EXG vs. BDJ

In the year-to-date period, EXG achieves a 8.56% return, which is significantly higher than BDJ's 7.33% return. Both investments have delivered pretty close results over the past 10 years, with EXG having a 8.25% annualized return and BDJ not far behind at 8.19%.

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EXG has a 1.07% expense ratio, which is higher than BDJ's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) and BlackRock Enhanced Equity Dividend Fund (BDJ). 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 EXG Sharpe Ratio is 0.70, which is comparable to the BDJ Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of EXG and BDJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EXG's dividend yield for the trailing twelve months is around 10.07%, more than BDJ's 8.27% yield.

The maximum EXG drawdown since its inception was -58.45%, roughly equal to the maximum BDJ drawdown of -59.10%. Use the drawdown chart below to compare losses from any high point for EXG and BDJ. For additional features, visit the drawdowns tool.

Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) has a higher volatility of 4.60% compared to BlackRock Enhanced Equity Dividend Fund (BDJ) at 4.35%. This indicates that EXG's price experiences larger fluctuations and is considered to be riskier than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.