Eaton Vance Tax Managed Growth 1.1 Fund (ETTGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETTGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETTGX
ETTGX charges 0.73% annually. There are 155 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | ETTGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ETTGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ETTGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ETTGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | ETTGX vs TILIX |
Best Risk-Adjusted Alternatives to ETTGX
ETTGX has a PortfoliosLab risk / return rank of 45. There are 110 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | ETTGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ETTGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ETTGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ETTGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ETTGX vs POGRX |
Top Performing ETTGX Alternatives (YTD)
ETTGX is at 8.74% YTD. There are 232 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | ETTGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ETTGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | ETTGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | ETTGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | ETTGX vs FOKFX |
Lowest Volatility Alternatives to ETTGX
ETTGX has 12.19% 1-year volatility. There are 22 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ETTGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ETTGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | ETTGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ETTGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ETTGX vs AWYIX |
Lowest Drawdown Alternatives to ETTGX
ETTGX has a 1-year max drawdown of -10.54%. There are 56 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ETTGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ETTGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ETTGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ETTGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ETTGX vs AQEIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | ETTGX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | ETTGX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | ETTGX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | ETTGX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | ETTGX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | ETTGX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | ETTGX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | ETTGX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | ETTGX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | ETTGX vs ASFYX |
Often Compared With ETTGX
Investors most often compare ETTGX with VOO, BLUEX, ADX. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ETTGX with Any Fund or Stock
Compare ETTGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETTGX with funds that move differently
Eaton Vance Tax Managed Growth 1.1 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETTGX.
Explore ETTGX Diversifiers