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EVIM vs EVSM

Eaton Vance Intermediate Municipal Income ETF vs Eaton Vance Short Duration Municipal Income ETF

EVIM

Eaton Vance Intermediate Municipal Income ETF

Eaton Vance ETFs

Annual cost

0.11%

Fund size

$209M

EVSM

Eaton Vance Short Duration Municipal Income ETF

Eaton Vance ETFs

Annual cost

0.19%

Fund size

$697M

Key differences

  • EVIM costs 0.08% less per year.
  • EVSM is significantly larger than EVIM — larger funds tend to be more liquid and less likely to close.
  • EVSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVIMEVSM
Annual cost (TER)0.11%0.19%
Fund size (AUM)$209M$697M
Since20232018
Dividend yield3.56%3.02%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+4.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.81%1.27%
Max drawdown-4.23%-1.50%

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

Similar to EVIM and EVSM