IXG vs EIM
Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and Eaton Vance Municipal Bond Fund (EIM, ETF).
5-Year PerformanceIXG has outperformed EIM, delivering a return of +12.3% compared to -1.4%
IXG vs EIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IXG vs EIM - Historical Returns
Returns include dividend reinvestment.
IXG vs EIM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXG | EIM |
|---|---|---|
| 2026 | +2.98% | +3.66% |
| 2025 | +29.11% | -0.67% |
| 2024 | +26.01% | +8.21% |
| 2023 | +14.46% | +3.26% |
| 2022 | -9.85% | -19.82% |
| 2021 | +26.24% | +4.58% |
| 2020 | -4.14% | +10.73% |
| 2019 | +24.34% | +17.96% |
| 2018 | -16.61% | -5.45% |
| 2017 | +22.14% | +6.28% |
| 2016 | +14.49% | +0.62% |
| 2015 | -3.56% | +7.23% |
| 2014 | +3.80% | +21.23% |
| 2013 | +23.48% | -15.89% |
| 2012 | +27.53% | +17.58% |
| 2011 | -21.35% | +20.30% |
| 2010 | +1.42% | -1.71% |
| 2009 | +30.94% | +42.16% |
| 2008 | -53.36% | -34.49% |
| 2007 | -8.55% | -4.87% |
| 2006 | +23.04% | +13.91% |
| 2005 | +11.86% | +23.19% |
| 2004 | +16.01% | +4.61% |
| 2003 | +34.91% | +9.41% |
| 2002 | -16.87% | -8.99% |
| 2001 | -0.05% | N/A |
IXG vs EIM Drawdown Comparison
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The maximum drawdown for EIM was -52.49%, occurring on Dec 15, 2008. Recovery took 597 trading sessions.
The current EIM drawdown is -9.90%.
| Rank | IXG | EIM |
|---|---|---|
| #1 | -78.41% Jun 4, 2007 - Jan 4, 2018 | -52.49% Jan 14, 2008 - May 27, 2010 |
| #2 | -43.47% Jan 26, 2018 - Feb 16, 2021 | -31.68% Sep 15, 2021 - Oct 25, 2023 |
| #3 | -33.08% Apr 19, 2002 - Oct 6, 2003 | -26.00% Dec 6, 2012 - Jan 28, 2015 |
| #4 | -27.16% Feb 9, 2022 - Feb 15, 2024 | -24.04% Feb 25, 2020 - Jul 21, 2020 |
| #5 | -13.54% Feb 18, 2025 - May 8, 2025 | -23.12% Oct 4, 2010 - Dec 27, 2011 |
| #6 | -13.48% May 9, 2006 - Oct 3, 2006 | -15.00% Jul 8, 2016 - May 13, 2019 |
| #7 | -11.75% Feb 17, 2004 - Nov 3, 2004 | -14.38% Mar 18, 2004 - Oct 19, 2004 |
| #8 | -11.33% Feb 9, 2026 - Jun 12, 2026 | -12.21% Sep 5, 2002 - May 13, 2003 |
| #9 | -9.59% Jan 4, 2002 - Mar 8, 2002 | -11.75% May 3, 2007 - Jan 11, 2008 |
| #10 | -9.00% Jun 4, 2021 - Oct 15, 2021 | -10.50% Jun 19, 2003 - Jan 12, 2004 |
| #11 | -8.30% Feb 20, 2007 - Apr 17, 2007 | -8.57% Dec 29, 2005 - Aug 17, 2006 |
| #12 | -8.02% Nov 3, 2021 - Jan 4, 2022 | -7.84% Jan 30, 2015 - Oct 20, 2015 |
| #13 | -7.74% Mar 8, 2005 - Aug 3, 2005 | -7.62% Feb 14, 2005 - May 4, 2005 |
| #14 | -7.33% Jul 31, 2024 - Aug 19, 2024 | -7.30% Mar 5, 2012 - May 9, 2012 |
| #15 | -6.13% Jan 13, 2022 - Feb 9, 2022 | -4.71% Oct 19, 2004 - Jan 13, 2005 |
Correlation
Correlation between IXG and EIM is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2001 - 2026)
IXG vs EIM dividend yield comparison.
| Year | IXG | EIM |
|---|---|---|
| 2026 | 0.00% | 2.59% |
| 2025 | 2.04% | 6.27% |
| 2024 | 2.64% | 5.65% |
| 2023 | 2.62% | 4.07% |
| 2022 | 3.71% | 4.87% |
| 2021 | 1.69% | 4.38% |
| 2020 | 2.13% | 4.29% |
| 2019 | 2.87% | 4.00% |
| 2018 | 3.14% | 4.98% |
| 2017 | 2.12% | 5.48% |
| 2016 | 2.21% | 5.64% |
| 2015 | 2.79% | 5.90% |
| 2014 | 2.38% | 5.97% |
| 2013 | 2.14% | 6.78% |
| 2012 | 2.48% | 5.56% |
| 2011 | 3.38% | 7.15% |
| 2010 | 2.11% | 7.96% |
| 2009 | 1.83% | 6.74% |
| 2008 | 5.73% | 8.76% |
| 2007 | 3.48% | 6.80% |
| 2006 | 1.34% | 7.10% |
| 2005 | 1.63% | 10.57% |
| 2004 | 1.34% | 6.92% |
| 2003 | 2.25% | 6.59% |
| 2002 | 1.33% | 1.69% |
| 2001 | 0.08% | 0.00% |
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