EOI ETF

EOI ETF
$19.46
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Fund Essentials - as of Jun 30, 2026

Net Assets
$613M
Expense Ratio
1.10%
Dividend Yield (Current)
7.55%
Holdings
95
Inception Date
Oct 26, 2004
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+4.38%
1 Year+9.22%
3 Year+16.73%
5 Year+10.96%
10 Year+15.17%

Asset Allocation

Stocks: 99.38%
Other: 0.62%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp9.24%
GOOGAlphabet Inc7.00%
AAPLApple, Inc6.59%
MSFTMicrosoft Corp5.01%
AMZNAmazon.Com Inc4.86%
Top 10 Concentration: 47.63%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
7.55%
Frequency
Monthly
Latest Distribution
$0.13
Aug 14, 2026
12M Distributions
11 payments
Total: $1.47

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

EOI ETF Overview

EOI ETF (Eaton Vance Enhanced Equity Income Fund) is managed by Eaton Vance with $612.6M in net assets. EOI expense ratio is 1.10%, holding 95 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2004-10-26.

EOI performance shows a YTD return of 4.38%. The 1-year return is 9.22% and the 5-year return is 10.96%. EOI dividend yield stands at 7.55%, paid monthly.

EOI top holdings include Nvidia Corp (9.2%), Alphabet Inc (7.0%), Apple, Inc (6.6%), Microsoft Corp (5.0%), Amazon.Com Inc (4.9%). Go to all EOI holdings, EOI sectors, or EOI dividends.

EOI can be compared against other funds. Use EOI overlap to find shared positions, or EOI vs another fund for a side-by-side view. EOI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.44%
YTD
+4.38%
1 Year
+9.22%
3 Year
+16.73%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

35.3%

of portfolio

NVDANvidia Corp
9.24%
GOOGAlphabet Inc
7.00%
AAPLApple, Inc
6.59%
MSFTMicrosoft Corp
5.01%
AMZNAmazon.Com Inc
4.86%
METAMeta Platforms Inc
2.58%

Top 10 Holdings (47.6% of portfolio)

#TickerNameSectorWeight
1NVDANvidia CorpInformation Technology9.24%
2GOOGAlphabet IncCommunication Services7.00%
3AAPLApple, IncInformation Technology6.59%
4MSFTMicrosoft CorpInformation Technology5.01%
5AMZNAmazon.Com IncConsumer Discretionary4.86%
6AVGOBroadcom IncInformation Technology3.99%
7JPMJpmorgan ChaseFinancials2.98%
8LLYEli Lilly & Co.Health Care2.76%
9KOCoca Cola Co.Consumer Staples2.62%
10METAMeta Platforms IncCommunication Services2.58%