ERBAX
Eaton Vance RBA Equity Strategy Fd Cl A
1W: -1.4%
1M: -0.6%
3M: -0.3%
YTD: +10.4%
1Y: -2.1%
3Y: +40.1%
5Y: +29.9%
$20.39
+0.19 (+0.94%)
Weekly Expected Move ±1.7%
$20
$20
$20
$21
$21
Similar ETFs
20 peers by holdings overlap (252 holdings)
PBAIX
BlackRock Tactical Opportunities Instl
61.8%
Shared496 holdings
Total1,021
AUM$6.0B
Price$18.18
DFEOX
DFA U.S. Core Equity 1 Portfolio
60.4%
Shared675 holdings
Total2,563
AUM$41.8B
Price$55.98
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
56.5%
Shared162 holdings
Total500
AUM$2.1B
Price$21.44
DFQTX
DFA U.S. Core Equity 2 Portfolio
56.0%
Shared675 holdings
Total2,666
AUM$38.8B
Price$49.92
FXAIX
Fidelity 500 Index Fund
52.7%
Shared164 holdings
Total501
AUM$840.3B
Price$268.32
NEIAX
Columbia Large Cap Index Fund
52.7%
Shared164 holdings
Total500
AUM$3.1B
Price$58.17
SVSPX
State Street S&P 500 Index Fund Class N
52.7%
Shared164 holdings
Total501
AUM$1.7B
Price$315.37
FDFIX
Fidelity Flex 500 Index Fund
52.6%
Shared161 holdings
Total506
AUM$9.4B
Price$32.83
PREIX
T. Rowe Price Equity Index 500 Fund
52.4%
Shared163 holdings
Total501
AUM$41.0B
Price$200.39
SFAAX
Allspring Index Asset Allocation Fund Class A
52.4%
Shared163 holdings
Total501
AUM$1.2B
Price$40.40
SBSPX
Franklin S&P 500 Index Fund Class A
52.4%
Shared163 holdings
Total501
AUM$885M
Price$59.92
PSIAX
PGIM Quant Solutions Stock Index Fund
52.3%
Shared163 holdings
Total502
AUM$934M
Price$53.41
SPFIX
Shelton S&P 500 Index Investor
52.2%
Shared162 holdings
Total499
AUM$338M
Price$94.34
SSEYX
State Street Equity 500 Index II
52.1%
Shared163 holdings
Total502
AUM$26.0B
Price$700.82
NOSIX
Northern Stock Index Fund
52.0%
Shared161 holdings
Total501
AUM$20.0B
Price$76.88
VFINX
Vanguard 500 Index Fund
51.9%
Shared161 holdings
Total501
AUM$1.7T
Price$712.84
VINIX
Vanguard Institutional Index Fund Institutional Shares
51.9%
Shared161 holdings
Total501
AUM$360.4B
Price$618.19
MYSPX
MainStay S&P 500 Index Fund Investor Class
51.9%
Shared163 holdings
Total502
AUM$2.1B
Price$82.12
PEOPX
BNY Mellon S&P 500 Index Fund
51.9%
Shared163 holdings
Total501
AUM$2.8B
Price$69.49
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
51.9%
Shared163 holdings
Total501
AUM$1.4B
Price$50.72
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERBAX | $618M | 245 | 26.2% | 11.6 | 1.6 | 1.5 | 14.1% | 12.8% | 1.77% | +18.9% | +35.2% | 54.1 | 6.1 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| FXAIX | $840.3B | 501 | 36.4% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +37.0% | 56.8 | 6.3 |
| NEIAX | $3.1B | 500 | 35.9% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +37.0% | 56.8 | 6.3 |
| SVSPX | $1.7B | 501 | 36.4% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +36.9% | 56.8 | 6.3 |
| FDFIX | $9.4B | 506 | 36.0% | 15.1 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +21.6% | +36.5% | 56.5 | 6.2 |
| PREIX | $41.0B | 501 | 36.4% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.6% | 56.7 | 6.3 |
| SFAAX | $1.2B | 501 | 21.7% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.5% | 56.7 | 6.3 |