EVV Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to EVV

EVV charges 0.04% annually. There are 2 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	EVV vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	EVV vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	EVV vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	EVV vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	EVV vs VBISX

Best Risk-Adjusted Alternatives to EVV

EVV has a PortfoliosLab risk / return rank of 3. There are 134 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
MCAD.TO	Evolve Premium Cash Management ETF	100	—	May 2023	EVV vs MCAD.TO
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	EVV vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	EVV vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	EVV vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	EVV vs DHEAX

Top Performing EVV Alternatives (YTD)

EVV is at -2.89% YTD. There are 135 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 31.47%.

Symbol	Name	YTD Return	AUM	Inception
VSMIX	Vanguard Short-Term Investment-Grade Fund Investor...	31.47%	—	Oct 1982	EVV vs VSMIX
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	EVV vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	EVV vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	EVV vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	EVV vs HOBEX

Lowest Volatility Alternatives to EVV

EVV has 9.08% 1-year volatility. There are 134 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
MCAD.TO	Evolve Premium Cash Management ETF	0.41%	—	May 2023	EVV vs MCAD.TO
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	EVV vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	EVV vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	EVV vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	EVV vs DFAIX

Lowest Drawdown Alternatives to EVV

EVV has a 1-year max drawdown of -8.65%. There are 134 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.16%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MCAD.TO	Evolve Premium Cash Management ETF	-0.16%	—	May 2023	EVV vs MCAD.TO
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	EVV vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	EVV vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	EVV vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	EVV vs DHEIX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	23	2.94%	—	Jan 2004	EVV vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.67%	—	Aug 2010	EVV vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	2.69%	—	Feb 2007	EVV vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.46%	—	Oct 2011	EVV vs EIAMX
EOI	Eaton Vance Enhanced Equity Income Fund	Large Cap Blend Equities	6	-0.49%	—	Oct 2004	EVV vs EOI
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.62%	—	Sep 2015	EVV vs EADOX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.63%	—	Nov 2006	EVV vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	EVV vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.66%	—	Feb 2013	EVV vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	EVV vs ESIIX

Often Compared With EVV

Investors most often compare EVV with FRA, EHSTX, DFCFX. These 11 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FRA	BlackRock Floating Rate Income Strategies Fund Inc	Bank Loan	2	-1.56%	—	Oct 2003	EVV vs FRA
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	55	12.24%	—	Sep 1931	EVV vs EHSTX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	EVV vs DFCFX
CROVX	Catholic Responsible Investments Opportunistic Bon...	Short-Term Bond	92	1.10%	—	Dec 2021	EVV vs CROVX
CRDSX	Catholic Responsible Investments Short Duration Bo...	Short-Term Bond	87	0.78%	—	Dec 2021	EVV vs CRDSX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	58	4.30%	—	Jun 2007	EVV vs EEIAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.95%	—	Apr 2002	EVV vs EISMX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	EVV vs DLDFX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	50	7.81%	—	Sep 2011	EVV vs EIRAX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	EVV vs TSDLX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	EVV vs SNSAX

Compare EVV with Any Fund or Stock

Compare EVV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EVV with funds that move differently

Eaton Vance Limited Duration Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVV.

Explore EVV Diversifiers

Eaton Vance Limited Duration Income Fund (EVV) Alternatives