EVSD vs VTI
EVSD vs VTI
Eaton Vance Short Duration Income ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EVSD | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $535M | $663.5B | |
| Dividend Yield | 4.63% | 1.07% | |
| Holdings | 552 | 3,543 | |
| YTD Return | +1.01% | +13.57% | |
| 1Y Return | +3.31% | +24.23% | |
| 3Y Return (annualized) | - | +20.73% | |
| 5Y Return (annualized) | - | +12.24% | |
| Volatility (annualized) | 1.8% | 15.3% | |
| Max Drawdown | -1.3% | -56.6% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 17, 2024 | May 24, 2001 |
EVSD vs VTI Performance
Eaton Vance Short Duration Income ETF (EVSD) is a ETF from Eaton Vance and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EVSD returned +3.31% while VTI returned +24.23%. Year to date, EVSD is up 1.01% versus a gain of 13.57% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVSD charges 0.24% per year while VTI 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 1.07% for VTI.
Holdings Overlap
EVSD and VTI share 0 holdings out of 3012 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 VTI?
EVSD has an expense ratio of 0.24% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, EVSD or VTI?
Over the past year EVSD returned +3.31% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), EVSD annualized +5.26% vs +8.12% for VTI. Past performance does not guarantee future results.
Which is riskier, EVSD or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 1.8% for EVSD. Worst drawdown: EVSD -1.3% vs VTI -56.6%.
Should I hold both EVSD and VTI?
EVSD and VTI have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVSD and VTI?
EVSD and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3012 unique securities.
Which pays a higher dividend, EVSD or VTI?
EVSD yields 4.63% while VTI yields 1.07%, so EVSD currently pays the higher dividend yield.
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