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Upturn AI SWOT - About
Eaton Vance Short Duration Income ETF (EVSD)
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Upturn Advisory Summary
09/16/2025: 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 5.67% | Avg. Invested days 197 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 (EVST) seeks to provide current income consistent with preservation of capital. It primarily invests in a portfolio of short-duration, investment-grade debt securities. The fund focuses on active management to adjust portfolio duration and credit risk.
Reputation and Reliability
Eaton Vance, now part of Morgan Stanley Investment Management, has a strong reputation and a long track record in managing fixed-income assets.
Management Expertise
The fund is managed by experienced professionals specializing in fixed-income investments with expertise in credit analysis and duration management.
Investment Objective
Goal
To provide current income consistent with preservation of capital.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy to invest in short-duration fixed income securities.
Composition The ETF primarily holds investment-grade corporate bonds, government securities, and asset-backed securities with short maturities.
Market Position
Market Share: Market share data is not readily available for this specific ETF in comparison to the entire short duration fixed income universe.
Total Net Assets (AUM): 141846224
Competitors
Key Competitors
- PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)
- iShares Short Maturity Bond ETF (NEAR)
- SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
Competitive Landscape
The short duration fixed income ETF market is highly competitive. EVST competes with larger, more established ETFs like MINT and NEAR. EVST's active management approach aims to outperform its competitors through tactical asset allocation, while others focus on passive index tracking. EVST's relative disadvantage is its smaller AUM and lower liquidity compared to larger peers.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison requires specific benchmark details and historical performance data.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity for investors.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading and can vary based on market conditions, but is generally tight for liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads significantly impact EVST's performance. Changes in monetary policy and investor sentiment toward fixed income securities also affect the fund.
Growth Trajectory
EVST's growth trajectory is tied to the overall demand for short-duration fixed income products. Changes in investment strategy and holdings are actively managed.
Moat and Competitive Advantages
Competitive Edge
EVST benefits from Eaton Vance's experienced fixed-income management team and their active approach. The fund's ability to dynamically adjust portfolio duration and credit exposure in response to market conditions provides a potential advantage. The focus on short-duration securities helps mitigate interest rate risk. The active management approach distinguishes it from passive short-term bond ETFs.
Risk Analysis
Volatility
EVST's volatility is generally low due to its short-duration focus.
Market Risk
Market risks include interest rate risk (although mitigated by short duration), credit risk (related to the creditworthiness of the issuers of the bonds), and liquidity risk (possibility of difficulty in selling securities).
Investor Profile
Ideal Investor Profile
EVST is suitable for investors seeking current income with low volatility and limited interest rate risk, such as retirees or those nearing retirement.
Market Risk
EVST is best for long-term investors seeking income and capital preservation, rather than active traders or aggressive investors.
Summary
Eaton Vance Short Duration Income ETF (EVST) is actively managed with a focus on short-duration, investment-grade fixed income. Its goal is to provide current income while preserving capital. The fund's performance is influenced by interest rates, credit spreads, and the manager's ability to make effective investment decisions. EVST is appropriate for risk-averse investors seeking a steady income stream with low volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Website
- SEC Filings
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change, and past performance is not indicative of future results. Consult with a qualified 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.
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