BXMX Alternatives & Similar Mutual Funds

Nuveen S&P 500 Buy-Write Income Fund (BXMX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BXMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BXMX

BXMX charges 0.89% annually. There are 27 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	BXMX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	342.00B	Jul 1997	BXMX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	BXMX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BXMX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	BXMX vs WFSPX

Best Risk-Adjusted Alternatives to BXMX

Among 33 mutual funds in the S&P 500 category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 74.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	BXMX vs SPINX
FXAIX	Fidelity 500 Index Fund	73	—	Feb 1988	BXMX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	73	342.00B	Jul 1997	BXMX vs VIIIX
WFSPX	iShares S&P 500 Index Fund	73	—	Jul 1993	BXMX vs WFSPX
BSPGX	iShares S&P 500 Index Fund Class G	73	—	Jul 2019	BXMX vs BSPGX

Top Performing BXMX Alternatives (YTD)

Among 33 mutual funds in the S&P 500 category with YTD return data, the top-performing alternatives shown here go as high as 17.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.64%	—	May 2006	BXMX vs DXSLX
USPRX	Victory 500 Index Fund	11.95%	—	May 2002	BXMX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	BXMX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	11.70%	—	Jul 2019	BXMX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	11.70%	342.00B	Jul 1997	BXMX vs VIIIX

Lowest Volatility Alternatives to BXMX

Among 33 mutual funds in the S&P 500 category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 8.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	BXMX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.62%	—	Sep 2017	BXMX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	BXMX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.81%	—	Apr 1992	BXMX vs SPFIX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	11.83%	—	Feb 1996	BXMX vs SSPIX

Lowest Drawdown Alternatives to BXMX

Among 33 mutual funds in the S&P 500 category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	BXMX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	BXMX vs VADDX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	BXMX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BXMX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	-8.90%	—	Jul 2019	BXMX vs BSPGX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	71	11.82%	—	Jan 2007	BXMX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	16	3.81%	—	Nov 2005	BXMX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	61	3.18%	—	Jun 1999	BXMX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	4	0.73%	—	Jun 2003	BXMX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	18	3.56%	—	Mar 2006	BXMX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	76	0.72%	—	Dec 2006	BXMX vs NPSRX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	70	17.58%	—	Dec 1987	BXMX vs FASEX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	62	1.93%	—	Jan 2013	BXMX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	19	9.51%	—	May 2009	BXMX vs NVLIX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	57	8.22%	—	Dec 2008	BXMX vs NELIX

Often Compared With BXMX

Investors most often compare BXMX with BSPIX, PLFIX, ENHNX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	73	11.65%	—	Apr 1993	BXMX vs BSPIX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	73	11.68%	—	Mar 2001	BXMX vs PLFIX
ENHNX	Cullen Enhanced Equity Income Fund	Derivative Income	29	8.37%	—	Dec 2015	BXMX vs ENHNX
MENYX	Madison Covered Call & Equity Income Fund	Derivative Income	46	5.89%	—	Oct 2009	BXMX vs MENYX
USG	USCF Gold Strategy Plus Income Fund	Gold, Derivative Income	16	2.39%	—	Nov 2021	BXMX vs USG
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	72	11.56%	—	Oct 2002	BXMX vs TRSPX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	Derivative Income	33	9.50%	—	Jan 2008	BXMX vs GIDHX
SPIAX	Invesco S&P 500 Index A	S&P 500	71	11.48%	—	Sep 1997	BXMX vs SPIAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	BXMX vs SPY
TCBIX	The Covered Bridge Fund	Derivative Income	82	11.04%	—	Sep 2013	BXMX vs TCBIX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	26	0.15%	44.59B	May 2020	BXMX vs JEPI
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	73	13.47%	—	Jan 1990	BXMX vs ADX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	72	11.58%	—	Sep 1997	BXMX vs SPIDX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	71	11.54%	—	Aug 2018	BXMX vs BSPPX
SCPIX	DWS S&P 500 Index Fund	S&P 500	73	11.60%	—	Aug 1997	BXMX vs SCPIX
FARCX	Nuveen Real Estate Securities Fund	REIT	18	11.64%	—	Jun 1995	BXMX vs FARCX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	72	11.59%	—	Feb 2001	BXMX vs PLSAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	70	11.48%	—	Nov 1991	BXMX vs MUXYX
MIEYX	MM S&P 500 Index Fund	S&P 500	70	11.45%	—	Feb 1998	BXMX vs MIEYX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	71	11.46%	—	Jan 2004	BXMX vs MSXAX

Compare BXMX with Any Fund or Stock

Compare BXMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BXMX with funds that move differently

Nuveen S&P 500 Buy-Write Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BXMX.

Explore BXMX Diversifiers

Nuveen S&P 500 Buy-Write Income Fund (BXMX) Alternatives