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 249 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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ETG vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	ETG vs VTWAX

Best Risk-Adjusted Alternatives to ETG

ETG has a PortfoliosLab risk / return rank of 23. There are 178 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	ETG vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	ETG vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	ETG vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	ETG vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	ETG vs JGYIX

Top Performing ETG Alternatives (YTD)

ETG is at 1.63% YTD. There are 218 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	ETG vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	ETG vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	ETG vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	ETG vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	ETG vs FIQOX

Lowest Volatility Alternatives to ETG

ETG has 15.68% 1-year volatility. There are 174 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	ETG vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	ETG vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	ETG vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	ETG vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	ETG vs SGMAX

Lowest Drawdown Alternatives to ETG

ETG has a 1-year max drawdown of -16.64%. There are 226 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
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ETG vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	ETG vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ETG vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ETG vs SVTAX

Other Mutual Funds from Eaton Vance

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.87%	—	Aug 2010	ETG vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	30	3.51%	—	Feb 2007	ETG vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	87	1.46%	—	Oct 2011	ETG vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-2.80%	—	Nov 2006	ETG vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	ETG vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	ETG vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.65%	—	Feb 2013	ETG vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	51	7.75%	—	Sep 2011	ETG vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	63	13.72%	—	Sep 1931	ETG vs EHSTX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	4.96%	—	Jun 2007	ETG vs EIGMX

Often Compared With ETG

Investors most often compare ETG with TDIV, JEPI, SPY. These 20 comparison targets span 16 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	53	19.03%	4.90B	Aug 2012	ETG vs TDIV
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	27	0.91%	44.26B	May 2020	ETG vs JEPI
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	ETG vs SPY
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	31	2.38%	—	Apr 2004	ETG vs ETO
PPI	Astoria Real Assets ETF	Global Allocation	73	15.09%	74.59M	Dec 2021	ETG vs PPI
VYM	Vanguard High Dividend Yield ETF	Dividend	75	11.51%	96.10B	Nov 2006	ETG vs VYM
VT	Vanguard Total World Stock ETF	Global Equities	59	10.06%	95.30B	Jun 2008	ETG vs VT
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	—	—	—	Aug 2009	ETG vs AKREX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	83	15.85%	—	Mar 2007	ETG vs EOD
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	ETG vs VOO
FPFD	Fidelity Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	52	0.66%	83.02M	Jun 2021	ETG vs FPFD
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	45	0.61%	—	Jan 2001	ETG vs EIBLX
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	45	6.88%	—	Sep 2015	ETG vs FMSDX
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	18	0.09%	—	Dec 2008	ETG vs PYTRX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	5	-2.44%	—	Jul 2007	ETG vs ETJ
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	74	1.84%	—	Dec 1993	ETG vs ETMOX
PM	Philip Morris International Inc.		40	12.40%	—	—	ETG vs PM
EALDX	Eaton Vance Short Duration Government Income Fund	Ultrashort Bond	61	0.79%	—	Sep 2002	ETG vs EALDX
EVG	Eaton Vance Short Duration Diversified Income Fund	Multisector Bonds	17	2.58%	—	Feb 2005	ETG vs EVG
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	51	0.78%	—	Mar 2010	ETG vs EARRX

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