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EVPF vs EVSB

Eaton Vance Preferred Securities and Income ETF vs Eaton Vance Ultra-Short Income ETF

EVPF

Eaton Vance Preferred Securities and Income ETF

Eaton Vance ETFs

Annual cost

0.39%

Fund size

$27M

EVSB

Eaton Vance Ultra-Short Income ETF

Eaton Vance ETFs

Annual cost

0.17%

Fund size

$204M

Key differences

  • EVSB costs 0.22% less per year.
  • EVSB is significantly larger than EVPF — larger funds tend to be more liquid and less likely to close.
  • EVPF covers global ex us markets; EVSB covers north america.
  • EVPF follows a index tracking strategy; EVSB uses active selection.

Side-by-side comparison

EVPFEVSB
Annual cost (TER)0.39%0.17%
Fund size (AUM)$27M$204M
Since20262023
Dividend yield4.61%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+4.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.77%
Max drawdown-2.37%-0.31%

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

Similar to EVPF and EVSB