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EVSMEaton Vance Short Duration Municipal Income ETF

Get income7y track recordRanked #267 of 1,650 in this goal

Seeks current income exempt from regular federal income tax.

By Eaton Vance ETFs · Launched 2018

Annual Cost

0.19%

#838 of 5,861 · low cost

Fund Size

$758M

#1,298 of 5,861 · large

Dividend YieldGoal

3.00%

Track Record

7 years

#1,823 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,286+2.9%

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 = 10.2% of fundwell diversified

City of Gainesville FL Utilities System Revenue
1.3%
Arkansas Development Finance Authority
1.2%
BlackRock Liquidity Funds - MuniCash
1.2%
Build NYC Resource Corp.
1.2%
County of King WA Sewer Revenue
1.1%
University of Connecticut
1.1%
United States of America
0.9%
Gulf Coast Industrial Development Authority
0.8%
Dallas Independent School District
0.8%
Southeast Energy Authority A Cooperative District
0.8%

Asset allocation

Bonds
99.8%
Cash
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.3%Low

Year-on-year price swings

Max drawdown
-1.5%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

4.5 years

Avg maturity

10.3 years

Credit ratings

US Government
0.4%
AAA
10.5%
AA
41.3%
A
37.0%
BBB
5.8%
BB
2.5%
Other
3.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income exempt from regular federal income tax.
Strategy
Invests primarily in municipal securities, maintaining at least 80% of net assets in these debt obligations exempt from federal income tax. Focuses on investment-grade quality and may invest in various municipal obligations across U.S. states and territories.
Inception date
December 19, 2018
Fund family
Eaton Vance ETFs

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Data updated on 2026-08-04