— Know what they know.
Not Investment Advice

EPLPX

NYLI Epoch U.S. Equity Yield Fund Class A
1W: -1.5% 1M: -3.1% 3M: -0.9% YTD: +13.3% 1Y: +15.8% 3Y: +49.7% 5Y: +52.2%
$25.61
+0.21 (+0.83%)
 
Weekly Expected Move ±1.3%
$25 $25 $25 $26 $26
ETF NASDAQ · AUM $1.2B

Similar ETFs

20 peers by holdings overlap (112 holdings)
MTINX
NYLI Income Builder Investor Class
68.8%
Shared73 holdings
Total77
AUM$1.2B
Price$25.47
IEXF.SWW
ETF
45.8%
Shared259 holdings
Total—
AUM—
Price—
LQCSx.CHI
ETF
44.9%
Shared968 holdings
Total—
AUM—
Price—
LQDG.L
iShares Corp Bond Interest Rate Hedged UCITS ETF
44.3%
Shared919 holdings
Total—
AUM$151M
Price$79.02
DLN
WisdomTree U.S. LargeCap Dividend Fund
44.1%
Shared69 holdings
Total305
AUM$6.1B
Price$97.78
PFM
Invesco Dividend Achievers ETF
43.4%
Shared80 holdings
Total429
AUM$764M
Price$55.26
ZDY.TO
BMO US Dividend ETF
42.6%
Shared45 holdings
Total—
AUM$906M
Price$59.27
ZDY-U.TO
ETF
42.6%
Shared45 holdings
Total—
AUM—
Price—
DTD
WisdomTree U.S. Total Dividend Fund
42.6%
Shared91 holdings
Total809
AUM$1.6B
Price$94.00
MGV
Vanguard Morningstar Mega Cap Value ETF
42.4%
Shared52 holdings
Total121
AUM$13.2B
Price$161.71
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
42.3%
Shared87 holdings
Total603
AUM$92.9B
Price$47.16
VYM
Vanguard High Dividend Yield ETF
42.3%
Shared87 holdings
Total603
AUM$92.9B
Price$156.46
EQWL
Invesco S&P 100 Equal Weight ETF
42.0%
Shared49 holdings
Total101
AUM$2.7B
Price$129.68
SUOU.MI
ETF
40.0%
Shared1376 holdings
Total—
AUM—
Price—
IRCP.MI
ETF
39.8%
Shared185 holdings
Total—
AUM—
Price—
CDPI
Columbia High Dividend Premium Income ETF
39.6%
Shared37 holdings
Total83
AUM$6M
Price$19.62
SP1E.L
L&G S&P 100 Equal Weight UCITS ETF
39.4%
Shared46 holdings
Total—
AUM$34M
Price$11.83
SUOMX.CHI
ETF
38.9%
Shared1344 holdings
Total—
AUM—
Price—
CDDYX
Columbia Dividend Income Fund
38.7%
Shared36 holdings
Total76
AUM$47.1B
Price$40.45
CDDRX
Columbia Dividend Income Fund
38.7%
Shared36 holdings
Total76
AUM$47.1B
Price$40.37

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
EPLPX $1.2B 110 19.8% 26.3 6.2 4.5 25.4% 17.1% 2.75% +10.0% +22.6% 58.5 6.7
MTINX $1.2B 77 12.2% 7.0 2.3 2.8 38.1% 39.6% 2.72% +13.3% +33.9% 61.4 6.9
IEXF.SWW — — —% 22.9 5.9 4.0 26.9% 17.1% 2.46% +6.3% +6.7% 57.5 6.3
LQCSx.CHI — — —% 10.6 1.5 1.8 14.5% 16.4% 3.10% +9.5% +23.6% 52.4 6.7
LQDG.L $151M — —% 11.8 1.7 1.9 15.0% 16.4% 3.04% +9.5% +23.9% 52.5 6.7
DLN $6.1B 305 26.5% 28.1 8.7 7.1 34.4% 25.2% 2.12% +15.1% +29.4% 62.1 6.8
PFM $764M 429 31.7% 30.4 9.2 5.5 32.3% 18.1% 1.91% +13.9% +25.8% 63.7 7.0
ZDY.TO $906M — —% 32.5 10.7 6.9 35.8% 21.2% 2.52% +15.8% +41.7% 62.7 6.9
ZDY-U.TO — — —% 32.5 10.7 6.9 35.8% 21.2% 2.52% +15.8% +41.7% 62.7 6.9
DTD $1.6B 809 24.0% 28.2 8.8 7.1 34.6% 25.2% 2.21% +14.5% +29.6% 61.3 6.8
MGV $13.2B 121 28.5% 18.7 3.4 2.9 19.2% 15.2% 1.99% +18.8% +26.4% 60.5 6.8

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms