ETG Alternatives & Similar Mutual Funds

Eaton Vance Tax Advantaged Global Dividend Income Closed Fund (ETG) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ETG

ETG charges 2.57% annually. There are 246 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ETG vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ETG vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ETG vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	90.20B	Feb 2019	ETG vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ETG vs UCEQX

Best Risk-Adjusted Alternatives to ETG

ETG has a PortfoliosLab risk / return rank of 23. There are 169 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	96	—	Jun 2014	ETG vs LVAGX
VGPMX	Vanguard Global Capital Cycles Fund	95	3.90B	May 1984	ETG vs VGPMX
GCCHX	GMO Climate Change Fund	93	—	Apr 2017	ETG vs GCCHX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	ETG vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	ETG vs JGYIX

Top Performing ETG Alternatives (YTD)

ETG is at 2.94% YTD. There are 214 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.

Symbol	Name	YTD Return	AUM	Inception
OBEGX	Oberweis Global Opportunities Fund	28.94%	—	Jan 1987	ETG vs OBEGX
GCCHX	GMO Climate Change Fund	28.83%	—	Apr 2017	ETG vs GCCHX
LVAGX	LSV Global Value Fund	25.25%	—	Jun 2014	ETG vs LVAGX
AGLOX	Ariel Global Fund	24.67%	—	Dec 2011	ETG vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	23.78%	—	Dec 1995	ETG vs PRGSX

Lowest Volatility Alternatives to ETG

ETG has 15.24% 1-year volatility. There are 175 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.81%	2.00B	Dec 2013	ETG vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	6.83%	2.00B	Dec 2013	ETG vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.21%	—	Jul 2006	ETG vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.38%	—	Sep 1990	ETG vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.62%	—	Jan 2016	ETG vs SGMAX

Lowest Drawdown Alternatives to ETG

ETG has a 1-year max drawdown of -16.64%. There are 223 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	ETG vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	-5.24%	—	Jun 2021	ETG vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	-5.37%	—	Mar 2019	ETG vs GQRPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-5.40%	—	Mar 2019	ETG vs GQRIX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ETG vs LVAFX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include EGRIX, EXG, EIAMX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.67%	—	Aug 2010	ETG vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	2.69%	—	Feb 2007	ETG vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.46%	—	Oct 2011	ETG vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.63%	—	Nov 2006	ETG vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	ETG vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.66%	—	Feb 2013	ETG vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	ETG vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	50	7.81%	—	Sep 2011	ETG vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	55	12.24%	—	Sep 1931	ETG vs EHSTX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.95%	—	Apr 2002	ETG vs EISMX

Often Compared With ETG

Investors most often compare ETG with TDIV, JEPI, SPY. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Technology Equities, Dividend	83	30.57%	4.66B	Aug 2012	ETG vs TDIV
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	26	0.15%	44.59B	May 2020	ETG vs JEPI
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	ETG vs SPY
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	32	4.38%	—	Apr 2004	ETG vs ETO
VYM	Vanguard High Dividend Yield ETF	Dividend	77	12.47%	94.60B	Nov 2006	ETG vs VYM
VT	Vanguard Total World Stock ETF	Global Equities	67	12.24%	90.20B	Jun 2008	ETG vs VT
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	—	—	—	Aug 2009	ETG vs AKREX
PPI	Astoria Real Assets ETF	Global Allocation	78	16.52%	74.59M	Dec 2021	ETG vs PPI
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	ETG vs VOO
FPFD	Fidelity Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	59	0.73%	83.35M	Jun 2021	ETG vs FPFD
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	58	8.45%	—	Sep 2015	ETG vs FMSDX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	82	17.52%	—	Mar 2007	ETG vs EOD
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	22	0.09%	—	Dec 2008	ETG vs PYTRX
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	43	0.87%	—	Jan 2001	ETG vs EIBLX
PM	Philip Morris International Inc.		37	10.67%	—	—	ETG vs PM
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	5	-0.14%	—	Jul 2007	ETG vs ETJ
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	76	1.72%	—	Dec 1993	ETG vs ETMOX
EALDX	Eaton Vance Short Duration Government Income Fund	Ultrashort Bond	70	1.21%	—	Sep 2002	ETG vs EALDX
EVG	Eaton Vance Short Duration Diversified Income Fund	Multisector Bonds	15	1.64%	—	Feb 2005	ETG vs EVG
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportuni...		83	6.23%	—	—	ETG vs ETW

Compare ETG with Any Fund or Stock

Compare ETG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair ETG with funds that move differently

Eaton Vance Tax Advantaged Global Dividend Income Closed Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETG.

Explore ETG Diversifiers

Eaton Vance Tax Advantaged Global Dividend Income Closed Fund (ETG) Alternatives