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Upturn AI SWOT - About
Eaton Vance Short Duration Income ETF (EVSD)
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Upturn Advisory Summary
02/27/2025: EVSD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 1.57% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Volume (30-day avg) 40853 | Beta 0.28 | 52 Weeks Range 47.82 - 50.86 | Updated Date 04/1/2025 |
52 Weeks Range 47.82 - 50.86 | Updated Date 04/1/2025 |
Upturn AI SWOT
Eaton Vance Short Duration Income ETF
ETF Overview
Overview
The Eaton Vance Short Duration Income ETF (EVSD) seeks to provide current income while maintaining a focus on capital preservation. It invests primarily in investment-grade, short-duration fixed income securities across various sectors.
Reputation and Reliability
Eaton Vance is a well-established asset management firm with a long history and a reputation for providing income-oriented investment solutions.
Management Expertise
The management team has extensive experience in fixed income investing and actively manages the portfolio to navigate changing market conditions.
Investment Objective
Goal
To provide current income while maintaining a focus on capital preservation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on short-duration fixed income securities.
Composition Primarily invests in investment-grade corporate bonds, government securities, and asset-backed securities.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 215440000
Competitors
Key Competitors
- BSJP
- MINT
- NEAR
- SHYG
- AGGY
Competitive Landscape
The short-duration income ETF market is competitive, with numerous funds offering similar strategies. EVSD's advantages may include Eaton Vance's expertise and active management. Disadvantages might include higher expense ratios compared to passively managed funds and potentially lower returns in certain market environments.
Financial Performance
Historical Performance: Historical financial performance data unavailable in structured format.
Benchmark Comparison: Benchmark comparison data unavailable in structured format.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's liquidity, based on its average trading volume, allows investors to easily buy or sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth, as well as credit spreads and market volatility, can affect EVSD's performance.
Growth Trajectory
Growth trends and patterns depend on the demand for short-duration fixed income and Eaton Vance's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
EVSD's competitive edge lies in Eaton Vance's established reputation, active management approach, and focus on providing income with capital preservation. The ETF's management team actively manages the portfolio to adjust to changing market conditions and seek out attractive investment opportunities. The focus on short-duration securities aims to reduce interest rate risk. This makes it an attractive option for investors seeking stable income with lower volatility.
Risk Analysis
Volatility
The ETF exhibits lower volatility compared to longer-duration bond funds or equity funds due to its short-duration focus.
Market Risk
Market risk includes interest rate risk (although mitigated by the short duration), credit risk (potential for default by issuers), and liquidity risk (difficulty in selling securities).
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking current income with a focus on capital preservation. Suitable for those looking to diversify fixed income holdings or manage interest rate risk.
Market Risk
Suitable for long-term investors seeking stable income or those looking to manage portfolio volatility. Less suitable for active traders seeking high returns.
Summary
Eaton Vance Short Duration Income ETF (EVSD) is an actively managed ETF focusing on short-duration fixed income securities. It aims to provide current income while prioritizing capital preservation, making it suitable for risk-averse investors seeking stable returns. While it offers lower volatility compared to longer-duration bonds, it is still subject to credit and interest rate risks. Its active management and Eaton Vance's reputation are key differentiators in a competitive market.
Similar Companies
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
Sources and Disclaimers
Data Sources:
- Eaton Vance Fund Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
Data is based on available information and may be subject to change. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eaton Vance Short Duration Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by primarily investing in a diversified portfolio of U.S. dollar-denominated fixed income securities of varying maturities consistent with ordinarily seeking to maintain an average duration of approximately three years or less. The fund invests primarily in U.S. government securities, corporate bonds and mortgage- and asset-backed securities.
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