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Eaton Vance ETFsDerivative IncomePAPI · NYSE Arca

Parametric Equity Premium Income ETF (PAPI)

Price
$27.50
11 Sept 2026
Assets
$472.8M
Total net assets
Expense ratio
0.29%
Category 0.88%
Yield
7.42%
Trailing distributions
3Y CAGR
Category 15.4%
5Y CAGR
Category 8.9%
Loading NAV history…
Parametric Equity Premium Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.6%+4.0%+5.0%+12.3%+12.9%+11.5%
Derivative Income average1.1%2.8%12.1%7.8%13.3%15.4%8.9%8.6%8.3%
Difference-1.8%+1.3%-7.1%+4.5%-0.4%+3.2%

Holdings

The 10 largest positions make up 7.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MVRXXMorgan Stanley Instl Lqudty Govt Instl1.32%
CRMSalesforce Inc0.80%
CTSHCognizant Technology Solutions Corp Class A0.72%
MANManpowerGroup Inc0.71%
VLOValero Energy Corp0.71%
MSFTMicrosoft Corp0.67%
RGLDRoyal Gold Inc0.66%
DINOHF Sinclair Corp0.66%
PSXPhillips 660.65%
RHIRobert Half Inc0.65%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.9
P/B
2.5
P/S
1.3
P/CF
10.8

Sector allocation

Share of the equity the fund holds.

13.5%Technology10 sectors
  1. Technology13.5%
  2. Consumer discretionary12.2%
  3. Health care11.7%
  4. Energy11.3%
  5. Industrials10.2%
  6. Consumer staples9.9%
  7. Financial services9.2%
  8. Utilities9.0%
  9. Materials8.0%
  10. Communication services5.1%

Asset mix

  • Stocks98.7%
  • Cash1.3%

ETF details

Issuer
Eaton Vance ETFs
Category
Equity · Derivative Income
Ticker
PAPI
Exchange
NYSE Arca
Inception
16 Oct 2023 (2.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.29% (category 0.88%)
Holdings turnover
27% (category 68%)
Distribution yield
7.42%
Beta, 3 years
0.00
Total net assets
$472.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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