EAASX vs. SMMD
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and iShares Russell 2500 ETF (SMMD).
EAASX is managed by Eaton Vance. It was launched on Apr 30, 2002. SMMD is a passively managed fund by iShares that tracks the performance of the Russell 2500 Index. It was launched on Jul 6, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAASX or SMMD.
Correlation
The correlation between EAASX and SMMD is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EAASX vs. SMMD - Performance Comparison
Key characteristics
EAASX:
0.22
SMMD:
0.79
EAASX:
0.39
SMMD:
1.22
EAASX:
1.05
SMMD:
1.15
EAASX:
0.15
SMMD:
1.25
EAASX:
0.59
SMMD:
3.38
EAASX:
4.93%
SMMD:
3.96%
EAASX:
13.59%
SMMD:
16.85%
EAASX:
-53.69%
SMMD:
-41.06%
EAASX:
-15.33%
SMMD:
-5.72%
Returns By Period
In the year-to-date period, EAASX achieves a -1.61% return, which is significantly lower than SMMD's 2.31% return.
EAASX
-1.61%
-5.35%
-4.53%
3.08%
0.15%
3.36%
SMMD
2.31%
-2.39%
7.20%
14.64%
8.87%
N/A
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EAASX vs. SMMD - Expense Ratio Comparison
EAASX has a 1.14% expense ratio, which is higher than SMMD's 0.15% expense ratio.
Risk-Adjusted Performance
EAASX vs. SMMD — Risk-Adjusted Performance Rank
EAASX
SMMD
EAASX vs. SMMD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and iShares Russell 2500 ETF (SMMD). 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.
Dividends
EAASX vs. SMMD - Dividend Comparison
EAASX has not paid dividends to shareholders, while SMMD's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
EAASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMMD iShares Russell 2500 ETF | 1.24% | 1.27% | 1.44% | 1.79% | 1.12% | 1.31% | 1.50% | 2.45% | 0.68% |
Drawdowns
EAASX vs. SMMD - Drawdown Comparison
The maximum EAASX drawdown since its inception was -53.69%, which is greater than SMMD's maximum drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for EAASX and SMMD. For additional features, visit the drawdowns tool.
Volatility
EAASX vs. SMMD - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) is 3.12%, while iShares Russell 2500 ETF (SMMD) has a volatility of 3.47%. This indicates that EAASX experiences smaller price fluctuations and is considered to be less risky than SMMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.