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 a closer substitute for your current allocation.
Cheapest Alternatives to EOS
EOS charges 1.09% annually. There are 14 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | 8.86M | Nov 2021 | EOS vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | EOS vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | EOS vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | EOS vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | EOS vs JEPAX |
Best Risk-Adjusted Alternatives to EOS
EOS has a PortfoliosLab risk / return rank of 3. There are 23 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 86 | — | Sep 2013 | EOS vs TCBIX | |
| BlackRock High Equity Income Fund | 81 | — | Apr 1998 | EOS vs BMCIX | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | — | Jan 2008 | EOS vs GIDHX | |
| BlackRock High Equity Income Fund Class A | 78 | — | May 1998 | EOS vs BMEAX | |
| Virtus Equity & Convertible Income Fund | 66 | — | Feb 2007 | EOS vs NIE |
Top Performing EOS Alternatives (YTD)
EOS is at -3.09% YTD. There are 22 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock High Equity Income Fund | 13.67% | — | Apr 1998 | EOS vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 12.83% | — | May 1998 | EOS vs BMEAX | |
| Goldman Sachs International Equity Dividend and Pr... | 12.28% | — | Jan 2008 | EOS vs GIDHX | |
| Cullen Enhanced Equity Income Fund | 11.84% | — | Dec 2015 | EOS vs ENHNX | |
| BlackRock ESG Capital Allocation Term Trust | 11.70% | — | Sep 2021 | EOS vs ECAT |
Lowest Volatility Alternatives to EOS
EOS has 15.84% 1-year volatility. There are 20 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.77% | — | Sep 2013 | EOS vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | EOS vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.90% | — | Aug 2018 | EOS vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 9.29% | — | Dec 2017 | EOS vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.51% | — | Oct 2009 | EOS vs MENYX |
Lowest Drawdown Alternatives to EOS
EOS has a 1-year max drawdown of -17.12%. There are 22 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | EOS vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | EOS vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | EOS vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | EOS vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | EOS vs JEPIX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With EOS
Investors most often compare EOS with EOI, CSQ, NMAI. These 20 comparison targets span 10 categories, 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.
Pair EOS with funds that move differently
Eaton Vance Enhanced Equity Income Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EOS.
Explore EOS Diversifiers