EVSDvsBRTRETF Comparison
VS
Eaton Vance Short Duration Income ETF (EVSD) and iShares Total Return Active ETF (BRTR) belong to the same industry segment: US Aggregate Bonds. EVSD's top 3 sector exposures are Finance, Sovereign and Industrials. In contrast, BRTR's top sector exposures are Sovereign, Industrials and Non-Corporate. EVSD is less expensive with a Total Expense Ratio (TER) of 0.24%, versus 0.41% for BRTR. EVSD is up 1.26% year-to-date (YTD) with +$659M in YTD flows. BRTR performs worse with -0.4% YTD performance, and +$283M in YTD flows. Run a side-by-side ETF comparison of EVSD and BRTR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
EVSD vs BRTR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EVSD BRTR | +0.10%-0.09% | +0.43%-0.89% | +1.26%-0.40% | +3.11%+2.20% | n/an/a | n/an/a |
| Flows | EVSD BRTR | +$135M+$39M | +$240M+$124M | +$659M+$283M | +$955M+$532M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EVSD BRTR | +1.77%+3.91% | +1.57%+3.79% | n/an/a | n/an/a |
| Max drawdown | EVSD BRTR | -0.47%-1.79% | -1.24%-3.04% | n/an/a | n/an/a |
| Max drawdown duration | EVSD BRTR | 28d64d | 103d184d | n/an/a | n/an/a |
Trading data
EVSD | BRTR | |
Last sale 9/1/2026 at 1:30 PM | $50.57 | $49.04 |
| Previous close 09/01/2026 | $50.64 | $49.32 |
| Consolidated volume 09/01/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 9/1/2026 at 1:30 PM
Live
Closed
EVSD | BRTR | |
|---|---|---|
| Last price | $50.57 | $49.04 |
| 1D performance | -0.15% | -0.58% |
| AuM | $1.48 B | $769.56 M |
| E/R | 0.24% | 0.41% |
Characteristics
EVSD | BRTR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Eaton Vance | iShares |
| Benchmark | - | - |
| N° of holdings | 360 | 6534 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 17, 2024 | December 12, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
EVSD
USA
47.1%
Other
52.9%
BRTR
Data will be available soon
Sectors
EVSD
Finance
30.36%
Sovereign
10.95%
Industrials
7.36%
Other
51.33%
BRTR
Data will be available soon
Advertisement
Diversification
EVSD
Total weight of top 15 holdings out of 15
19.36%
BRTR
Data will be available soon
Top 15 holdings
Data as of July 31, 2026
EVSD
US01F0506844
3.32%
USA, Notes 2.75% 15aug2032, USD (E-2032)
2.12%
USA, Notes 3.625% 31aug2030, USD (AC-2030)
2.01%
USA, Notes 3.75% 31may2030, USD (L-2030)
1.78%
US61774R8337
1.67%
USA, Notes 1.125% 31aug2028, USD (P-2028)
1.50%
Nykredit Realkredit, 3.5% 1oct2056, DKK
1.29%
Bank of America Corporation, 4.695% 23apr2032, USD (N)
1.12%
Bank of America Corporation, 4.456% 6feb2032, USD (N)
0.75%
USA, Notes 3.5% 30apr2028, USD (Y-2028)
0.69%
US89617RAA68
0.68%
Smithfield Foods, 4.25% 1feb2027, USD
0.64%
NatWest Group, 5.115% 23may2031, USD
0.64%
USA, Notes 1% 31jul2028, USD (N-2028)
0.58%
US17334AAA60
0.57%
BRTR
Data will be available soon
Frequently asked questions about EVSD and BRTR
How have the EVSD and BRTR ETFs performed in 2026?
As of September 1, 2026, EVSD is up 1.26% year-to-date (YTD), while BRTR has lost -0.4%. That puts EVSD better performer ahead so far this year.
Which ETF is attracting more investor money: EVSD or BRTR?
Year-to-date, the EVSD ETF saw +$659M in flows, compared to +$283M for BRTR.
Which ETF is more volatile: EVSD or BRTR?
Over the past year, EVSD had a volatility of 1.57%, while BRTR experienced 3.79%.
Which ETF is bigger: EVSD or BRTR?
As of September 1, 2026, EVSD holds $1.48 B in assets under management (AUM), while BRTR manages $769.56 M.
What sectors do the EVSD and BRTR ETFs invest in?
EVSD leans toward sectors like Finance, Sovereign and Industrials. Meanwhile, BRTR focuses on Sovereign and Industrials.
What are the top holdings of the EVSD ETF and BRTR ETF?
EVSD top holdings include US01F0506844, USA, Notes 2.75% 15aug2032, USD (E-2032) and USA, Notes 3.625% 31aug2030, USD (AC-2030). BRTR holds in its top three: US01F0526800, BlackRock Cash Funds - Institutional and USA, Bonds 4.75% 15nov2043, USD.
Which ETF is more diversified: EVSD or BRTR?
EVSD holds 754 securities with 19.36% of its assets in the top 15. BRTR has 8924 securities and a top 15 weight of 39.43%.
Advertisement
Advertisement
