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EVSDEaton Vance Short Duration Income ETF

Get income34y track recordRanked #168 of 1,706 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%

#1,091 of 6,040 · low cost

Fund Size

$1.5B

#946 of 6,040 · large

Return (1Y)

+2.1%

Track Record

34 years

#7 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,210+2.1%

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

Holdings

By weight

Concentration

Top 10 holdings = 19.8% of funddiversified

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
97.9%
Cash
2.1%

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
11.3%
AAA
22.9%
AA
24.7%
A
18.5%
BBB
24.5%
BB
4.6%
B
0.3%
Below B
0.1%
Other
4.4%

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

Next steps

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Data updated on 2026-09-18