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:
0.09
IJH:
0.65
EISMX:
0.22
IJH:
1.01
EISMX:
1.03
IJH:
1.12
EISMX:
0.07
IJH:
1.21
EISMX:
0.23
IJH:
2.69
EISMX:
4.98%
IJH:
3.79%
EISMX:
13.44%
IJH:
15.68%
EISMX:
-53.04%
IJH:
-55.06%
EISMX:
-12.55%
IJH:
-8.26%
Returns By Period
In the year-to-date period, EISMX achieves a -2.21% return, which is significantly lower than IJH's -0.48% return. Over the past 10 years, EISMX has underperformed IJH with an annualized return of 4.42%, while IJH has yielded a comparatively higher 9.17% annualized return.
EISMX
-2.21%
-5.90%
-5.11%
1.69%
4.07%
4.42%
IJH
-0.48%
-4.17%
2.04%
9.71%
13.06%
9.17%
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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 Rank
EISMX
IJH
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's dividend yield for the trailing twelve months is around 0.16%, less than IJH's 1.33% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.16% | 0.15% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.33% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
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
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 3.32%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 3.99%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.