EISMX vs. SPY
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and SPDR S&P 500 ETF (SPY).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EISMX or SPY.
Correlation
The correlation between EISMX and SPY is 0.87, 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. SPY - Performance Comparison
Key characteristics
EISMX:
0.95
SPY:
1.95
EISMX:
1.39
SPY:
2.60
EISMX:
1.17
SPY:
1.36
EISMX:
0.75
SPY:
2.98
EISMX:
3.24
SPY:
12.44
EISMX:
3.95%
SPY:
2.02%
EISMX:
13.48%
SPY:
12.89%
EISMX:
-53.04%
SPY:
-55.19%
EISMX:
-7.45%
SPY:
-1.70%
Returns By Period
In the year-to-date period, EISMX achieves a 3.49% return, which is significantly higher than SPY's 2.27% return. Over the past 10 years, EISMX has underperformed SPY with an annualized return of 5.70%, while SPY has yielded a comparatively higher 13.64% annualized return.
EISMX
3.49%
2.55%
1.34%
11.75%
2.65%
5.70%
SPY
2.27%
0.73%
10.73%
24.55%
14.69%
13.64%
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EISMX vs. SPY - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
EISMX vs. SPY — Risk-Adjusted Performance Rank
EISMX
SPY
EISMX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 0.15%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.15% | 0.15% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EISMX vs. SPY - Drawdown Comparison
The maximum EISMX drawdown since its inception was -53.04%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EISMX and SPY. For additional features, visit the drawdowns tool.
Volatility
EISMX vs. SPY - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 3.75%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.11%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.