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EVSD vs EVPF

Eaton Vance Short Duration Income ETF vs Eaton Vance Preferred Securities and Income ETF

EVSD

Eaton Vance Short Duration Income ETF

Eaton Vance ETFs

Annual cost

0.24%

Fund size

$1.2B

EVPF

Eaton Vance Preferred Securities and Income ETF

Eaton Vance ETFs

Annual cost

0.39%

Fund size

$27M

Key differences

  • EVSD costs 0.15% less per year.
  • EVSD is significantly larger than EVPF — larger funds tend to be more liquid and less likely to close.
  • EVSD follows a active selection strategy; EVPF uses index tracking.
  • EVSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVSDEVPF
Annual cost (TER)0.24%0.39%
Fund size (AUM)$1.2B$27M
Since19922026
Dividend yield4.63%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+5.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.55%
Max drawdown-1.26%-2.37%

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

Similar to EVSD and EVPF