Compare · 2 funds side by side · dividends reinvested

EVSD and AGG

EVSDEaton Vance×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,975AGG · best of the two

02 / 04

EVSD and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eaton Vance Short Duration Income ETFBonds & Cash · Short-term0.24%4.75%+1.6%+2.6%[…][…]−1.6%1.7%$1.6B1.2

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: EVSD 1992 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Short Duration Income ETF · $1.6B[…]

EVSD

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

EVSDMeasureAGG

+1.6%Year to dateJan 1 → Nov 5+0.1%

+2.6%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,786+5.6%

[…]5 years · per year$10,000 became […] · $9,975−0.0%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

4.75%Trailing 12-mo yield$475 · $412 a year on $10k4.12%

−1.6%Worst dropSmaller is better−4.6%

1.7%VolatilityLower is calmer4.1%

EVSDAGG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1EVSD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVSD vs AGG: Top 5 Holdings

Today

EVSD

29.3%in top 5

AGG

in top 5[…]

EVSDStockAGG

26.3%TUZ6not top 5

1.6%FVZ6not top 5

1.1%EVLNnot top 5

0.4%EVSBnot top 5

-0.1%WNZ6not top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

EVSD vs AGG Returns, Every Period

Eaton VanceEVSD

+2.6%

past year

AGGiShares

+0.5%

past year

EVSDAGGFaded: behind in that period

2–0EVSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EVSD vs AGG

YTD

Eaton VanceEVSD

+1.6%

AGGiShares

+0.1%

+1.6%Year to date+0.1%

−1.6%Worst drop · 1Y−4.6%

1.7%Volatility · 1Y4.1%

4.8%Yield4.1%

$1.6BAssets$139B

4–0EVSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVSD, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

EVSD0.24%$24

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EVSD, AGG

4.75%highest, EVSD

FundTrailing yieldYield$10k

EVSD4.75%$475

AGG4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$451most kept, EVSD

EVSD$475 − $24 = $451

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EVSD, AGG

Today

[…]holdings […]

EVSDAGG

EVSD—[…]

AGG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.6%EVSD, at 1.7% volatility

EVSDWorst drop−1.6%1.7% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EVSDAGG

+1.6%Year to date+0.1%

4.8%Yield4.1%

+2.6%Past year+0.5%

0.24%Fee0.03%

3–1EVSD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026