EVSM

Eaton Vance$50.22-0.01 (-0.03%)
AUM $813.5MER 0.19%NAV $50.13Holdings 380

Price Chart

Key Statistics

Previous Close

$50.23

Day Range

$50.20$50.23

52-Week Range

$50.01$50.87

Avg Volume

119.7K

Dividend Yield

3.02%

Expense Ratio

0.19%

AUM

$813.5M

Shares Outstanding

7.4M

ETF Grades

?

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Inception Date
Mar 26, 2024
Exchange
NYSE_ARCA
Description
EVSM is actively managed to invest in tax-exempt municipal securities. The fund will normally invest in municipal obligations rated investment grade, and will aim to maintain a dollar-weighted average portfolio duration of less than three years, but may invest in individual securities of any maturity. In selecting securities, the adviser primarily looks at the issuers creditworthiness and the relative value of the obligation in the market. ESG factors are also considered. As an actively managed fund, the fund may periodically allocate some funds to those subject to regular federal income tax and junk bonds.

The Eaton Vance Short Duration Municipal Income ETF (EVSM) is an exchange-traded fund issued by Eaton Vance that launched on Mar 26, 2024. It currently manages $813.5M in assets under management. The fund charges an expense ratio of 0.19%. The fund holds 380 securities in its portfolio.

Top 10 holdings represent 10.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1BLACKROCK LIQUIDITY FUNDS1.60%13,052,018$13.1M
2CHARLOTTE-MECKL VAR 01/381.11%9,000,000$9.0M
3GAINESVILLE FLA VAR 10/421.07%8,700,000$8.7M
4LOS ANGELES 5% 06/271.07%8,500,000$8.7M
5BERGEN CNTY N J 4% 05/271.05%8,500,000$8.6M
6BUILD NYC 5.25% 12/310.98%8,000,000$8.0M
7NEW YORK N Y VAR 06/480.98%8,000,000$8.0M
8ARKANSAS ST DEV VAR 09/460.98%8,000,000$7.9M
9INDIANA MUN PWR VAR 01/420.96%7,845,000$7.8M
10SEATTLE WASH VAR 08/560.92%7,500,000$7.5M
11PENNSYLVANIA ST VAR 11/610.92%7,500,000$7.5M
12UNIVERSITY 3.83% 03/270.92%7,500,000$7.5M
13AQUARION WTR 5.25% 02/310.87%6,500,000$7.1M
14OHIO ST WTR DEV VAR 12/540.84%6,800,000$6.8M
15MOBILE ALA INDL VAR 06/340.83%6,750,000$6.7M
Page 1 of 8

Detailed Returns

PeriodReturnETF
1D
-0.03%
1W
+0.12%
1M
+0.23%
3M
-0.25%
6M
-1.06%
YTD
-0.34%
1Y
-0.33%
3Y
+0.22%
5Y
+0.22%

Moving Averages

20-Day MA

$50.15

Above 20-Day MA
50-Day MA

$50.24

Below 50-Day MA
200-Day MA

$50.38

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.87

Current Price

$50.22

52-Week Low

$50.01

$50.01$50.87

Current Yield

3.02%

Annual Dividend

$0.5194

Frequency

12x/year

Last Ex-Date

Jul 31, 2026

Dividend History

Ex-DateAmountPay Date
Jul 31, 2026$0.1317Aug 6, 2026
Jun 30, 2026$0.1289Jul 7, 2026
May 29, 2026$0.1294Jun 4, 2026
May 29, 2026$0.1294Jun 4, 2026
Apr 30, 2026$0.1341May 6, 2026
Apr 30, 2026$0.1341May 6, 2026
Mar 31, 2026$0.1267Apr 7, 2026
Mar 31, 2026$0.1267Apr 7, 2026
Feb 27, 2026$0.1151Mar 5, 2026
Feb 27, 2026$0.1151Mar 5, 2026
Jan 30, 2026$0.1126Feb 5, 2026
Dec 23, 2025$0.1306Dec 30, 2025
Dec 23, 2025$0.1306Dec 30, 2025
Nov 28, 2025$0.1235Dec 4, 2025
Nov 28, 2025$0.1235Dec 4, 2025
Oct 31, 2025$0.1284Nov 6, 2025
Oct 31, 2025$0.1284Nov 6, 2025
Sep 30, 2025$0.1221Oct 6, 2025
Sep 30, 2025$0.1221Oct 6, 2025
Aug 29, 2025$0.1257Sep 5, 2025

Dividend Payments Over Time

Category Comparison

No category data available for comparison.

Compare with Another ETF

Search for an ETF to compare with EVSM:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.