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EVTR
+0.40 · +0.79%
$51.64 · NASDAQ

Morgan Stanley ETF Trust (EVTR) ETF Analysis | Intermediate Core-Plus Bond

Eaton Vance ETFs · USA
AUM:$4.9B
#– of – in Intermediate Core-Plus 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 8.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.32% — competitive for the exposure provided.

What is EVTR?

Under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) will be invested in fixed-income securities. The fund invests primarily in a diversified mix of U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
EVTR returned 8.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.32%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 2.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$4.9B
Expense Ratio0.32%
Dividend Yield4.55%
Holdings1
Inception DateNov 1984
Domicile–
Distribution–
Index–
ProviderEaton Vance ETFs
Beta0.95
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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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
-3.2%
1Y
+0.6%
3Y
+10.8%
5Y
+10.8%
OpenBook InsightIf you had invested £10,000 in EVTR 5 years ago, it would have grown to £11,082 — a gain of £1,082.

Annual Returns

Calendar year performance

EVTR delivered positive returns in 2 of the last 3 calendar years.
YearEVTR
2026 YTD-1.4%
2025+8.1%
2024+4.1%
CAGR 2yr+6.0%
2/3 positive yearsAvg return: +3.6%Worst year: -1.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.7%
Low
Momentum
-0.5%
30-day change
Support Level
50.00
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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