Compare · 2 funds side by side · dividends reinvested

EVSD and NEAR

EVSDEaton Vance×NEARiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,167NEAR · best of the two

02 / 04

EVSD and NEAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.1%+4.0%−1.1%1.4%$5.2B1.4

Eaton Vance Short Duration Income ETFBonds & Cash · Short-term0.24%4.76%+1.4%+2.4%[…][…]−1.6%1.7%$1.6B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: EVSD 1992 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

EVSD

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,167

$10,000 five years ago, dividends reinvested

EVSDMeasureNEAR

+1.4%Year to dateJan 1 → Nov 4+1.5%

+2.4%1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $11,605+5.1%

[…]5 years · per year$10,000 became […] · $12,167+4.0%

0.24%Expense ratio$24 · $25 a year on $10k · lower is better0.25%

4.76%Trailing 12-mo yield$476 · $451 a year on $10k4.51%

−1.6%Worst dropSmaller is better−1.1%

1.7%VolatilityLower is calmer1.4%

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

2–3NEAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVSD vs NEAR: Top 5 Holdings

Today

EVSD

29.2%in top 5

NEAR

in top 5[…]

EVSDStockNEAR

26.3%TUZ6not top 5

1.5%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 4, 2026 · share of each fund

EVSD vs NEAR Returns, Every Period

Eaton VanceEVSD

+2.4%

past year

NEARiShares

+2.4%

past year

EVSDNEARFaded: behind in that period

0–1NEAR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EVSD vs NEAR

YTD

Eaton VanceEVSD

+1.4%

NEARiShares

+1.5%

+1.4%Year to date+1.5%

−1.6%Worst drop · 1Y−1.1%

1.7%Volatility · 1Y1.4%

4.8%Yield4.5%

$1.6BAssets$5.2B

3–1NEAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVSD, NEAR

Today

0.24%lowest, EVSD

FundExpense ratioFee$10k

EVSD0.24%$24

NEAR0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EVSD, NEAR

4.76%highest, EVSD

FundTrailing yieldYield$10k

EVSD4.76%$476

NEAR4.51%$451

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$452most kept, EVSD

EVSD$476 − $24 = $452

NEAR$451 − $25 = $426

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EVSD, NEAR

Today

[…]holdings […]

EVSDNEAR

EVSD—[…]

NEAR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.4%EVSD, at 1.7% volatility

NEARWorst drop−1.1%1.4% vol

EVSDWorst drop−1.6%1.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EVSDNEAR

+1.4%Year to date+1.5%

4.8%Yield4.5%

+2.4%Past year+2.4%

0.24%Fee0.25%

2–1EVSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026