Eaton Vance Enhanced Equity Income Fund II (EOS) Alternatives
Eaton Vance Enhanced Equity Income Fund II (EOS) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EOS. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EOS
EOS charges 1.09% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among EOS alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | EOS vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | EOS vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | EOS vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | EOS vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | EOS vs ENHNX |
Best Risk-Adjusted Alternatives to EOS
Among mutual funds in the Derivative Income category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 89 | Apr 27, 2004 | EOS vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | EOS vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | EOS vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | EOS vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | EOS vs NIE |
Top Performing EOS Alternatives (YTD)
EOS alternatives from the Derivative Income category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 6.85% | Nov 2, 2021 | EOS vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | EOS vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | EOS vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | EOS vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | EOS vs TCBIX |
Lowest Volatility Alternatives to EOS
EOS alternatives from the Derivative Income category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| The Covered Bridge Fund | 13.05% | Sep 30, 2013 | EOS vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | EOS vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | EOS vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | EOS vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | EOS vs KNGLX |
Lowest Drawdown Alternatives to EOS
EOS alternatives from the Derivative Income category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | EOS vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | EOS vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | EOS vs GIDHX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | EOS vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | EOS vs JEPAX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EOS
What investors most often compare with EOS, based on PortfoliosLab usage data.
Compare EOS with Any Fund or Stock
Compare EOS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.