EVSD Eaton Vance Short Duration Income ETF
ETFETF quote, holdings, sector allocation, technicals, and options analytics. Fibonacci levels
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Eaton Vance Short Duration Income ETF (EVSD) ETF
No description available.
- Exchange
- XNAS
- Inception
- 1992-03-31
- Has Options
- No
- Expense ratio
- —
- Assets
- —
- Trailing yield
- 4.72% paid monthly
- Average daily volume
- $14M 30 sessions
- Holdings
- —
- Listed
- Mar 31, 1992 Nasdaq
Moves with. Long Treasuries (23% of its variance, beta 0.08); High yield over Treasuries (9% of its variance, beta -0.13); US large-cap stocks (4% of its variance, beta 0.02); Small caps over large (4% of its variance, beta 0.03). These factors explain 48% of its daily moves over the last year.
No monthly flow reports are on file for this fund yet. New funds appear after their first quarterly filing; funds organised as unit investment trusts do not file them.
| Fund | Overlap | Fee | Assets | 1Y | |
|---|---|---|---|---|---|
| BSVVanguard Short-Term Bond ETF | — | 0.03% | $45.5B | −3.3% | compare |
| VCSHVanguard Short-Term Corporate Bond ETF | — | 0.03% | $43.9B | −3.4% | compare |
| IGSBiShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF | — | 0.04% | $23.4B | −3.4% | compare |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | — | 0.04% | $11.2B | −2.2% | compare |
| DFSDDimensional Short-Duration Fixed Income ETF | — | 0.16% | $7.3B | −4.0% | compare |
The largest other funds in the Short-Term Bond category.
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-09-30 | 2026-10-06 | $0.2073 | CD |
| 2026-08-31 | 2026-09-04 | $0.1893 | CD |
| 2026-07-31 | 2026-08-06 | $0.1976 | CD |
| 2026-06-30 | 2026-07-07 | $0.1902 | CD |
| 2026-05-29 | 2026-06-04 | $0.1944 | CD |
| 2026-04-30 | 2026-05-06 | $0.1889 | CD |
| Month | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | -- | 0.18% | 0.06% | 0.12% |
| Feb | -- | 0.58% | 0.23% | 0.40% |
| Mar | -- | -0.32% | -1.00% | -0.66% |
| Apr | -- | 0.14% | 0.01% | 0.08% |
| May | -- | 0.12% | -0.08% | 0.02% |
| Jun | -0.49% | 0.71% | -0.12% | 0.03% |
| Jul | 1.07% | -0.21% | -0.30% | 0.19% |
| Aug | 0.42% | 0.23% | -0.11% | 0.18% |
| Sep | 0.75% | 0.19% | -1.57% | -0.21% |
| Oct | -1.19% | -0.17% | 0.40%* | -0.32% |
| Nov | 0.30% | 0.18% | -- | 0.24% |
| Dec | -0.23% | 0.07% | -- | -0.08% |
| Total | 0.61% | 1.71% | -2.47% | -0.05% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Here is a comprehensive stock analysis report for EVSD:
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers: Neutral momentum, stable technical signals, low volatility
Primary Risks: Lack of recent news, no earnings data available
Investment Thesis: EVSD has shown stability in its short-term and medium-term trends, with neutral momentum indicators. The stock's beta is very low compared to the market, indicating a defensive profile. However, the lack of recent news and earnings data hinders our ability to provide a clear investment thesis.
Recent News Sentiment Impact: No significant news available, but we will continue to monitor for any updates.
Technical Analysis
Trend Direction: Neutral (1-4 weeks), Bearish (3-12 months)
Support/Resistance Levels:
- Short-term support: $50.85 (lower Bollinger Band)
- Medium-term resistance: $51.39 (SMA 200)
Momentum Signals: RSI interpretation: Neutral (53.78, within the 30-70 range), indicating no clear momentum signal. MACD signal: Bearish (histogram -0.05), suggesting a continuation of the downtrend. Bollinger Bands position: Neutral, with price trending within the middle band.
Volume Analysis:
- Volume SMA 20: 161777.30
- On-Balance Volume (OBV): 391723.88
- Volume Rate of Change: 221.44%
News & Sentiment Analysis
Recent Headlines Summary: No recent news available
Sentiment Assessment: Neutral (no significant news or sentiment signals)
Catalyst Identification: None available, but we will continue to monitor for any updates.
Market Narrative: The market is currently influenced by the lack of significant news and earnings data. We will need to wait for further developments to determine if this trend continues.
Risk & Volatility Assessment
Beta Interpretation: Low (0.03), indicating a defensive profile relative to the market.
Volatility Regime: Low volatility regime, with stock moves less than the market.
Options Market Signals: IV rank: N/A Put/call ratios: N/A Unusual activity: None available
Downside Protection:
- Support levels: $50.85 (lower Bollinger Band)
- Risk management considerations: Stop-loss levels and position sizing considerations will be crucial in this low-volatility environment.
Market Context & Positioning
Sector Performance: Neutral, with the sector trending within its mean reversion range.
Institutional Activity: Volume patterns suggesting institutional interest are not readily available due to lack of recent news and earnings data.
Correlation Analysis: R-squared interpretation: 0.19 (low correlation between EVSD and market), indicating a defensive profile.
Relative Valuation: Position within trading range: Neutral, with the stock trending within its mean reversion range.
Key Levels & Action Items
Critical Price Levels:
- Short-term support: $50.85 (lower Bollinger Band)
- Medium-term resistance: $51.39 (SMA 200)
Breakout/Breakdown Levels: None available due to lack of recent news and earnings data.
Time-Sensitive Catalysts: No time-sensitive catalysts available, but we will continue to monitor for any updates.
Risk Management: Stop-loss levels and position sizing considerations will be crucial in this low-volatility environment.
EVSD Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
EVSD Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
|---|