EOS ETF

EOS ETF
$20.86
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Fund Essentials - as of Jun 30, 2026

Net Assets
$850M
Expense Ratio
1.09%
Dividend Yield (Current)
7.64%
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+16.31%
5 Year+9.13%
10 Year+17.29%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp12.69%
GOOGAlphabet Inc8.24%
AAPLApple, Inc7.02%
AVGOBroadcom Inc7.00%
MSFTMicrosoft Corp6.43%
Top 10 Concentration: 61.00%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
7.64%
Frequency
Monthly
Latest Distribution
$0.15
Aug 14, 2026
12M Distributions
11 payments
Total: $1.68

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, Consumer Discretionary. 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 9.13%. EOS dividend yield stands at 7.64%, paid monthly.

EOS top holdings include Nvidia Corp (12.7%), Alphabet Inc (8.2%), Apple, Inc (7.0%), Broadcom Inc (7.0%), Microsoft Corp (6.4%). 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
+16.31%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

45.3%

of portfolio

NVDANvidia Corp
12.69%
GOOGAlphabet Inc
8.24%
AAPLApple, Inc
7.02%
MSFTMicrosoft Corp
6.43%
AMZNAmazon.Com Inc
6.23%
METAMeta Platforms Inc
3.48%
TSLATesla Inc
1.17%

Top 10 Holdings (61.0% of portfolio)

#TickerNameSectorWeight
1NVDANvidia CorpInformation Technology12.69%
2GOOGAlphabet IncCommunication Services8.24%
3AAPLApple, IncInformation Technology7.02%
4AVGOBroadcom IncInformation Technology7.00%
5MSFTMicrosoft CorpInformation Technology6.43%
6AMZNAmazon.Com IncConsumer Discretionary6.23%
7LLYEli Lilly & Co.Health Care3.70%
8LRCXLam Research CorpUnknown3.59%
9METAMeta Platforms IncCommunication Services3.48%
10TJXTjx Cos IncConsumer Discretionary2.62%