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.
Key characteristics
| EISMX | IJH | |
|---|---|---|
| YTD Return | 14.79% | 11.72% |
| 1Y Return | 23.74% | 21.96% |
| 3Y Return (Ann) | 8.77% | 6.40% |
| 5Y Return (Ann) | 10.88% | 11.34% |
| 10Y Return (Ann) | 12.70% | 9.73% |
| Sharpe Ratio | 1.76 | 1.30 |
| Daily Std Dev | 13.46% | 16.77% |
| Max Drawdown | -45.32% | -55.07% |
| Current Drawdown | -0.16% | -1.06% |
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
In the year-to-date period, EISMX achieves a 14.79% return, which is significantly higher than IJH's 11.72% return. Over the past 10 years, EISMX has outperformed IJH with an annualized return of 12.70%, while IJH has yielded a comparatively lower 9.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 2.42%, more than IJH's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 2.42% | 2.78% | 10.37% | 10.49% | 9.80% | 6.72% | 7.20% | 3.30% | 3.58% | 6.70% | 3.02% | 0.60% |
IJH iShares Core S&P Mid-Cap ETF | 1.28% | 1.46% | 1.68% | 1.18% | 1.28% | 1.62% | 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 -45.32%, smaller than the maximum IJH drawdown of -55.07%. 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 3.42%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 4.86%. 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.