XETOX Alternatives & Similar Mutual Funds

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (XETOX) 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 XETOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to XETOX

XETOX charges 1.74% annually. There are 237 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	XETOX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	XETOX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	XETOX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	XETOX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	XETOX vs UCEQX

Best Risk-Adjusted Alternatives to XETOX

XETOX has a PortfoliosLab risk / return rank of 42. There are 125 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	XETOX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	XETOX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	XETOX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	XETOX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	XETOX vs JGYIX

Top Performing XETOX Alternatives (YTD)

XETOX is at 8.54% YTD. There are 151 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	XETOX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	XETOX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	XETOX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	XETOX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	XETOX vs FIQOX

Lowest Volatility Alternatives to XETOX

XETOX has 14.95% 1-year volatility. There are 158 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	XETOX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	XETOX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	XETOX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	XETOX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	XETOX vs SGMAX

Lowest Drawdown Alternatives to XETOX

XETOX has a 1-year max drawdown of -12.44%. There are 177 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	XETOX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	XETOX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	XETOX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	XETOX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	XETOX vs SVTAX

Other Mutual Funds from Eaton Vance

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	23	1.63%	—	Jan 2004	XETOX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.87%	—	Aug 2010	XETOX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	30	3.51%	—	Feb 2007	XETOX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	87	1.46%	—	Oct 2011	XETOX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-2.80%	—	Nov 2006	XETOX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	XETOX vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	XETOX vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.65%	—	Feb 2013	XETOX vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	51	7.75%	—	Sep 2011	XETOX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	63	13.72%	—	Sep 1931	XETOX vs EHSTX

Often Compared With XETOX

Investors most often compare XETOX with CAEIX, GCCHX, EEIAX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	XETOX vs CAEIX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	XETOX vs GCCHX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	60	4.30%	—	Jun 2007	XETOX vs EEIAX
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	XETOX vs ARTHX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	XETOX vs GQFPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	XETOX vs GQRIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	XETOX vs FMIEX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	XETOX vs GQRPX
SGSCX	DWS Global Small Cap Fund	Global Equities	87	21.49%	—	Sep 1991	XETOX vs SGSCX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	XETOX vs VGPMX
CIGEX	Calamos Global Equity Fund	Global Equities	47	22.14%	—	Feb 2007	XETOX vs CIGEX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	84	14.57%	—	Dec 2005	XETOX vs GLOSX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	90	17.78%	—	Aug 1994	XETOX vs MDGCX

Compare XETOX with Any Fund or Stock

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

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Diversifiers

Pair XETOX with funds that move differently

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XETOX.

Explore XETOX Diversifiers

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (XETOX) Alternatives