EVSM vs VXUS
Eaton Vance Short Duration Municipal Income ETF vs Vanguard Total International Stock ETF
Which is better, EVSM or VXUS?
Municipal 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 | EVSM | VXUS |
|---|---|---|
| Expense Ratio | 0.19% | 0.05%Best |
| AUM | $828M | $158.1B |
| Dividend Yield | 3.02% | 2.51% |
| Holdings | 380 | 8,747 |
| YTD Return | +0.57% | +12.82%Best |
| 1Y Return | +1.10% | +19.86%Best |
| 3Y Return (annualized) | - | +19.33% |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 1.5%Best | 11.4% |
| Max Drawdown | -1.5%Best | -13.6% |
| $10,000 over 2.5 years | $10,757 | $15,367Best |
| Fund Family | Eaton Vance | Vanguard (US) |
| Category | Tax Preferred | Equity |
| Style | Municipal Bond | Large Cap Blend |
| Inception | Mar 25, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 25, 2024 to Sep 18, 2026 (2.5 years).
EVSM 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 2.5 years both funds cover.
EVSM vs VXUS Performance
Eaton Vance Short Duration Municipal Income ETF (EVSM) is an ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVSM returned +1.10% while VXUS returned +19.86%. Year to date, EVSM is up 0.57% versus a gain of 12.82% 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 11.4% compared with 1.5% for EVSM. 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 -1.5% for EVSM 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EVSM charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, EVSM currently yields 3.02% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 97 holdings in EVSM and 8,082 in VXUS, totalling 28.5% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 97 positions we hold weights for in EVSM and 8,082 in VXUS, against full books of 380 and 8,747.
You are not choosing between two funds in isolation.
Whichever of EVSM and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EVSM or VXUS?
EVSM has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, EVSM or VXUS?
Over the past year EVSM returned +1.10% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVSM or VXUS?
VXUS has been the more volatile fund at 11.4% annualized versus 1.5% for EVSM. Worst drawdown: EVSM -1.5% vs VXUS -13.6%.
Should I hold both EVSM and VXUS?
EVSM and VXUS have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EVSM or VXUS?
EVSM yields 3.02% while VXUS yields 2.51%, so EVSM currently pays the higher dividend yield.
Is VXUS better than EVSM?
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.