EVIM vs ERX

Comparison between EATON VANCE INTERMEDIATE MUNICIPAL INCOME ETF (EVIM, ETF) and DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF).

EVIM vs ERX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVIM(ETF)	ERX(ETF)
Net Assets	$245M	$244M
Expense Ratio	0.11%	N/A
Max Drawdown	5.36%	99.56%
Sharpe Ratio	1.45	1.46
5Y Beta	0.02	1.07
P/E Ratio	N/A	22.72
Forward P/E	N/A	12.78
PEG Ratio	N/A	1.07
5Y Dividends CAGR	N/A	33.38%
Debt to Equity	N/A	40.47%
P/S Ratio	N/A	1.68
P/B Ratio	N/A	2.52

Net Assets

Winner

EVIM

$245M

ERX

$244M

Expense Ratio

EVIM

0.11%

ERX

N/A

Max Drawdown

Winner

EVIM

5.36%

ERX

99.56%

Sharpe Ratio

EVIM

1.45

Winner

ERX

1.46

5Y Beta

Winner

EVIM

0.02

ERX

1.07

P/E Ratio

EVIM

N/A

ERX

22.72

Forward P/E

EVIM

N/A

ERX

12.78

PEG Ratio

EVIM

N/A

ERX

1.07

5Y Dividends CAGR

EVIM

N/A

ERX

33.38%

Debt to Equity

EVIM

N/A

ERX

40.47%

P/S Ratio

EVIM

N/A

ERX

1.68

P/B Ratio

EVIM

N/A

ERX

2.52

EVIM vs ERX - Historical Returns

Returns include dividend reinvestment.

Period	EVIM	ERX
1 month	+0.49%	-0.90%
3 months	+0.75%	-1.38%
6 months	+1.83%	+56.13%
1 year	+7.36%	+70.58%
5 years(CAGR)	N/A	+27.94%
10 years(CAGR)	N/A	-9.40%
Max(CAGR)	+5.96%	-6.57%

Winner

EVIM

+0.49%

ERX

-0.90%

Winner

EVIM

+0.75%

ERX

-1.38%

EVIM

+1.83%

Winner

ERX

+56.13%

EVIM

+7.36%

Winner

ERX

+70.58%

5Y(CAGR)

EVIM

N/A

ERX

+27.94%

10Y(CAGR)

EVIM

N/A

ERX

-9.40%

Max(CAGR)

Winner

EVIM

+5.96%

ERX

-6.57%

EVIM vs ERX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EVIM	ERX
2026	+1.43%	+53.51%
2025	+5.65%	+0.50%
2024	+1.74%	-1.37%
2023	+6.88%	-5.50%
2022	N/A	+117.39%
2021	N/A	+111.11%
2020	N/A	-91.81%
2019	N/A	+10.44%
2018	N/A	-58.08%
2017	N/A	-14.61%
2016	N/A	+69.90%
2015	N/A	-61.81%
2014	N/A	-29.85%
2013	N/A	+73.35%
2012	N/A	-3.89%
2011	N/A	-21.69%
2010	N/A	+36.77%
2009	N/A	+0.01%
2008	N/A	-4.91%

EVIM vs ERX Drawdown Comparison

The maximum drawdown for EVIM was -4.23%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.

The maximum drawdown for ERX was -99.54%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current EVIM drawdown is -1.03%. The current ERX drawdown is -91.93%.

Rank	EVIM	ERX
#1	-4.23% Mar 3, 2025 - Sep 5, 2025	-99.54% Jun 23, 2014 - Mar 23, 2020
#2	-3.05% Feb 27, 2026 - Mar 24, 2026	-69.51% Apr 29, 2011 - Apr 1, 2014
#3	-2.75% Dec 6, 2024 - Feb 28, 2025	-66.34% Nov 26, 2008 - Oct 19, 2009
#4	-2.34% Oct 2, 2024 - Nov 27, 2024	-51.85% Apr 23, 2010 - Nov 11, 2010
#5	-1.83% Feb 1, 2024 - Jun 14, 2024	-33.90% Nov 19, 2008 - Nov 24, 2008
#6	-0.97% Aug 2, 2024 - Sep 10, 2024	-30.48% Oct 19, 2009 - Apr 23, 2010
#7	-0.94% Dec 27, 2023 - Jan 31, 2024	-18.56% Mar 3, 2011 - Mar 29, 2011
#8	-0.84% Jun 14, 2024 - Jul 11, 2024	-15.63% Apr 5, 2011 - Apr 29, 2011
#9	-0.51% Sep 22, 2025 - Oct 8, 2025	-11.21% Nov 11, 2010 - Dec 1, 2010
#10	-0.39% Nov 11, 2025 - Dec 17, 2025	-6.80% Apr 3, 2014 - Apr 15, 2014
#11	-0.32% Jul 16, 2024 - Jul 31, 2024	-5.46% May 7, 2014 - May 29, 2014
#12	-0.30% Jan 15, 2026 - Jan 27, 2026	-5.38% Jan 18, 2011 - Jan 26, 2011
#13	-0.27% Oct 24, 2025 - Nov 11, 2025	-4.83% Feb 28, 2011 - Mar 3, 2011
#14	-0.24% Nov 3, 2023 - Nov 7, 2023	-4.56% Feb 7, 2011 - Feb 14, 2011
#15	-0.23% Jul 12, 2024 - Jul 16, 2024	-4.13% Feb 23, 2011 - Feb 28, 2011

Correlation

Correlation between EVIM and ERX is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2008 - 2026)

EVIM vs ERX dividend yield comparison.

Year	EVIM	ERX
2026	1.41%	0.59%
2025	3.58%	2.54%
2024	3.56%	2.94%
2023	0.78%	3.17%
2022	0.00%	2.23%
2021	0.00%	2.16%
2020	0.00%	2.35%
2019	0.00%	1.56%
2018	0.00%	3.10%
2017	0.00%	0.85%
2010	0.00%	0.69%
2009	0.00%	12.29%
2008	0.00%	0.02%