Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BUIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BUIGX
BUIGX charges 0.95% annually. There are 9 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | BUIGX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | BUIGX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | BUIGX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | BUIGX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | BUIGX vs GTEYX |
Best Risk-Adjusted Alternatives to BUIGX
BUIGX has a PortfoliosLab risk / return rank of 69. There are 10 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | BUIGX vs PPFIX | |
| MAI Managed Volatility Fund | 93 | — | Sep 2010 | BUIGX vs MAIPX | |
| Easterly Hedged Equity Fund | 92 | — | Jul 2015 | BUIGX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 91 | — | Feb 2017 | BUIGX vs EIVPX | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 | BUIGX vs GTSOX |
Top Performing BUIGX Alternatives (YTD)
BUIGX is at 6.52% YTD. There are 4 mutual funds in the Options Trading category with higher YTD returns, going as high as 9.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 9.90% | — | Sep 2016 | BUIGX vs HMXIX | |
| Easterly Hedged Equity Fund | 8.61% | — | Jul 2015 | BUIGX vs JDIEX | |
| Swan Defined Risk Growth Fund | 6.73% | — | Dec 2018 | BUIGX vs SDAIX | |
| Calamos Hedged Equity Fund | 6.67% | — | Dec 2014 | BUIGX vs CIHEX | |
| Swan Defined Risk Fund | 6.50% | — | Jul 2012 | BUIGX vs SDRIX |
Lowest Volatility Alternatives to BUIGX
BUIGX has 9.20% 1-year volatility. There are 19 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.84% | — | Nov 2016 | BUIGX vs PPFIX | |
| Rational Tactical Return Fund | 3.50% | — | Apr 2007 | BUIGX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | 3.65% | — | Apr 2012 | BUIGX vs STTIX | |
| MAI Managed Volatility Fund | 4.71% | — | Sep 2010 | BUIGX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.15% | — | Oct 2017 | BUIGX vs BPRLX |
Lowest Drawdown Alternatives to BUIGX
BUIGX has a 1-year max drawdown of -5.12%. There are 11 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | BUIGX vs PPFIX | |
| Rational Tactical Return Fund | -2.42% | — | Apr 2007 | BUIGX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | BUIGX vs STTIX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | BUIGX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | BUIGX vs JDIEX |
Other Mutual Funds from CBOE Vest
The 2 most viewed CBOE Vest mutual funds shown here include KNGLX, BTCLX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | Derivative Income, S&P 500 | 8 | 2.38% | — | Sep 2017 | BUIGX vs KNGLX | |
| Vest Bitcoin Strategy Managed Volatility Fund Inve... | Cryptocurrency | 1 | -15.79% | — | Aug 2021 | BUIGX vs BTCLX |
Often Compared With BUIGX
Investors most often compare BUIGX with MRSK, VOO, SPY. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Agility Shares Managed Risk ETF | Hedge Fund | 55 | 5.48% | 320.77M | Jun 2020 | BUIGX vs MRSK | |
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | BUIGX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 75 | 11.69% | 781.00B | Jan 1993 | BUIGX vs SPY | |
| Catalyst Buffered Shield Fund | Options Trading | 87 | 4.69% | — | Apr 2015 | BUIGX vs SHIIX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 15 | 3.77% | — | Apr 2016 | BUIGX vs IPSAX | |
| Ironclad Managed Risk Fund | Options Trading | 44 | 5.49% | — | Oct 2010 | BUIGX vs IRONX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 44 | 5.30% | — | Apr 2005 | BUIGX vs ETB | |
| JPMorgan Hedged Equity Fund | Options Trading | 14 | -1.84% | — | Dec 2013 | BUIGX vs JHQAX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 53 | 5.70% | — | Dec 2020 | BUIGX vs APLIX | |
| Horizon Defined Risk Fund | Options Trading | 67 | 4.84% | — | Dec 2017 | BUIGX vs HNDRX | |
| XAI Madison Equity Premium Income Fund | Options Trading | 12 | 3.06% | — | Jan 2015 | BUIGX vs MCN | |
| Gateway Fund | Options Trading | 67 | 4.67% | — | Dec 1977 | BUIGX vs GATEX |
Compare BUIGX with Any Fund or Stock
Compare BUIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BUIGX with funds that move differently
Cboe Vest US Large Cap 10% Buffer Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BUIGX.
Explore BUIGX Diversifiers