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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ETG

ETG charges 2.57% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among ETG alternatives.

Symbol	Name	Expense Ratio	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	Nov 25, 1996	ETG vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	Jun 15, 2005	ETG vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	Sep 17, 2014	ETG vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	Jun 7, 2012	ETG vs UCEQX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	Dec 12, 2013	ETG vs VMNVX

Best Risk-Adjusted Alternatives to ETG

Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VGPMX	Vanguard Global Capital Cycles Fund	97	May 23, 1984	ETG vs VGPMX
CAEIX	Calvert Global Energy Solutions Fund	94	May 30, 2007	ETG vs CAEIX
GCCHX	GMO Climate Change Fund	94	Apr 4, 2017	ETG vs GCCHX
ARTHX	Artisan Global Equity Fund	93	Mar 28, 2010	ETG vs ARTHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	93	—	ETG vs GLIFX

Top Performing ETG Alternatives (YTD)

ETG alternatives from the Global Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	11.49%	Jun 9, 2019	ETG vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	9.67%	Jun 29, 2021	ETG vs GQFPX
FGIAX	Nuveen Global Infrastructure Fund Class A	9.53%	Dec 17, 2007	ETG vs FGIAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	8.35%	Aug 28, 2017	ETG vs CSUAX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	7.75%	Mar 29, 2019	ETG vs GQRIX

Lowest Volatility Alternatives to ETG

ETG alternatives from the Global Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	8.85%	Sep 4, 1990	ETG vs MFWIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	10.02%	Dec 12, 2013	ETG vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	10.05%	Dec 12, 2013	ETG vs VMNVX
MVGIX	MFS Low Volatility Global Equity Fund	10.51%	Dec 4, 2013	ETG vs MVGIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	10.71%	—	ETG vs GLIFX

Lowest Drawdown Alternatives to ETG

ETG alternatives from the Global Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	-6.85%	Sep 4, 1990	ETG vs MFWIX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	-7.93%	Dec 12, 2013	ETG vs VMNVX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	-7.96%	Dec 12, 2013	ETG vs VMVFX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-7.98%	Aug 28, 2017	ETG vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	-8.29%	Dec 17, 2007	ETG vs FGIAX

Other Mutual Funds from Eaton Vance

Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	99	3.59%	Aug 30, 2010	ETG vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	48	-7.20%	Feb 27, 2007	ETG vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	92	-1.08%	Oct 31, 2011	ETG vs EIAMX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	39	-0.70%	Jun 16, 1993	ETG vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	46	-3.81%	Sep 29, 2011	ETG vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	28	-1.54%	Sep 23, 1931	ETG vs EHSTX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	1.33%	Feb 3, 2013	ETG vs EELDX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	93	-1.86%	Jun 26, 2007	ETG vs EEIAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-6.70%	Apr 30, 2002	ETG vs EISMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	12	-8.28%	Nov 27, 2006	ETG vs ETY

Often Compared With ETG

What investors most often compare with ETG, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Technology Equities, Dividend	77	-2.96%	Aug 14, 2012	ETG vs TDIV
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	39	0.20%	May 20, 2020	ETG vs JEPI
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	ETG vs SPY
VYM	Vanguard High Dividend Yield ETF	Dividend	72	3.80%	Feb 7, 2019	ETG vs VYM
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	ETG vs VT
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	—	—	Aug 31, 2009	ETG vs AKREX
PM	Philip Morris International Inc.		50	4.00%	—	ETG vs PM
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	80	0.32%	Sep 9, 2015	ETG vs FMSDX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	ETG vs VOO
PPI	AXS Astoria Inflation Sensitive ETF	Global Allocation	94	11.99%	Dec 30, 2021	ETG vs PPI
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	41	-10.61%	Apr 30, 2004	ETG vs ETO
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	53	-0.50%	Dec 22, 2008	ETG vs PYTRX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	87	2.26%	Mar 28, 2007	ETG vs EOD
TAIAX	American Funds Tax-Aware Conservative Growth and I...	Diversified Portfolio	69	-2.55%	May 17, 2012	ETG vs TAIAX
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportuni...		73	-2.68%	—	ETG vs ETW
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	60	-1.32%	Jan 29, 2001	ETG vs EIBLX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	79	-3.17%	Apr 27, 1993	ETG vs FDGFX
FPFD	Fidelity Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	72	-0.36%	Jun 15, 2021	ETG vs FPFD
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	80	2.01%	Dec 13, 2016	ETG vs DIVO
FZILX	Fidelity ZERO International Index Fund	Large Cap Blend Equities, Foreign Large Cap Equities	80	-0.81%	—	ETG vs FZILX

Compare ETG with Any Fund or Stock

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

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Eaton Vance Tax Advantaged Global Dividend Income Closed Fund

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