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EVSD
+0.18 · +0.34%
$51.51 · NASDAQ

Eaton Vance Short Duration Income ETF (EVSD) ETF Analysis | Short-Term Bond

Eaton Vance ETFs · USA
AUM:$1.0B
#– of – in Short-Term 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 6.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.24% — competitive for the exposure provided.

What is EVSD?

Under normal circumstances, the fund seeks to achieve its investment objective by primarily investing in a diversified portfolio of U. dollar-denominated fixed income securities of varying maturities consistent with ordinarily seeking to maintain an average duration of approximately three years or less.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
EVSD returned 6.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.24% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 0.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.0B
Expense Ratio0.24%
Dividend Yield4.63%
Holdings1
Inception DateMar 1992
Domicile–
Distribution–
Index–
ProviderEaton Vance ETFs
Beta0.27
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

How would EVSD affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.1%
1Y
+1.7%
3Y
+10.7%
5Y
+10.7%
OpenBook InsightIf you had invested £10,000 in EVSD 5 years ago, it would have grown to £11,075 — a gain of £1,075.

Annual Returns

Calendar year performance

EVSD delivered positive returns in 2 of the last 3 calendar years.
YearEVSD
2026 YTD-0.1%
2025+6.8%
2024+3.9%
CAGR 2yr+5.3%
2/3 positive yearsAvg return: +3.5%Worst year: -0.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.0%
Low
Momentum
-0.1%
30-day change
Support Level
50.69
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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