EISMX vs. IJH
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and iShares Core S&P Mid-Cap ETF (IJH).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EISMX or IJH.
Correlation
The correlation between EISMX and IJH is 0.93, 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
EISMX vs. IJH - Performance Comparison
Key characteristics
EISMX:
0.86
IJH:
0.91
EISMX:
1.25
IJH:
1.35
EISMX:
1.16
IJH:
1.17
EISMX:
0.58
IJH:
1.74
EISMX:
3.93
IJH:
4.76
EISMX:
2.91%
IJH:
3.05%
EISMX:
13.31%
IJH:
15.90%
EISMX:
-53.04%
IJH:
-55.06%
EISMX:
-9.17%
IJH:
-6.46%
Returns By Period
In the year-to-date period, EISMX achieves a 11.73% return, which is significantly lower than IJH's 15.60% return. Over the past 10 years, EISMX has underperformed IJH with an annualized return of 5.20%, while IJH has yielded a comparatively higher 9.64% annualized return.
EISMX
11.73%
-8.99%
4.86%
11.32%
2.46%
5.20%
IJH
15.60%
-6.01%
9.19%
14.49%
10.65%
9.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EISMX vs. IJH - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
EISMX vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and iShares Core S&P Mid-Cap ETF (IJH). 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
EISMX vs. IJH - Dividend Comparison
EISMX has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.31%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.31% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
EISMX vs. IJH - Drawdown Comparison
The maximum EISMX drawdown since its inception was -53.04%, roughly equal to the maximum IJH drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for EISMX and IJH. For additional features, visit the drawdowns tool.
Volatility
EISMX vs. IJH - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a higher volatility of 4.98% compared to iShares Core S&P Mid-Cap ETF (IJH) at 4.41%. This indicates that EISMX's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.