Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) belongs to the Global Equity Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETJ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETJ
ETJ charges 0.01% annually. No mutual funds in the Global Equity Income category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Global Equity Dividend and Premium Opportunit... | 0.02% | — | Mar 2005 | ETJ vs IGD | |
| Clough Global Dividend and Income Fund | 0.02% | — | Jul 2004 | ETJ vs GLV | |
| Janus Henderson International Dividend Fund Class ... | 0.90% | — | Jun 2017 | ETJ vs HDDVX | |
| Janus Henderson Global Equity Income Fund Class T | 0.95% | — | Nov 2006 | ETJ vs HFQTX | |
| NXG NextGen Infrastructure Income Fund | 1.00% | — | Sep 2012 | ETJ vs NXG |
Best Risk-Adjusted Alternatives to ETJ
ETJ has a PortfoliosLab risk / return rank of 5. There are 8 mutual funds in the Global Equity Income category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Clough Global Dividend and Income Fund | 68 | — | Jul 2004 | ETJ vs GLV | |
| Janus Henderson Global Equity Income Fund Class T | 66 | — | Nov 2006 | ETJ vs HFQTX | |
| Voya Global Equity Dividend and Premium Opportunit... | 58 | — | Mar 2005 | ETJ vs IGD | |
| Janus Henderson International Dividend Fund Class ... | 56 | — | Jun 2017 | ETJ vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 55 | — | Aug 2012 | ETJ vs HDQVX |
Top Performing ETJ Alternatives (YTD)
ETJ is at -2.44% YTD. There are 8 mutual funds in the Global Equity Income category with higher YTD returns, going as high as 23.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| NXG NextGen Infrastructure Income Fund | 23.01% | — | Sep 2012 | ETJ vs NXG | |
| Janus Henderson International Dividend Fund Class ... | 17.10% | — | Jun 2017 | ETJ vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 17.03% | — | Aug 2012 | ETJ vs HDQVX | |
| Clough Global Dividend and Income Fund | 13.72% | — | Jul 2004 | ETJ vs GLV | |
| Janus Henderson Global Equity Income Fund Class T | 13.45% | — | Nov 2006 | ETJ vs HFQTX |
Lowest Volatility Alternatives to ETJ
ETJ has 11.26% 1-year volatility. No mutual funds in the Global Equity Income category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 11.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 11.80% | — | Nov 2006 | ETJ vs HFQTX | |
| Voya Global Equity Dividend and Premium Opportunit... | 12.25% | — | Mar 2005 | ETJ vs IGD | |
| Clough Global Dividend and Income Fund | 13.06% | — | Jul 2004 | ETJ vs GLV | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 14.03% | — | Feb 2007 | ETJ vs EXG | |
| Janus Henderson International Dividend Fund Class ... | 14.20% | — | Jun 2017 | ETJ vs HDDVX |
Lowest Drawdown Alternatives to ETJ
ETJ has a 1-year max drawdown of -10.40%. There are 3 mutual funds in the Global Equity Income category with shallower 1-year drawdowns, going as shallow as -6.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Global Equity Dividend and Premium Opportunit... | -6.20% | — | Mar 2005 | ETJ vs IGD | |
| Clough Global Dividend and Income Fund | -8.21% | — | Jul 2004 | ETJ vs GLV | |
| Janus Henderson Global Equity Income Fund Class T | -10.02% | — | Nov 2006 | ETJ vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | -11.32% | — | Jun 2017 | ETJ vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | -11.33% | — | Aug 2012 | ETJ vs HDQVX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EOI and span 9 categories.
Often Compared With ETJ
Investors most often compare ETJ with SRV, QQQ, SPY. These 9 comparison targets span 11 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| NXG Cushing® Midstream Energy Fund | Energy Equities | 58 | 31.90% | — | Aug 2007 | ETJ vs SRV | |
| Invesco QQQ ETF | Nasdaq-100 | 59 | 16.45% | 493.17B | Mar 1999 | ETJ vs QQQ | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | 8.15% | 765.27B | Jan 1993 | ETJ vs SPY | |
| Eaton Vance Large-Cap Value Fund | Large Cap Value Equities | 63 | 13.72% | — | Sep 1931 | ETJ vs EHSTX | |
| Simplify Hedged Equity ETF | Equity Hedged, Options Trading, Actively Managed | 63 | 4.02% | 316.92M | Nov 2021 | ETJ vs HEQT | |
| Eaton Vance Emerging Markets Local Income Fund | Emerging Markets Bonds | 60 | 4.30% | — | Jun 2007 | ETJ vs EEIAX | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Mid Cap Growth Equities | 1 | -3.93% | — | Apr 2002 | ETJ vs EISMX | |
| abrdn Global Dynamic Dividend Fund | Global Equity Income | 21 | 11.42% | — | May 2006 | ETJ vs AGD | |
| Adams Diversified Equity Fund, Inc. | Large Cap Blend Equities | 61 | 11.06% | — | Jan 1990 | ETJ vs ADX |
Compare ETJ with Any Fund or Stock
Compare ETJ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETJ with funds that move differently
Eaton Vance Risk-Managed Diversified Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETJ.
Explore ETJ Diversifiers