EVSD vs IVV
EVSD vs IVV
Eaton Vance Short Duration Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EVSD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $535M | $865.2B | |
| Dividend Yield | 4.63% | 1.09% | |
| Holdings | 552 | 508 | |
| YTD Return | +0.72% | +9.93% | |
| 1Y Return | +3.60% | +19.59% | |
| 3Y Return (annualized) | - | +19.41% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 1.8% | 15.1% | |
| Max Drawdown | -1.3% | -56.5% | |
| Fund Family | Eaton Vance | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 17, 2024 | May 15, 2000 |
EVSD vs IVV Performance
Eaton Vance Short Duration Income ETF (EVSD) is a ETF from Eaton Vance and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EVSD returned +3.60% while IVV returned +19.59%. Year to date, EVSD is up 0.72% versus a gain of 9.93% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.8% for EVSD. 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 -1.3% for EVSD and -56.5% for IVV. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVSD charges 0.24% per year while IVV charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, EVSD currently yields 4.63% against 1.09% for IVV.
Holdings Overlap
EVSD and IVV share 0 holdings out of 734 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, EVSD or IVV?
EVSD has an expense ratio of 0.24% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, EVSD or IVV?
Over the past year EVSD returned +3.60% vs +19.59% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), EVSD annualized +5.15% vs +6.91% for IVV. Past performance does not guarantee future results.
Which is riskier, EVSD or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 1.8% for EVSD. Worst drawdown: EVSD -1.3% vs IVV -56.5%.
Should I hold both EVSD and IVV?
EVSD and IVV have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVSD and IVV?
EVSD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 734 unique securities.
Which pays a higher dividend, EVSD or IVV?
EVSD yields 4.63% while IVV yields 1.09%, so EVSD currently pays the higher dividend yield.
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