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EVSDEaton Vance Short Duration Income ETF

Get income34y track recordRanked #164 of 1,650 in this goal

Seeks above-average total return over a market cycle of three to five years.

By Eaton Vance ETFs · Launched 1992

Annual Cost

0.24%

#1,057 of 5,854 · low cost

Fund Size

$1.3B

#984 of 5,854 · large

Dividend YieldGoal

4.63%

Track Record

34 years

#7 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,401+4.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 19.8% of fundwell diversified

Morgan Stanley & Co. LLC
7.6%
FNMA or FHLMC
2.2%
United States of America
1.8%
Eaton Vance Floating-Rate ETF
1.7%
United States of America
1.5%
Morgan Stanley & Co. LLC
1.4%
Nykredit Realkredit A/S
1.3%
United States of America
0.8%
United States of America
0.7%
Stellantis Financial Services US Corp.
0.7%

Asset allocation

Bonds
96.9%
Cash
3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.6%Low

Year-on-year price swings

Max drawdown
-1.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.7 years

Avg maturity

9.9 years

Credit ratings

US Government
13.0%
AAA
23.9%
AA
24.1%
A
20.0%
BBB
23.8%
BB
3.2%
B
0.3%
Below B
0.1%
Other
4.7%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks above-average total return over a market cycle of three to five years.
Strategy
Primarily invests in a diversified portfolio of U.S. dollar-denominated fixed income securities, including U.S. government securities, corporate bonds, and mortgage- and asset-backed securities. The Fund seeks value in the fixed-income market with limited sensitivity to interest rate changes, considering ESG factors in its investment decisions.
Inception date
March 31, 1992
Fund family
Eaton Vance ETFs

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Data updated on 2026-08-03