EIM vs SVOL

Comparison between Eaton Vance Municipal Bond Fund (EIM, ETF) and SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF).

5-Year PerformanceSVOL has outperformed EIM, delivering a return of +7.1% compared to -1.5%

EIM vs SVOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EIM(ETF)	SVOL(ETF)
Net Assets	$543M	$543M
Expense Ratio	N/A	0.66%
Max Drawdown	56.59%	50.81%
Sharpe Ratio	0.63	0.73
5Y Beta	0.13	1.52
5Y Dividends CAGR	2.10%	N/A

Net Assets

EIM

$543M

SVOL

$543M

Expense Ratio

EIM

N/A

SVOL

0.66%

Max Drawdown

EIM

56.59%

Winner

SVOL

50.81%

Sharpe Ratio

EIM

0.63

Winner

SVOL

0.73

5Y Beta

Winner

EIM

0.13

SVOL

1.52

5Y Dividends CAGR

EIM

2.10%

SVOL

N/A

EIM vs SVOL - Historical Returns

Returns include dividend reinvestment.

Period	EIM	SVOL
1 month	+0.82%	+1.84%
3 months	+0.43%	+7.66%
6 months	+2.92%	+1.73%
1 year	+9.97%	+15.62%
5 years(CAGR)	-1.49%	+7.14%
10 years(CAGR)	+1.43%	N/A
Max(CAGR)	+4.36%	+8.12%

EIM

+0.82%

Winner

SVOL

+1.84%

EIM

+0.43%

Winner

SVOL

+7.66%

Winner

EIM

+2.92%

SVOL

+1.73%

EIM

+9.97%

Winner

SVOL

+15.62%

5Y(CAGR)

EIM

-1.49%

Winner

SVOL

+7.14%

10Y(CAGR)

EIM

+1.43%

SVOL

N/A

Max(CAGR)

EIM

+4.36%

Winner

SVOL

+8.12%

EIM vs SVOL - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	EIM	SVOL
2026	+4.30%	+2.84%
2025	-0.67%	+2.74%
2024	+8.21%	+6.52%
2023	+3.26%	+22.95%
2022	-19.82%	-5.04%
2021	+4.58%	+12.25%
2020	+10.73%	N/A
2019	+17.96%	N/A
2018	-5.45%	N/A
2017	+6.28%	N/A
2016	+0.62%	N/A
2015	+7.23%	N/A
2014	+21.23%	N/A
2013	-15.89%	N/A
2012	+17.58%	N/A
2011	+20.30%	N/A
2010	-1.71%	N/A
2009	+42.16%	N/A
2008	-34.49%	N/A
2007	-4.87%	N/A
2006	+13.91%	N/A
2005	+23.19%	N/A
2004	+4.61%	N/A
2003	+9.41%	N/A
2002	-8.99%	N/A

EIM vs SVOL Drawdown Comparison

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

The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. Recovery took 351 trading sessions.

The current EIM drawdown is -9.34%. The current SVOL drawdown is -0.37%.

Rank	EIM	SVOL
#1	-52.49% Jan 14, 2008 - May 27, 2010	-33.48% Feb 19, 2025 - Jul 15, 2026
#2	-31.68% Sep 15, 2021 - Oct 25, 2023	-15.56% Jan 12, 2022 - May 8, 2023
#3	-26.00% Dec 6, 2012 - Jan 28, 2015	-10.91% Jul 12, 2024 - Aug 15, 2024
#4	-24.04% Feb 25, 2020 - Jul 21, 2020	-8.52% Nov 4, 2021 - Jan 4, 2022
#5	-23.12% Oct 4, 2010 - Dec 27, 2011	-6.89% Dec 4, 2024 - Jan 23, 2025
#6	-15.00% Jul 8, 2016 - May 13, 2019	-5.11% Jul 2, 2021 - Aug 10, 2021
#7	-14.38% Mar 18, 2004 - Oct 19, 2004	-4.99% Sep 2, 2021 - Oct 14, 2021
#8	-12.21% Sep 5, 2002 - May 13, 2003	-4.66% Aug 27, 2024 - Nov 13, 2024
#9	-11.75% May 3, 2007 - Jan 11, 2008	-4.61% Sep 14, 2023 - Nov 6, 2023
#10	-10.50% Jun 19, 2003 - Jan 12, 2004	-3.79% Mar 27, 2024 - May 3, 2024
#11	-8.57% Dec 29, 2005 - Aug 17, 2006	-2.85% Jun 11, 2021 - Jun 24, 2021
#12	-7.84% Jan 30, 2015 - Oct 20, 2015	-2.14% Jan 4, 2022 - Jan 12, 2022
#13	-7.62% Feb 14, 2005 - May 4, 2005	-2.10% May 14, 2021 - May 26, 2021
#14	-7.30% Mar 5, 2012 - May 9, 2012	-1.84% Aug 12, 2021 - Aug 27, 2021
#15	-4.71% Oct 19, 2004 - Jan 13, 2005	-1.71% Oct 25, 2021 - Nov 2, 2021

Correlation

Correlation between EIM and SVOL is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (2002 - 2026)

EIM vs SVOL dividend yield comparison.

Year	EIM	SVOL
2026	3.64%	10.58%
2025	6.27%	19.82%
2024	5.65%	16.79%
2023	4.07%	16.36%
2022	4.87%	18.32%
2021	4.38%	4.65%
2020	4.29%	0.00%
2019	4.00%	0.00%
2018	4.98%	0.00%
2017	5.48%	0.00%
2016	5.64%	0.00%
2015	5.90%	0.00%
2014	5.97%	0.00%
2013	6.78%	0.00%
2012	5.56%	0.00%
2011	7.15%	0.00%
2010	7.96%	0.00%
2009	6.74%	0.00%
2008	8.76%	0.00%
2007	6.80%	0.00%
2006	7.10%	0.00%
2005	10.57%	0.00%
2004	6.92%	0.00%
2003	6.59%	0.00%
2002	1.69%	0.00%