EOI ETF

EOI ETF
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Fund Essentials - as of Feb 27, 2026

Net Assets
$613M
Expense Ratio
1.10%
Dividend Yield (Current)
7.62%
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+16.71%
5 Year+10.95%
10 Year+15.15%

Asset Allocation

Stocks: 99.38%
Other: 0.62%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.9.07%
GOOGAlphabet Inc. C6.84%
AAPLApple, Inc6.63%
MSFTMicrosoft Corp6.04%
AMZNAmazon.Com Inc4.67%
Top 10 Concentration: 49.64%Report Date: Feb 27, 2026
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Dividend Summary

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Dividend Yield (Current)
7.62%
Frequency
Monthly
Latest Distribution
$0.13
Aug 14, 2026
12M Distributions
12 payments
Total: $1.61

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, Health Care. 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 10.95%. EOI dividend yield stands at 7.62%, paid monthly.

EOI top holdings include Nvidia Corp. (9.1%), Alphabet Inc. C (6.8%), Apple, Inc (6.6%), Microsoft Corp (6.0%), Amazon.Com Inc (4.7%). 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
+16.71%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

37.1%

of portfolio

NVDANvidia Corp.
9.07%
GOOGAlphabet Inc. C
6.84%
AAPLApple, Inc
6.63%
MSFTMicrosoft Corp
6.04%
AMZNAmazon.Com Inc
4.67%
METAMeta Platforms, Inc.
3.86%

Top 10 Holdings (49.6% of portfolio)

#TickerNameSectorWeight
1NVDANvidia Corp.Information Technology9.07%
2GOOGAlphabet Inc. CCommunication Services6.84%
3AAPLApple, IncInformation Technology6.63%
4MSFTMicrosoft CorpInformation Technology6.04%
5AMZNAmazon.Com IncConsumer Discretionary4.67%
6AVGOBroadcom IncInformation Technology4.01%
7METAMeta Platforms, Inc.Communication Services3.86%
8JPMJpmorgan ChaseFinancials2.94%
9KOCoca Cola Co.Consumer Staples2.81%
10LLYEli Lilly & Co.Health Care2.77%