EVSD vs VXUS
Eaton Vance Short Duration Income ETF vs Vanguard Total International Stock ETF
Which is better, EVSD or VXUS?
Short Term Bond against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EVSD | VXUS |
|---|---|---|
| Expense Ratio | 0.24% | 0.05%Best |
| AUM | $535M | $158.1B |
| Dividend Yield | 4.59% | 2.51% |
| Holdings | 28 | 8,747 |
| YTD Return | +0.99% | +13.35%Best |
| 1Y Return | +2.32% | +22.44%Best |
| 3Y Return (annualized) | - | +19.44% |
| 5Y Return (annualized) | - | +8.82% |
| Volatility (annualized) | 1.8%Best | 11.5% |
| Max Drawdown | -1.3%Best | -13.6% |
| $10,000 over 2.2 years | $11,135 | $15,135Best |
| Fund Family | Eaton Vance | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Blend |
| Inception | Jun 17, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 17, 2024 to Sep 10, 2026 (2.2 years).
EVSD vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
EVSD vs VXUS Performance
Eaton Vance Short Duration Income ETF (EVSD) is an ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVSD returned +2.32% while VXUS returned +22.44%. Year to date, EVSD is up 0.99% versus a gain of 13.35% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 11.5% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EVSD charges 0.24% per year while VXUS charges 0.05%. On a $10,000 position that is $24 vs $5 annually, a gap of $19 per year that compounds over a long holding period. On income, EVSD currently yields 4.59% against 2.51% for VXUS.
Holdings Overlap
At least 74.8% of EVSD's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of EVSD is already inside VXUS. Owning both mostly buys the same companies twice.
18 positions in common, counted across the 27 positions we hold weights for in EVSD and 8,091 in VXUS, against full books of 28 and 8,747.
Top Shared Holdings
| Stock | Weight in EVSD | Weight in VXUS | Difference |
|---|---|---|---|
| WPP:LNWpp Plc Unsponsored Adr (1 Ads : 5 Ordinary) | 6.30% | 0.01% | 6.29% |
| VAR:OSVar Energi Asa | 6.04% | 0.01% | 6.03% |
| BMPS:MIBanca Monte Dei Paschi Di Siena S.P.A. | 5.69% | 0.05% | 5.64% |
| MPCC:OSMpc Container Ships As | 5.66% | 0.00% | 5.66% |
| ITH:LNIthaca Energy | 5.35% | 0.00% | 5.35% |
| WAWI:OSWallenius Wilhelmsen ASA Shs | 5.32% | 0.00% | 5.32% |
| BAMI:MIBanco Bpm Spa Common Stock Eur 0 | 4.92% | 0.06% | 4.86% |
| TEP:PATele Performance Se | 3.98% | 0.01% | 3.97% |
| DNO:OSDno Asa | 3.76% | 0.00% | 3.76% |
| ORG4:LNTorm Plc | 3.71% | 0.00% | 3.71% |
74.8% of EVSD is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EVSD or VXUS?
EVSD has an expense ratio of 0.24% while VXUS charges 0.05%. VXUS is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, EVSD or VXUS?
Over the past year EVSD returned +2.32% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), EVSD annualized +5.01% vs +20.73% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVSD or VXUS?
VXUS has been the more volatile fund at 11.5% annualized versus 1.8% for EVSD. Worst drawdown: EVSD -1.3% vs VXUS -13.6%.
Should I hold both EVSD and VXUS?
EVSD and VXUS have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EVSD and VXUS?
At least 74.8% of EVSD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 18 positions in common, counted across the 27 positions we hold weights for in EVSD and 8,091 in VXUS.
Which pays a higher dividend, EVSD or VXUS?
EVSD yields 4.59% while VXUS yields 2.51%, so EVSD currently pays the higher dividend yield.
Is VXUS better than EVSD?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.