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EIM vs SPY

Comparison between Eaton Vance Municipal Bond Fund (EIM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EIM, delivering a return of +12.8% compared to -2.0%

EIM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EIM
$543M
Winner
SPY
$795B
Expense Ratio
EIM
N/A
SPY
0.09%
Max Drawdown
EIM
56.59%
Winner
SPY
56.47%
Sharpe Ratio
EIM
0.27
Winner
SPY
1.28
5Y Beta
Winner
EIM
0.14
SPY
1.00
P/E Ratio
EIM
N/A
SPY
26.08
Forward P/E
EIM
N/A
SPY
20.95
PEG Ratio
EIM
N/A
SPY
0.37
5Y Dividends CAGR
EIM
2.10%
Winner
SPY
6.00%
5Y EPS CAGR
EIM
N/A
SPY
26.38%
Debt to Equity
EIM
N/A
SPY
45.86%
P/S Ratio
EIM
N/A
SPY
3.75
P/B Ratio
EIM
N/A
SPY
5.57

EIM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EIM
+0.94%
Winner
SPY
+3.32%
3M
EIM
+0.52%
Winner
SPY
+2.65%
6M
EIM
-0.98%
Winner
SPY
+11.67%
1Y
EIM
+4.29%
Winner
SPY
+20.15%
5Y(CAGR)
EIM
-2.00%
Winner
SPY
+12.77%
10Y(CAGR)
EIM
+1.29%
Winner
SPY
+15.20%
Max(CAGR)
EIM
+4.30%
Winner
SPY
+8.55%

EIM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEIMSPY
2026+3.24%+12.35%
2025-0.67%+18.00%
2024+8.21%+25.59%
2023+3.26%+26.72%
2022-19.82%-18.64%
2021+4.58%+30.52%
2020+10.73%+17.28%
2019+17.96%+31.09%
2018-5.45%-5.24%
2017+6.28%+20.78%
2016+0.62%+13.59%
2015+7.23%+1.31%
2014+21.23%+14.56%
2013-15.89%+29.00%
2012+17.58%+14.17%
2011+20.30%+0.85%
2010-1.71%+13.14%
2009+42.16%+22.67%
2008-34.49%-36.25%
2007-4.87%+5.32%
2006+13.91%+13.85%
2005+23.19%+5.32%
2004+4.61%+10.75%
2003+9.41%+24.18%
2002-8.99%-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EIM vs SPY Drawdown Comparison

The maximum drawdown for EIM was -52.49%, occurring on Dec 15, 2008. Recovery took 597 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EIM drawdown is -10.27%. The current SPY drawdown is -1.85%.

RankEIMSPY
#1-52.49%
Jan 14, 2008 - May 27, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.68%
Sep 15, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.00%
Dec 6, 2012 - Jan 28, 2015		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.04%
Feb 25, 2020 - Jul 21, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.12%
Oct 4, 2010 - Dec 27, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.00%
Jul 8, 2016 - May 13, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.38%
Mar 18, 2004 - Oct 19, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.21%
Sep 5, 2002 - May 13, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.75%
May 3, 2007 - Jan 11, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.50%
Jun 19, 2003 - Jan 12, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.57%
Dec 29, 2005 - Aug 17, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.84%
Jan 30, 2015 - Oct 20, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.62%
Feb 14, 2005 - May 4, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.30%
Mar 5, 2012 - May 9, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.71%
Oct 19, 2004 - Jan 13, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EIM and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

EIM vs SPY dividend yield comparison.

YearEIMSPY
20264.23%0.48%
20256.27%1.07%
20245.65%1.21%
20234.07%1.40%
20224.87%1.65%
20214.38%1.20%
20204.29%1.52%
20194.00%1.75%
20184.98%2.04%
20175.48%1.80%
20165.64%2.03%
20155.90%2.06%
20145.97%1.87%
20136.78%1.81%
20125.56%2.18%
20117.15%2.05%
20107.96%1.80%
20096.74%1.95%
20088.76%3.02%
20076.80%1.85%
20067.10%1.73%
200510.57%1.73%
20046.92%1.82%
20036.59%1.47%
20021.69%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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