EIM vs IXG
Comparison between Eaton Vance Municipal Bond Fund (EIM, ETF) and ISHARES GLOBAL FINANCIALS ETF (IXG, ETF).
5-Year PerformanceIXG has outperformed EIM, delivering a return of +11.2% compared to -1.6%
EIM vs IXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EIM vs IXG - Historical Returns
Returns include dividend reinvestment.
EIM vs IXG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EIM | IXG |
|---|---|---|
| 2026 | +2.60% | -0.02% |
| 2025 | -0.67% | +29.11% |
| 2024 | +8.21% | +26.01% |
| 2023 | +3.26% | +14.46% |
| 2022 | -19.82% | -9.85% |
| 2021 | +4.58% | +26.24% |
| 2020 | +10.73% | -4.14% |
| 2019 | +17.96% | +24.34% |
| 2018 | -5.45% | -16.61% |
| 2017 | +6.28% | +22.14% |
| 2016 | +0.62% | +14.49% |
| 2015 | +7.23% | -3.56% |
| 2014 | +21.23% | +3.80% |
| 2013 | -15.89% | +23.48% |
| 2012 | +17.58% | +27.53% |
| 2011 | +20.30% | -21.35% |
| 2010 | -1.71% | +1.42% |
| 2009 | +42.16% | +30.94% |
| 2008 | -34.49% | -53.36% |
| 2007 | -4.87% | -8.55% |
| 2006 | +13.91% | +23.04% |
| 2005 | +23.19% | +11.86% |
| 2004 | +4.61% | +16.01% |
| 2003 | +9.41% | +34.91% |
| 2002 | -8.99% | -16.87% |
| 2001 | N/A | -0.05% |
EIM vs IXG Drawdown Comparison
The maximum drawdown for EIM was -52.49%, occurring on Dec 15, 2008. Recovery took 597 trading sessions.
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The current EIM drawdown is -10.82%. The current IXG drawdown is -1.93%.
| Rank | EIM | IXG |
|---|---|---|
| #1 | -52.49% Jan 14, 2008 - May 27, 2010 | -78.41% Jun 4, 2007 - Jan 4, 2018 |
| #2 | -31.68% Sep 15, 2021 - Oct 25, 2023 | -43.47% Jan 26, 2018 - Feb 16, 2021 |
| #3 | -26.00% Dec 6, 2012 - Jan 28, 2015 | -33.08% Apr 19, 2002 - Oct 6, 2003 |
| #4 | -24.04% Feb 25, 2020 - Jul 21, 2020 | -27.16% Feb 9, 2022 - Feb 15, 2024 |
| #5 | -23.12% Oct 4, 2010 - Dec 27, 2011 | -13.54% Feb 18, 2025 - May 8, 2025 |
| #6 | -15.00% Jul 8, 2016 - May 13, 2019 | -13.48% May 9, 2006 - Oct 3, 2006 |
| #7 | -14.38% Mar 18, 2004 - Oct 19, 2004 | -11.75% Feb 17, 2004 - Nov 3, 2004 |
| #8 | -12.21% Sep 5, 2002 - May 13, 2003 | -11.33% Feb 9, 2026 - Mar 27, 2026 |
| #9 | -11.75% May 3, 2007 - Jan 11, 2008 | -9.59% Jan 4, 2002 - Mar 8, 2002 |
| #10 | -10.50% Jun 19, 2003 - Jan 12, 2004 | -9.00% Jun 4, 2021 - Oct 15, 2021 |
| #11 | -8.57% Dec 29, 2005 - Aug 17, 2006 | -8.30% Feb 20, 2007 - Apr 17, 2007 |
| #12 | -7.84% Jan 30, 2015 - Oct 20, 2015 | -8.02% Nov 3, 2021 - Jan 4, 2022 |
| #13 | -7.62% Feb 14, 2005 - May 4, 2005 | -7.74% Mar 8, 2005 - Aug 3, 2005 |
| #14 | -7.30% Mar 5, 2012 - May 9, 2012 | -7.33% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -4.71% Oct 19, 2004 - Jan 13, 2005 | -6.13% Jan 13, 2022 - Feb 9, 2022 |
Correlation
Correlation between EIM and IXG is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2001 - 2026)
EIM vs IXG dividend yield comparison.
| Year | EIM | IXG |
|---|---|---|
| 2026 | 2.62% | 0.00% |
| 2025 | 6.27% | 2.04% |
| 2024 | 5.65% | 2.64% |
| 2023 | 4.07% | 2.62% |
| 2022 | 4.87% | 3.71% |
| 2021 | 4.38% | 1.69% |
| 2020 | 4.29% | 2.13% |
| 2019 | 4.00% | 2.87% |
| 2018 | 4.98% | 3.14% |
| 2017 | 5.48% | 2.12% |
| 2016 | 5.64% | 2.21% |
| 2015 | 5.90% | 2.79% |
| 2014 | 5.97% | 2.38% |
| 2013 | 6.78% | 2.14% |
| 2012 | 5.56% | 2.48% |
| 2011 | 7.15% | 3.38% |
| 2010 | 7.96% | 2.11% |
| 2009 | 6.74% | 1.83% |
| 2008 | 8.76% | 5.73% |
| 2007 | 6.80% | 3.48% |
| 2006 | 7.10% | 1.34% |
| 2005 | 10.57% | 1.63% |
| 2004 | 6.92% | 1.34% |
| 2003 | 6.59% | 2.25% |
| 2002 | 1.69% | 1.33% |
| 2001 | 0.00% | 0.08% |
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