EVSB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricEVSBVOOWinner
Expense Ratio0.17%0.03%
AUM$246M$979.0B
Dividend Yield4.57%1.09%
Holdings260509
YTD Return+2.30%+11.51%
1Y Return+4.47%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)0.6%14.1%
Max Drawdown-0.3%-34.3%
Fund FamilyEaton VanceVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 16, 2023Sep 7, 2010

EVSB vs VOO Performance

Eaton Vance Ultra-Short Income ETF (EVSB) is a ETF from Eaton Vance and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EVSB returned +4.47% while VOO returned +21.46%. Year to date, EVSB is up 2.30% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 0.6% for EVSB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -0.3% for EVSB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EVSB charges 0.17% per year while VOO charges 0.03%. On a $10,000 position that is $17 vs $3 annually, a gap of $14 per year that compounds over a long holding period. On income, EVSB currently yields 4.57% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

EVSB and VOO share 0 holdings out of 635 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EVSB or VOO?

EVSB has an expense ratio of 0.17% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, EVSB or VOO?

Over the past year EVSB returned +4.47% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), EVSB annualized +5.52% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, EVSB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 0.6% for EVSB. Worst drawdown: EVSB -0.3% vs VOO -34.3%.

Should I hold both EVSB and VOO?

EVSB and VOO have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EVSB and VOO?

EVSB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 635 unique securities.

Which pays a higher dividend, EVSB or VOO?

EVSB yields 4.57% while VOO yields 1.09%, so EVSB currently pays the higher dividend yield.

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