EOS ETF

EOS ETF
$21.49
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Fund Essentials - as of Mar 31, 2026

Net Assets
$850M
Expense Ratio
1.09%
Dividend Yield (Current)
7.73%
Holdings
96
Inception Date
Jan 26, 2005
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+1.02%
1 Year+5.53%
3 Year+16.29%
5 Year+9.12%
10 Year+17.27%

Asset Allocation

Stocks: 98.39%
Cash: 2.01%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.14.33%
AAPLApple, Inc7.92%
GOOGAlphabet Inc. C7.86%
AMZNAmazon.Com Inc7.42%
MSFTMicrosoft Corp7.08%
Top 10 Concentration: 64.04%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
7.73%
Frequency
Monthly
Latest Distribution
$0.15
Aug 14, 2026
12M Distributions
12 payments
Total: $1.83

Peer Comparison

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

EOS ETF Overview

EOS ETF (Eaton Vance Enhanced Equity Income Fund II) is managed by Eaton Vance with $849.9M in net assets. EOS expense ratio is 1.09%, holding 96 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2005-01-26.

EOS performance shows a YTD return of 1.02%. The 1-year return is 5.53% and the 5-year return is 9.12%. EOS dividend yield stands at 7.73%, paid monthly.

EOS top holdings include Nvidia Corp. (14.3%), Apple, Inc (7.9%), Alphabet Inc. C (7.9%), Amazon.Com Inc (7.4%), Microsoft Corp (7.1%). Go to all EOS holdings, EOS sectors, or EOS dividends.

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

1 Month
-1.37%
YTD
+1.02%
1 Year
+5.53%
3 Year
+16.29%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

49.7%

of portfolio

NVDANvidia Corp.
14.33%
AAPLApple, Inc
7.92%
GOOGAlphabet Inc. C
7.86%
AMZNAmazon.Com Inc
7.42%
MSFTMicrosoft Corp
7.08%
METAMeta Platforms, Inc.
3.95%
TSLATesla Inc
1.12%

Top 10 Holdings (64.0% of portfolio)

#TickerNameSectorWeight
1NVDANvidia Corp.Information Technology14.33%
2AAPLApple, IncInformation Technology7.92%
3GOOGAlphabet Inc. CCommunication Services7.86%
4AMZNAmazon.Com IncUnknown7.42%
5MSFTMicrosoft CorpInformation Technology7.08%
6AVGOBroadcom IncInformation Technology6.31%
7METAMeta Platforms, Inc.Communication Services3.95%
8LLYEli Lilly & Co.Health Care3.17%
9TJXTjx Cos IncConsumer Discretionary3.11%
10VVisa Inc Class AInformation Technology2.89%