Data as of Oct 28, 2026.
EVSD vs IBDU: Differences, Returns & Fees
EVSD's duration was 2.3 years on Jun 30, 2026 and IBDU's 2.6 on Jul 31, 2026; IBDU charges 0.10% to EVSD's 0.24%.
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Net assets: $1.3bn on Jun 30, 2026 for Eaton Vance Short Duration Income ETF, and $4.0bn on Oct 27, 2026 for iShares iBonds Dec 2029 Term Corporate ETF.
Pair scorecard
IBDU costs 0.14 points a year less; their one-year returns differ by 0.4 points.
| Measure | EVSD | IBDU |
|---|---|---|
| Return | ||
| Total return, 1 year | +1.7% | +1.3% |
| Benchmark | ||
| What it tracks | No index, actively managed | Bloomberg December 2029 Maturity Corporate Index |
| Cost and size | ||
| Expense ratio | 0.24% | 0.10% |
| Net assets, EVSD as of Jun 30, 2026 and IBDU as of Oct 27, 2026 | $1.3bn | $4.0bn |
| Holdings | ||
| Holdings in common | 2% | |
Holdings in common uses holdings dated Jun 30, 2026 and Jul 31, 2026. Method
Risk and return
Jun 28, 2024 to Oct 23, 2026 · 121 weekly returns · each against IUSBEVSD and IBDU returned about the same: +12.0% and +12.1%. EVSD swung less: 2.0% to 3.2%. EVSD fell less at its worst: −1.2% to −2.4%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | EVSD | IBDU | IUSB | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +12.0% | +12.1% | Tie | Price change plus distributions, reinvested. | |
| Annualized | +5.0% | +5.0% | Tie | Total return as a yearly rate. | |
| Price return | +0.8% | +0.5% | EVSD | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 2.0% | 3.2% | EVSD | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 1.4% | 2.2% | EVSD | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −1.2% | −2.4% | EVSD | Deepest fall from a high to the low after it. | |
| Upside capture | 47.0% | 68.3% | 100.0% | IBDU | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 25.8% | 54.5% | 100.0% | EVSD | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 0.40 | 0.66 | 1.00 | EVSD lower | How far it moves for each 1% its benchmark moves. |
| R squared | 0.83 | 0.87 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | 0.37 | 0.25 | EVSD | Return above Treasury bills per unit of volatility. | |
| Sortino | 0.53 | 0.36 | EVSD | Return above Treasury bills per unit of downside deviation. | |
| Treynor | 0.018 | 0.012 | −0.004 | EVSD | Return above Treasury bills per unit of beta. |
| Calmar | 4.01 | 2.13 | EVSD | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | IUSB | IUSB | IUSB | The ETF each fund is measured against. | |
| Alpha | +0.9% a year | +1.0% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 1.64 | 1.40 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −0.2% to +1.9% | −0.4% to +2.5% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | 0.39 | 0.62 | IBDU | Return against its benchmark per unit of tracking error. | |
| Tracking error | 2.8% | 1.9% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 121 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, EVSD and IBDU hold 2% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Jul 31, 2026.
half
2% in common
Only in one fund ↓
Side by side
EVSD and IBDU on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
EVSD and IBDU are built for the same job. How do they differ in cost, holdings and results?
- What each follows. EVSD follows No index, actively managed and IBDU follows Bloomberg December 2029 Maturity Corporate Index.
- Holdings in common. 2% of the weight is in the same securities (holdings dated Jun 30, 2026 and Jul 31, 2026).
- Cost. EVSD charges 0.24% of assets a year and IBDU 0.10%, a gap of 0.14 points.
Data as of Oct 28, 2026.
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EVSD
EVSD is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.7% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.24% a year.
IBDU
IBDU tracks an index. Over the year to Oct 28, 2026 it returned +1.3% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.10% a year.
Questions people ask
- Which returned more over the last year, EVSD or IBDU?
- In the year to Oct 28, 2026, with distributions reinvested, EVSD returned +1.7% and IBDU +1.3%.
- Which is cheaper, EVSD or IBDU?
- IBDU is cheaper, by 0.14 percentage points a year. That is about $14 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, EVSD against IBDU, data as of Oct 28, 2026. https://etfiq.com/compare/any/evsd-vs-ibdu
ETFIQ. (Oct 28, 2026). EVSD against IBDU. Retrieved from https://etfiq.com/compare/any/evsd-vs-ibdu
[EVSD against IBDU (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/evsd-vs-ibdu)
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