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 239 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%	97.00B	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 47. There are 115 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	XETOX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	XETOX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	XETOX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	XETOX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	XETOX vs PGVFX

Top Performing XETOX Alternatives (YTD)

XETOX is at 8.87% YTD. There are 149 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	XETOX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	XETOX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	XETOX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	XETOX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	XETOX vs EPSYX

Lowest Volatility Alternatives to XETOX

XETOX has 15.69% 1-year volatility. There are 164 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	XETOX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	XETOX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	XETOX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	XETOX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	XETOX vs SVTAX

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 -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	XETOX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	XETOX vs MBXAX
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

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	46	6.39%	—	Jan 2004	XETOX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	XETOX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	57	7.73%	—	Feb 2007	XETOX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.48%	—	Apr 2009	XETOX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	4	-1.59%	—	Nov 2006	XETOX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	90	1.59%	—	Oct 2011	XETOX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.44%	—	Feb 2013	XETOX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	78	0.38%	—	Jun 1993	XETOX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	55	6.16%	—	Sep 2011	XETOX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	XETOX vs EIGMX

Often Compared With XETOX

Investors most often compare XETOX with EEIAX, CAEIX, GQFPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	78	4.98%	—	Jun 2007	XETOX vs EEIAX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	51	11.52%	—	May 2007	XETOX vs CAEIX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Quality Factor, Global Equities	70	11.60%	—	Jun 2021	XETOX vs GQFPX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	XETOX vs GCCHX
SGSCX	DWS Global Small Cap Fund	Global Equities	86	18.42%	—	Sep 1991	XETOX vs SGSCX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Quality Factor, Global Equities	27	7.29%	—	Mar 2019	XETOX vs GQRIX
OBEGX	Oberweis Global Opportunities Fund	Global Equities	54	20.61%	—	Jan 1987	XETOX vs OBEGX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	95	16.88%	3.70B	May 1984	XETOX vs VGPMX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	84	13.52%	—	Dec 2005	XETOX vs GLOSX
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.26%	—	Mar 2010	XETOX vs ARTHX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	XETOX vs CSUAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	87	17.25%	—	Sep 1931	XETOX vs EHSTX
PRGSX	T. Rowe Price Global Stock Fund	Global Equities	51	14.53%	—	Dec 1995	XETOX vs PRGSX
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	95	19.94%	—	Feb 2007	XETOX vs JGYIX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	87	16.19%	—	Aug 1994	XETOX vs MDGCX
MFWIX	MFS Global Total Return Fund Class I	Global Equities	75	8.22%	—	Sep 1990	XETOX vs MFWIX
CIGEX	Calamos Global Equity Fund	Global Equities	25	12.12%	—	Feb 2007	XETOX vs CIGEX
AGLOX	Ariel Global Fund	Global Equities	85	20.96%	—	Dec 2011	XETOX vs AGLOX
GQRPX	GQG Partners Global Quality Equity Fund	Quality Factor, Global Equities	26	7.14%	—	Mar 2019	XETOX vs GQRPX
NEFFX	American Funds The New Economy Fund® Class F-2	Global Equities	70	14.22%	—	Aug 2008	XETOX vs NEFFX

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