EISMX vs. IWR
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and iShares Russell Midcap ETF (IWR).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001.
Performance
EISMX vs. IWR - Performance Comparison
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EISMX vs. IWR - 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% |
IWR iShares Russell Midcap ETF | 1.98% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -9.10% | 18.25% |
Returns By Period
In the year-to-date period, EISMX achieves a -4.80% return, which is significantly lower than IWR's 1.98% return. Over the past 10 years, EISMX has underperformed IWR with an annualized return of 9.69%, while IWR has yielded a comparatively higher 10.77% 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%
IWR
- 1D
- 0.70%
- 1M
- -4.86%
- YTD
- 1.98%
- 6M
- 2.12%
- 1Y
- 16.21%
- 3Y*
- 13.41%
- 5Y*
- 6.92%
- 10Y*
- 10.77%
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EISMX vs. IWR - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than IWR's 0.19% expense ratio.
Return for Risk
EISMX vs. IWR — Risk / Return Rank
EISMX
IWR
EISMX vs. IWR - 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 Russell Midcap ETF (IWR). 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 | IWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.85 | -1.16 |
Sortino ratioReturn per unit of downside risk | -0.33 | 1.31 | -1.64 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.18 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.24 | -1.60 |
Martin ratioReturn relative to average drawdown | -0.82 | 5.71 | -6.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EISMX | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.85 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.38 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.56 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Correlation
The correlation between EISMX and IWR 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. IWR - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.75%, more than IWR's 1.27% 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% |
IWR iShares Russell Midcap ETF | 1.27% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
Drawdowns
EISMX vs. IWR - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, smaller than the maximum IWR drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for EISMX and IWR.
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Drawdown Indicators
| EISMX | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -58.78% | +13.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -13.38% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -26.18% | +6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -40.59% | +0.64% |
Current DrawdownCurrent decline from peak | -15.38% | -5.09% | -10.29% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -7.85% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 2.91% | +3.52% |
Volatility
EISMX vs. IWR - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.80%, while iShares Russell Midcap ETF (IWR) has a volatility of 5.48%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EISMX | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.48% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 10.48% | +0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 19.08% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 18.24% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 19.35% | -0.52% |