Eaton Vance Tax Managed Diversified Equity Income Closed Fund (ETY) Alternatives
Eaton Vance Tax Managed Diversified Equity Income Closed Fund (ETY) 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 ETY. 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 ETY
ETY charges 1.06% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ETY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | ETY vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | ETY vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | ETY vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | ETY vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | ETY vs TILIX |
Best Risk-Adjusted Alternatives to ETY
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | ETY vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | ETY vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | ETY vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | ETY vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | ETY vs VTMGX |
Top Performing ETY Alternatives (YTD)
ETY alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | ETY vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | ETY vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | ETY vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | ETY vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | ETY vs AMRGX |
Lowest Volatility Alternatives to ETY
ETY alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | ETY vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | ETY vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | ETY vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | ETY vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | ETY vs PROVX |
Lowest Drawdown Alternatives to ETY
ETY alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | ETY vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | ETY vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | ETY vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | ETY vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | ETY vs BBLIX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With ETY
What investors most often compare with ETY, based on PortfoliosLab usage data.
Compare ETY with Any Fund or Stock
Compare ETY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.