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 | 20.68% | 19.16% |
| 1Y Return | 26.81% | 31.30% |
| 3Y Return (Ann) | -0.19% | 5.76% |
| 5Y Return (Ann) | 3.27% | 12.07% |
| 10Y Return (Ann) | 5.84% | 10.32% |
| Sharpe Ratio | 2.32 | 2.23 |
| Sortino Ratio | 3.25 | 3.14 |
| Omega Ratio | 1.40 | 1.39 |
| Calmar Ratio | 1.37 | 3.38 |
| Martin Ratio | 13.22 | 13.32 |
| Ulcer Index | 2.25% | 2.73% |
| Daily Std Dev | 12.77% | 16.34% |
| Max Drawdown | -53.04% | -55.07% |
| Current Drawdown | -0.89% | -1.61% |
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 20.68% return, which is significantly higher than IJH's 19.16% return. Over the past 10 years, EISMX has underperformed IJH with an annualized return of 5.84%, while IJH has yielded a comparatively higher 10.32% 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 0.09%, less than IJH's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.09% | 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 | 1.22% | 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 -55.07%. 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 3.84%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 5.29%. 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.