EVSD vs. EVTR ETF Comparison
Comparison of Eaton Vance Short Duration Income ETF (EVSD) to Eaton Vance Total Return Bond ETF (EVTR)
EVSD
Eaton Vance Short Duration Income ETF
EVSD Description
Under normal circumstances, the fund seeks to achieve its investment objective by primarily investing in a diversified portfolio of U.S. dollar-denominated fixed income securities of varying maturities consistent with ordinarily seeking to maintain an average duration of approximately three years or less. The fund invests primarily in U.S. government securities, corporate bonds and mortgage- and asset-backed securities.
Grade (RS Rating)
Last Trade
$50.36
Average Daily Volume
13,759
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
EVTR
Eaton Vance Total Return Bond ETF
EVTR Description
EVTR seeks above average returns by primarily investing in USD-denominated, investment grade fixed income securities. These may include a variety of securities issued by government and corporate issuers, MBS, and ABS. The fund aims to maintain an average weighted maturity between five and ten years. In creating its portfolio, the adviser looks at issuer creditworthiness. Up to 20% of the funds assets may be allocated to high yield securities, up to 20% in emerging market securities, and up to 10% in foreign securities. The fund is actively managed, which means investment decisions are at the discretion of the manager and it may also have a higher degree of portfolio turnover than an index-tracking fund.Grade (RS Rating)
Last Trade
$50.20
Average Daily Volume
202,473
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
Performance
| Period | EVSD | EVTR |
|---|---|---|
| 30 Days | -0.82% | -2.87% |
| 60 Days | 0.44% | -1.76% |
| 90 Days | 0.80% | -1.97% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in EVSD | Weight in EVTR | Overlap | |
|---|---|---|---|---|---|
| EVLN | A | 2.38% | 1.89% | 1.89% |
EVSD Overweight 0 Positions Relative to EVTR
| Symbol | Grade | Weight |
|---|
EVSD Underweight 0 Positions Relative to EVTR
| Symbol | Grade | Weight |
|---|
EVSD: Top Represented Industries & Keywords
Industries:
EVTR: Top Represented Industries & Keywords
Industries:
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