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.
Performance
EISMX vs. XMMO - Performance Comparison
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EISMX vs. XMMO - 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% |
XMMO Invesco S&P MidCap Momentum ETF | 6.86% | 13.04% | 38.03% | 20.39% | -16.02% | 16.69% | 29.17% | 36.78% | 6.12% | 37.18% |
Returns By Period
In the year-to-date period, EISMX achieves a -4.80% return, which is significantly lower than XMMO's 6.86% return. Over the past 10 years, EISMX has underperformed XMMO with an annualized return of 9.69%, while XMMO has yielded a comparatively higher 18.41% 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%
XMMO
- 1D
- 1.85%
- 1M
- -2.62%
- YTD
- 6.86%
- 6M
- 9.51%
- 1Y
- 29.37%
- 3Y*
- 25.85%
- 5Y*
- 12.62%
- 10Y*
- 18.41%
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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.
Return for Risk
EISMX vs. XMMO — Risk / Return Rank
EISMX
XMMO
EISMX vs. XMMO - Risk-Adjusted Trends 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.
| EISMX | XMMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 1.34 | -1.65 |
Sortino ratioReturn per unit of downside risk | -0.33 | 1.91 | -2.24 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.27 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 2.41 | -2.77 |
Martin ratioReturn relative to average drawdown | -0.82 | 11.42 | -12.24 |
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 | XMMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 1.34 | -1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.60 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.83 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.55 | -0.02 |
Correlation
The correlation between EISMX and XMMO is 0.84, 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. XMMO - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.75%, more than XMMO's 0.70% 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% |
XMMO Invesco S&P MidCap Momentum ETF | 0.70% | 0.78% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% |
Drawdowns
EISMX vs. XMMO - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for EISMX and XMMO.
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Drawdown Indicators
| EISMX | XMMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -55.37% | +10.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -12.81% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -27.91% | +8.10% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -36.74% | -3.21% |
Current DrawdownCurrent decline from peak | -15.38% | -2.62% | -12.76% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -9.52% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 2.70% | +3.73% |
Volatility
EISMX vs. XMMO - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.80%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 9.04%. 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.
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Volatility by Period
| EISMX | XMMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 9.04% | -4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 14.39% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 22.03% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 21.27% | -4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 22.11% | -3.28% |