EILGX vs. TAN
Compare and contrast key facts about Eaton Vance-Atlanta Capital Focused Growth (EILGX) and Invesco Solar ETF (TAN).
EILGX is managed by Eaton Vance. It was launched on Apr 30, 2002. TAN is a passively managed fund by Invesco that tracks the performance of the MAC Global Solar Energy Index. It was launched on Apr 15, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EILGX or TAN.
Correlation
The correlation between EILGX and TAN is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EILGX vs. TAN - Performance Comparison
Key characteristics
EILGX:
0.53
TAN:
-0.66
EILGX:
0.76
TAN:
-0.79
EILGX:
1.10
TAN:
0.91
EILGX:
0.78
TAN:
-0.29
EILGX:
2.33
TAN:
-1.28
EILGX:
2.62%
TAN:
19.43%
EILGX:
11.62%
TAN:
37.76%
EILGX:
-58.43%
TAN:
-95.29%
EILGX:
-3.97%
TAN:
-83.97%
Returns By Period
In the year-to-date period, EILGX achieves a 3.10% return, which is significantly lower than TAN's 5.37% return. Over the past 10 years, EILGX has outperformed TAN with an annualized return of 2.65%, while TAN has yielded a comparatively lower 0.02% annualized return.
EILGX
3.10%
1.25%
-2.26%
6.18%
10.31%
2.65%
TAN
5.37%
1.48%
-13.91%
-25.15%
-3.45%
0.02%
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EILGX vs. TAN - Expense Ratio Comparison
EILGX has a 0.78% expense ratio, which is higher than TAN's 0.69% expense ratio.
Risk-Adjusted Performance
EILGX vs. TAN — Risk-Adjusted Performance Rank
EILGX
TAN
EILGX vs. TAN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance-Atlanta Capital Focused Growth (EILGX) and Invesco Solar ETF (TAN). 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
EILGX vs. TAN - Dividend Comparison
EILGX's dividend yield for the trailing twelve months is around 0.16%, less than TAN's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EILGX Eaton Vance-Atlanta Capital Focused Growth | 0.16% | 0.16% | 0.09% | 0.04% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.29% | 0.43% | 0.32% |
TAN Invesco Solar ETF | 0.47% | 0.50% | 0.09% | 0.00% | 0.00% | 0.09% | 0.30% | 0.70% | 1.77% | 5.04% | 1.60% | 1.88% |
Drawdowns
EILGX vs. TAN - Drawdown Comparison
The maximum EILGX drawdown since its inception was -58.43%, smaller than the maximum TAN drawdown of -95.29%. Use the drawdown chart below to compare losses from any high point for EILGX and TAN. For additional features, visit the drawdowns tool.
Volatility
EILGX vs. TAN - Volatility Comparison
The current volatility for Eaton Vance-Atlanta Capital Focused Growth (EILGX) is 2.74%, while Invesco Solar ETF (TAN) has a volatility of 8.74%. This indicates that EILGX experiences smaller price fluctuations and is considered to be less risky than TAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.