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XAGG vs EVYM

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

XAGG

Eaton Vance Income Opportunities ETF

Eaton Vance ETFs

Annual cost

0.50%

Fund size

$963M

EVYM

Eaton Vance High Income Municipal ETF

Eaton Vance ETFs

Annual cost

0.40%

Fund size

$51M

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.
  • XAGG follows a active selection strategy; EVYM uses index tracking.
  • XAGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XAGGEVYM
Annual cost (TER)0.50%0.40%
Fund size (AUM)$963M$51M
Since19972025
Dividend yield6.36%4.81%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+9.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.76%
Max drawdown-2.88%-6.08%

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

Similar to XAGG and EVYM