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EVYM vs XAGG

Eaton Vance High Income Municipal ETF vs Eaton Vance Income Opportunities ETF

EVYM

Eaton Vance High Income Municipal ETF

Eaton Vance ETFs

Annual cost

0.40%

Fund size

$51M

XAGG

Eaton Vance Income Opportunities ETF

Eaton Vance ETFs

Annual cost

0.50%

Fund size

$963M

Key differences

  • EVYM costs 0.10% less per year.
  • XAGG is significantly larger than EVYM — larger funds tend to be more liquid and less likely to close.
  • EVYM follows a index tracking strategy; XAGG uses active selection.
  • XAGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVYMXAGG
Annual cost (TER)0.40%0.50%
Fund size (AUM)$51M$963M
Since20251997
Dividend yield4.81%6.36%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+9.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.76%
Max drawdown-6.08%-2.88%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EVYM and XAGG