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EVHY
+0.03 · +0.06%
$53.14 · NYSE ARCA

Morgan Stanley ETF Trust (EVHY) ETF Analysis | High Yield Bond

Eaton Vance ETFs · USA
AUM:$34.5M
#– of – in High Yield Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.48% — moderate cost. Consider how fees compound over long holding periods.

What is EVHY?

Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in high yield securities. The fund may invest up to 15% of its net assets in securities that are rated investment grade.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
EVHY returned 8.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.48%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 1.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$34.5M
Expense Ratio0.48%
Dividend Yield7.40%
Holdings1
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProviderEaton Vance ETFs
Beta–
CategoryHigh Yield Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.4%
1Y
+2.6%
3Y
+26.6%
5Y
+26.6%
OpenBook InsightIf you had invested £10,000 in EVHY 5 years ago, it would have grown to £12,662 — a gain of £2,662.

Annual Returns

Calendar year performance

EVHY delivered positive returns in 4 of the last 4 calendar years.
YearEVHY
2026 YTD+0.1%
2025+8.8%
2024+6.8%
2023+8.9%
CAGR 3yr+8.2%
4/4 positive yearsAvg return: +6.2%Worst year: +0.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
3.2%
Low
Momentum
-0.1%
30-day change
Support Level
52.05
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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