EARRX vs. SPIB
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB).
EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010. SPIB is a passively managed fund by State Street that tracks the performance of the Bloomberg US Aggregate Credit - Corporate - Investment Grade - Intermediate. It was launched on Feb 10, 2009.
Performance
EARRX vs. SPIB - Performance Comparison
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EARRX vs. SPIB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 0.28% | 5.46% | 5.39% | 5.95% | -3.22% | 7.50% | 5.05% | 5.29% | -0.49% | 1.81% |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | -0.08% | 7.91% | 4.28% | 7.27% | -9.65% | -1.24% | 7.69% | 10.23% | -0.49% | 3.76% |
Returns By Period
In the year-to-date period, EARRX achieves a 0.28% return, which is significantly higher than SPIB's -0.08% return. Over the past 10 years, EARRX has outperformed SPIB with an annualized return of 3.60%, while SPIB has yielded a comparatively lower 2.91% annualized return.
EARRX
- 1D
- 0.18%
- 1M
- -0.21%
- YTD
- 0.28%
- 6M
- 0.32%
- 1Y
- 2.98%
- 3Y*
- 4.81%
- 5Y*
- 3.78%
- 10Y*
- 3.60%
SPIB
- 1D
- 0.39%
- 1M
- -1.31%
- YTD
- -0.08%
- 6M
- 1.15%
- 1Y
- 5.46%
- 3Y*
- 5.51%
- 5Y*
- 1.89%
- 10Y*
- 2.91%
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EARRX vs. SPIB - Expense Ratio Comparison
EARRX has a 0.85% expense ratio, which is higher than SPIB's 0.07% expense ratio.
Return for Risk
EARRX vs. SPIB — Risk / Return Rank
EARRX
SPIB
EARRX vs. SPIB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EARRX | SPIB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 1.64 | -0.03 |
Sortino ratioReturn per unit of downside risk | 2.29 | 2.33 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.72 | +0.05 |
Martin ratioReturn relative to average drawdown | 12.19 | 10.05 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EARRX | SPIB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.64 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 0.43 | +0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | 0.64 | +0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.88 | +0.17 |
Correlation
The correlation between EARRX and SPIB is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EARRX vs. SPIB - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 3.87%, less than SPIB's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 3.87% | 4.36% | 3.83% | 4.24% | 4.82% | 3.32% | 2.02% | 2.46% | 2.67% | 1.90% | 2.00% | 1.73% |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | 4.43% | 4.42% | 4.41% | 3.84% | 2.65% | 1.58% | 2.18% | 3.03% | 3.04% | 2.79% | 2.68% | 2.69% |
Drawdowns
EARRX vs. SPIB - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.27%, smaller than the maximum SPIB drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for EARRX and SPIB.
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Drawdown Indicators
| EARRX | SPIB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.27% | -14.94% | +4.67% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -2.02% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -6.39% | -14.80% | +8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -10.27% | -14.94% | +4.67% |
Current DrawdownCurrent decline from peak | -0.51% | -1.31% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -1.91% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 0.55% | -0.28% |
Volatility
EARRX vs. SPIB - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) is 0.58%, while SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) has a volatility of 1.40%. This indicates that EARRX experiences smaller price fluctuations and is considered to be less risky than SPIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EARRX | SPIB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 1.40% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 1.05% | 1.95% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.87% | 3.35% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 4.45% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.71% | 4.59% | -1.88% |