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 233 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | XETOX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | XETOX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | XETOX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | XETOX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | XETOX vs VMNVX |
Best Risk-Adjusted Alternatives to XETOX
XETOX has a PortfoliosLab risk / return rank of 40. There are 114 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | XETOX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | XETOX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | XETOX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | XETOX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | XETOX vs JGYIX |
Top Performing XETOX Alternatives (YTD)
XETOX is at 8.92% YTD. There are 141 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | XETOX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | XETOX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | XETOX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | XETOX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | XETOX vs PRGSX |
Lowest Volatility Alternatives to XETOX
XETOX has 14.35% 1-year volatility. There are 158 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | XETOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | XETOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | XETOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | XETOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | XETOX vs SGMAX |
Lowest Drawdown Alternatives to XETOX
XETOX has a 1-year max drawdown of -12.44%. There are 175 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 | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | XETOX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | XETOX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | XETOX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | XETOX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | XETOX vs LVAFX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With XETOX
Investors most often compare XETOX with CAEIX, ARTHX, EEIAX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | XETOX vs CAEIX | |
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | XETOX vs ARTHX | |
| Eaton Vance Emerging Markets Local Income Fund | Emerging Markets Bonds | 58 | 4.30% | — | Jun 2007 | XETOX vs EEIAX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | XETOX vs FMIEX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | XETOX vs SGSCX | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.69% | — | Feb 2007 | XETOX vs CIGEX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.09% | — | Dec 2005 | XETOX vs GLOSX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | XETOX vs MDGCX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | XETOX vs PGVFX |
Compare XETOX with Any Fund or Stock
Compare XETOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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