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.
Performance
EISMX vs. IJH - Performance Comparison
Loading graphics...
EISMX vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | -4.80% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
IJH iShares Core S&P Mid-Cap ETF | 3.42% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Returns By Period
In the year-to-date period, EISMX achieves a -4.80% return, which is significantly lower than IJH's 3.42% return. Over the past 10 years, EISMX has underperformed IJH with an annualized return of 9.69%, while IJH has yielded a comparatively higher 10.57% annualized return.
EISMX
- 1D
- 2.04%
- 1M
- -8.00%
- YTD
- -4.80%
- 6M
- -5.24%
- 1Y
- -6.26%
- 3Y*
- 6.06%
- 5Y*
- 4.03%
- 10Y*
- 9.69%
IJH
- 1D
- 0.84%
- 1M
- -5.33%
- YTD
- 3.42%
- 6M
- 4.74%
- 1Y
- 17.69%
- 3Y*
- 12.37%
- 5Y*
- 6.75%
- 10Y*
- 10.57%
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 0.05% expense ratio.
Return for Risk
EISMX vs. IJH — Risk / Return Rank
EISMX
IJH
EISMX vs. IJH - Risk-Adjusted Trends 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.
| EISMX | IJH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.84 | -1.15 |
Sortino ratioReturn per unit of downside risk | -0.33 | 1.32 | -1.65 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.18 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.29 | -1.65 |
Martin ratioReturn relative to average drawdown | -0.82 | 5.56 | -6.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EISMX | IJH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.84 | -1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.34 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.44 | +0.08 |
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.
Dividends
EISMX vs. IJH - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.75%, more than IJH's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.75% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
IJH iShares Core S&P Mid-Cap ETF | 1.30% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
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.
Loading graphics...
Drawdown Indicators
| EISMX | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -55.07% | +9.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -14.16% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -24.10% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -42.18% | +2.23% |
Current DrawdownCurrent decline from peak | -15.38% | -5.34% | -10.04% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -7.61% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 3.29% | +3.14% |
Volatility
EISMX vs. IJH - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.80%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 6.40%. 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.
Loading graphics...
Volatility by Period
| EISMX | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 6.40% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 11.93% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 21.08% | -2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 19.74% | -2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 21.16% | -2.33% |