EADIX vs. MGK

In the year-to-date period, EADIX achieves a 2.54% return, which is significantly higher than MGK's -5.76% return. Over the past 10 years, EADIX has underperformed MGK with an annualized return of 8.06%, while MGK has yielded a comparatively higher 15.49% annualized return.

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EADIX has a 1.18% expense ratio, which is higher than MGK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Global Dividend Income Fund (EADIX) and Vanguard Mega Cap Growth ETF (MGK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current EADIX Sharpe Ratio is 0.15, which is lower than the MGK Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of EADIX and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EADIX's dividend yield for the trailing twelve months is around 4.14%, more than MGK's 0.47% yield.

The maximum EADIX drawdown since its inception was -52.46%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for EADIX and MGK. For additional features, visit the drawdowns tool.