ESVAX vs. JMST
Compare and contrast key facts about Eaton Vance Global Small-Cap Equity Fund (ESVAX) and JPMorgan Ultra-Short Municipal Income ETF (JMST).
ESVAX is managed by Eaton Vance. It was launched on Mar 3, 2002. JMST is an actively managed fund by JPMorgan Chase. It was launched on Oct 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESVAX or JMST.
Correlation
The correlation between ESVAX and JMST is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ESVAX vs. JMST - Performance Comparison
Key characteristics
Returns By Period
ESVAX
N/A
N/A
N/A
N/A
N/A
N/A
JMST
0.48%
0.30%
1.41%
3.52%
1.88%
N/A
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ESVAX vs. JMST - Expense Ratio Comparison
ESVAX has a 1.35% expense ratio, which is higher than JMST's 0.18% expense ratio.
Risk-Adjusted Performance
ESVAX vs. JMST — Risk-Adjusted Performance Rank
ESVAX
JMST
ESVAX vs. JMST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Global Small-Cap Equity Fund (ESVAX) and JPMorgan Ultra-Short Municipal Income ETF (JMST). 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
ESVAX vs. JMST - Dividend Comparison
ESVAX has not paid dividends to shareholders, while JMST's dividend yield for the trailing twelve months is around 3.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESVAX Eaton Vance Global Small-Cap Equity Fund | 0.00% | 0.00% | 0.00% | 3.97% | 15.56% | 1.00% | 3.42% | 9.83% | 2.60% | 0.00% | 48.61% | 8.42% |
JMST JPMorgan Ultra-Short Municipal Income ETF | 3.27% | 3.32% | 3.09% | 1.11% | 0.27% | 0.87% | 1.63% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ESVAX vs. JMST - Drawdown Comparison
Volatility
ESVAX vs. JMST - Volatility Comparison
The current volatility for Eaton Vance Global Small-Cap Equity Fund (ESVAX) is 0.00%, while JPMorgan Ultra-Short Municipal Income ETF (JMST) has a volatility of 0.14%. This indicates that ESVAX experiences smaller price fluctuations and is considered to be less risky than JMST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.