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XAGG vs EVIM

Eaton Vance Income Opportunities ETF vs Eaton Vance Intermediate Municipal Income ETF

XAGG

Eaton Vance Income Opportunities ETF

Eaton Vance ETFs

Annual cost

0.50%

Fund size

$963M

EVIM

Eaton Vance Intermediate Municipal Income ETF

Eaton Vance ETFs

Annual cost

0.11%

Fund size

$209M

Key differences

  • EVIM costs 0.39% less per year.
  • XAGG is significantly larger than EVIM — larger funds tend to be more liquid and less likely to close.
  • XAGG follows a active selection strategy; EVIM uses index tracking.
  • XAGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XAGGEVIM
Annual cost (TER)0.50%0.11%
Fund size (AUM)$963M$209M
Since19972023
Dividend yield6.36%3.56%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.81%
Max drawdown-2.88%-4.23%

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

Similar to XAGG and EVIM