Eaton Vance Limited Duration Income Fund (EVV) Alternatives
Eaton Vance Limited Duration Income Fund (EVV) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EVV. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EVV
EVV charges 0.04% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among EVV alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | EVV vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | EVV vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | EVV vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | EVV vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | EVV vs VBISX |
Best Risk-Adjusted Alternatives to EVV
Among mutual funds in the Short-Term Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Evolve Premium Cash Management ETF | 100 | May 26, 2023 | EVV vs MCAD.TO | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | EVV vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | EVV vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | EVV vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | EVV vs DFAIX |
Top Performing EVV Alternatives (YTD)
EVV alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Investor... | 6.62% | Oct 29, 1982 | EVV vs VSMIX | |
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | EVV vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | EVV vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | EVV vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | EVV vs DFAIX |
Lowest Volatility Alternatives to EVV
EVV alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Evolve Premium Cash Management ETF | 0.38% | May 26, 2023 | EVV vs MCAD.TO | |
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | EVV vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | EVV vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | EVV vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | EVV vs DHEIX |
Lowest Drawdown Alternatives to EVV
EVV alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Evolve Premium Cash Management ETF | -0.16% | May 26, 2023 | EVV vs MCAD.TO | |
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | EVV vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | EVV vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | EVV vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | EVV vs GPICX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EVV
What investors most often compare with EVV, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock Floating Rate Income Strategies Fund Inc | Bank Loan | 3 | -3.38% | Oct 29, 2003 | EVV vs FRA | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Mid Cap Growth Equities | 2 | -6.70% | Apr 30, 2002 | EVV vs EISMX |
Compare EVV with Any Fund or Stock
Compare EVV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.