22 fundsWebsite ↗Are you Eaton Vance?Claim This Page

Defined Outcome

Eaton Vance·1 of 22 funds·1% of Eaton Vance’s moneyIn the market’s Defined Outcome bucket: 404 ETFs · $101B · +6.1% YTD

Data as of Nov 7, 2026 · a scoreboard, not advice

1Y record
1–0
Made money
100%
Assets
$149M
Share of Defined Outcome
0%

Story of the Week

Week of Nov 2–6, 2026
BUFR$11.1BHELO$4.9BBALT$3.3BBUFD$2.2BSFLR$2.2BBUFQ$1.7BFJAN$1.5BFMAY$1.5BFAUG$1.5BFJUN$1.5BDefined Outcome ETFs · current AUMEaton Vance · 0 funds$0First Trust · 7 funds$20.9BThe 10 Largest Defined Outcome ETFsTodayEaton Vance funds in gold0 of 10are Eaton Vance’s
02 / 03

Eaton Vance’s Total Defined Outcome Funds

1Y
1 funds · 100% made money new: under a year old
Made money$149M
Eaton Vance defined outcome ETFs · past-year returns · as of Nov 7, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

Eaton Vance in Defined Outcome

Today
Eaton Vance $149MEveryone else $101B

Eaton Vance holds 0% of Defined Outcome AUM

Eaton Vance ETFs · current holdings · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Eaton Vance’s Defined Outcome Funds vs AUM

Today
0%of the funds0%of the AUM
Defined Outcome ETFsFundsAUM
Eaton Vance1 · 0%$149M · 0%
Everyone else403 · 100%$101B · 100%
Defined Outcome ETFs · current AUM · as of Nov 7, 2026 · 404 funds
@TheETFTracker·theetftracker.com

Top 1 Eaton Vance Defined Outcome ETFs

Today
$149M of $149M
#FundAUM ▼1YFee
1PHEQParametric Hedged Equity$149M+8.2%$0.29
Eaton Vance defined outcome ETFs · current AUM · as of Nov 7, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Defined Outcome Names

PHEQ vs BUFR

YTD
Eaton Vance · $148.9M
+7.0%
First Trust · $11.1B
+7.1%
Jan 1Nov 6+7.0%+7.1%
+8.2%Past year+8.9%
$149MAssets$11.1B
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

EVTR vs PHEQ

1Y
Eaton Vance · $6.6B
+0.7%
Eaton Vance · $148.9M
+8.2%
Nov 6, 2025Nov 6, 2026+0.7%+8.2%
−0.2%Year to date+7.0%
0.32%Fee0.29%
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

The Year in Eaton Vance Defined Outcome ETFs

Eaton Vance’s Defined Outcome ETF Record

1Y
1–0made money · lost
of 1 with a full year
100%all ETFs 77%
Each bar is one fund · 1Y return
0 lost1 made money
Eaton Vance defined outcome ETFs · past-year returns · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Eaton Vance’s Defined Outcome ETF Fees

Today
$0.29per $100 a year, typical
Funds at each fee · per $100 a year
1 fund at $0.29$149M · 100% of the money
Eaton Vance defined outcome ETFs · current fees · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Inside Defined Outcome

Largest ETFs in Each Kind

YTD
KindFunds3 biggestMoneyAssetsYTD
Buffer373BUFR · BUFD · BUFQ$86.7B+6.4%
Hedged equity31HELO · BALT · SFLR$14.7B+3.9%
Bold Eaton Vance fund among the kind’s 3 biggestWhole kindYTD asset-weighted
Defined Outcome ETFs · year-to-date returns, asset-weighted · as of Nov 7, 2026
@TheETFTracker·theetftracker.com