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:
0.87
XMMO:
1.96
EISMX:
1.27
XMMO:
2.76
EISMX:
1.16
XMMO:
1.34
EISMX:
0.59
XMMO:
4.20
EISMX:
4.05
XMMO:
12.30
EISMX:
2.85%
XMMO:
3.18%
EISMX:
13.31%
XMMO:
19.96%
EISMX:
-53.04%
XMMO:
-55.37%
EISMX:
-9.43%
XMMO:
-8.65%
Returns By Period
In the year-to-date period, EISMX achieves a 11.41% return, which is significantly lower than XMMO's 38.97% return. Over the past 10 years, EISMX has underperformed XMMO with an annualized return of 5.18%, while XMMO has yielded a comparatively higher 15.34% annualized return.
EISMX
11.41%
-7.84%
4.33%
11.56%
2.40%
5.18%
XMMO
38.97%
-7.32%
8.72%
38.63%
16.32%
15.34%
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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 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 has not paid dividends to shareholders, while XMMO's dividend yield for the trailing twelve months is around 0.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.33% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% | 1.31% |
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
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Invesco S&P MidCap Momentum ETF (XMMO) have volatilities of 5.40% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.