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EVIM vs. MEAR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EVIM vs. MEAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Intermediate Municipal Income ETF (EVIM) and iShares Short Maturity Municipal Bond ETF (MEAR). The values are adjusted to include any dividend payments, if applicable.

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EVIM vs. MEAR - Yearly Performance Comparison


2026 (YTD)202520242023
EVIM
Eaton Vance Intermediate Municipal Income ETF
-0.16%5.85%1.65%6.88%
MEAR
iShares Short Maturity Municipal Bond ETF
0.47%3.76%3.40%1.41%

Returns By Period

In the year-to-date period, EVIM achieves a -0.16% return, which is significantly lower than MEAR's 0.47% return.


EVIM

1D
0.38%
1M
-2.51%
YTD
-0.16%
6M
1.87%
1Y
5.65%
3Y*
5Y*
10Y*

MEAR

1D
0.12%
1M
-0.31%
YTD
0.47%
6M
1.07%
1Y
3.12%
3Y*
3.50%
5Y*
2.30%
10Y*
1.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EVIM vs. MEAR - Expense Ratio Comparison

EVIM has a 0.29% expense ratio, which is higher than MEAR's 0.25% expense ratio.


Return for Risk

EVIM vs. MEAR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVIM
EVIM Risk / Return Rank: 6969
Overall Rank
EVIM Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
EVIM Sortino Ratio Rank: 6969
Sortino Ratio Rank
EVIM Omega Ratio Rank: 8484
Omega Ratio Rank
EVIM Calmar Ratio Rank: 6565
Calmar Ratio Rank
EVIM Martin Ratio Rank: 5353
Martin Ratio Rank

MEAR
MEAR Risk / Return Rank: 9797
Overall Rank
MEAR Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
MEAR Sortino Ratio Rank: 9797
Sortino Ratio Rank
MEAR Omega Ratio Rank: 9898
Omega Ratio Rank
MEAR Calmar Ratio Rank: 9494
Calmar Ratio Rank
MEAR Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVIM vs. MEAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Intermediate Municipal Income ETF (EVIM) and iShares Short Maturity Municipal Bond ETF (MEAR). 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.


EVIMMEARDifference

Sharpe ratio

Return per unit of total volatility

1.40

2.71

-1.31

Sortino ratio

Return per unit of downside risk

1.76

3.63

-1.87

Omega ratio

Gain probability vs. loss probability

1.34

1.70

-0.36

Calmar ratio

Return relative to maximum drawdown

1.68

3.69

-2.01

Martin ratio

Return relative to average drawdown

5.26

20.82

-15.57

EVIM vs. MEAR - Sharpe Ratio Comparison

The current EVIM Sharpe Ratio is 1.40, which is lower than the MEAR Sharpe Ratio of 2.71. The chart below compares the historical Sharpe Ratios of EVIM and MEAR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EVIMMEARDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

2.71

-1.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.15

Sharpe Ratio (All Time)

Calculated using the full available price history

1.49

1.09

+0.40

Correlation

The correlation between EVIM and MEAR is 0.36, 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.


Dividends

EVIM vs. MEAR - Dividend Comparison

EVIM's dividend yield for the trailing twelve months is around 3.58%, more than MEAR's 2.87% yield.


TTM20252024202320222021202020192018201720162015
EVIM
Eaton Vance Intermediate Municipal Income ETF
3.58%3.58%3.56%0.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MEAR
iShares Short Maturity Municipal Bond ETF
2.87%2.95%3.44%3.30%0.88%0.30%0.90%1.57%1.36%1.01%0.81%0.53%

Drawdowns

EVIM vs. MEAR - Drawdown Comparison

The maximum EVIM drawdown since its inception was -4.23%, which is greater than MEAR's maximum drawdown of -2.68%. Use the drawdown chart below to compare losses from any high point for EVIM and MEAR.


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Drawdown Indicators


EVIMMEARDifference

Max Drawdown

Largest peak-to-trough decline

-4.23%

-2.68%

-1.55%

Max Drawdown (1Y)

Largest decline over 1 year

-3.54%

-0.86%

-2.68%

Max Drawdown (5Y)

Largest decline over 5 years

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-2.68%

Current Drawdown

Current decline from peak

-2.51%

-0.35%

-2.16%

Average Drawdown

Average peak-to-trough decline

-0.82%

-0.19%

-0.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.13%

0.15%

+0.98%

Volatility

EVIM vs. MEAR - Volatility Comparison

Eaton Vance Intermediate Municipal Income ETF (EVIM) has a higher volatility of 1.38% compared to iShares Short Maturity Municipal Bond ETF (MEAR) at 0.36%. This indicates that EVIM's price experiences larger fluctuations and is considered to be riskier than MEAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EVIMMEARDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.38%

0.36%

+1.02%

Volatility (6M)

Calculated over the trailing 6-month period

1.82%

0.60%

+1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

4.07%

1.16%

+2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.94%

0.98%

+2.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.94%

1.52%

+2.42%