Eaton Vance vs Alpha Architect: ETF issuers compared

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Eaton Vance vs Alpha Architect: ETF issuers compared | ETF Tracker

Bonds & cash: Eaton Vance wins, 89% to 50% of funds made money

Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.

BOX SCORE · BONDS & CASH	Eaton Vance	Alpha Architect
Funds in the category	9	2
Made money (W–L)	8–1	1–1
Win %	89%	50%
Money made	$52M	$570M
Typical return	+1.8%	+4.1%
Launches · 2026	0	0
Assets	$11.2B	$14.5B
Fee per $100	$0.29	$0.24

The biggest bonds & cash funds on each side

Eaton Vance

Fund	Name	Assets	1Y
EVTR	Eaton Vance Total Return Bond ETF	$6.6B	−0.5% ✕
EVSD	Eaton Vance Short Duration Income ETF	$1.6B	+1.8% ✓
EVSM	Eaton Vance Short Duration Municipal Income ETF	$1.1B	+1.9% ✓
EVMO	Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF	$803M	+1.3% ✓
EVIM	Eaton Vance Intermediate Municipal Income ETF	$395M	+1.1% ✓
EVSB	Eaton Vance Ultra-Short Income ETF	$374M	+3.6% ✓

Alpha Architect

Fund	Name	Assets	1Y
BOXX	Alpha Architect 1-3 Month Box ETF	$14.4B	+4.1% ✓
BOXA	EA Series Trust- Alpha Architect Aggregate Bond ETF	$16M	−0.9% ✕

Tale of the tape

Bonds & cash: Eaton Vance wins, 89% to 50% of funds made money

The biggest bonds & cash funds on each side

EV Eaton Vance

AA Alpha Architect

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Eaton Vance

Alpha Architect