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Compare · AIO vs EVV

AIO vs EVV

Side-by-side comparison of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Eaton Vance Limited Duration Income Fund (EVV): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both AIO and EVV operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • EVV is the larger of the two at $1.42B, about 1.5x AIO ($942.0M).
  • Over the past year, AIO is up 14.5% and EVV is down 7.3% - AIO leads by 21.8 points.
  • EVV has been more active in the news (7 items in the past 4 weeks vs 3 for AIO).
PerformanceAIO+14.46%EVV-7.35%
2025-06-03+0.00%2026-06-03
MetricAIOEVV
Company
Virtus Artificial Intelligence & Technology Opportunities Fund
Eaton Vance Limited Duration Income Fund
Price
$27.47+0.22%
$9.27-1.07%
Market cap
$942.0M
$1.42B
1M return
+10.45%
-1.59%
1Y return
+14.46%
-7.35%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
NYSE
AMEX
IPO
2019
2003
News (4w)
3
7
Recent ratings
0
0
EVV

Eaton Vance Limited Duration Income Fund

Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below investment grade. The fund seeks to maintain an average duration of three and a half years and average quality BBB/BBB- in its investments. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index, the Merrill Lynch U.S. High Yield Index, and the Barclays Capital U.S. Intermediate Government Bond Index. Eaton Vance Limited Duration Income Fund was formed on May 30, 2003 and is domiciled in the United States.

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