EVG vs VXUS
EVG vs VXUS
Eaton Vance Short Duration Diversified Income Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | EVG | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.35% | 0.05% | |
| AUM | $442M | $156.5B | |
| Dividend Yield | 7.99% | 2.60% | |
| Holdings | 740 | 8,747 | |
| YTD Return | +2.13% | +14.57% | |
| 1Y Return | +2.13% | +27.82% | |
| 3Y Return (annualized) | +10.53% | +19.27% | |
| 5Y Return (annualized) | +4.09% | +9.28% | |
| Volatility (annualized) | 10.8% | 15.1% | |
| Max Drawdown | -53.0% | -39.9% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Feb 28, 2005 | Jan 26, 2011 |
EVG vs VXUS Performance
Eaton Vance Short Duration Diversified Income Fund (EVG) is a ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EVG returned +2.13% while VXUS returned +27.82%. Year to date, EVG is up 2.13% versus a gain of 14.57% for VXUS.
Over three years, EVG compounded at +10.53% per year against +19.27% for VXUS; over five years the annualized figures are +4.09% and +9.28% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs -0.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.8% for EVG. 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 -53.0% for EVG and -39.9% for VXUS. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVG charges 1.35% per year while VXUS charges 0.05%. On a $10,000 position that is $135 vs $5 annually, a gap of $130 per year that compounds over a long holding period. On income, EVG currently yields 7.99% against 2.60% for VXUS.
Holdings Overlap
EVG and VXUS share 3 holdings out of 8105 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EVG | Weight in VXUS | Difference |
|---|---|---|---|
| ARGENT 5 01/09/38 | 0.21% | 0.00% | 0.21% |
| ARGENT 4.125 07/09/3 | 0.20% | 0.00% | 0.20% |
| ARGENT 3.5 07/09/41 | 0.07% | 0.00% | 0.07% |
Frequently Asked Questions
Which is cheaper, EVG or VXUS?
EVG has an expense ratio of 1.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $130 per year of difference.
Which performed better, EVG or VXUS?
Over the past year EVG returned +2.13% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), EVG annualized -0.54% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, EVG or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 10.8% for EVG. Worst drawdown: EVG -53.0% vs VXUS -39.9%.
Should I hold both EVG and VXUS?
EVG and VXUS have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVG and VXUS?
EVG and VXUS share 3 common holdings with a 0.0% weight overlap. Combined, they hold 8105 unique securities.
Which pays a higher dividend, EVG or VXUS?
EVG yields 7.99% while VXUS yields 2.60%, so EVG currently pays the higher dividend yield.
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