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -4.07% Dec 29, 2014 - Feb 13, 2015 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -3.79% Aug 1, 2013 - Sep 18, 2013 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between XYLD and EXG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
XYLD vs EXG dividend yield comparison.
| Year | XYLD | EXG |
|---|---|---|
| 2026 | 5.43% | 4.17% |
| 2025 | 10.51% | 8.27% |
| 2024 | 11.54% | 9.27% |
| 2023 | 10.51% | 8.60% |
| 2022 | 13.43% | 10.59% |
| 2021 | 9.07% | 7.27% |
| 2020 | 7.93% | 8.43% |
| 2019 | 5.76% | 8.42% |
| 2018 | 7.12% | 12.23% |
| 2017 | 5.18% | 9.84% |
| 2016 | 3.23% | 12.16% |
| 2015 | 4.65% | 11.02% |
| 2014 | 4.15% | 10.28% |
| 2013 | 2.49% | 9.76% |
| 2012 | 0.00% | 11.54% |
| 2011 | 0.00% | 13.78% |
| 2010 | 0.00% | 14.53% |
| 2009 | 0.00% | 15.41% |
| 2008 | 0.00% | 19.29% |
| 2007 | 0.00% | 8.63% |
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