EXG Alternatives & Similar Mutual Funds

Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EXG

EXG charges 1.07% annually. There are 64 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	EXG vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	EXG vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	EXG vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	EXG vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	EXG vs VDIGX

Best Risk-Adjusted Alternatives to EXG

EXG has a PortfoliosLab risk / return rank of 57. There are 59 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	EXG vs VIHAX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	93	—	Mar 2005	EXG vs SVAAX
PMAIX	Pioneer Multi-Asset Income Fund A	92	—	Dec 2011	EXG vs PMAIX
GSGRX	Goldman Sachs Equity Income Fund	92	—	Feb 1993	EXG vs GSGRX
REAYX	Russell Investments Equity Income Fund	91	—	Mar 2000	EXG vs REAYX

Top Performing EXG Alternatives (YTD)

EXG is at 7.73% YTD. There are 68 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	21.19%	—	Jan 2013	EXG vs TRDIX
GSGRX	Goldman Sachs Equity Income Fund	18.68%	—	Feb 1993	EXG vs GSGRX
VIHAX	Vanguard International High Dividend Yield Index F...	18.05%	20.40B	Mar 2016	EXG vs VIHAX
EQIIX	Allspring Emerging Markets Equity Income Fund	17.89%	—	May 2012	EXG vs EQIIX
HFQAX	Janus Henderson Global Equity Income Fund	17.80%	—	Nov 2006	EXG vs HFQAX

Lowest Volatility Alternatives to EXG

EXG has 14.20% 1-year volatility. There are 66 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.97%	—	Dec 2011	EXG vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.41%	—	Dec 1973	EXG vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.19%	—	Jul 1987	EXG vs CAIFX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	EXG vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	EXG vs ACIIX

Lowest Drawdown Alternatives to EXG

EXG has a 1-year max drawdown of -14.28%. There are 74 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	EXG vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	EXG vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	EXG vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	EXG vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	EXG vs CDDYX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, ESIIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	46	6.39%	—	Jan 2004	EXG vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	EXG vs EGRIX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.48%	—	Apr 2009	EXG vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	4	-1.59%	—	Nov 2006	EXG vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	90	1.59%	—	Oct 2011	EXG vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.44%	—	Feb 2013	EXG vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	78	0.38%	—	Jun 1993	EXG vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	55	6.16%	—	Sep 2011	EXG vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	EXG vs EIGMX
EIPCX	Parametric Commodity Strategy Fund Class I	Commodities	85	20.06%	—	May 2011	EXG vs EIPCX

Often Compared With EXG

Investors most often compare EXG with ADX, BDJ, BXMIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.11%	—	Jan 1990	EXG vs ADX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	EXG vs BDJ
BXMIX	Blackstone Alternative Multi-Strategy Fund	Multistrategy	99	5.29%	—	Jun 2014	EXG vs BXMIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	EXG vs VOO
CSQIX	Mast Multialternative Strategy Fund Class I	Multistrategy	15	3.30%	—	Mar 2012	EXG vs CSQIX
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	93	8.05%	3.24B	Jun 2013	EXG vs XYLD
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	EXG vs SCHD
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	27	7.58%	—	Nov 2006	EXG vs FOF
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	2	-4.66%	—	Jan 2005	EXG vs EOS
TECK	Teck Resources Limited		88	26.18%	—	—	EXG vs TECK
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	37	7.70%	—	Mar 2007	EXG vs JCE
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	High Yield Bonds	77	1.80%	7.60B	Oct 2013	EXG vs SHYG
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	67	13.85%	—	Nov 2021	EXG vs NMAI
BTG	B2Gold Corp.		52	-16.11%	—	—	EXG vs BTG
NIHI	NEOS MSCI EAFE High Income ETF	Derivative Income	—	8.84%	186.64M	Sep 2025	EXG vs NIHI
ECHMX	Eaton Vance National Municipal Income Fund	Municipal Bonds	77	0.61%	—	Dec 1993	EXG vs ECHMX
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	75	0.25%	—	Dec 1993	EXG vs ETMOX
HDDVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	75	19.11%	—	Jun 2017	EXG vs HDDVX
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Cla...	Dividend	78	15.24%	—	Apr 2015	EXG vs FDGDX
HDQVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	74	18.96%	—	Aug 2012	EXG vs HDQVX

Compare EXG with Any Fund or Stock

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

Symbol name

Diversifiers

Pair EXG with funds that move differently

Eaton Vance Tax-Managed Global Diversified Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXG.

Explore EXG Diversifiers

Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) Alternatives