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EVSB
+0.01 · +0.02%
$50.98 · NYSE ARCA

Morgan Stanley ETF Trust (EVSB) ETF Analysis | Ultrashort Bond

Eaton Vance ETFs · USA
AUM:$194.0M
#– of – in Ultrashort 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

EVSB returned +5.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.17% — competitive for the exposure provided.

What is EVSB?

The fund seeks to achieve its investment objective by primarily investing in a portfolio of investment grade, short-term fixed, variable and floating-rate securities. The fund is not a money market fund and does not seek to maintain a stable net asset value.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
EVSB returned 5.0% over the past year.
Competitive Expense Ratio
Expense ratio of 0.17% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 1.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$194.0M
Expense Ratio0.17%
Dividend Yield4.59%
Holdings1
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProviderEaton Vance ETFs
Beta–
CategoryUltrashort 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
+0.5%
1Y
+3.0%
3Y
+15.0%
5Y
+15.0%
OpenBook InsightIf you had invested £10,000 in EVSB 5 years ago, it would have grown to £11,499 — a gain of £1,499.

Annual Returns

Calendar year performance

EVSB delivered positive returns in 4 of the last 4 calendar years.
YearEVSB
2026 YTD+1.2%
2025+5.1%
2024+6.1%
2023+1.8%
CAGR 3yr+4.3%
4/4 positive yearsAvg return: +3.6%Worst year: +1.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
1.2%
Low
Momentum
+0.2%
30-day change
Support Level
50.76
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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