EISMX vs. XMMO
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Invesco S&P MidCap Momentum ETF (XMMO).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. XMMO is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EISMX or XMMO.
Correlation
The correlation between EISMX and XMMO is 0.85, 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. XMMO - Performance Comparison
Key characteristics
EISMX:
0.80
XMMO:
1.99
EISMX:
1.18
XMMO:
2.78
EISMX:
1.14
XMMO:
1.34
EISMX:
0.63
XMMO:
4.31
EISMX:
2.71
XMMO:
10.67
EISMX:
3.99%
XMMO:
3.76%
EISMX:
13.55%
XMMO:
20.16%
EISMX:
-53.04%
XMMO:
-55.37%
EISMX:
-8.74%
XMMO:
-4.61%
Returns By Period
In the year-to-date period, EISMX achieves a 2.04% return, which is significantly lower than XMMO's 5.13% return. Over the past 10 years, EISMX has underperformed XMMO with an annualized return of 5.55%, while XMMO has yielded a comparatively higher 16.10% annualized return.
EISMX
2.04%
2.14%
-0.24%
9.96%
2.79%
5.55%
XMMO
5.13%
4.94%
8.68%
38.03%
16.74%
16.10%
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EISMX vs. XMMO - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
EISMX vs. XMMO — Risk-Adjusted Performance Rank
EISMX
XMMO
EISMX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Invesco S&P MidCap Momentum ETF (XMMO). 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. XMMO - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 0.15%, less than XMMO's 0.32% 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% |
XMMO Invesco S&P MidCap Momentum ETF | 0.32% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
EISMX vs. XMMO - Drawdown Comparison
The maximum EISMX drawdown since its inception was -53.04%, roughly equal to the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for EISMX and XMMO. For additional features, visit the drawdowns tool.
Volatility
EISMX vs. XMMO - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.03%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 5.36%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.