IJH vs. EISMX
Compare and contrast key facts about iShares Core S&P Mid-Cap ETF (IJH) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Performance
IJH vs. EISMX - Performance Comparison
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IJH vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 3.54% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
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% |
Returns By Period
In the year-to-date period, IJH achieves a 3.54% return, which is significantly higher than EISMX's -4.80% return. Over the past 10 years, IJH has outperformed EISMX with an annualized return of 10.69%, while EISMX has yielded a comparatively lower 9.69% annualized return.
IJH
- 1D
- 0.12%
- 1M
- -3.56%
- YTD
- 3.54%
- 6M
- 4.74%
- 1Y
- 15.97%
- 3Y*
- 12.42%
- 5Y*
- 6.78%
- 10Y*
- 10.69%
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%
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IJH vs. EISMX - Expense Ratio Comparison
IJH has a 0.05% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Return for Risk
IJH vs. EISMX — Risk / Return Rank
IJH
EISMX
IJH vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). 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.
| IJH | EISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | -0.31 | +1.07 |
Sortino ratioReturn per unit of downside risk | 1.21 | -0.33 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.96 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | -0.36 | +1.62 |
Martin ratioReturn relative to average drawdown | 5.39 | -0.82 | +6.20 |
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
| IJH | EISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | -0.31 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.24 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.52 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.53 | -0.08 |
Correlation
The correlation between IJH and EISMX is 0.93, 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
IJH vs. EISMX - Dividend Comparison
IJH's dividend yield for the trailing twelve months is around 1.30%, less than EISMX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 1.30% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
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% |
Drawdowns
IJH vs. EISMX - Drawdown Comparison
The maximum IJH drawdown since its inception was -55.07%, which is greater than EISMX's maximum drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for IJH and EISMX.
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Drawdown Indicators
| IJH | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.07% | -45.32% | -9.75% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -14.66% | +5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.10% | -19.81% | -4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -39.95% | -2.23% |
Current DrawdownCurrent decline from peak | -5.23% | -15.38% | +10.15% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -5.77% | -1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 6.43% | -3.12% |
Volatility
IJH vs. EISMX - Volatility Comparison
iShares Core S&P Mid-Cap ETF (IJH) has a higher volatility of 6.41% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 4.80%. This indicates that IJH's price experiences larger fluctuations and is considered to be riskier than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJH | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 4.80% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 11.30% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 18.96% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.74% | 17.09% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 18.83% | +2.32% |