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PAPIParametric Equity Premium Income ETF

Get income2y track recordRanked #501 of 1,622 in this goal

Seeks to provide consistent monthly income while maintaining prospects for capital appreciation.

By Eaton Vance ETFs · Launched 2023

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$385M

#1,780 of 5,562 · large

Dividend YieldGoal

7.63%

Track Record

2 years

#3,233 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,260+12.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 10 holdings = 8.6% of fundwell diversified

Morgan Stanley & Co. LLC
2.4%
LCI Industries
0.8%
Morgan Stanley & Co. LLC
0.7%
Jack Henry & Associates, Inc.
0.7%
Fox Corp.
0.7%
Cardinal Health, Inc.
0.7%
Expeditors International of Washington, Inc.
0.7%
Cummins, Inc.
0.7%
Bristol-Myers Squibb Co.
0.7%
Cognizant Technology Solutions Corp.
0.7%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.5%Moderate

Year-on-year price swings

Max drawdown
-14.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide consistent monthly income while maintaining prospects for capital appreciation.
Strategy
Actively manages a portfolio of dividend-paying U.S. equity securities primarily from the Russell 3000® Index. Utilizes a call option writing strategy on the SPDR S&P 500® ETF Trust to generate additional yield.
Inception date
October 16, 2023
Fund family
Eaton Vance ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19