Eaton Vance Short Duration Municipal Opportunities Fund (EZMAX) Alternatives
Eaton Vance Short Duration Municipal Opportunities Fund (EZMAX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EZMAX. 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 EZMAX
EZMAX charges 1.41% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among EZMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | EZMAX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | EZMAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | EZMAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | EZMAX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | EZMAX vs FMBIX |
Best Risk-Adjusted Alternatives to EZMAX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | EZMAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | EZMAX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | EZMAX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | EZMAX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | EZMAX vs USMTX |
Top Performing EZMAX Alternatives (YTD)
EZMAX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | EZMAX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | EZMAX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | EZMAX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | EZMAX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | EZMAX vs NQP |
Lowest Volatility Alternatives to EZMAX
EZMAX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | EZMAX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | EZMAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | EZMAX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | EZMAX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | EZMAX vs BATVX |
Lowest Drawdown Alternatives to EZMAX
EZMAX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | EZMAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | EZMAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | EZMAX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | EZMAX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | EZMAX vs FHMIX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EZMAX
What investors most often compare with EZMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eni S.p.A. | 97 | 50.94% | — | EZMAX vs E | ||
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | EZMAX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | EZMAX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | EZMAX vs FGNSX |
Compare EZMAX with Any Fund or Stock
Compare EZMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.