EIRRX vs. USRT
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and iShares Core U.S. REIT ETF (USRT).
EIRRX is managed by Eaton Vance. It was launched on Mar 31, 2010. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007.
Performance
EIRRX vs. USRT - Performance Comparison
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EIRRX vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIRRX Eaton Vance Short Duration Inflation-Protected Income Fund | 0.35% | 4.63% | 5.65% | 6.33% | -3.08% | 7.84% | 5.25% | 5.60% | -0.15% | 1.94% |
USRT iShares Core U.S. REIT ETF | 4.89% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -4.67% | 5.27% |
Returns By Period
In the year-to-date period, EIRRX achieves a 0.35% return, which is significantly lower than USRT's 4.89% return. Over the past 10 years, EIRRX has underperformed USRT with an annualized return of 3.75%, while USRT has yielded a comparatively higher 5.48% annualized return.
EIRRX
- 1D
- 0.25%
- 1M
- -0.15%
- YTD
- 0.35%
- 6M
- 0.45%
- 1Y
- 3.23%
- 3Y*
- 4.71%
- 5Y*
- 3.84%
- 10Y*
- 3.75%
USRT
- 1D
- 0.59%
- 1M
- -5.82%
- YTD
- 4.89%
- 6M
- 2.81%
- 1Y
- 6.45%
- 3Y*
- 8.93%
- 5Y*
- 5.24%
- 10Y*
- 5.48%
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EIRRX vs. USRT - Expense Ratio Comparison
EIRRX has a 0.64% expense ratio, which is higher than USRT's 0.08% expense ratio.
Return for Risk
EIRRX vs. USRT — Risk / Return Rank
EIRRX
USRT
EIRRX vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and iShares Core U.S. REIT ETF (USRT). 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.
| EIRRX | USRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 0.38 | +1.32 |
Sortino ratioReturn per unit of downside risk | 2.44 | 0.64 | +1.80 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.09 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 0.50 | +1.64 |
Martin ratioReturn relative to average drawdown | 9.49 | 2.07 | +7.42 |
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
| EIRRX | USRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 0.38 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.36 | 0.28 | +1.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.36 | 0.26 | +1.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.17 | +0.93 |
Correlation
The correlation between EIRRX and USRT is 0.20, 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
EIRRX vs. USRT - Dividend Comparison
EIRRX's dividend yield for the trailing twelve months is around 4.12%, more than USRT's 2.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIRRX Eaton Vance Short Duration Inflation-Protected Income Fund | 4.12% | 3.57% | 4.08% | 4.50% | 5.07% | 3.54% | 2.21% | 2.66% | 2.91% | 2.13% | 2.24% | 2.05% |
USRT iShares Core U.S. REIT ETF | 2.87% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Drawdowns
EIRRX vs. USRT - Drawdown Comparison
The maximum EIRRX drawdown since its inception was -10.27%, smaller than the maximum USRT drawdown of -69.91%. Use the drawdown chart below to compare losses from any high point for EIRRX and USRT.
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Drawdown Indicators
| EIRRX | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.27% | -69.91% | +59.64% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -12.95% | +11.77% |
Max Drawdown (5Y)Largest decline over 5 years | -6.22% | -31.03% | +24.81% |
Max Drawdown (10Y)Largest decline over 10 years | -10.27% | -44.38% | +34.11% |
Current DrawdownCurrent decline from peak | -0.54% | -5.82% | +5.28% |
Average DrawdownAverage peak-to-trough decline | -1.01% | -13.08% | +12.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 3.11% | -2.84% |
Volatility
EIRRX vs. USRT - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) is 0.69%, while iShares Core U.S. REIT ETF (USRT) has a volatility of 4.51%. This indicates that EIRRX experiences smaller price fluctuations and is considered to be less risky than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIRRX | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 4.51% | -3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 1.12% | 9.19% | -8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 16.82% | -14.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.85% | 18.90% | -16.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.76% | 21.28% | -18.52% |