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XAGG vs. RMIF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XAGG vs. RMIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Income Opportunities ETF (XAGG) and LHA Risk-Managed Income ETF (RMIF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XAGG achieves a 2.19% return, which is significantly higher than RMIF's -0.91% return.


XAGG

1D
-0.20%
1M
-0.34%
6M
0.48%
YTD
2.19%
1Y
3Y*
5Y*
10Y*
ALL TIME*

RMIF

1D
0.00%
1M
-0.38%
6M
-0.95%
YTD
-0.91%
1Y
1.78%
3Y*
4.44%
5Y*
10Y*
ALL TIME*
4.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.26M$978.63K$401.32K
$9.69M$13.10M$11.08M

XAGG vs. RMIF - Yearly Performance Comparison


2026 (YTD)2025
XAGG
Eaton Vance Income Opportunities ETF
2.19%1.75%
RMIF
LHA Risk-Managed Income ETF
-0.91%1.26%

Correlation

The correlation between XAGG and RMIF is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 10, 2025

0.59

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Return for Risk

XAGG vs. RMIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) and LHA Risk-Managed Income ETF (RMIF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XAGGRMIFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.12

Calmar ratioReturn relative to maximum drawdown

0.70

Martin ratioReturn relative to average drawdown

1.69

XAGG vs. RMIF - Sharpe Ratio Comparison


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Drawdowns

XAGG vs. RMIF - Drawdown Comparison

The maximum XAGG drawdown since its inception was -2.88%, roughly equal to the maximum RMIF drawdown of -3.01%. Use the drawdown chart below to compare losses from any high point for XAGG and RMIF.


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Drawdown Indicators


XAGGRMIFDifference

Max Drawdown

Largest peak-to-trough decline

-2.88%

-3.01%

+0.13%

Max Drawdown (1Y)

Largest decline over 1 year

-2.37%

Max Drawdown (3Y)

Largest decline over 3 years

-3.01%

Current Drawdown

Current decline from peak

-0.49%

-1.36%

+0.87%

Average Drawdown

Average peak-to-trough decline

-0.53%

-0.42%

-0.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

Volatility

XAGG vs. RMIF - Volatility Comparison


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Volatility by Period


XAGGRMIFDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.40%

Volatility (6M)

Calculated over the trailing 6-month period

1.99%

Volatility (1Y)

Calculated over the trailing 1-year period

3.42%

2.63%

+0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.42%

2.56%

+0.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.42%

2.56%

+0.86%

XAGG vs. RMIF - Expense Ratio Comparison

XAGG has a 0.50% expense ratio, which is lower than RMIF's 1.38% expense ratio.


Dividends

XAGG vs. RMIF - Dividend Comparison

XAGG's dividend yield for the trailing twelve months is around 5.07%, while RMIF has not paid dividends to shareholders.


PositionTTM202520242023
RMIF
LHA Risk-Managed Income ETF
4.82%5.70%6.61%3.70%
XAGG
Eaton Vance Income Opportunities ETF
5.07%1.02%0.00%0.00%

Frequently Asked Questions


XAGG and RMIF have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XAGG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XAGG is cheaper with a 0.50% expense ratio, compared with 1.38% for RMIF.

XAGG has the higher dividend yield at 5.07%, compared with 4.82% for RMIF.

They also come from different issuers: Eaton Vance and Little Harbor Advisors. Their fees differ too: 0.50% for XAGG and 1.38% for RMIF.

Portfolio Optimizer

Find the right allocation for XAGG and RMIF

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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