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 0.88, 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:
0.10
IJH:
-0.04
EISMX:
0.27
IJH:
0.10
EISMX:
1.03
IJH:
1.01
EISMX:
0.08
IJH:
-0.04
EISMX:
0.26
IJH:
-0.12
EISMX:
6.56%
IJH:
7.10%
EISMX:
17.59%
IJH:
21.56%
EISMX:
-45.32%
IJH:
-55.07%
EISMX:
-14.28%
IJH:
-16.05%
Returns By Period
In the year-to-date period, EISMX achieves a -7.19% return, which is significantly higher than IJH's -8.93% return. Over the past 10 years, EISMX has outperformed IJH with an annualized return of 10.53%, while IJH has yielded a comparatively lower 8.10% annualized return.
EISMX
-7.19%
-3.16%
-9.39%
1.45%
13.08%
10.53%
IJH
-8.93%
-4.54%
-8.28%
-0.81%
13.61%
8.10%
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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 3.91%, more than IJH's 1.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 3.91% | 3.63% | 2.78% | 10.37% | 10.49% | 9.80% | 6.72% | 7.20% | 3.30% | 3.58% | 6.70% | 3.02% |
IJH iShares Core S&P Mid-Cap ETF | 1.47% | 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 -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 11.65%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 14.59%. 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.