EVSM Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $368.27M

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $49.03 - $50.88

2.6 Year EVSM Performance Metrics:

Total Return (with DRIP): 7.1% (2.67% CAGR)

Total Return (no DRIP): 6.9% (2.58% CAGR)

Share Price: -1.0% (-0.38% CAGR)

Yield on Cost (with DRIP): 3.03%

Total Invested: $10,000

Total Value (with DRIP): $10,709

Total Return $ (with DRIP): $709

Dividend Increase: -18.4% (-7.77% CAGR)

Dividend Yield (FWD): 2.83% ($1.40)

EVSM 2.6-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

EVSM Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

EVSM Price CAGR:1Y: -1.76%2Y: -0.59%5Y: -0.38%10Y: -0.38%

EVSM Dividend Payments & Yield

Dividend Payments & Yield

EVSM Dividend CAGR:1Y: -4.10%2Y: -7.55%5Y: -10.17%10Y: -10.17%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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EVSM Dividends Info:

Annual Dividend: $1.404

Forward Yield: 2.83%

Ex-Dividend Date: 2026-09-30

Lifetime Dividends / Share: $4.18

EVSM Dividend History: Dates, Payments & Yield list

Below is a schedule of all EVSM dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
09/30/2026	10/02/2026	$0.117	2.86%	2.85%	$49.22
08/31/2026	09/02/2026	$0.125	3%	3%	$49.96
07/31/2026	08/03/2026	$0.132	3.17%	3.17%	$50.01
06/30/2026	07/02/2026	$0.129	3.08%	3.08%	$50.32
05/29/2026	06/01/2026	$0.129	3.08%	3.08%	$50.28
04/30/2026	05/04/2026	$0.134	3.2%	3.2%	$50.25
03/31/2026	04/02/2026	$0.127	3.04%	3.03%	$50.27
02/27/2026	03/02/2026	$0.115	2.72%	2.72%	$50.68
01/30/2026	02/02/2026	$0.113	2.68%	2.68%	$50.58
12/23/2025	12/25/2025	$0.131	3.13%	3.12%	$50.34
11/28/2025	12/01/2025	$0.124	2.96%	2.96%	$50.31
10/31/2025	11/03/2025	$0.128	3.05%	3.05%	$50.31
09/30/2025	10/02/2025	$0.122	2.9%	2.91%	$50.39
08/29/2025	09/01/2025	$0.126	3%	2.99%	$50.51
07/31/2025	08/04/2025	$0.131	3.14%	3.13%	$50.23
06/30/2025	07/02/2025	$0.131	3.14%	3.14%	$50.03
05/30/2025	06/05/2025	$0.137	3.3%	3.29%	$49.89
04/30/2025	05/02/2025	$0.134	3.24%	3.24%	$49.64
03/31/2025	04/02/2025	$0.135	3.26%	3.25%	$49.92
02/28/2025	03/06/2025	$0.133	3.17%	3.17%	$50.11
01/31/2025	02/06/2025	$0.140	3.36%	3.34%	$50.18
12/23/2024	12/27/2024	$0.138	3.34%	3.33%	$49.77
11/29/2024	12/05/2024	$0.134	3.21%	3.2%	$50.14
10/31/2024	11/06/2024	$0.148	3.56%	3.57%	$49.85
09/30/2024	10/04/2024	$0.137	3.27%	3.27%	$50.21
08/30/2024	09/06/2024	$0.156	3.73%	3.72%	$50.28
07/31/2024	08/06/2024	$0.157	3.77%	3.75%	$50.14
06/28/2024	07/05/2024	$0.151	3.65%	3.64%	$49.74
05/31/2024	06/06/2024	$0.164	3.98%	3.96%	$49.72
04/30/2024	05/06/2024	$0.151	3.65%	3.64%	$49.75
03/28/2024	04/04/2024	$0.153	3.68%	3.69%	$49.84

Projected Future Returns & Dividends for EVSM

Based on past 2.6-year performance, here are EVSM growth metrics:

Share price CAGR of -0.38%
Dividend CAGR of -10.22%

Using EVSM CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	EVSM (DRIP)	EVSM - No DRIP
Current Price	$49.61	$49.61
Start Shares	201.57	201.57
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	236.94	201.57
Dividends Payment	$0.05	$0.05
Annual Dividends	$140	$119
Yield on cost	1.40%	1.19%
Share Price	$48.13	$48.13
Total Dividends	$1,735	$1,600
Final Value	$11,405	$11,302

Estimated Future Value + Dividends - EVSM

NOTE: Above numbers are our estimate based on EVSM's Dividend and Price CAGR over past 2.6 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

Eaton Vance Short Duration Municipal Income ETF (EVSM) had its IPO on 2024-03-26, and is traded on AMEX stock exchange.

The Eaton Vance Short Duration Municipal Income ETF (EVSM) operates under an active management strategy, focusing primarily on municipal debt instruments that offer federal tax exemptions. While its typical allocation is to investment-grade municipal obligations, the fund's objective is to maintain a dollar-weighted average portfolio duration of less than three years. However, this does not preclude the inclusion of individual securities with any maturity length. The investment adviser's primary criteria for selecting securities include evaluating the credit quality of the issuer and assessing the bond's value proposition within the market. Furthermore, Environmental, Social, and Governance (ESG) considerations are incorporated into the decision-making process. Due to its active management approach, EVSM holds the flexibility to occasionally invest a portion of its assets in bonds that are subject to regular federal income tax, as well as in higher-yielding, non-investment grade (junk) bonds.

EVSM website: https://www.morganstanley.com/im/en-us/financial-advisor/product-and-performance/etfs/fixed-income/eaton-vance-short-duration-municipal-etf.html