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Upturn AI SWOT - About
Eaton Vance Short Duration Income ETF (EVSD)
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Upturn Advisory Summary
07/23/2025: EVSD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.02% | Avg. Invested days 159 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.28 | 52 Weeks Range 47.59 - 51.29 | Updated Date 06/29/2025 |
52 Weeks Range 47.59 - 51.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
Eaton Vance Short Duration Income ETF
ETF Overview
Overview
The Eaton Vance Short Duration Income ETF (EVSD) seeks to provide current income consistent with preservation of capital by investing primarily in short-duration investment-grade debt securities. It targets a broad range of fixed-income sectors, with a focus on maintaining a short average duration.
Reputation and Reliability
Eaton Vance, now part of Morgan Stanley Investment Management, has a long-standing reputation as a reputable asset manager with a history of providing innovative investment solutions.
Management Expertise
The management team possesses extensive experience in fixed-income markets, including expertise in credit analysis, portfolio construction, and risk management.
Investment Objective
Goal
To provide current income consistent with preservation of capital.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting securities based on credit analysis and relative value opportunities within the short-duration fixed-income market.
Composition The ETF holds a diversified portfolio of investment-grade corporate bonds, government securities, asset-backed securities, and other fixed-income instruments with short maturities.
Market Position
Market Share: EVSD's market share within the short-duration income ETF category is competitive but not dominant.
Total Net Assets (AUM): 89940000
Competitors
Key Competitors
- NEAR
- MINT
- BSCI
Competitive Landscape
The short-duration income ETF market is relatively crowded, with several established players. EVSD competes on its active management approach and the expertise of its investment team. A potential disadvantage is its relatively smaller AUM compared to some larger competitors, which may impact liquidity and expense ratios.
Financial Performance
Historical Performance: Historical performance depends on market conditions; review the ETF's fact sheet for returns over different periods.
Benchmark Comparison: Performance is benchmarked against short-term investment grade indexes. The ETF's performance aims to outperform the benchmark through active management.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is adequate for most investors, reflecting reasonable liquidity in the market.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating a relatively low cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate movements, inflation expectations, and credit spreads significantly influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to investor demand for short-duration income strategies, particularly during periods of interest rate uncertainty.
Moat and Competitive Advantages
Competitive Edge
EVSD's competitive advantage lies in its active management approach, where its investment team seeks to identify undervalued securities and capitalize on market inefficiencies. The fund's focus on investment-grade debt and short duration aims to provide a measure of downside protection. Its experienced management team and the resources of Eaton Vance contribute to its competitive standing. The ability to navigate various economic environments and market conditions helps the fund deliver consistent returns.
Risk Analysis
Volatility
The ETF's volatility is generally low due to its short duration and focus on investment-grade securities.
Market Risk
Market risk includes interest rate risk (although mitigated by the short duration), credit risk (related to the issuers of the debt securities), and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking current income with a focus on capital preservation. This includes those nearing retirement or in retirement, and those looking for alternatives to cash or money market funds.
Market Risk
EVSD is suitable for long-term investors and passive index followers seeking income and capital preservation.
Summary
Eaton Vance Short Duration Income ETF (EVSD) offers investors exposure to a diversified portfolio of short-duration, investment-grade fixed-income securities. Its active management strategy aims to outperform its benchmark and provide current income. While it carries some market risk, its low volatility and focus on capital preservation make it suitable for risk-averse investors. The ETF is a competitive option in a crowded market, but its AUM and expense ratio should be considered in relation to its peers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eaton Vance Short Duration Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
