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
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ETG vs GWOAX
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ETG vs GMGEX
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 24. There are 170 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	94	—	Jun 2014	ETG vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	93	—	Dec 2005	ETG vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	ETG vs JGYIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	91	—	Sep 1996	ETG vs FMIEX
PGVFX	Polaris Global Value Fund	91	—	May 1998	ETG vs PGVFX

Top Performing ETG Alternatives (YTD)

ETG is at 4.10% YTD. There are 216 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	35.11%	—	Nov 2016	ETG vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	25.41%	—	Jan 1987	ETG vs OBEGX
LVAGX	LSV Global Value Fund	23.91%	—	Jun 2014	ETG vs LVAGX
AGLOX	Ariel Global Fund	23.00%	—	Dec 2011	ETG vs AGLOX
YFSNX	AMG Yacktman Global Fund Class N	22.30%	—	—	ETG vs YFSNX

Lowest Volatility Alternatives to ETG

ETG has 15.80% 1-year volatility. There are 174 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	ETG vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.00%	2.00B	Dec 2013	ETG vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.23%	—	Jul 2006	ETG vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.54%	—	Sep 1990	ETG vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.60%	—	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
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ETG vs SVTAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ETG vs CSUAX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include EGRIX, EXG, ETY 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	8.64%	—	Aug 2010	ETG vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	36	6.68%	—	Feb 2007	ETG vs EXG
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-1.65%	—	Nov 2006	ETG vs ETY
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.78%	—	Apr 2009	ETG vs ESIIX
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	89	1.90%	—	Oct 2011	ETG vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.49%	—	Feb 2013	ETG vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	77	1.94%	—	Jun 1993	ETG vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	53	7.87%	—	Sep 2011	ETG vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	ETG vs EIGMX
EIPCX	Parametric Commodity Strategy Fund Class I	Commodities	74	17.04%	—	May 2011	ETG vs EIPCX

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	44	17.47%	4.34B	Aug 2012	ETG vs TDIV
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	34	3.30%	45.17B	May 2020	ETG vs JEPI
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	ETG vs SPY
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	29	4.77%	—	Apr 2004	ETG vs ETO
PPI	Astoria Real Assets ETF	Global Allocation	67	13.25%	74.59M	Dec 2021	ETG vs PPI
VT	Vanguard Total World Stock ETF	Global Equities	63	11.12%	95.30B	Jun 2008	ETG vs VT
VYM	Vanguard High Dividend Yield ETF	Dividend	83	13.44%	96.10B	Nov 2006	ETG vs VYM
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	—	—	—	Aug 2009	ETG vs AKREX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	86	18.36%	—	Mar 2007	ETG vs EOD
FPFD	Fidelity Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	44	0.72%	81.24M	Jun 2021	ETG vs FPFD
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	ETG vs VOO
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	17	-0.17%	—	Dec 2008	ETG vs PYTRX
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	43	0.86%	—	Jan 2001	ETG vs EIBLX
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	32	5.85%	—	Sep 2015	ETG vs FMSDX
EALDX	Eaton Vance Short Duration Government Income Fund	Ultrashort Bond	71	1.22%	—	Sep 2002	ETG vs EALDX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	6	0.52%	—	Jul 2007	ETG vs ETJ
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	80	1.89%	—	Dec 1993	ETG vs ETMOX
EVG	Eaton Vance Short Duration Diversified Income Fund	Multisector Bonds	12	3.25%	—	Feb 2005	ETG vs EVG
PM	Philip Morris International Inc.		48	14.28%	—	—	ETG vs PM
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	68	5.67%	—	Jun 2007	ETG vs EEIAX

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